PA, Investments

PA, Investments

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
WELLCOME TRUST

At a Glance

  • Tasks: Support the Investments team with admin tasks, manage schedules, and coordinate meetings.
  • Company: Join Wellcome Trust, a global leader in health funding and innovation.
  • Benefits: Enjoy a competitive salary, flexible hybrid working, and a commitment to diversity.
  • Other info: Be part of a diverse team that values inclusion and personal growth.
  • Why this job: Make a real impact in health by supporting investment professionals in a dynamic environment.
  • Qualifications: Experience in administration, strong IT skills, and excellent communication abilities.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

Closing date: Sunday, 12 October 2025

Contract type: Fixed Term contract

Interview dates: W/C Monday, 3 November 2025

The Wellcome Trust is a global charitable foundation. We improve health for everyone by funding science, leading policy and advocacy campaigns, and building partnerships.

We plan to spend £16bn over the next ten years, funding new discoveries in life, health, and wellbeing, and taking on three global health challenges: mental health, infectious disease and climate and health.

These challenges need the bold science we support, but they won't be solved by science alone.

Our investment portfolio is a resource that makes our charitable work possible, rather than a way in which we seek to achieve our mission. Over the past decade, the portfolio has grown at an annual rate of 12%, which has enabled us to nearly double the amount we spend on our mission of improving health for everyone by helping great ideas to thrive.

The original source of our funding was a bequest left by Sir Henry Wellcome on his death in 1936.Since then, Wellcome's funding has come from a wide range of financial assets around the world:

  • Publicly listed stocks and shares

  • Private equity

  • Venture capital

  • Property

  • Hedge funds and other investments.

We are looking for a PA/Team Coordinator to join our investments team on a Fixed term contract for 12 months.

Where in Wellcome will I be working?

You will join the Investments Operations team, reporting to the Investment Executive Assistant.

The PA team consists of 2 PAs / Team Coordinators and 1 Executive Assistant. The PAs provide general PA support to at least 2 senior members and team coordinator support to the wider Investments team.

The PA / team coordinator manages schedules, arranges meetings, and handles correspondence, which frees up investment professionals to focus on decision-making and strategy.

What will I be doing?

You will provide a broad range of administrative, secretarial, support to 2 senior members as well as the wider Investments Team and ensure the smooth running of the department.

As a PA / Team coordinator, Investments you will:

  • Manage diaries for leadership members and act as a point of contact for internal and external stakeholders

  • Complete expenses and process invoices on behalf of Investment Leadership members

  • Prepare papers for internal and external meetings, attending such meetings and producing minutes as required.

  • Implement and maintain excellent document and filing management systems

  • Arrange travel and meetings for Leadership team members and Investment team.

  • Lead on the planning and coordination of regular Investment team meetings, away days & socials, including scheduling, producing agendas and minutes.

  • Contribute to a diverse and inclusive culture across the organisation, collaborating across departments.

Is this job for me?

We are looking for a candidate with a background in investment who possesses strong administrative experience, exemplified by their proficiency in managing complex calendars, preparing agendas and paperwork for meetings. A candidate that takes initiative and meets deadlines is vital alongside good organisational skills. We'd love to work with a candidate that demonstrates the ability to work with people at all levels, including a high proficiency in both written and verbal communication

To apply for this role please submit an update CV and answer 2 application questions to demonstrate that you meet the minimum requirements for the role

Minimum Criteria:

  • PA or administration experience

  • Advanced IT Skills - excellent working knowledge of Microsoft Office software including SharePoint.

  • Ability to multi-task, prioritise, take initiative and work to deadlines.

  • Methodical and organised approach to work with very high attention to detail.

You can view the full job description on our website

You can read more about the benefits we offer our employees on our website

Our Hybrid Way of Working

We understand that our colleagues have commitments and personal interests outside of work and we strive to build a flexible working environment, in which people can perform at their best.

At Wellcome we have a hybrid way of working which is 3 days in our Euston Road offices (Tuesday, Wednesday and Thursday) with the remaining 2 days working either remotely or in the office.

Diversity and Inclusion is at the heart of everything we do

Diversity and Inclusion is a priority at Wellcome. We are committed to cultivating a fair and inclusive environment, where everyone can be themselves and thrive. We are happy to discuss flexible working options for all roles. We work to ensure that our recruitment processes are as inclusive as possible to everyone. This includes making adjustments for people who have a disability or long-term condition. Please visit our website for more information on adjustments and accessibility, or contact us at .

PA, Investments employer: WELLCOME TRUST

Wellcome Trust is an exceptional employer, offering a dynamic work culture that prioritises diversity and inclusion while supporting employee growth through flexible working arrangements. As a PA in the Investments team, you will play a vital role in facilitating impactful health initiatives, all within a collaborative environment located in the heart of London, where your contributions directly support global health challenges.

WELLCOME TRUST

Contact Details:

WELLCOME TRUST Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land PA, Investments

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like WELLCOME TRUST. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace PA, Investments

Administrative Experience
Diary Management
Meeting Coordination
Document Management
Minute Taking
Expense Processing
Travel Arrangement

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to WELLCOME TRUST.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on WELLCOME TRUST's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at WELLCOME TRUST

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with WELLCOME TRUST.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at WELLCOME TRUST will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former WELLCOME TRUST employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.