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ABOUT THE ROLE
We are looking for a sharp, proactive Executive Assistant to support a senior leader across meetings business development, and research. This is a high-impact role for someone who thrives in a fast-paced finance environment, is fluent in AI tools, and can navigate Bloomberg and financial data with confidence.
WHAT YOU'LL DO
. Meetings & Calendar Management - Coordinate and prepare for internal and external meetings, including agendas, briefing notes, and follow-ups to ensure the executive is always well-prepared.
. Business Development Support - Track pipeline activity, prepare pitch materials, conduct background research on prospects and partners, and support deal flow coordination.
. Research & Analysis - Produce concise, high-quality research on markets, companies, competitors, and macroeconomic trends usingBloomberg, public filings, and other sources.
. AI-Powered Workflows - Leverage AI tools (e.g., Claude, ChatGPT, Perplexity) to accelerate research, summarise documents, draft communications, and improve overall efficiency.
. Communications - Draft and manage correspondence, presentations, and reports on behalf of the executive.
WHAT WE'RE LOOKING FOR
. 3+ years of experience in an executive assistant or research analyst role - ideally within finance, investment management, or professional services.
. Hands-on proficiency with Bloomberg Terminal: data pulls, company and sector research, news monitoring.
. Demonstrated ability to work with AI tools and integrate them into daily workflows - practical, real-world use is essential.
. Strong research and synthesis skills - able to turn complex information into clear, actionable summaries.
. Excellent written and verbal communication in English.
. Highly organised, discreet, and capable of managing competing priorities under pressure.
. A self-starter who anticipates needs rather than waiting to be asked.
ADVANTAGES
. Experience supporting C-suite or senior investment professionals.
. Exposure to capital markets, private equity, or asset management.
. Familiarity with financial modelling or data visualisation tools.
Job ID: 150426715
Skills:
AI tools, budgeting, procurement processes, Microsoft Office Suite, Reporting
Skills:
SEO, Canva, Adobe Suite, Public Relations, DaVinci Resolve, Adobe Premiere Rush, Communications, Digital Marketing, Marketing
Skills:
SAP, Excel, AI tools, Planning Analytics, IBM Cognos Controller, Financial reporting
Skills:
service level agreement , policy development , Processes Implementation, Service Planning and Implementation, Time Management, Achieving Kpis, Onboarding, Hr Business Partnering, HR-procedures, company policies, Service Level Agreement Management, Hr Administration, key performance indicators, Hr Services, Establishing Plans, Dealing with confidential data
Skills:
Team Leadership, Business Development, Pricing Governance, Underwriting
We don’t charge any money for job offers