Investor Relations Assistant

Investor Relations Assistant

£35,000 + discretionary bonus London (Hybrid: 4 days office, 1 day remote)

Join a boutique asset management firm dedicated to responsible, long-term value investing. Based in the heart of London, our client's small, dynamic team is committed to delivering exceptional returns through rigorous, research-driven strategies. They pride themselves on fostering an intellectually curious, collaborative environment that emphasises integrity and professional growth.

Role Overview:
We are seeking a proactive, detail-oriented individual to become the primary point of contact for their valued clients. Ideal candidates will have experience in customer service, luxury hospitality, concierge roles, or as a personal assistant, and are eager to transition into the financial sector.

Key Responsibilities:

• Act as the first point of contact, managing client enquiries and providing exceptional service.
• Coordinate new investor onboarding, including compliance with KYC/AML requirements.
• Assist in preparing monthly and annual investor reports.
• Organise investor meetings and events, handling all logistics.
• Produce and distribute marketing materials, maintain the company website, social media channels, and data rooms.

Essential Qualifications:

• 2-3 years administrative experience.
• Proven ability to manage client relationships and organisational tasks effectively.
• Excellent communication skills, both written and verbal.
• Strong attention to detail and discretion.
• Proficiency in Microsoft Office; CRM experience is a plus.
• Interest in learning about the asset management industry.

Benefits:

• Life insurance
• Critical illness cover
• Income protection
• Discretionary bonus
• Professional development opportunities

If you're looking to grow your career in a boutique, high-performance environment at the intersection of client relations and finance, we'd love to hear from you.