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Investor Assistant Temporary, Global Investment firm

ISE Partners
Posted 9 hours ago, valid for a month
Location

London, Greater London EC1R 0WX

Contract type

Part Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • We are looking for a detail-oriented Assistant with investor marketing responsibilities, requiring 4 to 7 years of experience in the investment sector.
  • The successful candidate will prepare high-quality investor presentations and manage CRM systems to maintain investor records.
  • Key responsibilities include creating and refining investor-facing materials and coordinating with internal teams for necessary information.
  • Proficiency in PowerPoint, Excel, and CRM software is essential, along with strong communication skills and attention to detail.
  • This temporary role offers a salary of $60,000 to $70,000 and could lead to a permanent position if successful.
We are seeking a highly organised and detail-oriented Assistant with investor marketing responsibilities. The successful candidate will be responsible for preparing high-quality investor presentations and managing CRM systems. This role requires strong analytical skills, proficiency in financial presentations, and experience handling CRM software to maintain investor records and engagement tracking.This is a temporary role to start ASAP, which could lead into a permanent opportunity if successful. You will have 4 - 7 years of experience either as an assistant, coordinator or administrator within the investment sector based in the investor relations team. Key ResponsibilitiesPresentation & Reporting
  • Assist in creating, editing, and refining investor presentations, pitch decks, and reports.
  • Ensure consistency, accuracy, and high visual standards for all investor-facing materials.
  • Coordinate with internal teams (finance, legal, and strategy) to gather necessary information for investor reports.
  • Maintain up-to-date investor presentation templates
CRM Management
  • Manage and maintain the company's CRM system, ensuring accurate and up-to-date investor data.
  • Track investor interactions, meetings, and correspondence.
Key Requirements
  • Proven experience in investor relations, finance, or executive support.
  • Strong proficiency in PowerPoint, Excel, and CRM software.
  • Excellent written and verbal communication skills.
  • High attention to detail and ability to manage multiple tasks simultaneously.
If you are a personable, engaging and focused Investor Assistant, please apply! 

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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