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We are looking for a high level Executive Assistant to provide direct, comprehensive support to our CEO & Founder and Chief of Staff, operating as the connective tissue across two of the firm's most demanding and high-profile functions. This position will be based in stunning new offices in Hatfield and will be onsite 5 days a week. You will need to have a degree, masters and ideally an MBA from a top university in the UK or US. About Phi Partners Founded over 20 years ago, Phi Partners has established itself as one of the most respected specialist consultancies in capital markets technology. Headquartered in London and operating across four international hubs - New York, Dubai and Singapore, we work exclusively within front office, pricing and risk: the disciplines where precision, trust and expertise matter most. Our clients are among the world's most demanding financial institutions - Tier-1 investment banks, leading hedge funds and major asset managers and they choose us because we deliver with the authority of genuine specialists. With approximately 600 professionals, six lines of business and nearshore delivery centres across Europe, the Middle East and South Asia, Phi has built a platform that combines global reach with deep domain knowledge. Key Responsibilities • Act as an AI-enabled strategic support resource for the CEO: using agentic AI and research workflows to surface insight, synthesise information and produce briefing materials that are concise, accurate and immediately actionable — this is a non-negotiable requirement of the role., • Leverage AI tools expertly to conduct deep research in support of the CEO — including prospect and client intelligence, market and competitor analysis, industry developments and background preparation ahead of key meetings, board sessions and strategic engagements., • Lead the organisation and planning of board meetings end to end — working proactively with the CEO, Chief of Staff and ELT to ensure agendas are structured, materials are prepared to the highest standard, and every governance touchpoint runs with precision., • Provide 24x7 availability and proactive support during all CEO business travel, adjusting working hours accordingly., • Manage end-to-end travel arrangements for the CEO through Phi's white-glove travel management partner, ensuring every detail - flights, ground transport, accommodation, visas, security, itineraries - is coordinated and confirmed in advance., • Lead the implementation and ongoing management of Phi's new approach to executive travel, acting as the primary liaison with the external travel agency to refine the booking process, establish standards and ensure consistent delivery., • Liaise closely with the Commercial EA and other senior stakeholders to maintain seamless diary management, anticipate scheduling conflicts and manage the CEO's time with care and foresight., • Prepare briefing materials, logistics packs and itineraries ahead of each trip; conduct post-trip follow-ups as required. Governance & Strategic Support - Chief of Staff • Own and maintain the corporate and governance calendar, ensuring all board, investor and operational meetings are scheduled, confirmed and appropriately resourced well in advance., • Prepare and coordinate board packs for both Operational Board and Investor Committee meetings, AI must be used to facilitate this process end to end, from collating and structuring contributions through to formatting and quality-checking final materials from all ELT members, including the CEO, to agreed deadlines. Manual approaches alone are not sufficient; the CEO requires AI to be embedded in how this work is delivered., • Facilitate the end-to-end board pack process: chasing responses, aligning contributors, managing version control and ensuring final documents are distributed on time., • Support the write-up of specific transformation and strategic initiatives as directed by the Chief of Staff — AI must be actively used in drafting, structuring and refining these documents. The expectation is that AI accelerates and elevates the quality of output, producing clear, professionally structured documentation to the highest editorial standard., • Maintain structured records of action items, decisions and follow-ups from governance meetings, tracking delivery across senior stakeholders. Skills and Experience Required • The right person will be exceptionally polished, organised and have an impressive background within Professional Services, • Educated to Masters or MBA level, • Confident operating in a fast paced sales environment where priorities shift quickly and standards are uncompromisingly high, • The CEO travels extensively on business and will expect total, proactive support before, during and after every trip, • The Chief of Staff oversees corporate governance and transformation; this role provides the structured, behind-the-scenes coordination that keeps both functions running smoothly., • Critically, this is an AI-enabled role in the fullest sense, you should be able to deploy AI tools expertly to conduct research, prepare for board meetings, synthesise complex information and deliver insight that adds real strategic value, • The ability to work fluently with AI is not a bonus; it is central to what this role is and how the CEO expects it to operate. 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: • Basic salary from £60-80,000k per annum, • Company and performance related bonus, • Company car, • Private Medical Insurance, • Pension, • Holiday allowance - 25 days Please send your c.v FAO Dawn Stockdale - info@phipartners.com

