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About the Role

Attivo Investments is seeking an ambitious Executive Assistant to support the Chief Investment Officer and Executive Team, driving action from ideas and strategic decisions. This high-impact role combines executive support with business coordination, ensuring the CIO is prepared and priorities are on track. Responsibilities include diary management, meeting coordination, executive administration, governance activities, project delivery, and tracking strategic priorities.

Responsibilities

Providing high-quality executive and operational support to the Chief Investment Officer and Executive Team, including proactive diary management, meeting preparation, briefing papers, travel arrangements, administration and follow-up activity.
Ensuring the CIO is fully prepared for meetings, with the right context, papers, actions and priorities clearly organised in advance.
Coordinating governance meetings, committees, leadership forums and strategic reviews, ensuring agendas, meeting packs, minutes, action logs and supporting documentation are well managed.
Maintaining the executive operating rhythm, including weekly executive meetings, leadership one-to-ones, quarterly reviews, business planning sessions and governance calendars.
Tracking strategic initiatives, milestones, dependencies and risks, helping to ensure key priorities move forward at pace.
Supporting the day-to-day operational running of Attivo Investments by maintaining trackers, records, project plans, reporting inputs and process documentation.
Identifying opportunities to improve efficiency, streamline administration and use technology or AI-enabled tools to make processes smarter and more effective.
Acting 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 understand business context quickly 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 organisational and prioritisation 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.
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), including adverse financial history, criminal records, UK directorship and disqualifications check.

Skills

Advanced Microsoft Office capability
Genuine interest in using AI, automation and digital tools to improve efficiency

Location

London
Cheltenham (monthly travel)

Work Type

Office attendance: 2–3 days per week
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
Work from home
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 dedicated to creating investment solutions for financial planning firms and their clients.
Our mission is to align investment strategies with financial planning goals, supporting clients throughout their wealth journey.
We focus on delivering portfolios and ensuring the best outcomes for clients, prioritizing trust, collaboration, and innovative solutions.
We offer a cutting-edge investment solution designed for today’s clients' goals, providing financial planners with tools and confidence.
Through a strategic partnership model, we collaborate with leading experts for seamless integration between financial planning and investment management.

Equal Opportunity

Attivo Investments is committed to being an Equal Opportunities employer.
If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.