EA to CIO & Head of BD

Knightsbridge Recruitment - Angela Mortimer Plc Group; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A boutique investment firm is seeking an exceptional Executive Assistant to support the Founder/CIO and Head of Business Development. You will manage complex priorities, act as a gatekeeper for principals, and provide personal support. The ideal candidate has over 4 years’ experience as an EA in finance and is proactive and highly organised. This role offers a competitive salary, discretionary bonuses, and comprehensive benefits in a dynamic office environment in London.

Benefits

Private medical

Dental

Good pension contribution

Life assurance

Daily lunch

Subsidised PT sessions

Qualifications

• 4+ years’ experience as an EA supporting C-suite, founders, or high-net-worth individuals.
• Background in boutique finance environments (asset management, PE, VC, HF, IR).
• Polished, proactive professional who thrives in fast-moving environments.
• Highly organised, accountable, and able to anticipate needs proactively.

Responsibilities

• Manage complex priorities with discretion and efficiency.
• Act as a true gatekeeper, protecting the principals’ time and prioritising requests.
• Manage busy diaries, meetings, and lunches across time zones.
• Prepare client-facing materials, presentations, and agendas for meetings.
• Organise complex travel and screen calls.

Skills

Organisational skills

Communication skills

Proficiency in PowerPoint

Experience with CRM systems

Strong can-do attitude

Education

Graduate or graduate calibre

Tools

Microsoft Teams

Job description

We are seeking an exceptional EA to support the Founder/CIO and Head of Business Development at a strategic, entrepreneurial, boutique investment firm. This is a rare chance to join a small, close-knit team in a highly collaborative, low-politics environment. The office is a modern open plan. The culture is entrepreneurial, friendly, dynamic, and supportive, and there is genuine scope to make this role your own.

The Role

You will provide high-level support across business and personal matters, managing complex priorities with discretion and efficiency. This role is a mixture of professional executive assistance with exposure to client-facing activities, business development, and personal support for the Founder/CIO.

Business & Executive Support (70–80%)

• Act as a true gatekeeper, protecting the principals’ time and prioritising requests
• Manage busy diaries, meetings, lunches, and dinners across time zones
• Prepare client-facing materials, presentations, and agendas for meetings
• Organise complex travel, including flights, hotels, transfers, and detailed itineraries
• Screen calls, take messages, respond on behalf of executives, and escalate where appropriate
• Support investor relations: client updates, materials, and liaison
• Organise team events, annual off-sites, and investor days
• CRM and pipeline management: track opportunities, meetings, and follow-ups
• Ad-hoc administrative support and expense management

Personal Support to Founder/CIO (15–20%)

• Manage personal diary, appointments, and social engagements
• Book end-to-end family holidays: flights, private travel, visas, drivers, chefs, wellness arrangements
• Provide ad-hoc errands and support for family needs

The Candidate

You will be a polished, proactive professional who thrives in a fast-moving, entrepreneurial environment. The ideal candidate will be:

• 4+ years’ experience as an EA supporting C-suite, founders, or high-net-worth individuals
• Background in boutique finance environments (asset management, PE, VC, HF, IR)
• Graduate or graduate calibre
• Professional, intelligent, and outgoing with a strong can-do attitude
• Highly organised, accountable, and able to anticipate needs proactively
• IT-savvy, confident with PowerPoint, Teams, and productivity tools (including AI tools)
• Polished, efficient, adaptable, and hands-on
• Entrepreneurial, flexible, and with a sense of humour
• Experienced with CRM systems

Why This Role is Exceptional

• Work at the heart of a highly entrepreneurial, collaborative, and fast-moving boutique investment firm
• Scope to take ownership of the role and shape it around your strengths
• Incredible office environment in a prestigious London location with a rooftop view
• Competitive salary and discretionary bonus (10–15%)
• Comprehensive benefits: private medical, dental, good pension contribution, life assurance, daily lunch, subsidised PT sessions
• Work-life balance: core hours 8:30am–5:30pm with little to no work outside these hours

This is a chance to thrive in a high-energy, entrepreneurial environment, making a tangible impact while working alongside inspirational leaders. APPLY NOW!