This is an exciting opportunity for a bright, ambitious individual to play a central role in Phi's client-facing sales function at the very start of their career. Our senior sales team manages relationships with some of the most senior figures in capital markets - Managing Directors, Chief Technology Officers, Chief Operating Officers and their teams at the world's leading investment banks and hedge funds. The people they contact daily include Executive Assistants, Personal Assistants and chiefs of staff at institutions where standards of professionalism are exceptionally high. This role sits at the heart of that activity. As Sales Administrator, you will be the operational backbone of the sales team - ensuring that client meetings are coordinated impeccably, that the CRM reflects the reality of the pipeline, and that every interaction with a client or prospect is well-prepared and well-executed. You will work closely with the Head of Sales and a team of experienced sales professionals who will invest in your development and give you genuine exposure to the business from day one. This is not a passive administrative role. The right candidate will be proactive, sharp and genuinely interested in building a career in a high-performance, client-centric environment. If you are organised, personable and motivated to learn, there is significant scope to grow within the firm. Key Responsibilities Client Meeting Coordination • Coordinate and schedule client meetings on behalf of the senior sales team, liaising directly with Executive Assistants, Personal Assistants and senior contacts at Tier-1 investment banks, hedge funds and asset managers., • Manage complex, multi-party diary scheduling across different time zones, ensuring the sales team's calendar reflects live priorities and that no meeting falls through the gaps., • Prepare concise briefing notes and logistics packs ahead of client meetings - covering attendee backgrounds, agenda items and any relevant account context., • Send and manage meeting confirmations, reminders and follow-up communications with professionalism and care; every touchpoint with a client contact should reflect Phi's standards., • Book meeting rooms, arrange video conferencing and manage all practical logistics so that client meetings run without friction., • Coordinate post-meeting follow-ups as directed by the sales team, tracking actions and ensuring timely responses. CRM & Pipeline Data • Maintain accurate, up-to-date records of contacts, accounts, meeting activity and pipeline data within Salesforce CRM., • Log all client interactions promptly and consistently, ensuring the sales team has a clean, reliable view of each relationship and opportunity., • Support the Head of Sales with regular pipeline reporting - extracting data, formatting summaries and flagging gaps or anomalies., • Assist with coding and data hygiene processes within Salesforce, helping to enforce governance standards across the team., • Onboard new contacts and accounts into the CRM as the team's network grows, maintaining data integrity throughout. Travel Booking & Logistics • Book travel and accommodation for the sales team ahead of client visits, roadshows and industry events, working within agreed budgets and travel policies., • Manage last-minute changes or cancellations efficiently, keeping the team informed and minimising disruption. Ad Hoc Sales Support • Provide responsive, flexible support to the senior sales team on ad hoc requests - whether that is formatting a pitch document, researching a prospect, preparing a briefing or simply making sure the team is organised and ready for the day ahead., • Step in wherever needed to keep the sales function running smoothly, showing initiative and a willingness to take on whatever the team requires., • Supporting the Internal recruitment function, arranging interviews Skills & Qualifications • A degree or equivalent qualification, or currently completing one; no specific discipline required - we care about capability and attitude., • Outstanding written and verbal communication skills - you will be corresponding with some of the most senior professionals in financial services, and the quality of every message matters., • Exceptional organisational ability and attention to detail; the kind of person who builds systems, keeps records clean and follows through without being chased., • A naturally proactive approach - you anticipate what is needed rather than waiting to be told., • Comfortable working at pace and managing multiple competing requests from a busy, senior team., • Proficiency in Microsoft Outlook, Word and Excel; any