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About the Role
Attivo Investments is seeking an ambitious Investment Operations & Executive Business Partner to collaborate with the Chief Investment Officer and Executive Team, driving strategic decisions into action. This hands-on role involves core EA duties and proactive support to ensure the CIO focuses on strategic, value-add activities.
Responsibilities
- Provide high-quality executive and operational support to the Chief Investment Officer and Executive Team, including diary management, meeting preparation, briefing papers, travel arrangements, administration, and follow-up.
- Ensure the CIO is fully prepared for meetings with necessary context, papers, actions, and priorities organized.
- Coordinate governance meetings, committees, leadership forums, and strategic reviews, managing agendas, meeting packs, minutes, action logs, and supporting documentation.
- Maintain the executive operating rhythm, including weekly executive meetings, leadership one-to-ones, quarterly reviews, business planning sessions, and governance calendars.
- Track strategic initiatives, milestones, dependencies, and risks to ensure key priorities advance.
- Support the day-to-day operational running of Attivo Investments by maintaining trackers, records, project plans, reporting inputs, and process documentation.
- Identify opportunities to improve efficiency, streamline administration, and leverage technology or AI-enabled tools for process enhancement.
- Act as a central coordination point between the Executive Team, Investment Team, Compliance, Finance, Operations, external suppliers, platform providers, and strategic partners.
Requirements
- Essential investment management industry experience, with the ability to quickly understand business context and connect activity across teams.
- Experience in an Executive Assistant, Operations, PMO, Business Coordinator, or similar role supporting senior leaders.
- A proactive, ambitious, and commercially aware mindset, with the confidence to take ownership and follow through.
- Strong organizational and prioritization skills, with the ability to manage multiple competing priorities in a fast-moving environment.
- Confidence working with senior stakeholders and cross-functional teams, including the ability to challenge, influence, and keep activity moving.
- Strong technology skills, including advanced Microsoft Office capability, and a genuine interest in using AI, automation, and digital tools to improve efficiency.
- High attention to detail and a structured approach to administration, documentation, governance, and action tracking.
- Excellent written and verbal communication skills, with the discretion and professionalism needed when handling confidential information.
- A dynamic, adaptable approach and the ability to thrive in a fast-paced, start-up style culture where priorities can shift quickly.
- Pre-employment vetting as outlined by the Financial Conduct Authority (FCA) must be satisfactorily completed.
Skills
- Investment management industry experience
- Executive Assistant
- Operations
- PMO
- Business Coordinator
- Proactive mindset
- Ambitious mindset
- Commercially aware mindset
- Organizational skills
- Prioritization skills
- Stakeholder management
- Cross-functional team collaboration
- Challenging and influencing skills
- Advanced Microsoft Office capability
- Interest in AI, automation, and digital tools
- Attention to detail
- Structured approach to administration
- Written communication skills
- Verbal communication skills
- Discretion and professionalism
- Adaptability
- Ability to thrive in a fast-paced culture
Location
- London
- Monthly travel to Cheltenham
Work Type
- Office attendance: 2–3 days per week
- Work from home available
- Flexible working available
Experience Level
- Dependent on experience
Salary/Compensations
- £50,000 to £60,000
Benefits
- London Living Allowance
- Opportunity to grow with a dynamic, values-led investment business
- Non-contributory Pension Scheme
- Private Medical Insurance
- CashPlan
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Parking allowance for employees who live over 1.5 miles away from the office
- London Living Allowance for employees living within M25
- Excellent culture, promoting employee wellbeing and engagement
About the Company
- Attivo Investments is an investment firm creating investment solutions for financial planning firms and their clients.
- The company's mission is to align investment strategies with financial planning goals for a cohesive client wealth journey.
- Attivo Investments focuses on delivering portfolios through highly qualified industry specialists, prioritizing trust, collaboration, and innovative solutions.
- The company offers cutting-edge investment solutions and tools for financial planners, utilizing a strategic partnership model with leading experts.
- Attivo Investments is a dynamic, values-led investment business.
Equal Opportunity
- Attivo Investments is committed to being an Equal Opportunities employer.
- Reasonable adjustments will be made to ensure the recruitment process is accessible and fair.