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.