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- 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 growth opportunities in finance.
- 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 degree in finance or related fields.
- Other info: Onsite role in London with potential for career advancement.
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 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 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 London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant experience in financial services or executive support to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background makes you a perfect fit for our fast-paced environment.
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your application is clear and well-structured. We love seeing strong written skills right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
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 is Key
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.
