Work Arrangement: Full-time, on-site at T. Nagar office24 working days/month, 9:00 AM to 6:00 PM Role Overview: This is a multi-functional and integrated role that combines Executive Assistance, Office Administration, and Project Coordination. The individual will act as the operational backbone of the organization, directly assisting the CEO while also managing internal teams, vendors, clients, documentation, and performance. Executive Assistance & Daily Operations: Attend a daily briefing call with the CEO at a mutually agreed time (before 1 PM) to set daily priorities and receive task updates Monitor DeskTime software to ensure all staff work hours, login/logout, and productivity are aligned Track and follow up tasks of the Lead Identification Executive and Business Development Executive Ensure the Business Development/Engagement Executive is actively pursuing and converting leads, and the Lead Identification Executive is researching targets effectively Maintain confidentiality and high-quality communication on all matters Administrative Responsibilities: Handle travel bookings (bus/train/flight/hotel) for CEO, clients, or staff as required Raise and email client invoices, send reminders, and track payment status daily Follow up on client payments and coordinate with the accounts team Coordinate with auditors for GST payments, monthly filings, and IT returns Assist in preparing monthly GST documentation and ensure all compliance timelines are met Maintain TDS records, assist with voucher filing, and reconcile entries with bank or financial reports Print, scan, number, and file physical documents; maintain proper digital file backups Control and label all incoming and outgoing documents with standardized formats Ensure all courier dispatches, office supply inventory, and admin logistics are streamlined Communication & Digital Handling: Respond to and manage all company email inboxes efficiently Operate company WhatsApp accounts across departments (Admin, BD, Projects) Draft professional messages, emails, notices, and file acknowledgements Coordinate communication with external stakeholders including auditors, clients, consultants, and legal teams Project & Client Coordination: Maintain lead trackers and follow up entries from the Lead Executive and BD Executive Ensure timely client follow-ups, documentation submission, and feedback collection Act as a single point of contact between clients and SHS-assigned project associates (clients and associates must not interact directly) Track project tasks, document readiness, file formats, submission dates, and approval status Maintain structured dashboards for project progress and client communication Team & Workflow Management: Track all internal staff updates and report exceptions to the CEO Coordinate with field runner for documentation pickup/drop, physical visits, and errand execution Follow up with the Business Development and Lead Identification team to ensure daily task completion and lead progress Support freelancers, vendors, and support teams by providing timelines, resource access, or reminders Track escalations, document open tasks, and coordinate with concerned departments for closure Ensure documentation and communication related to leads, customer payments, financial filings, and approvals are progressing as per plan Required Profile: 1 to 4 years of experience in administration, executive assistance, or office coordination Fluent in English and Tamil (spoken and written); Hindi preferred Proficient in MS Office, email handling, Google Drive, WhatsApp Web, Excel, and cloud filing Skilled in document formatting, structured filing, official correspondence, and process tracking Must have valid LinkedIn Marketing / Digital Marketing Certificate (Udemy or equivalent certified platform) Must have strong written and spoken English communication skills Key Competencies: Strong attention to detail and process-oriented thinking Deadline and follow-up discipline Multitasking ability and confident internal/external communication Ownership mindset and coordination efficiency Reporting: Reports directly to the CEO and manages performance tracking across departments Maintains summaries of DeskTime logs, work updates, invoice records, and project-wise statuses Note: This role functions as the administrative, executional, and coordination anchor of SHS Advisory Group. It requires close monitoring of all support roles, including the Business Development and Lead Identification functions, ensuring they are aligned with business goals. It demands consistent follow-up with clients, internal staff, and vendors while ensuring seamless movement of documentation and deliverables. This is a high-responsibility role requiring maturity, structure, and accountability in day-to-day operations. This role also involves research-based headhunting across multiple sectors including investment banking, financial advisory, mergers & acquisitions, government incentives, and real estate advisory. The executive will independently identify companies, investors, decision-makers, buyers, sellers, and properties using multiple professional platforms — not limited to LinkedIn alone. Combined Roles Identify companies entering Tamil Nadu across sectors requiring funding, advisory or M&A support Research & monitor government incentive schemes and beneficiaries Use LinkedIn and other online business platforms to directly identify decision-makers Use real estate platforms (99acres, MagicBricks etc.) to identify buyers, sellers, and land acquisition opportunities Perform ground-level research using news updates, state-level business announcements, industry portals, and sector reports Build one-on-one engagement with identified leads professionally Maintain a fully updated lead sheet (hot/cold tracking, history, contact records, status updates) Platforms To Be Used (Manual Research Work): LinkedIn Real estate listing platforms (99acres, MagicBricks, etc.) Business listing platforms Government & industry portals Business announcement monitoring Online media reports Reporting & Supervision: Daily work must reflect 3.5 hours of fully engaged DeskTime-logged activity Daily target review with CEO Lead quality and conversion monitored regularly Job Type: Full-time Pay: ₹25,000.00 - ₹30,000.00 per month Schedule: Monday to Friday Application Question(s): Did you go through the job summary ? Experience: executive/related: 2 years (Required) Language: English (Required) Work Location: In person Expected Start Date: 02/07/2025