experience with Salesforce or similar CRM is a genuine advantage., • A warm, professional and confident manner with people at all levels - from a graduate contact to a Managing Director's PA., • Discretion and good judgement; you will be handling sensitive commercial information and communicating on behalf of senior stakeholders., • Genuine curiosity about capital markets, financial services or professional services - you do not need to be an expert, but intellectual engagement with the environment you are working in will set you apart. Why Join Phi? Most people at the start of their career spend years before they get meaningful exposure to senior stakeholders. In this role, you will be corresponding with Managing Directors' offices and senior EAs at Tier-1 banks from week one. Phi is a firm that backs people who show initiative. We invest in careers, promote from within, and value individuals who bring energy and intelligence to what they do. If you are looking for a role that will stretch you, reward you and give you a genuine window into how the world of elite capital markets consulting operates, we would very much like to hear from you. Benefits • Salary £25-35,000k per annum based on experience, • Private Health Insurance, • Pension, • Gym contribution up to £50 pcm, • Mobile phone contribution up to £35 pcm, • 21 days holiday plus BH

About Phi Partners Phi Partners is at a stage in its growth where the quality of its commercial intelligence directly shapes the decisions its leaders make. Founded over 20 years ago, Phi Partners has established itself as one of the most respected specialist consultancies in capital markets technology. The role This is a rare opportunity for an analytically sharp, commercially minded individual to own the revenue intelligence function at a specialist consultancy that punches well above its weight. Reporting into the Sales / Revenue Operations function and working directly with the Chief Revenue Officer (CRO) and senior sales leadership, the Revenue Sales Forecasting Analyst will be responsible for translating Phi's commercial data into clear, compelling stories that inform decisions at the very top of the business. We are looking for someone who can look at a forecast, understand what it means, identify what has changed, and stand up in front of the Executive Leadership Team (ELT) and explain it with confidence and clarity. The role spans two interconnected responsibilities: owning the budgeting and forecasting cycle end to end and providing the CRO with the ongoing analytical insight needed to manage performance, identify risk, and drive revenue improvement. Both require the same core skill - the ability to move fluidly between the detail of the data and the height of the executive narrative. If you are an analyst who is frustrated by not being heard, or a finance professional who wants to work closer to the commercial engine of a growing business, this role offers genuine influence from day one. This is also an explicitly AI-enabled role. Phi is committed to building a revenue intelligence function that uses AI tools to their fullest to accelerate analysis, sharpen forecasting accuracy and elevate the quality of insight delivered to the ELT. The right candidate will be a confident, expert practitioner of AI platforms, not someone who is curious about them in the abstract. Key responsibilities Budgeting & Forecasting Cycle • Own the design and maintenance of budgeting and forecasting templates for the sales function, ensuring all inputs are aligned to opportunity classifications and pipeline stages as recorded in Salesforce CRM., • Plan, set up and facilitate budget and forecast sessions with the CRO and Sales Leads - structuring the agenda, preparing the data in advance, and ensuring sessions produce clear, usable outputs., • Consolidate inputs from across the sales team into a single, coherent view of the forecast, resolving inconsistencies and stress-testing assumptions before presentation to the CRO and ELT., • Build and maintain scenario models that allow leadership to understand the range of outcomes - and clearly articulate the bridge between scenarios: what has changed, what it means, and what the implications are for the business., • Manage the rhythm of the forecasting cycle - ensuring deadlines are met, contributors are engaged, and the process runs efficiently month on month. Sales Performance Analysis & CRO Reporting • Produce CRO-level reporting on discount performance across new account acquisition and the existing portfolio, presenting not just the data but the analysis of what is driving it and where intervention may be required., • Own the portfolio growth narrative - translating the underlying data into a clear, honest story about where Phi is growing, where momentum is slowing, and what the trends suggest about future performance., • Deliver a monthly performance pack covering actual results vs budget and vs the prior forecast - explaining what happened, whether it was good or bad, and what the business should take from it., • Present the full-year forecast vs plan and vs prior forecast with a clear articulation of what has