Investec
Personal Assistant / Team PA – Investment Banking (M&A Advisory) - FTC
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Personal Assistant / Team PA – Investment Banking (M&A Advisory)
About the team
Our Investment Banking Advisory division provides strategic advice to corporates, entrepreneurs, financial sponsors and other clients across a broad range of sectors. Operating in a dynamic and client-focused environment, the team delivers high-quality advice on mergers and acquisitions, capital raising and other strategic transactions.
As a Personal Assistant / Team PA, you will play a vital role in supporting a busy deal team, helping to ensure the smooth day-to-day operation of the business while working closely with senior professionals across the Investment Banking platform.
What will I be doing?
As a trusted member of the team, you will provide comprehensive administrative and organisational support to senior bankers and wider deal teams. Your responsibilities will include:
- Providing PA support to designated Investment Banking sector teams across a range of seniority levels.
- Managing complex diaries and coordinating schedules using Outlook.
- Acting as a key point of contact for clients and internal stakeholders.
- Arranging and coordinating client meetings, presentations, lunches and events.
- Preparing, formatting and maintaining professional documents and presentations using Word, PowerPoint and Excel.
- Producing correspondence and supporting the preparation of client materials.
- Organising domestic and international travel arrangements, including visas where required.
- Maintaining client information and activity records within CRM systems.
- Supporting weekly team reporting and work-in-progress updates.
- Managing expenses and ensuring timely submission and processing.
- Providing telephone coverage and administrative support across the wider PA team.
- Handling sensitive and confidential information with discretion and professionalism.
- Maintaining electronic and physical filing systems.
- Supporting the preparation and distribution of regulatory announcements (RNS).
- Providing additional administrative support as required within a fast-paced environment.
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What do I need to bring?
We're looking for someone who thrives in a professional services environment and enjoys being at the centre of a busy team.
Essential experience and qualifications:
- Previous experience in a Personal Assistant, Executive Assistant or Team Assistant role.
- Minimum of 5 GCSEs (or equivalent), including Maths and English Language.
- Advanced Microsoft Word and PowerPoint skills.
- Intermediate Microsoft Excel skills.
- Advanced Outlook proficiency.
- Strong attention to detail and commitment to producing high-quality work.
- Flexibility to support business needs, with core working hours of 8:30am to 6:00pm.
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I am good at:
- Building strong relationships with colleagues and clients.
- Managing competing priorities in a fast-paced environment.
- Organising and coordinating multiple activities simultaneously.
- Communicating effectively and professionally at all levels.
- Working collaboratively as part of a high-performing team.
- Maintaining confidentiality and handling sensitive information appropriately.
- Taking ownership and showing initiative.
- Producing accurate work with exceptional attention to detail.
- Using Microsoft Office applications confidently and efficiently.
What’s in it for me?
At Investec, you’ll be empowered to bring your authentic self, contribute new ideas, and grow alongside colleagues who share your drive for excellence. You will be part of a collaborative and creative culture where we encourage and are committed to sustainability across our global business. You will share in our purpose of creating enduring worth and together, we’ll achieve things tomorrow that hardly seem possible today.
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