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• 

  Board Executive Assistant  

  Phi Partners

  - Hertfordshire

  Posted: 01/08/2026

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  Founded over 20 years ago, Phi Partners has established itself as one... Read More

  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. About the Role This is a senior, high-trust role at the heart of Phi's leadership team. The Executive Assistant will provide direct, comprehensive support to our CEO 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. The CEO is looking for someone who is a genuine AI power-user - 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. This position sits within a large, prestigious reception environment where the postholder will also serve as the firm's front-of-house presence, welcoming senior guests and creating an outstanding first impression of Phi. Key Responsibilities Executive Support – Chief Executive 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 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, Qualifications confident in producing polished, data-informed documents under pressure. Strong numerical proficiency and analytical capability; comfortable working with data and presenting information clearly. Demonstrated experience managing complex international travel, including high-context destinations and senior executive requirements. Significant experience managing or leading governance processes - board packs, committee papers, investor materials and the end-to-end organisation of board meetings at the most senior level. Impeccable professional presentation and interpersonal style; instinctively warm with guests and clients while maintaining the discretion appropriate to a senior corporate role. Evidence of a proactive, forward-thinking approach - someone who identifies what is needed before being asked and moves ahead of the calendar, not behind it. A genuine team player with strong personal values: caring, commercially minded and loyal to the people and the firm they support. Key Benefits Hatfield Office Based Salary package dependant on experience circa £60-80k Performance related bonus Private Medical Insurance 21 days annual leave Gym membership Allowance Mobile Phone Read Less

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• 

  Revenue Management Analyst  

  Phi Partners

  - Greater London

  Posted: 01/08/2026

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  This is a unique opportunity for an analytically sharp, commercially m... Read More

  This is a unique opportunity for an analytically sharp, commercially minded individual to own the revenue intelligence function. 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 and explain it with confidence and clarity. 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 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 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. Package Salary negotiable based on experience 25 days holiday Private Health Care Pension Gym Membership Please send your c.v to info@phipartners.com Read Less

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