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
- 12 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.
