Strategic Operations Partner

9 hours ago

Kozhikode, Kerala, India beBeeExecutive Full time US$ 1,00,000 - US$ 1,50,000
Executive Support Specialist

We are seeking a highly skilled and organized Executive Support Specialist to support our Principal in managing the firm's operations and workflow.

  • Inbox & Calendar Management:
    • Manage email inbox, prioritize messages, draft replies, and flag urgent matters.
    • Schedule and coordinate meetings with key stakeholders.
    • Anticipate needs, surface critical information, and ensure the Principal is prepared for all meetings and decisions.
  • Deal Pipeline and CRM Management:
    • Own the firm's CRM and deal pipeline, extracting property and market information from Offering Memorandums (OMs), broker emails, and NDAs.
    • Track deal stages and generate pipeline reports.
    • Oversee daily CRM tasks and task checklists, ensuring that all workstreams remain on track.
  • Research & Communication:
    • Conduct market diligence calls with brokers, property managers, and apartment operators.
    • Draft monthly investor update emails and reports.
    • Prepare concise research briefs and business memos to support investment decisions.
  • Operations and Process Development:
    • Document and refine SOPs for recurring tasks and firmwide business processes.
    • Ensure digital files are organized and information is consistently logged across systems.
    • Identify gaps in current workflows and propose solutions for greater efficiency.
    Requirements:
    • Bachelor's degree in Business, Finance, or a related field.
    • Prior experience as an Executive Assistant, Operations Manager, or similar strategic support role.
    • Strong English communication skills, both written and verbal.
    • Proficiency in MS Office Suite (Excel, PowerPoint, Word).
    • Ability to learn and work with software platforms like HubSpot and CoStar.
    • Ability to manage multiple priorities with sound judgment and minimal oversight.
    • Demonstrated ability to think critically, anticipate needs, and act as a trusted partner to senior leadership.

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