A. Overview of the position The Executive Assistant will be a supportive force for the Managing Director (MD). He/ She will be involved in a variety of analytical and administrative activities, as directed by the MD. He/ She will also assist the MD to drive transformation and change management initiatives at the organization level. He/ She will coordinate at the tactical and operational levels, with the other functions of Sovereign Global Markets Pvt. Ltd. (SGMPL).

B. Qualification o Primary:

- CA (Inter) and/ or Diploma in Investment Management, financial markets or allied domains

C.

Experience and Skills

- A minimum of 3 years of experience as an Executive Assistant, Research Analyst, Data Analyst or similar roles;
- Computer literacy in Microsoft Office, database management and other tools, with advanced skills in MS Excel, for analytics and reporting.
- Aptitude to learn new software and systems;
- Strong research and analytical skills; o Solid oral and written communications skills;
- Outstanding organizational and time management skills;
- Excellent 'follow-up' skills.
- Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge; Proactive problem solver with a meticulous attention to detail;
- Familiarity with office gadgets and applications (e.g., e-calendars, Printers and Scanners, etc.);
- Ability to keep company confidences.

D.

Working Relationship

The positions report to the Managing Director and serve as an extension of the Management team.

E. Key Responsibilities

- Track market movements and collect data for different forms of analysis.
- Read different reports published by the RBI, MoF, etc., to gather inputs on market impact.




- Strictly confidential o Analyze and maintain financial records, investment portfolios and valuation reports on financial instruments.
- Perform trading analytics and data analysis for the different verticals of SGMPL. o Ensure timely generation and submission of Management Reports for the different business units of SGMPL. Manage professional scheduling for MD, including agendas, mail, email, calls, travel arrangements and other company logistics.
- Coordinate complex scheduling (where required) as well as management of content and flow of information to the MD.
- Perform administrative and office support, such as spreadsheet creation, maintenance of filing system and contact database for the MD.
- Prepare minutes of meetings and share it with the attendees.
- Drive transformation and change management initiatives, as an extension of the office of the MD. Prepare analytical reports for the MD, as directed from time to time.
- Manage communication between upper management and employees, liaising with internal and external executives on various projects and tasks.
- Oversee budgets and expenses and report variations to the MD, on a periodic basis.
- Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with the business.

Other Responsibilities

- Coordinate and collaborate with other functional departments, to facilitate meeting of business objectives;
- Ensure that the operational costs are controlled and minimized, for effective utilization of the Company’s resources;
- Ensure the functions’ adherence to SGMPL’s policies and procedures;
- Ensure that the organization’s properties and assets are safeguarded.

📌 Executive Assistant to the Managing Director (Delhi)
🏢 Sovereign Global Markets Private
📍 Delhi