Executive Assistant - Chairman
Key Responsibilities:

Assisting chairman in analysis of Business MIS, performance of investments relative to objectives and benchmarks, considering both returns and the risk and operating business.

The role involves handling data, preparing reports, and assisting in implementing investment strategies across client portfolios.
Conduct financial analysis, prepare reports including conducting trade checks, visiting target investment companies, understanding their business model.
Gather and analyze financial data and market trends and prepare structured reports Undertake any other tasks related to Domestic and overseas investment and reporting as and when required
Miscellaneous:
Other miscellaneous jobs from time to time e.g. Forum, Tiger-21 etc.
Additional Responsibilities:

Schedule & Meeting Management - Chairman
Schedule/fixing meetings and circulation of Zoom link wherever required.




Update schedule of meeting both in calendar and word document.
Prepare list of meetings to be set up based on travel - location wise.
Send messages with proposed dates/time slots to meeting participants obtain confirmations, cross check with Chairman and then issue calendar invites.
Joining meeting with Domestic and International Wealth Advisor.
Joining meeting with consultants.

Required Skills & Competencies:
Solid fundamentals in reading and interpreting financial statements.
Proficiency in Financial ratios, Microsoft Word, Excel, Pivot table, etc.
Familiarity with PowerPoint for preparing presentations and reports.
Supporting team in Due diligence.Role & responsibilities

Preferred candidate profile

📌 Executive Assistant Chairman West Bengal (India)
🏢 Apogee
📍 India