Coordinator

Interface with the firm’s investors and senior internal investment team, supporting the Partner in managing key internal and external stakeholder relationships. Build collaborative relationships with firm administrative colleagues to ensure processes run smoothly and efficiently.

Manage work priorities independently and respond to business outside of normal business hours as needed

Schedule and organize meetings, conferences and off-sites including all related logistics/materials – pro-actively address conflicts and exercise strong judgment based on priorities, seeking guidance as needed

Proactively manage the DealCloud (CRM) Project alongside the team’s Partner and take an active role in ensuring new joiners on the broader investment team are up to speed with best practices

Coordinate and support the planning and execution of internal and external events, including scheduling, venue logistics, attendee management, catering, materials preparation, and on-the-day coordination to ensure events run smoothly and professionally.

AI & process improvement – Take an active interest in how AI tools (such as Microsoft Copilot, ChatGPT and other firm-approved platforms) can support day-to-day work. Use these tools thoughtfully to draft, summarise, research and streamline routine tasks, applying sound judgement around accuracy, confidentiality and the firm’s data and information security guidelines. Share useful prompts, shortcuts and ways of working with the wider team to help embed AI into how the Origination function operates.

Prepare and edit relevant materials for team, including Word Documents, and Excel Spreadsheets

Allocate and process expenses for executives, including American Express and Out of Pocket expenses using the Concur expense management system

Provide support in the recruitment process of new hires; liaising with recruiters, arranging interviews and help to onboard

Coordinate closely with team and other assistants to provide phone coverage and back-up assistance

Qualifications & Experience

Bachelor’s Degree or five or more years of administrative assistance experience or training, or equivalent combination of education and experience

Ability to thrive in a fast-paced and rigorous work environment; demonstrated ability to prioritize competing demands and meet deadlines

Strong initiative and ownership of responsibilities – Must demonstrate a proactive, positive attitude towards given tasks, plan ahead for potential issues and take appropriate action

Exemplary interpersonal skills necessary to handle sensitive and confidential situations. Role continually requires demonstrated poise, tact and diplomacy

Superb written and verbal communication skills. Strong attention to detail when composing and proofing materials required

Team-oriented and collaborative attitude is a must

Extensive knowledge of Microsoft Outlook and proficient in Excel, Word and PowerPoint

Comfortable using everyday AI tools (e.g. Microsoft Copilot, ChatGPT) to support drafting, summarising and research, with a willingness to learn new tools as the firm’s AI capability evolves.

Experience in the finance industry required