Secretary – Equities Investment Support

Secretary – Equities Investment Support

Role Context:
To support UK/European Equity Fund Managers in London and the Equities Support Desk and also provide holiday cover for the Emerging Market Equity Team.

* Booking client meetings with fund managers
* Expense processing
* Invoice processing
* Booking travel
* Booking rooms and video conferencing for internal and external meetings
* Arranging Visas
* Weekly Investment Meeting minute taking
* Preparing investment meeting materials on a weekly basis
* Diary Management
* Arranging large team offsites
* Collating reports & manage the team’s outstanding stock notes & completion dates
* Arranging research trips and individual opportunities for the European/UK team to meet with companies for potential investment and are already invested in.
* Producing information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text and data
* Conserves fund managers time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analysing information; initiating telecommunications.


* Strong attention to detail
* Ability to plan ahead and anticipate events
* Proven work experience as an Assistant, Executive Administrative Assistant or similar role
* Some knowledge of investment desk procedures
* Solid experience with office management systems
* Familiarity with online calendars
* Strong communication skills (via phone, email and in-person)
* Experience exercising discretion and confidentiality with sensitive company information
* Excellent organisational skills with an ability to think proactively and prioritise work

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