Executive Assistant - Baird Capital (FTC)

Posted 4 Hours Ago
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London, Greater London, England, GBR
In-Office
Senior level
Fintech
The Role
Provide high-touch administrative support to a London-based investment team: manage complex calendars, coordinate international travel and expenses, handle deal administration and Salesforce updates, plan events, prepare board materials and reports, ensure compliance with FCA rules, support onboarding, and deliver strong client-focused service on a fixed-term contract.
Summary Generated by Built In

About the Role:

Baird Capital is seeking an experienced Executive Assistant to provide high-touch support to our London-based investment team on a fixed-term contract lasting up to 12 months. This is a highly visible role supporting Partners and junior investment professionals in a fast-paced, deal-driven environment where priorities can shift quickly and strong judgment, organisation and follow-through are essential.

This role offers the opportunity to be an integral part of a close-knit, collaborative team, combining traditional executive support with deal administration, CRM coordination, event planning, research and operational support. The ideal candidate is proactive, adaptable and comfortable taking ownership in a dynamic environment while delivering a consistently strong internal and external client experience.

This position offers flexibility to work Monday, Tuesday, Wednesday and Thursday in the London office and Friday remote.  

The Impact You’ll Make:

  • Provide seamless administrative support to Partners and junior investment professionals, helping the team stay organised, responsive and focused on business priorities

  • Manage complex, multi-time-zone calendars, meetings and conference calls in a fast-paced environment where priorities may change quickly

  • Coordinate extensive UK and international travel, including detailed itineraries, last-minute changes and timely expense submission

  • Serve as a key point of contact for deal and portfolio-related 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 venue research, logistics, invite tracking, budgets and on-site support as needed

  • Prepare and coordinate information for board papers, presentations, research requests and team reporting in a clear and accessible way

  • Complete NDAs, Gift and Entertainment forms and other documentation in line with Legal, Compliance and FCA requirements

  • Support onboarding for new Baird Capital Private Equity associates and assist visiting colleagues from other Baird offices with local logistics and timetabling

  • Represent Baird’s culture through honest, transparent communication, strong client service and a team-first approach

What You’ll Bring to Baird:

  • 5+ years of executive administrative experience, ideally within financial services, private equity, investment management or another fast-moving professional services environment

  • Proven ability to manage complex calendars, shifting priorities, travel logistics and expenses with accuracy and discretion

  • Strong written and verbal communication skills, with the 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 before they arise

  • Strong client service mindset and the ability to work collaboratively within a close-knit, high-performing team

  • Proficiency in Microsoft Office applications, including Outlook, Word, PowerPoint and Excel

  • Experience with Salesforce, SharePoint or other CRM/document management systems is advantageous

  • Curiosity and openness to continuous learning, including the use of AI tools to improve efficiency and support the team’s evolving needs

During your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules. 

#LI-RE1

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Skills Required

  • 5+ years of executive administrative experience, ideally within financial services, private equity or investment management
  • Proven ability to manage complex, multi-time-zone calendars, shifting priorities, travel logistics and expenses with accuracy and discretion
  • Strong written and verbal communication skills and confidence managing expectations across senior and junior stakeholders
  • Highly organised, detail-oriented, proactive, with sound judgment and ability to anticipate needs
  • Strong client service mindset and ability to work collaboratively within a close-knit, high-performing team
  • Proficiency in Microsoft Office applications including Outlook, Word, PowerPoint and Excel
  • Experience with Salesforce, SharePoint or other CRM/document management systems
  • Curiosity and openness to continuous learning, including use of AI tools to improve efficiency
  • Adherence to FCA rules and guidance during employment

Baird Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.

  • Retirement Support Retirement offerings are positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
  • Leave & Time Off Breadth Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
  • Healthcare Strength Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.

Baird Insights

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The Company
HQ: Milwaukee, WI
4,040 Employees
Year Founded: 1919

What We Do

Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.

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