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Executive Assistant (EA) & Private PA for Finance & Investment Leaders
London-based, working globally. We provide discreet EA/Private PA support for partners, portfolio managers and family offices, diary & inbox gatekeeping, investor meeting coordination, briefing packs, document control and multi-city travel, so priorities move and nothing slips.
Why Virtual Assistant Diary for finance?
Compatibility first.
You meet the shortlisted associate(s) before we begin. We match for pace, temperament and sector nuance.
Structured onboarding.
We stand up your Clinic OS (guardrails, comms, rota rhythm, reminder flows) with a clear 30/60/90 plan.
Continuity guaranteed.
Holiday/absence cover is built in. Your rhythm doesn’t break.
Advisor layer.
We don’t “place and vanish.” Your EA/PA is mentored and quality-checked by a senior advisor; they can lean on our knowledge base at any time.
Relationship, not transaction.
Human-led, not sales-led. We grow with you; standards tighten over time.
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10–15 hours/week back within the first month
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Zero missed investor follow-ups; sharper deal cadence
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Frictionless travel & events (roadshows, AGMs, LP meetings)
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A dependable weekly rhythm so decisions land on time with the right context
Outcomes you can expect
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Diary & inbox gatekeeping with rules that actually hold
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Investor / co-investor coordination: scheduling, agendas, notes, follow-ups
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Briefing packs & document control: signatures, decks, light data-room orchestration
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Complex travel: multi-city, last-minute changes, contingencies handled calmly
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Event logistics: invites, RSVPs, venues, hospitality and stakeholder comms
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Weekly executive reporting: concise status you can scan in minutes
What’s included (professional lane)
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Finance leaders naturally blend work and life. We support both without turning this into hourly admin. Add our Lifestyle PA layer when you want:
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Premium travel, reservations, memberships, gifting
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Household/vendor liaison for apartments/pied-à-terres (light admin)
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Key dates, personal appointments, family logistics (non-clinical)
Guardrails: Property projects, household staff management or complex multi-home oversight sit in separate scopes. We’ll flag and propose the cleanest way to handle them.
Personal & lifestyle support (optional lane)
How it works
1
Private consultation
We get to know you, your role, stakeholders, pace, pain points and goals, then pinpoint the support that will make the biggest difference (and the guardrails to protect your time and privacy).
2
Compatibility & shortlist
We introduce 1–2 best-fit associates (pace, temperament, sector nuance). You meet them, we confirm working style and comms, and complete any conflict checks.
3
Proposal, NDA & onboarding
Outcome-based retainer agreed; NDA signed. We switch on diary/inbox gatekeeping, investor cadence and travel routines. Advisor oversight and holiday/absence cover are included from day one. A brief weekly check-in keeps everything aligned.