Executive Assistant to Director

GrowthAlly Advisors Private Limited; Maharashtra; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Growthally Advisors Private Limited in Mumbai seeks an Executive Assistant to Director with banking sector experience. You will work closely with the Director to monitor priorities, track transactions, prepare reports, and coordinate with internal teams to ensure timely execution of initiatives.

The role requires analytical thinking, ownership, and the ability to convert information into actionable insights.

Qualifications

• Minimum 1-5 years of experience in banking, preferably in investment banking, corporate banking, credit, treasury, financial services, or a related banking function.
• Excellent proficiency in MS Excel, including Pivot Tables, lookups, data consolidation, and MIS reporting.
• Strong PowerPoint skills with the ability to prepare clear and professional management presentations.

Responsibilities

• Director’s Office & Business Support
• Support the Director in managing business priorities, strategic initiatives, and key deliverables.
• Prepare management reports, business summaries, presentations, and review materials.
• Maintain a structured record of decisions, action items, deadlines, and responsibilities.
• Follow up with internal teams to ensure timely execution of commitments.
• Identify execution gaps, delays, and pending matters requiring the Director’s attention.
• MIS, Reporting & Business Analytics
• Prepare and maintain MIS reports, dashboards, business trackers, and performance summaries.
• Consolidate and analyse data relating to revenue, business pipeline, mandates, transactions, fundraising, closures, and team performance.
• Identify trends, deviations, bottlenecks, and areas requiring management intervention.
• Ensure the accuracy, completeness, and timely submission of reports.
• Use MS Excel, Pivot Tables, lookups, and other analytical tools to organise and interpret business data.
• Banking & Transaction Tracking
• Monitor ongoing banking and financial advisory activities, including Debt Syndication, Equity Advisory, M&A, Leasing, CFO Services, and AIF.
• Maintain transaction-wise trackers covering pipeline, current status, documentation, client requirements, pending approvals, and closure timelines.
• Coordinate with business teams to obtain transaction updates and identify outstanding deliverables.
• Track critical milestones and elevate delays or potential execution risks to the Director.
• Prepare concise transaction updates for management reviews.
• Business Development & Pipeline Monitoring
• Track leads, client meetings, proposals, mandates, conversions, and transaction closures.
• Prepare periodic business pipeline reports and performance updates.
• Coordinate with business teams to monitor opportunity progress and ensure timely follow-ups.
• Support business reviews with relevant data, analysis, and actionable observations.
• Research & Management Analysis
• Conduct research on companies, industries, financial markets, competitors, and potential business opportunities.
• Prepare company profiles, comparative analyses, business summaries, and presentation materials.
• Compile relevant financial and business information to aid the Director’s decision-making.
• Highlight key findings, opportunities, and potential concerns in a clear and structured manner.
• Project & Stakeholder Coordination
• Independently monitor selected projects and strategic initiatives assigned by the Director.
• Track milestones, deliverables, timelines, dependencies, and stakeholder responsibilities.
• Coordinate with internal teams and relevant stakeholders to drive completion of pending tasks.
• Prepare project status reports and proactively flag delays, risks, and unresolved issues.
• Maintain confidentiality while handling sensitive business, financial, and management information.

Job description

Company: Growthally Advisors Private Limited

Location: Mumbai

Experience: 0.6 - 6 years of banking experience

Function: Business Operations

Employment Type: Full-time

Work Mode: On-site

About Growthally Advisors

Growthally Advisors Private Limited is an investment banking and financial advisory firm with over 15 years of experience in the Indian financial services ecosystem. The firm specialises in Debt Syndication, Equity Advisory, Mergers & Acquisitions (M&A), Leasing Solutions, CFO Services, and Alternative Investment Funds (AIF).

Role Overview

We are looking for a highly organised, analytical, and proactive Executive Assistant to Director with a minimum years of banking experience. The candidate will work closely with the Director to monitor business priorities, track transactions, analyse performance data, coordinate with internal teams, and ensure timely execution of key business initiatives. This role goes beyond traditional executive assistance and requires strong business understanding, analytical capabilities, ownership, and the ability to convert information into actionable management insights.

Key Responsibilities

• Director’s Office & Business Support


• Support the Director in managing business priorities, strategic initiatives, and key deliverables.


• Prepare management reports, business summaries, presentations, and review materials.


• Maintain a structured record of decisions, action items, deadlines, and responsibilities.


• Follow up with internal teams to ensure timely execution of commitments.


• Identify execution gaps, delays, and pending matters requiring the Director’s attention.


• MIS, Reporting & Business Analytics


• Prepare and maintain MIS reports, dashboards, business trackers, and performance summaries.


• Consolidate and analyse data relating to revenue, business pipeline, mandates, transactions, fundraising, closures, and team performance.


• Identify trends, deviations, bottlenecks, and areas requiring management intervention.


• Ensure the accuracy, completeness, and timely submission of reports.


• Use MS Excel, Pivot Tables, lookups, and other analytical tools to organise and interpret business data.


• Banking & Transaction Tracking


• Monitor ongoing banking and financial advisory activities, including Debt Syndication, Equity Advisory, M&A, Leasing, CFO Services, and AIF.


• Maintain transaction-wise trackers covering pipeline, current status, documentation, client requirements, pending approvals, and closure timelines.


• Coordinate with business teams to obtain transaction updates and identify outstanding deliverables.


• Track critical milestones and elevate delays or potential execution risks to the Director.


• Prepare concise transaction updates for management reviews.


• Business Development & Pipeline Monitoring


• Track leads, client meetings, proposals, mandates, conversions, and transaction closures.


• Prepare periodic business pipeline reports and performance updates.


• Coordinate with business teams to monitor opportunity progress and ensure timely follow-ups.


• Support business reviews with relevant data, analysis, and actionable observations.


• Research & Management Analysis


• Conduct research on companies, industries, financial markets, competitors, and potential business opportunities.


• Prepare company profiles, comparative analyses, business summaries, and presentation materials.


• Compile relevant financial and business information to aid the Director’s decision-making.


• Highlight key findings, opportunities, and potential concerns in a clear and structured manner.


• Project & Stakeholder Coordination


• Independently monitor selected projects and strategic initiatives assigned by the Director.


• Track milestones, deliverables, timelines, dependencies, and stakeholder responsibilities.


• Coordinate with internal teams and relevant stakeholders to drive completion of pending tasks.


• Prepare project status reports and proactively flag delays, risks, and unresolved issues.


• Maintain confidentiality while handling sensitive business, financial, and management information.

Candidate Profile

• Mandatory: Minimum 1-5 years of experience in banking, preferably in investment banking, corporate banking, credit, treasury, financial services, or a related banking function.


• Experience supporting a Director, CXO, Business Head, or senior management professional will be preferred.


• Strong understanding of banking operations, financial information, business reporting, or transaction workflows.


• Excellent proficiency in MS Excel, including Pivot Tables, lookups, data consolidation, and MIS reporting.


• Strong PowerPoint skills with the ability to prepare clear and professional management presentations.


• Excellent analytical thinking, numerical ability, and attention to detail.


• Strong communication, coordination, stakeholder management, and follow-up skills.


• Ability to manage multiple priorities, work under tight deadlines, and take independent ownership of assignments.


• High standards of integrity, confidentiality, professionalism, and accountability.

Skills: business information,aif,management,reporting,pipeline,investment,deliverables,summaries