Investment Assistant – Family Office & Consultancy Platform

About the role

The Investment Assistant supports a dynamic consulting and family‑office platform by providing strategic, administrative and operational assistance to senior consultants. The role combines business‑development coordination, market research, client engagement and event support in a fast‑paced environment.

Key responsibilities

• Identify potential clients, strategic partners and investment opportunities.
• Prepare client presentations, briefing materials, reports and proposals.
• Conduct investment, market and industry research to inform consulting decisions.
• Monitor financial trends, regulatory updates and market developments.
• Maintain CRM systems and track business‑development activities.
• Coordinate virtual meetings via Zoom, Microsoft Teams, Google Meet and other platforms.
• Manage consultants’ calendars, schedules and stakeholder communications.
• Support planning and execution of conferences, webinars and networking events.
• Attend meetings and industry events, take detailed notes and produce post‑event summaries.
• Maintain organized digital filing systems, confidential records and documentation.
• Assist with travel arrangements, expense tracking, invoicing and other operational tasks.

Required profile

• Strong attention to detail and ability to handle confidential information.
• Comfortable working in fast‑paced, high‑pressure environments.
• Professional communication skills with senior executives and high‑net‑worth individuals.
• Self‑motivated, adaptable, highly organized and capable of solving problems independently.

Required skills

• CRM Management
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Google Workspace
• Zoom
• Microsoft Teams
• Google Meet