Job Summary

- We are looking for a highly organized, articulate, and proactive Principal Business &
- Administration to manage the day-to-day business administration of a growing investment management firm.

- The role will serve as the key coordination point between the Founder, investors, vendors, accounts, taxation, company secretarial, banking teams, and office operations.

- The ideal candidate should have excellent communication skills, strong ownership, sound judgment, and the ability to independently manage multiple responsibilities with discretion.

Key Responsibilities

- Investor &
- Front Office Management Handle investor requests including statements, documentation, bank/contact detail changes, tax certificates, nominee and transmission paperwork.

- Acknowledge, coordinate, track and close investor requests promptly.

- Manage visitors, callers, general enquiries and skilled correspondence.

- Coordinate with internal operations teams to ensure accurate responses to investor requests.

- Founders Calendar &

- Executive Coordination Independently manage the Founders calendar, meetings, investor interactions, calls and business commitments.

- Coordinate meetings, plant visits, earnings calls, vendor discussions and internal schedules.

- Protect and prioritize the Founders research and working time.

- Prepare and circulate meeting materials in advance.

- Manage end-to-end travel arrangements including flights, hotels, visas, transportation, registrations and event logistics.

- Accounts Payable &

- Expense Management Maintain an updated payables register covering invoices, vendors,



dates, approvals and payment status.

- Verify invoices against quotations or contracted rates before processing.

- Coordinate with accounts for invoice processing and payment.

- Follow up on payments and share payment advice/UTR details with vendors.

- Reconcile vendor statements and resolve duplicate or disputed invoices.

- Manage petty cash, reimbursements and travel expenses.

- LLP-Level Coordination Coordinate with external/internal accounts, taxation, company secretarial and banking teams.

- Track documentation, approvals, signatures and pending actions.

- Coordinate bank mandates, signatory updates, KYC refreshes and banking correspondence.

- Escalate delays or issues to the Founder proactively.

- Vendor &

- Office Management Manage IT, information security, telecom, internet, courier, printing, stationery and office suppliers.

- Handle vendor sourcing, commercial discussions, renewals and contracts.

- Coordinate office maintenance, housekeeping, security, access, utilities, insurance renewals and AMC requirements.

- Ensure the office remains fully functional and resolve operational issues proactively.

- Documentation &

- Records Maintain organized document repositories, filing systems and version control.

- Manage physical records, archives and executed original documents.

- Maintain registers for important documents and records.

- Coordinate notarisation, stamp paper, franking, affidavits and courier of original documents.

- Support document movement related to investor onboarding as required.

📌 Principal - Business & Administration (Mumbai)
🏢 Caliber Organisation
📍 Mumbai