Strategic Executive Assistant to Director

CAPEON; Mumbai; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

CAPEON is seeking an exceptionally sharp Strategic Executive Assistant to the Director in Mumbai. You will work closely with senior leadership across multiple businesses and strategic initiatives, shaping priorities, preparing briefs, reports and dashboards, and coordinating with investors, consultants and executives.

This is a non-traditional EA role requiring strategic thinking, financial acumen, and hands-on execution using AI tools to drive productivity and decision-making.

Qualifications

• Experience in a Big 4 firm, leading consulting firm, investment banking, corporate strategy, M&A advisory or a sophisticated family office is strongly preferred.
• Strong understanding of financial statements, business analysis, corporate transactions and strategic planning.
• Prior experience supporting a Founder, Director, CEO, Chairman or senior executive in a diversified business environment.
• Demonstrable proficiency with AI tools such as ChatGPT, Microsoft Copilot or equivalent platforms.
• Exceptional Excel, PowerPoint, analytical, presentation and business communication skills.
• Immediate availability or a short notice period is preferred.
• Ability to manage multiple priorities without compromising quality or accuracy.
• Highly intelligent, resourceful, detail-oriented and comfortable working with ambiguity.

Responsibilities

• Work directly with the Director on strategic priorities, business planning, executive coordination and critical assignments.
• Prepare executive briefs, business presentations, management reports, meeting notes and decision-support documents.
• Track key initiatives, commitments and deliverables across business functions.
• Coordinate with senior leadership, investors, consultants, legal advisors and external stakeholders.
• Support M&A-related research, business evaluations, due diligence coordination and transaction documentation.
• Analyse financial statements, business performance, commercial proposals and investment opportunities.
• Prepare financial summaries, business cases, dashboards and analytical reports.
• Conduct market research, competitor benchmarking and industry analysis.
• Support special projects, new business opportunities and strategic expansion initiatives.
• Leverage AI tools for research, data analysis, presentations, reporting, automation and executive productivity.
• Demonstrate advanced proficiency in Excel, PowerPoint and modern digital productivity tools.
• Identify opportunities to streamline workflows, reduce manual work and improve turnaround times.
• Translate complex information into concise, decision-ready insights.
• Coordinate across multiple companies, departments and external partners.
• Follow up on critical actions, monitor deadlines and ensure timely execution.
• Handle sensitive financial, commercial and leadership information with absolute confidentiality.
• Anticipate priorities, resolve bottlenecks and operate effectively in a fast-paced environment.

Skills

Strategic thinking

Financial analysis

AI tools

Independent problem solving

Discretion and confidentiality

Time management

Tools

Excel

PowerPoint

Job description

Hiring | Strategic Executive Assistant to Director

Location: Mumbai, India | Work from Office

Joining: Immediate joiners preferred

Experience: 6–12+ years (relevant experience and capability will be prioritized)

Preferred Background: Big 4 consulting, investment banking, corporate finance, M&A, strategy consulting, family offices or diversified business groups

About the Role

We are looking for an exceptionally sharp, proactive and commercially driven Executive Assistant to the Director to work closely with senior leadership across multiple businesses and strategic initiatives.

This is not a conventional administrative EA position. The role requires someone who can think strategically, work independently, understand financial and business matters, manage competing priorities and convert discussions into clear, actionable outcomes.

The ideal candidate will bring strong analytical capabilities, financial acumen, advanced research skills and practical experience using AI tools to improve productivity, reporting and decision-making.

Key Responsibilities

Executive & Strategic Support

• Work directly with the Director on strategic priorities, business planning, executive coordination and critical assignments.
• Prepare executive briefs, business presentations, management reports, meeting notes and decision-support documents.
• Track key initiatives, commitments and deliverables across business functions.
• Coordinate with senior leadership, investors, consultants, legal advisors and external stakeholders.

Business, Finance & M&A Support

• Support M&A-related research, business evaluations, due diligence coordination and transaction documentation.
• Analyse financial statements, business performance, commercial proposals and investment opportunities.
• Prepare financial summaries, business cases, dashboards and analytical reports.
• Conduct market research, competitor benchmarking and industry analysis.
• Support special projects, new business opportunities and strategic expansion initiatives.
• Leverage AI tools for research, data analysis, presentations, reporting, automation and executive productivity.
• Demonstrate advanced proficiency in Excel, PowerPoint and modern digital productivity tools.
• Identify opportunities to streamline workflows, reduce manual work and improve turnaround times.
• Translate complex information into concise, decision-ready insights.

Stakeholder & Execution Management

• Coordinate across multiple companies, departments and external partners.
• Follow up on critical actions, monitor deadlines and ensure timely execution.
• Handle sensitive financial, commercial and leadership information with absolute confidentiality.
• Anticipate priorities, resolve bottlenecks and operate effectively in a fast-paced environment.

Ideal Candidate Profile

• Experience in a Big 4 firm (Deloitte, EY, PwC or KPMG), leading consulting firm, investment banking, corporate strategy, M&A advisory or a sophisticated family office is strongly preferred.
• Strong understanding of financial statements, business analysis, corporate transactions and strategic planning.
• Prior experience supporting a Founder, Director, CEO, Chairman or senior executive in a diversified business environment.
• Exceptional Excel, PowerPoint, analytical, presentation and business communication skills.
• Demonstrable proficiency with AI tools such as ChatGPT, Microsoft Copilot or equivalent platforms.
• Highly intelligent, resourceful, detail-oriented and comfortable working with ambiguity.
• Strong ownership, urgency, discretion and independent problem-solving ability.
• Ability to manage multiple priorities without compromising quality or accuracy.
• Immediate availability or a short notice period is preferred.

Important: This position is suited to candidates who enjoy combining executive support with strategy, finance, analysis and hands-on business execution.