Personal Assistant – Investment Management

About the role

We are seeking an experienced Personal Assistant to support a busy investment team within a leading alternative and property investment firm. You will act as a trusted point of contact, ensuring smooth day‑to‑day operations and liaising confidently with investors, advisers and senior stakeholders.

Key responsibilities

• Manage complex diaries, schedule meetings and coordinate stakeholder interactions.
• Arrange UK and international travel, itineraries and accommodation.
• Coordinate board meetings, investor events and team activities.
• Prepare presentations, reports and other business documentation.
• Process invoices and maintain accurate financial records.
• Liaise with external advisers, suppliers and internal teams.
• Support office operations, facilities and general administration.

Required profile

• Previous PA or Senior Team Assistant experience within financial services, investment management, private equity or real estate.
• Strong diary management and stakeholder coordination abilities.
• Highly organised, proactive and capable of handling multiple priorities.
• Excellent communication skills with meticulous attention to detail.
• Professional, adaptable and collaborative with a positive, can‑do attitude.

Required skills

• Advanced Microsoft Office proficiency.

What we offer

• Competitive salary of £45,000 per year.
• Hybrid working arrangement in a supportive, high‑performing team.
• Opportunity to develop a long‑term career within a respected investment firm.