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For Companies At a Glance
- Tasks: Support investment teams by coordinating schedules, travel, and research logistics.
- Company: Dynamic investment firm focused on collaboration and growth.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Why this job: Be at the heart of investment operations and build strong professional relationships.
- Qualifications: Experience in corporate access or investment environments; strong communication skills.
- Other info: Fast-paced role with opportunities for personal and professional development.
The predicted salary is between 30000 - 40000 £ per year.
We're looking for a highly organised, proactive Investment Coordinator to support our Client's Portfolio Managers and Analysts and ensure smooth collaboration across investment teams. This role is central to coordinating schedules, travel, research logistics, and corporate access, while building strong relationships with internal and external partners.
Key Responsibilities
- Provide day‑to‑day support to PMs and Analysts
- Coordinate corporate access: conferences, NDRs, analyst meetings, expert calls
- Manage calendars, schedule IR calls, and prepare meeting materials
- Maintain databases, reporting systems, coverage lists, and watchlists
- Liaise with Broker Relations and external IR teams
- Process expenses and manage global travel bookings
- Support Compliance with meeting clearance and approvals
- Handle ad‑hoc administrative tasks
About You
- Experience with corporate access or investment/ECM environments
- Strong communication and relationship‑building skills
- Highly organised with excellent attention to detail
- Proficient in Excel, Outlook, and PowerPoint
- Collaborative, resourceful, and confident in a fast‑paced environment
If this sounds like you, please get in touch for a chat.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.
Investment Coordinator in London employer: Wild Berry Associates
Contact Detail:
Wild Berry Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Coordinator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for an Investment Coordinator role. You never know who might have a lead or can introduce you to someone who does.
✨Tip Number 2
Prepare for those interviews by researching the company and its investment strategies. Show us that you’re not just another candidate; demonstrate your knowledge and enthusiasm for their work!
✨Tip Number 3
Practice your communication skills! As an Investment Coordinator, you'll need to build strong relationships. Role-play with a friend or family member to get comfortable discussing your experience and how it relates to the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Investment Coordinator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in corporate access or investment environments. We want to see how your skills align with the role of an Investment Coordinator, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your organisational skills and how you’ve successfully built relationships in previous roles. We love a good story!
Show Off Your Tech Skills: Since proficiency in Excel, Outlook, and PowerPoint is key, make sure to mention any specific projects or tasks where you’ve used these tools effectively. We’re all about efficiency and want to know how you can contribute to our fast-paced environment.
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 don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Wild Berry Associates
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an Investment Coordinator. Familiarise yourself with terms like corporate access, IR calls, and how to manage schedules effectively. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised tasks and maintained attention to detail, as these are crucial for supporting Portfolio Managers and Analysts.
✨Demonstrate Strong Communication Skills
As you'll be liaising with various stakeholders, it's essential to highlight your communication skills. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you built strong relationships with internal or external partners, showcasing your ability to collaborate effectively.
✨Familiarise Yourself with Relevant Tools
Proficiency in Excel, Outlook, and PowerPoint is key for this position. Brush up on your skills in these applications before the interview. You could even mention specific features or functions you've used in the past that relate to the job, demonstrating your readiness to hit the ground running.