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.

Position 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 our Business Development & Client Services Assistant. The ideal candidate will have excellent organization skills, possess strong written and verbal communication, 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.  

Core 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.
• Prepare and distribute recurring client and prospect reports and communications, including commentaries, statements, questionnaires, and other materials, ensuring accuracy and timely delivery.
• Partner with internal stakeholders, including Compliance, Sales, and the RFP team, gather information, maintain Salesforce records, and provide approved marketing materials and other support to the UK/EMEA Business Development & Client Services team.
• Coordinate legal requests with internal stakeholders and support related documentation and follow-up activities.
• Process team expenses through Expensify and provide general operational and administrative support to the UK/EMEA Business Development & Client Services team.
• Assist with office management, including maintaining supplies, overseeing post room 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).
• 3+ years of relevant experience in a financial services environment.
• Ability to prioritize, multitask, and complete high-quality work under strict deadlines.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) required.
• Excellent written and verbal communication skills, as well as strong organizational skills.
• Available to work Monday to Friday, 9:00am-5:30pm, with a minimum of four days per week on site in our London office.

Qualities & Attributes

• Demonstrates strong interpersonal skills and teamwork, acting as a collaborative team player who is professional, respectful, honest, open to ideas, and willing to roll up their sleeves to get the job done well with the team.
• Exemplifies diligence and strong attention to detail by producing accurate, thorough work and monitoring their own output to ensure quality.
• Maintains professionalism when handling confidential information, displaying a polished, professional demeanor and excellent customer service skills.
• Results oriented and a self-starter, applying critical thinking across their scope of work to deliver high-quality outcomes in timely manner.
• Exhibits dependability by consistently contributing as a productive, positive team member, responding to direction and feedback, and seeking input to improve performance.

At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position. Candidates must have right to work in the UK.

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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