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Newton, PA Team Leader
Newton Investment Management Limited is an active investment management firm, using thematic ideas about the long-term investment landscape to create and manage strategies that help secure clients’ futures. Newton thinks on a global basis, with its single London-based investment team working collaboratively across asset classes and regions. The firm builds bold solutions, designed to meet the real-world challenges clients face, and the team manage them responsibly in the broadest sense – through embedding environmental, social and governance considerations, and engaging on issues that affect their clients. Those clients are based around the world, and include pension funds, corporations and charities and, via Newton’s parent company BNY Mellon, individuals.
With offices in London and New York, Newton has £54bn (as at 31 December 2017) under management, including assets managed by Newton Investment Management Limited as dual officers of Newton Investment Management (North America) Limited and The Bank of New York Mellon. News and other information about Newton is available at www.newtonim.com and via Twitter: @NewtonIM
Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients. Newton prides itself on being an employer of choice, with a flexible working environment and a commitment to diversity and opportunity among its employees.
Newton is a professional, friendly and collegiate place to work. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work.
Is responsible for managing the PA and/or Team Assistants resource across the business. This includes coordinating with Business Unit Manager, Technology, Facilities Management to ensure there is adequate support at all times.
In addition the candidate will be responsible for aspects of business administration and secretarial support for the Newton CIO and working in partnership with the support for the CEO.
Supervision and coordination of the PA & Team Assistants across the business, ensuring both the CIO, management committee & investment desks are resourced efficiently, in particular during holiday periods
Working under limited supervision, to deliver a seamless secretarial & administrative service to the CIO; responsible for supporting multiple projects undertaken by the business
Maintain the administration and management of the Mentoring Scheme
Coordinate the Graduate Trainee programme
Proactive diary management; Make travel arrangements through the Company travel provider and arrange itineraries
Manage and process expense claims and act as proxy for the CIO on internal systems, where appropriate
Typing letters/meeting notes, including minute taking; collating information for reports
Conduct research related to speaking engagements which the CIO is invited to participate in and present
Development and/or updating of PowerPoint presentation material
Telephone Management: Answer calls, take messages from contacts, clients and consultants, filter/prioritise all calls and assist the caller where possible
Interact with major clients and business partners; handle highly confidential relationships and associated materials, both internally & externally
Maintenance of filing system for documents, general correspondence, reports and presentation papers and archiving records; dealing appropriately with post
Provide other administrative support to Executive team travelling from the other geographies, creating itineraries for overseas visitors
Booking meeting rooms, restaurants, couriers and taxis
General assistance for the team as required
Ordering of office supplies for the team
Any other duty as required by the line manager commensurate with the role
Job Specific Competencies
Solid experience of managing a support team
Extensive experience in a similar role; Investment industry experience is a distinct advantage
Self starter, proactive and apt at dealing with ambiguity and change
Exceptional communication and organizational skills.
Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
- Proven secretarial/PA experience
- Strong skills in Microsoft Office suite
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity Employer.
Primary Location: United Kingdom-Greater London-London
Job: Asset Management
Internal Jobcode: 50012
Requisition Number: 1803065