Executive Assistant

Wealth First Portfolio

0 - 3 years

2 - 4 Lacs

Ahmedabad

Posted:1 week ago| Platform:

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Skills Required

Management Skills Communication Skills Presentation Skills Time Management Calendar Management EA Financial Management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Executive Assistant Location : Ahmedabad| Full-Time About the Role : We are seeking a proactive and detail-oriented individual to support our operation team. This role combines portfolio analysis, data reporting, internal training, and assisting the CMO. Key Responsibilities : Analyze mutual fund and equity portfolios; generate concise, visual reports using Excel and Bloomberg. Create presentations as per need. Maintain fund return sheets, RM performance data, and daily/weekly team trackers. Reconcile brokerage data and coordinate with AMCs for resolution. Give basic training to new joinee. Assist the CMO. Maintain the Calendar of CMO, Coordinate with internal team for meeting, Prepare necessary reports as per need. Requirements : 1-3 years of experience Bachelors/masters degree in Finance, Business, or related fields. Strong Excel and PowerPoint skills; experience with Bloomberg is a plus. Good communication and organizational skills. Basic knowledge of mutual funds, equity markets, and data handling. NISM VA certificate

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Executive Assistant