Team Assistant

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995. 

Our team of over 170 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility.

Role Overview

Our London office was established in 2015 to service the UK, Europe, the Middle East & Africa, and is a key growth area for the firm. The position will support the EMEA Business Development & Client Services team in London and Europe, while interacting and coordinating with the Business Development & Client Service, Legal & Compliance, and Operations teams based in NY/Dublin and the European/UK Compliance entities. This role reports to the Client Service Operations Manager EMEA and will work alongside the other Business Development & Client Services Assistant. The ideal candidate will have excellent organization skills, be a good communicator, have a keen eye for detail, and the ability to manage multiple tasks and deadlines efficiently. Additionally, the ability to work in a small team and collaborate across offices and time zones will be important.

Responsibilities

• Coordinate meetings, calls, and client interactions, including scheduling, communications, conference room bookings, videoconferencing, catering, and preparation of meeting materials.
• Manage complex travel arrangements and logistics for the UK/EMEA Business Development & Client Services team, including flights, accommodation, transportation, and itineraries.
• Plan and coordinate business events, client meetings, and other projects to support business development activities.
• Develop, coordinate, and distribute recurring client and prospect reporting, including commentaries, statements, questionnaires, and other communications, ensuring delivery within agreed deadlines.
• Liaise with internal stakeholders, including Compliance, Sales, and the RFP team, to gather information, maintain Salesforce records, and provide approved marketing materials and other support to the UK/EMEA Business Development & Client Services team.
• Coordinate financial and legal requests, process team expenses through Expensify, and support other operational and administrative activities.
• Assist with office management, including maintaining supplies, overseeing postroom operations, and supporting the smooth running of the London office.
• Provide backup support to the London Business Development & Client Services Support team and assist with ad hoc projects and tasks as required.

Duties, responsibilities, and activities may change from time to time in line with business needs.

Qualifications

• College Degree (preferred)
• Client reporting experience in financial services is preferred
• Demonstrates exceptional emotional intelligence, sound judgment, and a relentless work ethic, with the ability to anticipate needs, and execute flawlessly in a high-performance environment
• Exhibits flexibility and the ability to adapt quickly to shifting priorities, stepping in wherever needed to ensure seamless support
• Exceptional attention to detail and exemplary follow-through
• Strong interpersonal skills, with the ability to manage diverse personalities and competing demands
• Comfortable working with extensive data and charts.
• Must be proficient with Microsoft Office Suite: Outlook, Excel, PowerPoint
• Must be able to work Monday-Friday 9:00am-5:30pm and on-site 4 days a week

  At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.    

Working at Pzena

We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more.

Pzena Investment Management is an affirmative action – equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.

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