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.
Required Qualifications and Skills:
- 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 related field
- MBA or postgraduate qualification preferred.
- Experience supporting senior executives or leadership teams preferred.
- Strong analytical and structured problem-solving capability.
- Excellent written and verbal communication skills; able to present ideas clearly and concisely.
- High emotional intelligence, discretion and sound judgement.
- Excellent ability to speak and write English.
- Proficient in MS Excel, PowerPoint & Word.
- Proficiency in macOS Keynote, Numbers and Pages – a plus.
- Diligent and meticulous, with excellent attention to detail.
- Strong organisational and project coordination skills.
- Ability to manage multiple work streams simultaneously.
- Highly adaptable, able to deal with ambiguity and change, willing to learn and grow in the role.
- Able to handle confidential matters with absolute discretion.
- Able to work in a fast-paced team with minimal supervision.
- Proactive, dependable and disciplined in execution.
- Good decision-making capacity.
- Strong understanding of financial services industry dynamics preferred.
- Must be mature, professional and reliable.
Key Responsibilities of this role include 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 action items.
- 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 Banking and 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 performance-driven and values-aligned culture.
- Ensure documentation and reporting standards remain high.
- Support preparation for partner, investor or regulatory engagements where required
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