Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the CEO and leadership team while managing complex schedules and financial portfolios.
- Company: Fast-growing firm in the dynamic financial services sector.
- Benefits: Competitive salary, hands-on experience, and exposure to the finance industry.
- Why this job: Gain valuable insights into investments and work in a fast-paced, entrepreneurial environment.
- Qualifications: Experience supporting executives, strong Excel skills, and a keen interest in finance.
- Other info: Onsite role in London with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a fast-growing firm in the financial services sector, is seeking a full-time Executive Assistant & Portfolio Coordinator to support their CEO/founder and leadership team in London. This is a hands-on, high-impact hybrid role combining senior-level executive support with portfolio coordination, financial exposure, and operational responsibility. The role is ideal for an ambitious candidate eager to deepen their experience within the finance and investment space while working in a fast-paced, entrepreneurial environment.
Key Responsibilities:
- Executive & Operational Support
- Manage complex diaries and scheduling across multiple time zones
- Coordinate travel, logistics, and high-level internal and external meetings
- Act as a key point of contact for internal teams, investors, and external stakeholders
- Prepare presentations, reports, and executive documentation
- Portfolio & Financial Coordination
- Assist with tracking the firm’s investment portfolio, including summarising quarterly fund reports
- Attend and take notes in internal investment meetings and selected industry events
- Support internal financial models and reporting by inputting, updating, and maintaining data in Excel
- Review financial documents and extract key insights for internal use
- Marketing & Industry Engagement
- Support ongoing marketing initiatives and digital content
- Monitor relevant industry trends, events, and news to share insights with the team
Key Requirements:
- Experience supporting senior executives in a fast-paced, professional environment
- Bachelor’s degree required (finance, economics, business, or a related discipline strongly preferred)
- Exposure to financial services, investments, or a numerate, analytical environment
- Strong Excel skills with confidence working with financial data and models
- Highly organised, analytical, and detail-oriented with strong problem-solving skills
- Excellent written and verbal communication skills
- Strong interest in the finance industry with a clear desire to learn and take on increasing responsibility
- International exposure and fluency in an additional European language are advantageous
Location & Package:
London | Onsite (5 days) £45,000 – £60,000 DOE (Higher end for candidates with stronger financial experience or formal finance education)
If you’re an ambitious Executive Assistant or early-career professional looking to combine executive support with meaningful exposure to investments, portfolio companies, and the wider venture ecosystem, we’d love to hear from you.
Executive Assistant & Portfolio Coordinator in City of London employer: VPA London
Contact Detail:
VPA London Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant & Portfolio Coordinator in City of London
✨Tip Number 1
Network like a pro! Reach out to connections in the finance sector, attend industry events, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its leadership team. We recommend crafting thoughtful questions that show your interest in their work and the financial services sector. This will help you stand out as a candidate who’s genuinely invested in the role.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, especially anything related to executive support or financial coordination. We want to see how you’ve tackled challenges and contributed to past teams, so don’t hold back!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Executive Assistant & Portfolio Coordinator in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Executive Assistant & Portfolio Coordinator. Highlight your experience in supporting senior executives and any exposure you have to financial services. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the finance industry and explain why you're the perfect fit for this hybrid role. We love seeing candidates who are eager to learn and grow with us.
Showcase Your Skills: Don’t forget to showcase your strong Excel skills and any analytical experience you have. If you've worked with financial data or models before, let us know! We’re keen on candidates who can handle the numbers side of things.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at VPA London
✨Know Your Stuff
Before the interview, make sure you research the company and its position in the financial services sector. Understand their portfolio and recent news. This will not only impress your interviewers but also help you ask insightful questions.
✨Showcase Your Skills
Be ready to discuss your experience with complex diary management, travel coordination, and financial data handling. Prepare specific examples that highlight your organisational skills and attention to detail, as these are crucial for the role.
✨Excel at Excel
Since strong Excel skills are a must, brush up on your abilities before the interview. Be prepared to discuss how you've used Excel in previous roles, especially in relation to financial models or data analysis.
✨Demonstrate Your Passion
Express your genuine interest in the finance industry and your eagerness to learn. Share any relevant experiences or projects that showcase your commitment to growing within this field, as this will resonate well with the hiring team.
