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  • Writer's pictureCharlotte Howard-Jones

Assistant to Investor Relations Team

Updated: May 25, 2022

Great new role supporting Investor Relations at an Investment Firm in Mayfair. This is an incredible opportunity for someone with at least 2 years experience working as an Assistant at an Investment Firm.

They're a great team, your role would be varied and not your usual EA role. The company offers excellent work life balance, there is a lot to learn and it's an exciting, nurturing environment.

**You must have at least 2 years experience in the Investment industry**

Duties will include but not be limited to:

  • Extensive diary management for the Business Development Team.

  • Responsible for scheduling client meetings.

  • Liaising with clients and tracking client activities.

  • Maintain and update the CRM system.

  • Organise Business Development Team’s travel and conferences.

  • Assist with travel and admin support for allocated portfolio managers

  • Work closely with Investor Services and Investment Support.

  • Responsible for client website registration process, working closely with Compliance.

  • Updating website users access.

  • Maintain distribution lists and send out all regular and ad-hoc mailings to clients.

  • Produce Monthly and Quarterly Internal Reports and work closely with the Team’s Publisher to deliver client materials (Presentations and Letters).

  • Organise Client Events and Initiatives.

  • Monitor the firm’s generic mailbox.

Our client is offering a salary of £40,000 - £45,000 per annum depending on salary history and industry experience + a competitive benefits package including a discretionary bonus depending on annual fund and personal performance.

If you are keen please send your CV to:

We are a small boutique firm and due to a high volume of candidates we regret to say that only those successful will be contacted.

Kosmos Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers

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