Baird

3 days ago

Executive Assistant - Baird Capital (FTC)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Provide high-touch executive support to a London-based investment team on a fixed-term contract up to 12 months. Manage complex, multi-time-zone calendars, meetings, and conference calls, and coordinate extensive UK and international travel with expense submission. Handle deal/portfolio administration including Salesforce updates and reporting, plan client and team events, and prepare materials for board papers and presentations while ensuring FCA-compliant documentation.

Location: London

Workplace: Hybrid

Employment Type: Full time · 12 months

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide seamless administrative support to Partners and junior investment professionals to keep the team organised and responsive.
•Manage complex, multi-time-zone calendars, meetings, and conference calls in a fast-paced, deal-driven environment.
•Coordinate extensive UK and international travel, including itineraries, last-minute changes, and timely expense submission.
•Support deal and portfolio administration including Salesforce updates, working group and insiders lists, deal notes, and tailored reporting.
•Plan and support client lunches, closing dinners, sector events, marketing events, and team gatherings, including logistics and on-site support as needed.

Travel: Extensive travel

Key Requirements

•5+ years of executive administrative experience, ideally in financial services, private equity, investment management, or fast-moving professional services.
•Proven ability to manage complex calendars, shifting priorities, travel logistics, and expenses with accuracy and discretion.
•Strong written and verbal communication skills with confidence to build relationships and manage expectations across senior and junior stakeholders.
•Highly organised, detail-oriented, and proactive with sound judgment and the ability to anticipate needs.
•Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel); Salesforce and SharePoint experience is advantageous.

Experience:5+ yearsFinancial servicesPrivate equityInvestment managementProfessional services

Skills:CommunicationRelationship buildingOrganizationDetail orientationProactivity

Tech Stack:Microsoft OfficeOutlookWordPowerPointExcelSalesforceSharePointCRMDocument managementAI tools

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Baird

3 days ago

Executive Assistant - Baird Capital (FTC)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: London

Workplace: Hybrid

Employment Type: Full time · 12 months

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide seamless administrative support to Partners and junior investment professionals to keep the team organised and responsive.
•Manage complex, multi-time-zone calendars, meetings, and conference calls in a fast-paced, deal-driven environment.
•Coordinate extensive UK and international travel, including itineraries, last-minute changes, and timely expense submission.
•Support deal and portfolio administration including Salesforce updates, working group and insiders lists, deal notes, and tailored reporting.
•Plan and support client lunches, closing dinners, sector events, marketing events, and team gatherings, including logistics and on-site support as needed.

Travel: Extensive travel

Key Requirements

•5+ years of executive administrative experience, ideally in financial services, private equity, investment management, or fast-moving professional services.
•Proven ability to manage complex calendars, shifting priorities, travel logistics, and expenses with accuracy and discretion.
•Strong written and verbal communication skills with confidence to build relationships and manage expectations across senior and junior stakeholders.
•Highly organised, detail-oriented, and proactive with sound judgment and the ability to anticipate needs.
•Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel); Salesforce and SharePoint experience is advantageous.

Experience:5+ yearsFinancial servicesPrivate equityInvestment managementProfessional services

Skills:CommunicationRelationship buildingOrganizationDetail orientationProactivity

Tech Stack:Microsoft OfficeOutlookWordPowerPointExcelSalesforceSharePointCRMDocument managementAI tools

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn