EA to Chief Investment Officer

EA to the Chief Investment Officer - London About Attivo Investments:

We are an investment firm dedicated to creating investment solutions specifically designed for financial planning firms and their clients. Our mission is to seamlessly align investment strategies with the goals of financial planning, ensuring a cohesive approach that supports clients throughout their wealth journey.

We recognise the growing demand for clear communication, seamless experience, and tangible results. Our highly qualified industry specialists focus on delivering portfolios, ensuring the best outcomes for clients, prioritising trust, collaboration and innovative solutions that provide real value.

Our mission is clear: to offer a cutting-edge investment solution designed for the goals of today’s clients while providing financial planners with the tools and confidence to deliver exceptional outcomes. Through a unique strategic partnership model, we collaborate with leading experts, ensuring seamless integration between financial planning and investment management.

Do you thrive on bringing pace, structure and momentum to a growing investment business? Attivo Investments is looking for an ambitious Executive Assistant to work closely with our Chief Investment Officer and Executive Team, helping turn ideas, priorities and strategic decisions into action.

This is a high-impact, hands-on role that combines exceptional executive support with broader business coordination across the investment management business. You'll be responsible for ensuring the CIO is fully prepared, priorities remain on track and time is focused on the activities that add the greatest value. Alongside responsibilities such as diary management, meeting coordination and executive administration, you'll also support governance activities, project delivery, management information, meeting administration and follow-through on key strategic priorities.

Working at the heart of the business, you'll enjoy variety, build strong relationships across the firm and play a key role in turning decisions into action and maintaining momentum on the initiatives that drive our continued success.

2–3 days per week, with monthly travel to Cheltenham

Investment management experience is essential. You will need to understand the moving parts, language and priorities of the business so you can join the dots quickly and help the CIO stay focused on strategic, value-add work.

The right person will be dynamic, curious and confident working with senior stakeholders. You will be excited by technology, open to using AI and digital tools to improve ways of working, and motivated by the chance to drive efficiency, strengthen operating discipline and help a growing business scale successfully.

• 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…