Role Summary

The Executive Assistant provides high-level administrative and business support to the Head of Equity Broking. The role covers calendar and communication management, coordination across Research, Sales, Compliance and Operations, client and investor engagement support, and MIS reporting. The ideal candidate is discreet, organized, and comfortable working in a fast-paced institutional equities setting.

Key Responsibilities

1. Executive Support

- Manage the calendar, meetings, and travel arrangements for the Head of Equity Broking.
- Prepare meeting agendas, minutes, presentations, and follow-up action items.
- Handle high-level communication and maintain strict confidentiality of sensitive information.

2. Business Coordination

- Liaise with internal teams (Research, Sales, Compliance, Operations, etc.) to ensure smooth execution of business activities.
- Track KPIs and team performance metrics.
- Assist in preparing monthly business MIS and reports.

3. Investor & Client Interaction Support

- Coordinate with HNI and institutional clients, schedule meetings, and manage documentation.
- Ensure timely client follow-ups.
- Assist in preparing client pitchbooks and research collaterals.

4. Project & Event Management

- Assist in organizing investor meets, analyst conferences, and internal strategy sessions.

5. Administrative Duties





- Oversee expense management and reimbursements, and maintain accurate records.
- Ensure timely submission of regulatory and compliance-related documentation.

Desired Candidate Profile

Qualifications

- Graduate or postgraduate in Commerce, Finance, or a related field.

Experience

- 3-8 years of relevant experience.
- Prior experience in broking, investment banking, or financial services is preferred.

Skills and Competencies

- Strong communication and interpersonal skills.
- Ability to multitask and prioritize under pressure.
- Proficiency in MS Office (Excel, PowerPoint, Outlook).
- A high degree of discretion, professionalism, and organizational discipline.

Points to Confirm Before Publishing

- Reporting line: The role supports the Head of Equity Broking but reports to the Research Head. If these are different people, consider clarifying whether the Research Head is the line manager and the Head of Equity Broking is the principal supported. If they are the same person, the wording should be made consistent.
- Age criterion: Many organizations leave age out of public postings and focus on experience, since age preferences can narrow the pool and raise HR or legal concerns. You may want to confirm this with HR.

📌 Executive Assistant (EA) (Mumbai)
🏢 ANANDRATHI
📍 Mumbai