Strategy Assistant (Investment Banking)

About the role

An independent investment banking and corporate advisory firm, represented by its client through eRecruiter, is looking for a highly organised, analytical and execution-focused Strategy Assistant to join the Executive Office. The role sits at the heart of the firm's growth strategy, helping turn leadership priorities into structured action plans, ensuring follow-through across teams and supporting the Managing Partner in keeping focus on high-impact initiatives.

Key responsibilities

• Support the Managing Partner in preparing and refining strategic materials, conducting research and analysis, and turning strategic discussions into action plans and timelines.
• Prepare briefing materials for strategic meetings and reviews, and draft memos, internal communications and executive correspondence.
• Manage the Managing Partner's agenda and calendar, act as gatekeeper of information flow, and track follow-up actions from meetings.
• Support monthly and quarterly performance dashboards, analyse financial and operational data, assist in budget tracking and variance analysis, and help track KPIs across departments.
• Support cross-departmental collaboration, performance-driven culture, documentation standards and preparation for partner, investor or regulatory engagements.

Required profile

• Minimum of 7-10 years of progressive experience in business management, consulting or operations within a financial services or strategy-driven environment.
• Bachelor's degree in Business Administration, Economics, Finance or a related field; MBA or postgraduate qualification preferred.
• Experience supporting senior executives or leadership teams preferred.
• Strong analytical and problem-solving skills, excellent written and verbal communication, and ability to speak and write English fluently.
• High emotional intelligence, discretion and sound judgement; able to handle confidential matters and work in a fast-paced team with minimal supervision.
• Strong organisational and project coordination skills, and a good understanding of financial services industry dynamics preferred.

Required skills

• Proficient in MS Excel, PowerPoint and Word.
• Proficiency in macOS Keynote, Numbers and Pages is a plus.