Personal Assistant-Partner

Job Title: Personal Assistant- Partner [Strategy & Data]

Company: Integrow Asset Management Private Ltd

Location: BKC, Mumbai

About Us:

Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to delivering sustainable alpha to our clients, we are poised for rapid growth and expansion.

Role Overview:

Integrow Asset Management Private Ltd is looking to onboard an experienced Personal Assistant to support the Partner – Strategy & Data at our SEBI-registered Real Estate Alternative Investment Fund. This role is central to executive operations, spanning institutional and personal wealth management. You will manage accounts, meetings, critical documentation, hospitality, and family office operations with discretion, strategic thinking, and meticulous attention to detail. You will be a trusted operational bridge between the Partner, the leadership team, investors, and external stakeholders.

Key Responsibilities:

Accounts & Financial Management:

o  Manage accounts, including bank reconciliations, expense tracking, and financial reporting

o  Prepare invoices, payment authorizations, and financial summaries for internal review

o  Monitor vendor payments, subscriptions, and service contracts; negotiate terms where applicable

o  Maintain detailed records of personal and family wealth accounts with quarterly reporting summaries

Meeting & Calendar Management:

o  Schedule and coordinate meetings across institutional, personal, and family office contexts

o  Prepare meeting briefs, agendas, background materials, and post-meeting summaries

o  Optimize calendar to balance competing priorities and manage stakeholder expectations

o  Track follow-ups from meetings and ensure timely execution of action items

Documentation & Record Management:

o  Organize and maintain institutional and personal documentation in secure, searchable systems. Draft correspondence, emails, and internal memos with attention to tone and clarity.

o  Prepare reports, presentations, and collateral for board meetings, investor communications, and family governance.

o  Ensure compliance with documentation requirements across institutional and family contexts.

Guest Relations & Hospitality:

o  Coordinate hospitality for institutional clients, investors, partners and family guests

o  Arrange restaurants, venue bookings, transportation, and logistics for business and personal events

o  Maintain relationships with preferred vendors (restaurants, hotels, services) and manage bookings

o  Ensure seamless, thoughtful experiences for all guests and stakeholders

Family Office Operations

o  Support family wealth reporting, asset tracking, and portfolio oversight

o  Coordinate with wealth managers, advisors, and service providers on family financial matters

o  Prepare family governance meeting materials and maintain family office calendars

o  Manage discretionary personal projects and initiatives with strategic confidentiality

Travel & Logistics Coordination

o  Plan and execute domestic and international travel, including flights, accommodations, ground transport

o  Maintain travel preferences and itineraries; coordinate with business and personal schedules

o  Handle visa applications, travel insurance, and administrative requirements

o  Manage travel expenses and maintain detailed records

Qualifications:

•       Bachelors in Finance or equivalent qualification from a reputed institution

Experience:

•       2–5 years of experience as a Personal Assistant, Executive Assistant, or Office Manager to C-suite executives or high-net-worth individuals

•       Experience or familiarity with family office operations or wealth management (preferred)

•       Exceptional organizational and prioritization skills; ability to manage multiple workflows simultaneously

•       Advanced proficiency in Microsoft Office, Google Workspace, and financial/accounting software

•       Fluency in English (written and verbal); Hindi fluency preferred

•       Discretion, confidentiality, and professional judgment in handling sensitive personal and business information

•       Strong written and verbal communication skills; ability to craft professional correspondence

•       Proactive problem-solving orientation; comfort with ambiguity and ability to adapt quickly

Personal Attributes:

•       Intellectual curiosity and strategic thinking; ability to understand complex business contexts

•       High emotional intelligence and interpersonal sensitivity

•       Initiative and ownership; comfort taking on projects without explicit direction

•       Reliability and follow-through; ability to deliver under tight deadlines

•       Adaptability and resilience; grace under pressure

Remuneration:

• As per industry standards and candidate profile