Temporary Team Assistant - Investor Relations

Purely PA

Greater London

Hybrid

GBP 25,000 - 35,000

Full time

7 days ago
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Job summary

Our client, a leading investment banking and financial advisory firm, is seeking a Temporary Team Assistant to support investor relations activities in London. The role covers event logistics, roadshows, CRM updates and stakeholder coordination, with 4 days in the office and Fridays from home.

The position requires strong administrative skills, attention to detail, and excellent communication. Start ASAP for a 3-month assignment with daily rate paid plus holiday pay.

Qualifications

  • Previous experience in an admin, client-facing, investor relations, corporate support, or financial services role.
  • Strong organisation and time management skills with the ability to manage multiple deadlines.
  • Excellent written and verbal communication skills.
  • High level of accuracy and attention to detail.
  • Experience within investment banking or financial services desirable

Responsibilities

  • Coordinate and maintain corporate roadshow and events calendars.
  • Arrange and manage logistics for results roadshows, investor meetings, site visits, non-deal roadshows and corporate events.
  • Prepare and distribute meeting materials, presentations, agendas and supporting documentation.
  • Maintain accurate records relating to corporate clients, shareholder information, market activity and investor engagement.
  • Build and maintain professional relationships with corporate clients and internal stakeholders.
  • Support onboarding activities for new corporate clients.
  • Assist with the preparation and circulation of weekly reports, agendas, market updates and investor communications.
  • Track and manage shareholder data, investor feedback, meeting requests and engagement activity.
  • Produce and distribute post-roadshow and investor feedback reports.
  • Maintain CRM systems, ensuring data accuracy and completeness.
  • Support the wider team with administrative, reporting and project coordination activities as required.
  • Assist in the preparation of management information, client service plans and business development initiatives.

Skills

Administrative experience
Investor relations
MS Office

Tools

Excel
Outlook
PowerPoint
Word

Job description

Temporary Team Assistant - Investor Relations

Location: London (Near Bank/Liverpool Street)
Duration: 3 months
Hours: 7.30am - 5pm
Working model: 4 days in office (Fridays work from home)
Pay: £134.61 - £192.30 per day plus holiday pay
Start Date: ASAP

About the Role

Our client, a leading investment banking and financial advisory firm, is looking for a Executive Assistant to join their busy and fast-paced team. This is an ideal opportunity for someone with strong administrative, relationship-management, and organisational skills who thrives in a fast-moving, deadline-driven environment.

Key Responsibilities
  • Coordinate and maintain corporate roadshow and events calendars.
  • Arrange and manage logistics for results roadshows, investor meetings, site visits, non-deal roadshows and corporate events.
  • Prepare and distribute meeting materials, presentations, agendas and supporting documentation.
  • Maintain accurate records relating to corporate clients, shareholder information, market activity and investor engagement.
  • Build and maintain professional relationships with corporate clients and internal stakeholders.
  • Support onboarding activities for new corporate clients.
  • Assist with the preparation and circulation of weekly reports, agendas, market updates and investor communications.
  • Track and manage shareholder data, investor feedback, meeting requests and engagement activity.
  • Produce and distribute post-roadshow and investor feedback reports.
  • Maintain CRM systems, ensuring data accuracy and completeness.
  • Support the wider team with administrative, reporting and project coordination activities as required.
  • Assist in the preparation of management information, client service plans and business development initiatives.
About You
  • Previous experience in an administrative, client-facing, investor relations, corporate support, or financial services role.
  • Strong organisational and time management skills with the ability to manage multiple deadlines.
  • Excellent written and verbal communication skills.
  • High level of accuracy and attention to detail.
  • Strong Microsoft Office skills, particularly Excel, Outlook, PowerPoint, and Word.
  • Ability to work independently and use initiative.
  • Professional approach to stakeholder and client relationship management.
  • Ability to handle confidential information with discretion.
  • Experience within investment banking or financial services desirable

If you are an organised and driven professional looking for your next challenge within financial services, we would be delighted to hear from you!

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