Equities Research Executive Assistant

Executive Support for Equities Team

Join our Zurich office to provide high-level support to the Equities team. This visible, hands-on role serves as a critical first point of contact for internal and external stakeholders, including brokers, clients, and visitors. You will work closely with portfolio managers and team members, taking ownership of day-to-day coordination, anticipating needs, and keeping priorities moving in a fast-paced investment environment. Alongside core Equities support, the role includes providing practical assistance to Zurich Office Management to ensure smooth day-to-day operations.

Key Responsibilities

• Act as a trusted first point of contact for internal and external stakeholders, managing communication professionally and ensuring requests are prioritised and followed through
• Own complex calendar management for portfolio managers and team members, proactively resolving conflicts and ensuring efficient use of time
• Coordinate internal and external meetings, including agendas, materials, logistics, and follow-up actions, ensuring teams are fully prepared
• Track, log, and validate corporate access activity and broker interactions, maintaining accurate records and ensuring timely follow-up
• Arrange complex domestic and international travel, including detailed itineraries and confident handling of last-minute changes
• Prepare, submit, and reconcile expense reports accurately and on time for portfolio managers and team members
• Coordinate guest management and hospitality, including welcoming visitors, meeting room preparation, and catering, ensuring a consistently professional client and visitor experience
• Provide ad hoc support to Zurich Office Management, including cover for day-to-day office coordination and operational tasks, helping to ensure continuity and a well-run office when required

Essential Skills

• 7+ years of relevant Executive Assistant experience, ideally supporting senior executives, investment professionals, or portfolio managers within financial services, asset management, investment banking, or another fast-paced professional environment
• A strong track record of managing complex diaries, international travel, and multiple competing priorities with a high degree of accuracy
• Experience acting as a professional first point of contact and building trusted relationships with senior internal and external stakeholders
• Excellent written and verbal communication skills, with a polished and professional correspondence style
• Highly proactive and self-directed, with the ability to anticipate needs, use sound judgement, and take ownership through to completion
• Exceptional organisational skills and meticulous attention to detail, particularly when priorities change at short notice
• Discreet and trustworthy, with confidence handling sensitive and confidential information
• Collaborative and adaptable, equally comfortable working independently and as part of a close-knit team
• Strong Microsoft Office skills (Outlook, Word, PowerPoint, and Excel) and confidence using modern productivity tools, including AI tools where appropriate

Office Environment

This role is onsite in the Zurich Office, located in a beautiful office building next to Lake Zurich. The office offers various perks, including a fully stocked kitchen with breakfast foods and fruits, an entertainment centre, sponsored company events, and a weekly gym session with a trainer. LMR is an equal opportunities employer which values diversity in all its forms.