Company: Aldrich & Company Limited
Location: Greater London
Job Description:
EA to Investment Manager
£60,000 – £70,000 + bonus + benefits
22759
AreyouanexceptionalEAwhoisparticularlyinterestedininvestmentmanagement/financialmarkets?
Areyoualwaysonestepaheadandcommittedtodeliveringacalm,organisedandseamlessenvironmentforyourboss?
DoyouhaveanenquiringmindwithstrongEQandIQ?Doyouunderstandbusinessandrelishtheopportunitytolearn?
And,areyouaconfidentcommunicatorwhocandevelopstrongrelationshipsatalllevels?
Ifso,we’dlovetohearfromyou!You’llbesupportingaPartnerinahighlyrespectedfamilyinvestmentoffice,workingin-officeeverydayinordertobuildthestrongconnectionthatmakesrolesuchagreatopportunity!
Whatyou’llbedoingdaytoday:
- Actingasfirstpointofcontactandgatekeeper,maintainingandorganisinginboxandcalls
- Proactivelymanagingcomplexdiary;coordinatingbusinessmeetings
- Liaisingwithclientsandseniorstakeholders,buildingrelationshipsandknowledge
- Preparingdocuments,reportsandpresentations
- Drafting,reviewingandeditingcorrespondence
- Preparingformeetings,collatingresearchpapersanddistributing
- Organisingcliententertainment
- WorkingcollaborativelywithotherEAs
Theskillsyouneedtobring:
- Significantexperiencesupportingwithinafamilyofficeorboutiquefinancialenvironment
- Abilitytoprioritiseandmanagemultipletasksunderpressure
- Highlynumeratewithstrongattentiontodetail
- Youmustbeagenuineteamplayer
- Excellentwrittenandverbalcommunicationskills
- ITliterateacrossMicrosoftOfficeSuite,CRMsystems
- Calm,confidentandsolutions-focused,eveninfast-movingsituations
- Collaborativeandteam-oriented,witharespectful,ego-freeapproach
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Posted: March 27th, 2026