Personal Assistant / Team PA - Investment Banking

Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Personal Assistant / Team PA – Investment Banking (M&A Advisory)

About the team

Our Investment Banking Advisory division provides strategic advice to corporates, entrepreneurs, financial sponsors and other clients across a broad range of sectors. Operating in a dynamic and client-focused environment, the team delivers high-quality advice on mergers and acquisitions, capital raising and other strategic transactions.

As a Personal Assistant / Team PA, you will play a vital role in supporting a busy deal team, helping to ensure the smooth day-to-day operation of the business while working closely with senior professionals across the Investment Banking platform.

What will I be doing?

As a trusted member of the team, you will provide comprehensive administrative and organisational support to senior bankers and wider deal teams. Your responsibilities will include:

• Providing PA support to designated Investment Banking sector teams across a range of seniority levels.
• Managing complex diaries and coordinating schedules using Outlook.
• Acting as a key point of contact for clients and internal stakeholders.
• Arranging and coordinating client meetings, presentations, lunches and events.
• Preparing, formatting and maintaining professional documents and presentations using Word, PowerPoint and Excel.
• Producing correspondence and supporting the preparation of client materials.
• Organising domestic and international travel arrangements, including visas where required.
• Maintaining client information and activity records within CRM systems.
• Supporting weekly team reporting and work-in-progress updates.
• Managing expenses and ensuring timely submission and processing.
• Providing telephone coverage and administrative support across the wider PA team.
• Handling sensitive and confidential information with discretion and professionalism.
• Maintaining electronic and physical filing systems.
• Supporting the preparation and distribution of regulatory announcements (RNS).
• Providing additional administrative support as required within a fast-paced environment.

What do I need to bring?

We're looking for someone who thrives in a professional services environment and enjoys being at the centre of a busy team.

Essential experience and qualifications:

• Previous experience in a Personal Assistant, Executive Assistant or Team Assistant role.
• Minimum of 5 GCSEs (or equivalent), including Maths and English Language.
• Advanced Microsoft Word and PowerPoint skills.
• Intermediate Microsoft Excel skills.
• Advanced Outlook proficiency.
• Strong attention to detail and commitment to producing high-quality work.
• Flexibility to support business needs, with core working hours of 8:30am to 6:00pm.

I am good at:

• Building strong relationships with colleagues and clients.
• Managing competing priorities in a fast-paced environment.
• Organising and coordinating multiple activities simultaneously.
• Communicating effectively and professionally at all levels.
• Working collaboratively as part of a high-performing team.
• Maintaining confidentiality and handling sensitive information appropriately.
• Taking ownership and showing initiative.
• Producing accurate work with exceptional attention to detail.
• Using Microsoft Office applications confidently and efficiently.

What's in it for me?

At Investec, you'll be empowered to bring your authentic self, contribute new ideas, and grow alongside colleagues who share your drive for excellence. You will be part of a collaborative and creative culture where we encourage and are committed to sustainability across our global business. You will share in our purpose of creating enduring worth and together, we'll achieve things tomorrow that hardly seem possible today.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected]who will be happy to assist.