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Job title: Investor Relations Team Assistant
Hours: Full-time
Location: Hybrid - West End, London
Salary: 30k - 35k
Are you ready to take on a hands-on role that requires working under your own initiative, either alone or as part of a team? An opportunity has arisen for a Team Assistant to join an established Asset Management firm, our client is seeking a corporate, professional, personable, and collaborative candidate to join a dynamic team.
Role Overview:
We are looking for an Investor Relations Team Assistant to join our London-based team. As a core member of our Sales, Distribution, and Investor Relations team, you'll provide essential support by managing schedules, coordinating cross-functional projects, and engaging directly with clients and investors. You will play a critical role in our marketing efforts, CRM data management, and client communications, making a direct impact on our investor relations activities.
Key Responsibilities:
- Calendar Management: Coordinate schedules and prioritise meetings with clients and investors to streamline commercial activities.
- Administrative Support: Organise and manage files, records, and legal documents to ensure efficient access and secure storage.
- Marketing Content: Collaborate on creating and refining marketing materials tailored for a diverse investor audience.
- CRM & Investor Portal: Assist with CRM data migration (Salesforce to Dynamics), ensure data accuracy, and monitor investor portal documents.
- Investor Relations: Support client communication by responding to investor queries, sending invitations for quarterly calls, and managing the reporting calendar to ensure timely updates.
What We're Looking For:
Essential Skills:
- Bachelor's degree in finance, Business, Communications, or a related field
- Strong organisational and time-management skills
- Proficiency in Microsoft Office Suite, especially PowerPoint and Excel
- Excellent written and verbal communication skills
- Ability to work both independently and as part of a team
- Detail-oriented with a commitment to accuracy
Preferred Skills:
- Experience with CRM systems, especially Salesforce or Dynamics, is a plus
Apply now for consideration
