Assistant Corporate Access

Job Description

In your role as Assistant Corporate Access, you will be responsible for supporting in the planning and implementation of a first class program of engagement with current and prospective owners of Wise. You’ll contribute to the achievement of our mission - money without borders, through helping the team as we increase the understanding of our mission. You’ll be a key member of a small Finance team, being an expert in organisation, relationship building and with an eye for detail.

Culture is everything to us at Wise and identifying, finding and selecting the best talent to support our highly collaborative and non-hierarchical culture is key. The right person will have some knowledge of the role of investor relations and experience of partnering effectively with both CEO and CFO offices.

Your mission:

• Investor Engagement

  • Arrange investor meetings for senior members of the Leadership Team and Owner Relations team, ensuring participants are well-prepared with all relevant information through briefing notes you’ve helped prepare.

  • Track upcoming conferences & roadshows; coordinate logistics. Help organise travel arrangements, accommodation, and other logistical requirements.

  • Maintain a record of investor engagement as a source of insight for any future engagement; keeping track of all investor meetings, including attendees and dates.

  • Take meeting notes during investor meetings and assist in follow on action items if needed - ensure notes from other team members are provided and stored as soon as possible following a meeting

  • Maintain Investor Relations Engagement Strategy including keeping individual Leadership Team investor plans current and sharing updates every 6 months. 

• Organise and deliver the logistics for quarterly results, full and half-year results events.

  • Ensure everyone is aware of upcoming events and their responsibilities for the event.

  • Send out invites to analysts and investors and keep them updated.

  • Event setup, including catering, building management and registration.

• Maintain and improve the Owners Relations website: 

  • Including using the backend of the website to update

  • Coming up with ideas to optimise

  • Following and tracking analytics.

• Manage inbound communication into the Owners Relations inbox; setting up meetings and fielding email requests as they are received.

• Review board decks and results presentations, making them visually effective and editing as needed. 

• Team planning and tracking:

  • Work with the team to run quarterly planning sessions, which are company-wide events where updates occur after teams and squads have finished their plans. These sessions include retrospectives and setting priorities for the quarter to ensure progress.

  • Assist in maintaining a structured yearly cadence, including tracking full and half-year results, trading updates, conferences, roadshows, and investor engagements.

  • Work with teams to ensure alignment with goals and objectives.

  • Own the IR calendar.

• Support the Director of IR in the oversight of the team budget.

• Help the Company secretary team with any ad hoc AGM (Annual General Meeting) coordination.

A bit about you

• Ideally you have experience in a similar role, working in or around an Investor Relations team or similar.

• You have a minimum of 5 years' mid-senior level experience as an Executive Assistant in a high-growth company, ideally supporting a global team with multiple demands.

• You act with total discretion and can be trusted with confidential and/or sensitive matters related to investor relations.

• You excel at building and maintaining relationships, leveraging these connections to enhance our investor engagement outcomes.

• You’re a self-starter who loves to work autonomously, identifying gaps and streamlining processes with minimal guidance.

• You use your initiative and sound judgement to make decisions in a rapidly changing environment with competing priorities.

• You’re adept at juggling multiple responsibilities with unwavering attention to detail, ensuring successful planning and execution of investor meetings, conferences, and other events.

• You have excellent communication skills and can adapt your communication style to suit different situations and audiences, including senior executives and investors.

• You’re proficient in using Google Suite and other collaboration tools, such as Slack. You have the ability to conduct basic data analysis using Google Spreadsheets.

• You bring experience in investor relations or similar roles, demonstrating your capability in partnering effectively with the Leadership Team.

Additional Information

£47,000-£54,000

For everyone, everywhere. We're people building money without borders — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.
Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.

If you want to find out more about what it's like to work at Wise visit Wise.Jobs.

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