The Executive Associate plays a critical role in enabling the Managing Director this Investment Management firm to operate at maximum strategic effectiveness. This role goes beyond traditional executive support, acting as a trusted partner who helps shape agendas, drive execution of strategic priorities, and ensure high-quality governance, reporting and stakeholder engagement.
The role requires sound judgement, exceptional written communication skills, commercial awareness, and the ability to work confidently across senior internal and external forums within a regulated investment management environment.
Key Responsibilities
Strategic and Executive Enablement
- Partner with the Managing Director to plan, coordinate and optimise executive, management committee and strategic forums, ensuring agendas, materials and outcomes are aligned to the strategic priorities.
- Track decisions and actions arising from executive and board engagements, driving disciplined follow‑through and execution.
- Act as a strategic sounding board, helping to synthesize information, identify key themes and surface matters requiring executive focus.
Governance, Reporting and Board Support
- Lead the compilation, coordination and quality assurance of quarterly board reports, board packs and executive presentations, working closely with senior stakeholders to ensure clarity, insight and accuracy.
- Coordinate and attend board, committee and ad‑hoc meetings (including with IFA partner firms), providing high‑quality minute‑taking, capturing decisions and actions, and ensuring timely follow‑up.
- Act as a professional and reliable point of contact for key external stakeholders, supporting strong and trusted working relationships.
Project and Initiative Management
- Track and support delivery of initiatives aligned to the strategic plans.
- Act as project manager for larger or more complex initiatives, coordinating across functions, monitoring milestones, identifying risks and escalating issues appropriately.
- Apply structured project management and digital tools to improve visibility, pace and execution.
Research, Insight and Market Awareness
- Monitor relevant industry, regulatory and competitor developments within the UK investment management landscape and provide concise insights to support executive decision‑making.
- Undertake targeted research in support of strategy discussions, presentations, business reviews and external engagements.
Communication and Representation
- Draft high‑quality written communications, briefing papers, reports and presentations on behalf of the Managing Director and executive team, ensuring a clear, professional and executive‑level tone.
- From time to time, represent the Managing Director or executive team in designated forums, presenting material or updates where appropriate.
- Act as an ambassador, consistently demonstrating professionalism, sound judgement, and behaviours aligned to organisational behaviours.
Qualifications, Experience and Knowledge
- Undergraduate degree preferred.
- Strong understanding of the investment management or broader financial services industry.
- Minimum of three years’ relevant experience within an investment or asset management environment.
Critical Skills and Capabilities
- Exceptional written communication skills, with the ability to produce clear, concise and executive‑level reports, board papers, presentations and formal correspondence.
- Strong analytical and critical thinking capability, able to interpret information, identify key messages and translate complex content into executive insight.
- Proven ability to convert notes, briefs and complex material into structured, high‑quality presentations.
- Excellent minute‑taking skills, accurately capturing decisions, actions and context.
- Strong organisational and stakeholder management skills, with the confidence to influence senior stakeholders and drive delivery.
- High levels of discretion, professionalism and sound judgement when handling confidential and market‑sensitive information.
Digital, AI and Ways‑of‑Working Capability
- Demonstrated interest in, and practical ability to leverage, digital and AI‑enabled tools (e.g. Microsoft Copilot, document automation, workflow and collaboration tools) to improve efficiency, quality and turnaround times.
- Comfortable working across Microsoft 365 tools (Teams, SharePoint, PowerPoint) to manage information, documentation and stakeholders.
- Curious and adaptable mindset, with a willingness to explore smarter ways of working in a fast‑paced executive environment utilizing technology.
