EA – Investor Relations Team

Salary up to £55K plus bonus and extensive benefits

Full Time


Private Equity

The Company

Our client is a boutique private equity firm based in Chelsea. They are looking for an EA who will be responsible for event management, investor roadshows and back-office support for the Investor Relations team.

Specific Tasks:

  • Coordinate events for the IR/ Marketing team (virtual and in person) including the flagship Annual Investor Meeting and general meetings and webinars
  • Make travel arrangements for members of IR Team and members of the wider team participating in fundraising and marketing including the CEO
  • Organising complex international travel, including visas, currency, cars, accommodation, itineraries and taxis. Maintaining the Certified Copies File in relation to travel
  • Complex and extensive diary/ appointment management for meetings and calls
  • Perform general office duties such as printing, scanning, faxing documents and binding presentations
  • Administrative duties related to maintaining records, management database systems processing new and existing investors i.e.: CRM, Meeting log, contacts database
  • Notify team of obstacles, equipment or operating problems requiring the need for additional support


General Tasks:

  • Office management tasks such as maintaining the meeting room spaces and the central All Meetings Calendar for the company
  • Answering the main office door, meeting and greeting visitors to the office, making refreshments, organising lunches and any necessary equipment/ documents for meetings
  • First point of contact for the company through the telephone in an efficient, friendly and professional manner; ability to disseminate information about the company to callers; to have judgement as to whom calls should be directed etc. for the full team
  • Processing/ allocating invoices, credit cards and related expenses
  • Dealing with incoming and outgoing post, couriers and deliveries
  • Handling all correspondence as required
  • Ensuring the team maintain a tidy desk policy
  • Maintaining the various contact lists for the team you support and the scanning of business cards
  • Dealing with the renewals for the various IR team subscriptions
  • Maintaining familiarity in relation to regulatory issues, office procedures and ICT facilities
  • Cover for the other Assistants when they are on holiday/ off sick



  • Minimum 8 years’ administrative support/ administrative experience
  • Experience in a sales or marketing environment within financial services, including organising roadshows, investor meetings, etc.
  • CRM software experience (i.e.: Salesforce, Foliometrics, Deal Cloud)
  • High competency in Microsoft Office applications (Outlook, Excel, Word) and Adobe Acrobat
  • Fluent in French (Preference)


Key Skills:

  • Pro-active and positive
  • Outstanding organisational skills
  • Excellent written and verbal communication skills
  • Willingness to go the extra mile and be a self-starter
  • Exercises confidentiality and discretion in the appropriate areas of her/ his performance
  • Conduct business with the highest standards of personal, professional and ethical conduct
  • Interest in technology and digitalisation
  • Enjoy working in a fast-paced environment

If you have any further questions regarding the role, please do reach out to us at contacts@bower-talent.com

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