Executive Assistant, IR/Roadshows

ISE Partners; England; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Breakfast and lunch provided

Cycle storage

Showers

Competitive benefits package

Bonus

Job summary

A global financial firm in the UK seeks a highly organized Executive Assistant/Roadshow Coordinator. The role involves managing complex schedules, coordinating travel itineraries, and liaising with clients across the Middle East. Ideal candidates should have over 8 years of experience supporting senior executives, proficiency in Salesforce and MS Office, and a strong understanding of regional cultural nuances. This position offers hybrid working with various on-site perks and a competitive benefits package.

Qualifications

• Minimum 8+ years’ experience as an Executive Assistant, ideally within financial services.
• Experience supporting senior executives in a global financial or investment firm.
• Strong understanding of cultural nuances in regional roadshow planning.
• Ability to troubleshoot and respond outside standard business hours when needed.
• Proficiency in Salesforce and MS Office (Word, Excel, PowerPoint, Outlook) and familiarity with Workday.
• Exceptional organisational skills, attention to detail, and adaptability in a fast-changing environment.

Responsibilities

• Handle intricate calendar management across multiple time zones.
• Coordinate multi-leg travel itineraries and meeting logistics.
• Act as a liaison for sensitive communications with clients.
• Meeting Preparation: prepare briefing materials and investor notes at short notice with accuracy and discretion.
• CRM Management: use Salesforce to track investor interactions and ensure timely data entry.
• Expense Reporting: reconcile multi-currency expense reports, ensuring compliance and correct coding.
• Event Support: assist with regional office events and contribute to a collaborative culture.

Skills

Organizational skills

Interpersonal skills

Cultural awareness

Attention to detail

Problem-solving

Tools

Salesforce

MS Office

Workday

Job description

This range is provided by ISE Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from ISE Partners

Building world-class support functions in PE, VC, hedge funds, consultancy, fast-growth tech and FTSE 250

Are you a travel planning expert with a passion for precision and organisation? Do you have extensive experience in planning logistics in the Middle East? We’re seeking an experienced Executive Assistant/Roadshow Coordinator to join our fast-paced team and manage complex business travel and investor roadshows across the GCC region. This is a high-profile role requiring exceptional organisational skills and cultural awareness.

About the Role

You’ll work closely with another seasoned EA to support a team of three senior Executives (two based in Dubai), ensuring seamless coordination of investor meetings and roadshows across the Middle East.

Key responsibilities include:

• Calendar Management: Handle intricate, ever-changing schedules across multiple time zones, prioritising investor meetings in the UAE, Saudi Arabia, Qatar, and other GCC territories.
• Roadshow Logistics: Take ownership of multi-leg travel itineraries, accommodation, ground transportation, and business dinners, tailoring agendas to local customs and preferences.
• Communication Hub: Act as a trusted liaison, representing the firm in sensitive communications with Middle East-based clients.
• Meeting Preparation: Prepare briefing materials and investor notes at short notice with accuracy and discretion.
• CRM Management: Use Salesforce to track investor interactions and ensure timely, accurate data entry.
• Expense Reporting: Reconcile multi-currency expense reports, ensuring compliance and correct coding.
• Event Support: Assist with regional office events and contribute to a collaborative team culture.

What We’re Looking For

• Minimum 8+ years’ experience as an Executive Assistant, ideally within financial services.
• Proven track record supporting senior executives in a global financial or investment firm, with exposure to the Middle East.
• Strong understanding of cultural nuances and logistical challenges in regional roadshow planning.
• Ability to troubleshoot and respond outside standard business hours when needed.
• Proficiency in Salesforce and MS Office (Word, Excel, PowerPoint, Outlook) and familiarity with Workday.
• Exceptional organisational skills, attention to detail, and adaptability in a fast-changing environment.
• Strong interpersonal skills, discretion, and a proactive, collaborative approach.

Why Apply?

• A supportive, collaborative EA culture with excellent leadership.
• Hybrid working (typically 3 days in office, 2 remote, with flexibility).
• Stunning West End offices with on-site perks: breakfast and lunch provided, cycle storage, and showers.
• Competitive benefits package and bonus.