Strategy Assistant (Executive Office) at Fadac Resources

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.