Executive Assistant / Investment Analyst
A rare hybrid opportunity combining senior executive support with hands-on investment analysis, working directly with a Managing Director!
- True hybrid EA / Investment Analyst role
- High-trust position partnering closely with a Managing Director
- Broad scope, autonomy and long-term growth potential
This is a true hybrid role combining senior-level executive support with hands-on investment analysis. Acting as the Managing Director’s right hand, you’ll provide structure and follow-through on priorities while contributing to investment research, analysis and reporting across a diversified portfolio.
Key Responsibilities
Executive Support & Office Leadership
- Provide high-level support to the Managing Director, ensuring priorities are executed effectively
- Manage complex diaries, travel and executive scheduling
- Prepare meeting agendas, papers and briefings, and track actions and outcomes
- Draft and manage senior-level correspondence, reports and documentation
- Conduct research and analysis across a diversified investment portfolio
- Build and maintain financial models, valuations and investment analysis
- Support due diligence, investment papers and presentations
- Monitor portfolio performance and prepare regular reporting
- Liaise with external advisors and support transaction documentation
- Provide analytical support on strategic initiatives
- Proven experience supporting a CEO or Managing Director in a fast-paced environment
- Strong analytical background in investment analysis, corporate finance or similar
- Advanced Excel and financial modelling capability
- Highly organised, proactive and discreet
A unique opportunity to step into a pivotal role within a sophisticated financial services environment, offering exposure to senior decision-making, diverse investments and long-term strategy, working closely with an inspiring leader who values initiative and accountability.
APPLY NOW if you’re looking for a trusted, long-term role where your impact will be genuinely valued.
Admin / Secretarial / Office Support > Admin / Secretarial / Office Support > Executive Assistant