changed since the last view and what that means for the year-end outcome., • Track and communicate forecast progression over time - identifying positive and negative trends as they emerge and surfacing them to the CRO before they become surprises., • Produce granular forecast reporting sliced by Sales Lead, line of business, service type, region and account - providing both an overview and a clear summary of what has changed and why it matters. Data, Infrastructure & Ad Hoc Analysis • Work closely with the sales team to ensure Salesforce CRM data is maintained to the standard required for meaningful analysis - identifying gaps, challenging data quality and working with the team to resolve them., • Build and maintain the reporting infrastructure that supports the forecasting and performance functions - dashboards, models and templates that are robust, repeatable and easy for non-technical stakeholders to use., • Prototype new forecasting models, reporting views and analytical frameworks in Excel before working with the relevant technology team to implement them into Phi's systems and tooling - translating analytical logic into scalable, production-ready solutions., • Act as the analytical bridge between the business requirement and the system implementation, ensuring that what gets built reflects the commercial reality of how the sales team operates., • Work fluently with agentic AI, orchestrating one or more AI agents to gather, reconcile and analyse data across sales and financial sources, then rigorously validating and challenging what is produced before it reaches the CRO or ELT., • Use AI to run period-on-period and forecast-vs-actual comparisons at pace, surface correlations and anomalies across sales and financial data, and convert raw output into decision-ready insight that leadership can act on immediately., • Build or direct AI workflows that deliver analytical work end to end from data ingestion and reconciliation through to narrative output ensuring the process is repeatable, auditable and commercially grounded., • Support ad hoc analysis requests from the CRO and wider leadership team, responding quickly and with the same quality of narrative and insight as the regular reporting cycle. Qualification and experience required • A degree in Mathematics, Finance, Economics or a quantitative discipline, a strong mathematical background is essential and non-negotiable for this role., • Several years of experience in a commercial finance, FP&A, revenue operations or sales analytics role - ideally within professional services, technology or financial services., • Demonstrable ability to translate complex data sets into clear executive-level narratives; the ability to tell the story behind the numbers is as important as the ability to produce them., • Strong financial modelling skills and advanced proficiency in Microsoft Excel; experience building and maintaining budgeting and forecasting models from scratch, and comfortable translating those models into system implementations., • Expert-level, hands-on proficiency in AI tools and platforms — this is an AI-enabled role in the fullest sense. You will be expected to use AI not as a productivity aid but as a core part of how analytical work gets done., • Proven experience working with agentic AI: orchestrating AI agents to gather, reconcile and analyse data, and critically validating and challenging outputs rather than accepting them at face value., • Demonstrated experience using AI tools to perform data comparison, correlation and trend analysis at pace — including period-on-period reporting, forecast-vs-actual analysis and anomaly detection across sales and financial datasets., • Experience building or directing AI workflows that deliver analytical work end to end — from data ingestion through to polished, decision-ready output — with a clear understanding of where human judgement must sit in that process., • Advanced PowerPoint skills - able to design and produce presentation-ready outputs that communicate insight crisply to a senior audience., • Experience working with Salesforce CRM or a similar pipeline management tool; familiarity with how opportunity data flows into revenue forecasting., • Comfortable presenting to and challenging senior stakeholders - including C-suite - with confidence, clarity and the ability to hold a position under scrutiny., • Strong commercial instincts: the ability to look at a set of numbers and ask the right questions, not just the obvious ones., • Highly organised and reliable; the forecasting cycle runs to fixed rhythms, and this person must be someone that the business can depend on absolutely., • A collaborative working style - this role requires close partnership with the CRO, Sales Leads and the broader Finance function, and the ability to build trust across all of them. Genuine curiosity about business performance and commercial outcomes; someone who finds the story in data genuinely interesting, not just technically satisfying Package • Salary negotiable based on experience, • 25 days holiday, • Private Health Care, • Pension, • Gym Membership Please send your c.v to info@phipartners.com