Is an EA job a good way to progress in finance?
Working as an executive assistant (EA) might not be the most obvious way into a career in finance, but in the right setting, it can be a valuable stepping stone—especially for those aiming to work in private equity, hedge funds, or other areas of alternative investments.
While it’s not a traditional entry route, an EA role offers the chance to learn how the business works, make key contacts, and build a long-term career.
Understanding the business from the inside
In private equity and hedge funds, the senior team often operates with small, tight-knit groups. As an EA to a managing director or partner, you’ll be involved in the day-to-day running of the business, often with access to high-level meetings, deal activity, and communications.
An executive assistant job gives you a chance to understand how decisions are made, how deals are sourced and closed, and how portfolios are managed. It’s a hands-on education that can’t be matched by reading textbooks or even some junior analyst roles, especially if you’re working closely with investment professionals.
According to a 2023 survey by Morgan McKinley, over 40% of UK professionals in finance said that learning on the job was the most important part of their early career development. Being in the room, observing how deals are structured or how client relationships are managed, gives an EA insight that few entry-level jobs can offer.
Building a strong network
A major benefit of working as an EA in this field is the ability to make valuable contacts. You’ll often speak with investors, senior staff at portfolio companies, lawyers, and accountants. If you are reliable, professional, and discreet, people will take notice. Over time, this can open up opportunities. Some EAs build strong relationships with senior executives who may later support them in shifting into a more analytical or operations-based role within the firm.
In smaller firms—common in the hedge fund and private equity world—there’s often more room to grow if you show initiative. Many former EAs have gone on to roles in investor relations, fund operations, or even investment support roles after gaining enough knowledge and trust. A 2022 LinkedIn report showed that 35% of people who started as EAs in financial services moved into broader business roles within five years.
Going abroad for broader opportunities
Taking an EA role abroad, especially in global finance centres like New York, Hong Kong or Singapore, can also fast-track your progress. Many alternative investment firms value international experience, and working in a different country can help you stand out when applying for other roles. It shows you can adapt, handle new environments, and think globally—important qualities in international finance.
For UK-based professionals, gaining experience abroad might also open doors to bigger markets and firms with more internal mobility. Once you return to the UK, that global experience can make your CV stronger and help you compete for roles in top-tier firms.
A role with real potential
While an EA job won’t replace financial qualifications or formal training, it can be a smart way to get into the industry, especially if you don’t come from a traditional finance background. With hard work, curiosity, and the right connections, an EA role can be a solid first step into the world of private equity, hedge funds, and alternative investments.