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Team Assistant

Pzena Investment Management · London
Full-timeMarketing & Client ServicesFinance & Insurance$94,000–$126,000/yr
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About the Assistant role

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Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995. Our team of over 170 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility. Position Overview Our London office was established in 2015 to service the UK, Europe, the Middle East & Africa, and is a key growth area for the firm. The position will support the EMEA Business Development & Client Services team in London and Europe, while interacting and coordinating with the Business Development & Client Service, Legal & Compliance, and Operations teams based in NY/Dublin and the European/UK Compliance entities. This role reports to the Client Service Operations Manager EMEA and will work alongside our Business Development & Client Services Assistant. The ideal candidate will have excellent organization skills, possess strong written and verbal communication, have a keen eye for detail, and the ability to manage multiple tasks and deadlines efficiently. Additionally, the ability to work in a small team and collaborate across offices and time zones will be important. Core Responsibilities Coordinate meetings, calls, and client interactions, including scheduling, communications, conference room bookings, videoconferencing, catering, and preparation of meeting materials. Manage complex travel arrangements and logistics for the UK/EMEA Business Development & Client Services team, including flights, accommodation, transportation, and itineraries. Plan and coordinate business events, client meetings, and other projects to support business development activities. Prepare and distribute recurring client and prospect reports and communications, including commentaries, statements, questionnaires, and other materials, ensuring accuracy and timely delivery. Partner with internal stakeholders, including Compliance, Sales, and the RFP team, gather information, maintain Salesforce records, and provide approved marketing materials and other support to the UK/EMEA Business Development & Client Services team. Coordinate legal requests with internal stakeholders and support related documentation and follow-up activities. Process team expenses through Expensify and provide general operational and administrative support to the UK/EMEA Business Development & Client Services team. Assist with office management, including maintaining supplies, overseeing post room operations, and supporting the smooth running of the London office. Provide backup support to the London Business Development & Client Services Support team and assist with ad hoc projects and tasks as required. Duties, responsibilities, and activities may change from time to time in line with business needs. Qualifications College Degree (preferred). 3+ years of relevant experience in a financial services environment. Ability to prioritize, multitask, and complete high-quality work under strict deadlines. Proficiency with Microsoft Office (Word, Excel, PowerPoint) required. Excellent written and verbal communication skills, as well as strong organizational skills. Available to work Monday to Friday, 9:00am-5:30pm, with a minimum of four days per week on site in our London office. Qualities & Attributes Demonstrates strong interpersonal skills and teamwork, acting as a collaborative team player who is profess…

Salary estimate

$94,000 – $126,000/yr
Provided by the employer.

Skills for this role

ExcelPowerpointSalesforceSalesCommunication

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About Pzena Investment Management

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