Executive Assistant (Equities)

Job Description:

Core-Asset Consulting is delighted to be supporting a financial services startup firm as they seek to appoint a Business Administration professional to join their growing organisation.

The role holder is responsible for providing support to the Equities team.

Some of the main responsibilities include managing diaries, travel logistics and assisting in the preparation of presentations and conferences.

This newly formed business, based in Newcastle, offers an exciting opportunity to help shape its culture and ways of working from the outset.

All applicants must have a minimum 2.1 Bachelor's degree.

• Minimum 2:1 Bachelor's degree (or international equivalent) with strong academic performance.


• At least 2 years of experience in a similar administrative or business support role.


• Excellent IT proficiency, particularly in Microsoft PowerPoint, Excel, Outlook and Word.


• Experience handling sensitive information with discretion and professionalism.


• Outstanding written and verbal communication skills.


• Proactive, solution-focused mindset with the ability to maintain momentum and meet deadlines.


• Strong attention to detail and the ability to anticipate needs.


• Confidence in managing competing priorities with a disciplined and structured approach.


• Highly motivated team player with strong work ethic, energy and enthusiasm.


• Ability to collaborate effectively with colleagues across the broader support function.

• Support the investment teams in developing and maintaining relationships with external corporates.


• Coordinate regular contact with portfolio companies and a wider universe of relevant counterparties.


• Assist with the preparation of presentation materials and business documentation.


• Support the planning, logistics and delivery of conferences, meetings, roadshows and field trips.


• Monitor upcoming corporate access opportunities and coordinate participation.


• Communicate key business priorities clearly and professionally to both internal and external stakeholders.


• Liaise directly with corporate access desks and colleagues across all departments.


• Manage diaries, gatekeep meeting schedules and stay aware of stakeholder priorities.


• Screen calls, facilitate conference calls and handle ad hoc correspondence.


• Organise business travel including transport, accommodation and preparation of itineraries.


• Provide administrative support including research, record-keeping and ad hoc project work.


• Collaborate closely with the wider Business Administration and Executive Assistant teams to ensure consistent, high-quality support across the firm.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16314

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.

Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.

We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM