Job Description
Job Description
- We are looking for a highly organised, analytical and execution-focused Strategy Assistant to join the firm as part of the Executive Office.
- This role works directly with the Managing Partner, supporting strategic planning, operational coordination and executive effectiveness across the firm.
- The successful candidate will help translate leadership priorities into structured action plans, ensure follow-through across teams, and support the Managing Partner in maintaining focus on high-impact initiatives.
- The position sits at the centre of the firm’s operating rhythm and requires structured thinking, attention to detail, discretion and strong communication capability.
- It combines elements of strategy support, executive coordination, performance tracking and project management. This is a developmental role for an individual with strong potential to grow into a future Chief of Staff position. Cultural alignment, maturity and professionalism are essential.
Key Responsibilities of this role includeS, but are not limited to
Strategic Planning Support:
- Support the Managing Partner in preparing and refining strategic materials.
- Conduct research and analysis to support decision-making and growth initiatives.
- Translate strategic discussions into structured action plans and timelines.
- Assist in monitoring progress against firm-wide objectives.
- Prepare structured briefing materials for strategic meetings and reviews.
Executive Coordination & Leadership Support:
- Support prioritisation of the Managing Partner’s agenda and meeting cadence.
- Act as gatekeeper, managing information flow between the Managing Partner,teams, and external stakeholders.
- Support calendar management, meeting preparation, and follow-through on actionitems.
- Prepare high-quality briefing notes ahead of internal and external engagements.
- Draft memos, internal communications and executive correspondence.
- Track follow-up actions from meetings and ensure timely execution across teams.
- Facilitate information flow between the Managing Partner and internal stakeholders.
Operational Execution & Project Coordination:
- Support cross-functional initiatives across Wealth Management, Investment Bankingand Corporate functions.
- Develop project trackers and accountability matrices.
- Monitor initiative progress and escalate delays or risks appropriately.
- Assist in improving internal workflows and reporting processes.
- Coordinate preparation of materials for leadership meetings and quarterly reviews.
Performance Monitoring & Reporting:
- Support preparation of monthly and quarterly performance dashboards.
- Analyse financial and operational data to identify trends and performance gaps.
- Assist in budget tracking and variance analysis.
- Help maintain a pulse on employee engagement, morale, and productivity.
- Help maintain structured KPI tracking systems across departments.
Organisational Alignment & Governance Support:
- Support initiatives that strengthen collaboration across departments.
- Assist in reinforcing a performance-driven and values-aligned culture.
- Ensure documentation and reporting standards remain high.
- Support preparation for partner, investor or regulatory engagements where required
Required Qualifications and Skills
- Bachelor’s Degree in Business Administration, Economics, Finance or related field
- 7-10 years of progressive experience in business management,consulting, or operations within afinancial services or strategy-driven environment.
- MBA or postgraduate qualification preferred.
- Experience supporting senior executives or leadership teamspreferred.
- Strong analytical and structured problem-solving capability.
- Excellent written and verbal communication skills; able to presentideas clearly and concisely.
- High emotional intelligence, discretionand sound judgement.
- Excellent ability to speak and writeEnglish.
- Proficient in MS Excel, PowerPoint &Word.
- Proficiency in macOS Keynote,Numbers and Pages – a plus.
- Diligent and meticulous, with excellentattention to detail.
- Strong organisational and projectcoordination skills.
- Ability to manage multiple workstreams simultaneously.
- Highly adaptable, able to deal withambiguity and change, willing to learnand grow in the role.
- Able to handle confidential matterswith absolute discretion.
- Able to work in a fast-paced team withminimal supervision.
- Proactive, dependable and disciplinedin execution.
- Good decision-making capacity.
- Strong understanding of financialservices industry dynamics preferred.
- Must be mature, professional andreliable.