Pzena Investment Management
Team Assistant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Team Assistant
Business Development & Client Services Assistant – London
Location: Pzena Investment Management, London Office Reports To: Client Service Operations Manager EMEA
About the Role
Pzena Investment Management, LLC is a registered investment adviser and broker-dealer with $85 billion in global equity assets, serving institutional and private clients worldwide. Our London office, established in 2015, covers UK, Europe, and the Middle East & Africa, and plays a critical role in our growth strategy.
We are seeking an exceptional Business Development & Client Services Assistant to support the EMEA Business Development & Client Services team. This fast-paced role requires a high level of organisation, communication skills, and flexibility to support cross-functional teams both in London and NYCDublin, adapting to a fast-growing firm.
Key Responsibilities
-
Meeting & Call Coordination
- Schedule and manage meetings, client interactions, and conference calls
- Prepare meeting materials, book conference rooms, and handle catering logistics
- Set up videoconferencing for cross-site collaboration
-
Client Travel & Logistics
- Manage complex travel arrangements for UK and EMEA business development activities
- Arrange flights, accommodations, transport, and itineraries for team members
-
Business Development Assistance
- Plan and coordinate business events, client meetings, and off-site activities
- Support RFP (Request for Proposal) submissions and sales team presentations
-
Client & Prospect Reporting
- Develop, prepare, and distribute recurring investor reporting (commentaries, statements, questionnaires)
- Ensure deadlines are met and communication is compliant and accurate
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
-
Internal Stakeholder Liaison
- Collaborate with Compliance, Sales, and Legal teams across NY, Dublin, and Europe
- Update internal databases (Salesforce), provide approved marketing materials, and gather client data for team operations
-
Operational & Administrative Duties
- Process team expenses through Expensify and manage financial requests
- Assist with offsite trading desk and office management, including supplies and postroom operations
-
Team Support & Participation
- Provide backup to the London Business Development & Client Services Support team
- Support ad hoc projects and tasks as needed, including discrete data or analytical work
Note: Role requirements and responsibilities may evolve with business needs.
Qualifications & Skills
- Degree Preferred: A degree (any discipline) is advantageous, though not always mandatory
- Financial Industry Experience: Client reporting or client-facing roles in investment management or financial services are highly valued
- Essential Competencies
- Exceptional emotional intelligence, sound judgment, and a relentless work ethic
- Relentless attention to detail and ability to follow through meticulously
- Flexibility and agility to adapt to shifting priorities
- Strong interpersonal skills to manage diverse stakeholders and balance multiple competing demands
- Ability to work effectively across offices and time zones
- Technical Skills
- Must be proficient in Microsoft Office Suite (Outlook for scheduling, Excel for data, PowerPoint for presentations)
- Experience handling financial or statistical data is a plus
- Location & Working Hours
- Must be available Monday-Friday (9:00 AM–5:30 PM BST) with 4 days on-site per week
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Current Employment Status
Pzena Investment Management will not sponsor work authorisations for this position.
Employee Benefits
We’re committed to a positive work environment where employees and their families thrive. As a team member at Pzena, you will enjoy thoughtful benefits including:
-
Health & Wellbeing
- Comprehensive healthcare plans
- Life assurance
- Income protection
- Pension scheme with firm contributions
-
Development & Support
- Internal Mentorship Program to support career growth
- Encouragement to participate in comm coro exchange groups, cause-related giving, and volunteer programs
-
Culture & Community
- Engaging team-building events and workplace socials
- Monthly ‘Birthday Parties’, Pizza Thursdays, and access to healthy snacks and beverages
- Year-end celebrations and occasional firm-wide retreats
About Our Culture & Commitment
Pzena Investment Management is an affirmative action – equal opportunity employer. We recognise diversity as a core driver of innovation and creativity.
We encourage candidates from all backgrounds to apply, understanding that it is multiple perspectives that enrich our culture and empower collective excellence.
If you require a reasonable accommodation for any part of the application process, please contact careers@pzena.com.
Read our privacy policy for more information: Privacy Notice
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location