At a Glance
- Tasks: Support the CEO in managing international projects and financial operations.
- Company: Join a leading family office with a focus on sustainable investments.
- Benefits: Competitive salary, UK visa sponsorship, and opportunities for professional growth.
- Other info: Dynamic role with travel opportunities and a chance to work closely with senior leadership.
- Why this job: Be part of impactful investment decisions in renewable energy and emerging markets.
- Qualifications: 5-8 years as an Executive Assistant with an MBA in Finance.
The predicted salary is between 60000 - 80000 £ per year.
Panchariya Brothers Investment Limited (FAMILY OFFICE) is seeking an experienced Executive Assistant - Private Equity & Investments with 5/8 years of experience, ideally in finance, investment or corporate environment. The Executive Assistant / Personal Assistant will support the CEO across a range of international projects, spanning multiple sectors.
The role involves:
- Coordinating ongoing projects and engaging with both private and public stakeholders.
- Leading projects on behalf of the CEO.
- Acting as a key liaison and ensuring efficient execution of tasks.
- Providing strategic and administrative support in a fast-paced, global environment.
Executive & Strategic Support
- Manage executive schedules, priorities, and communications across multiple time zones.
- Strong understanding of financial principles, including budgeting, forecasting, and expense tracking.
- Ability to interpret financial reports, dashboards, and key performance indicators (KPIs).
- Experience supporting senior leadership within investment, banking, or financial services environments.
- Familiarity with investment terminology, portfolios, and market dynamics.
- Ability to prepare and review financial summaries, presentations, and briefing materials for executive decision-making.
- Strong attention to detail in handling financial data, invoices, and expense reports.
- High level of discretion and confidentiality when dealing with sensitive financial information.
- Ability to manage multiple financial priorities in a fast-paced, high-pressure executive environment.
Document Review & Quality Control
- Track portfolio company performance and assist with reporting cycles.
Legal Coordination
- Liaise with internal and external legal teams on contracts and agreements.
- Coordinate drafting, review, and execution of legal documentation.
- Ensure proper flow of information between leadership and legal stakeholders.
Administrative & Operational Management
- Manage personal schedules, appointments, and commitments of the executive.
- Coordinate domestic and international travel (flights, visas, accommodations, itineraries).
- Support family office activities including coordination of personal assets, vendors, and expenses.
Communication & Stakeholder Management
- Serve as a key point of contact between the executive and stakeholders.
- Maintain relationships with clients, partners, advisors, and vendors.
Project & Task Management
- Monitor progress of ongoing projects and ensure deadlines are met.
- Support coordination of strategic initiatives and business priorities.
Travel & Logistics Management
- Coordinate travel documentation and compliance requirements.
Qualifications
- Minimum 5–8+ years of experience as a Senior Executive Assistant or similar role, preferably within finance, investment, or corporate environments.
- MBA in Finance.
- Strong understanding of private equity structures, including funds, portfolios, and capital calls.
- Experience preparing investor reports, board packs, and performance summaries.
- Experienced supporting senior executives (CEO / Board level).
- Experienced in document review and basic legal or contractual understanding.
- Ability to lead and manage projects when required.
- Willingness to travel if required.
- Company will provide UK Visa Sponsorship if required.
Bonus: Speak Hindi or Gujarati.
Contact Details:
Panchariya Brothers Investment Limited - Single family Office of Panchariya Group (PBIL) Recruitment Team
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We think this is how you could land EA - MBA Finance - Private Equity & Investment (CEO- Family Office) in London
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We think you need these skills to ace EA - MBA Finance - Private Equity & Investment (CEO- Family Office) in London
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How to prepare for a job interview at Panchariya Brothers Investment Limited - Single family Office of Panchariya Group (PBIL)
✨Brush Up on Financial Analysis Skills
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