Executive Assistant

2 weeks ago

Bengaluru, Karnataka, India CrispIdea Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Job Description – Executive Assistant

About CrispIdea:

CrispIdea is a research-driven advisory and consulting firm specializing in equity research, sector insights, and strategic intelligence for investors, corporates, and consulting partners. We deliver in-depth reports and actionable recommendations across industries including Technology, Retail, Healthcare, and Digital Payments.

Role Overview:

This is a full-time on-site role located in Bengaluru for an Executive Assistant. The Executive Assistant will play a critical role in supporting the senior leadership team by managing day-to-day operations, coordinating with internal research teams, and facilitating communication with clients and external stakeholders. This role requires strong organizational skills, financial awareness, and the ability to thrive in a dynamic, fast-paced research environment.

Key Responsibilities:

Administrative & Operational Support

  • Manage calendars, appointments, and meetings for leadership.
  • Coordinate internal and external meetings, including research briefings, investor calls, and client interactions.
  • Prepare presentations, agendas, and meeting notes.

Communication & Client Coordination

  • Act as a liaison between leadership, internal teams, and external stakeholders.
  • Draft professional emails, memos, and client updates.
  • Support in coordinating investor roadshows, webinars, and research conferences.

Research & Data Handling

  • Assist research teams with data collation, report formatting, and presentation support.
  • Maintain research archives, databases, and CRM updates.
  • Support workflow management for report publications and deliverables.

Travel & Logistics

  • Arrange domestic/international travel, visas, itineraries, and reimbursements.
  • Manage logistics for investor events, roadshows, and offsite meetings.

Special Projects

  • Support leadership in strategic initiatives such as AI-driven research tools, process automation, and business development projects.
  • Assist in HR-related activities such as hiring coordination and onboarding.

Qualifications:

Education

  • Bachelor's degree in Business Administration, Commerce, Finance, or related fields.
  • MBA / Master's degree (preferred but not mandatory).

Experience

  • 1–2 years of experience as an Executive Assistant, Personal Assistant, or Administrative Coordinator.
  • Prior experience in financial services, equity research, consulting, or investment banking preferred.

Skills

  • Strong written & verbal communication in English.
  • Proficiency in MS Office Suite (Excel, Word, PowerPoint), Google Workspace; familiarity with Notion, Trello, or CRM tools is a plus.
  • Ability to handle sensitive information with discretion.
  • Good understanding of financial and business terminology (preferred).
  • Exceptional organizational and multitasking abilities.

Why Join CrispIdea?

  • Be part of a
    high-impact research and consulting firm
    shaping investor and corporate decisions.
  • Work closely with
    senior leadership
    on strategy, investor engagement, and research delivery.
  • Exposure to
    equity research, market analysis, and client interaction
    , providing a steep learning curve.

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