Executive Assistant

Job Description – Executive Assistant

About CrispIdea:

CrispIdea is a research-driven advisory and consulting firm specializing in equity research, sector insights, and strategic intelligence for investors, corporates, and consulting partners. We deliver in-depth reports and actionable recommendations across industries including Technology, Retail, Healthcare, and Digital Payments.

Role Overview:

This is a full-time on-site role located in Bengaluru for an Executive Assistant. The Executive Assistant will play a critical role in supporting the senior leadership team by managing day-to-day operations, coordinating with internal research teams, and facilitating communication with clients and external stakeholders. This role requires strong organizational skills, financial awareness, and the ability to thrive in a dynamic, fast-paced research environment.

Key Responsibilities:

Administrative & Operational Support

• Manage calendars, appointments, and meetings for leadership.
• Coordinate internal and external meetings, including research briefings, investor calls, and client interactions.
• Prepare presentations, agendas, and meeting notes.

Communication & Client Coordination

• Act as a liaison between leadership, internal teams, and external stakeholders.
• Draft professional emails, memos, and client updates.
• Support in coordinating investor roadshows, webinars, and research conferences.

Research & Data Handling

• Assist research teams with data collation, report formatting, and presentation support.
• Maintain research archives, databases, and CRM updates.
• Support workflow management for report publications and deliverables. 

Travel & Logistics

• Arrange domestic/international travel, visas, itineraries, and reimbursements.
• Manage logistics for investor events, roadshows, and offsite meetings.

Special Projects

• Support leadership in strategic initiatives such as AI-driven research tools, process automation, and business development projects.
• Assist in HR-related activities such as hiring coordination and onboarding.

Qualifications:

Education

• Bachelor’s degree in Business Administration, Commerce, Finance, or related fields.
• MBA / Master’s degree (preferred but not mandatory).

Experience

• 1–2 years of experience as an Executive Assistant, Personal Assistant, or Administrative Coordinator.
• Prior experience in financial services, equity research, consulting, or investment banking preferred.

Skills

• Strong written & verbal communication in English.
• Proficiency in MS Office Suite (Excel, Word, PowerPoint), Google Workspace; familiarity with Notion, Trello, or CRM tools is a plus.
• Ability to handle sensitive information with discretion.
• Good understanding of financial and business terminology (preferred).
• Exceptional organizational and multitasking abilities.

Why Join CrispIdea?

• Be part of a high-impact research and consulting firm shaping investor and corporate decisions.
• Work closely with senior leadership on strategy, investor engagement, and research delivery.
• Exposure to equity research, market analysis, and client interaction, providing a steep learning curve.