About Us: SHS Advisory Group is a professional advisory firm focused on relationship-driven business development, financial insights, and strategic advisory services. We are looking for a CFA-qualified professional to join our team and contribute to our financial analysis, investment evaluation, and client advisory activities. Key Responsibilities: Conduct comprehensive financial analysis and valuation for investment opportunities and business projects. Prepare detailed financial models, forecasts, and reports to support decision-making. Evaluate investment portfolios, risk profiles, and performance metrics. Provide insights and recommendations on financial planning, capital allocation, and strategic initiatives. Support the management team in preparing presentations, investor reports, and market research summaries. Stay updated with market trends, regulatory changes, and industry developments. Qualifications: Completed CFA (Chartered Financial Analyst) certification (mandatory). Strong analytical and quantitative skills. Proficiency in Excel, financial modeling, and valuation techniques. Excellent written and verbal communication skills. High attention to detail, integrity, and professional ethics. Work Mode: Work from Office Experience:"Freshers with CFA welcome” or “1–3 years preferred Job Types: Full-time, Fresher Pay: ₹41,708.07 - ₹153,284.68 per month Work Location: In person
Key Responsibilities: Conduct financial analysis, valuation, and modeling for investment opportunities and business projects. Prepare detailed financial models, forecasts, due diligence reports, and project reports. Undertake investment banking preparation work, including documentation and analytical support. Handle government-related work (approx. 30–40% of the role) involving: Research and identify relevant government schemes, policies, grants, and incentives. Coordinate and prepare presentations, submissions, and documentation for approvals and incentives. Manage multi-departmental approval processes, subsidy applications, and related follow-ups. Liaise with field teams and government departments for documentation and submission support. Prepare management presentations, investor reports, and market research summaries. Stay updated on policy changes, market trends, and industry developments to provide actionable insights. --- Qualifications: CFA (Chartered Financial Analyst) certification (completed) – mandatory. Strong analytical, quantitative, and research skills. Proficiency in Excel, financial modeling, and valuation techniques. Excellent communication, presentation, and coordination skills. High standards of professional ethics, attention to detail, and integrity. --- Work Mode: Work from Office Experience: Freshers with CFA welcome; 1–3 years preferred Location: [Add city name] Salary: Competitive, based on qualification and experience Job Type: Full-time Pay: ₹162,850.71 - ₹450,732.67 per year Work Location: In person
You will be responsible for driving a highly premium car and should possess the following qualifications and qualities: - A valid driver's license. - 4-year driving experience. - Must have experience in driving a premium 4-wheeler. - Must be located near Saligramam. - Extensive knowledge of the operating area. - Excellent organizational and time management skills. - Good verbal communication. - Proficiency in using GPS devices. The company is looking for a full-time driver who is a Higher Secondary (12th Pass) preferred with a total work experience of 1 year preferred. A driving license is also preferred for this role. You will be responsible for driving a highly premium car and should possess the following qualifications and qualities: - A valid driver's license. - 4-year driving experience. - Must have experience in driving a premium 4-wheeler. - Must be located near Saligramam. - Extensive knowledge of the operating area. - Excellent organizational and time management skills. - Good verbal communication. - Proficiency in using GPS devices. The company is looking for a full-time driver who is a Higher Secondary (12th Pass) preferred with a total work experience of 1 year preferred. A driving license is also preferred for this role.
Location: Work From Office Role Type: Full-time Experience: CFA Level 3 Cleared or CFA Charterholder (Preferred) About the Role We are looking for a highly analytical and detail-oriented CFA-qualified candidate to join our team. The ideal candidate will support financial analysis, investment research, portfolio management activities, and provide strategic insights to assist decision-making. Key Responsibilities Conduct detailed financial analysis, valuation, and modelling of companies and investment opportunities. Prepare research reports, presentations, and investment memos for internal review. Assist in portfolio monitoring, performance tracking, and risk assessment. Analyse financial statements, market data, and economic trends to support investment decisions. Support due diligence for investment proposals and business transactions. Monitor regulatory updates, compliance requirements, and market developments. Coordinate with internal teams and senior management on research and investment strategies. Prepare MIS reports, dashboards, and periodic financial summaries. Required Qualifications & Skills CFA Level 3 Cleared or CFA Charterholder (Mandatory). Strong knowledge of financial modelling, valuation techniques, and investment analysis. Proficiency in MS Excel, PowerPoint, and analytical tools. Strong understanding of capital markets, corporate finance, and portfolio management. Ability to interpret financial statements and market data accurately. Excellent communication, presentation, and report-writing skills. High attention to detail, strong analytical thinking, and problem-solving ability. Preferred Skills Experience in investment banking, equity research, wealth management, or financial analytics. Knowledge of financial regulations and compliance standards. Ability to work independently and handle confidential information. Benefits Competitive salary and performance-based incentives. Opportunity to work closely with senior leadership. Growth and learning opportunities in the financial and advisory domain. Job Type: Full-time Pay: ₹30,000.00 - ₹80,000.00 per month Benefits: Cell phone reimbursement Work Location: In person
Location: Work From Office Role Type: Full-time Experience: CFA Level 3 Cleared or CFA Charterholder (Preferred) About the Role We are looking for a highly analytical and detail-oriented CFA-qualified candidate to join our team. The ideal candidate will support financial analysis, investment research, portfolio management activities, and provide strategic insights to assist decision-making. Key Responsibilities Conduct detailed financial analysis, valuation, and modelling of companies and investment opportunities. Prepare research reports, presentations, and investment memos for internal review. Assist in portfolio monitoring, performance tracking, and risk assessment. Analyse financial statements, market data, and economic trends to support investment decisions. Support due diligence for investment proposals and business transactions. Monitor regulatory updates, compliance requirements, and market developments. Coordinate with internal teams and senior management on research and investment strategies. Prepare MIS reports, dashboards, and periodic financial summaries. Required Qualifications & Skills CFA Level 3 Cleared or CFA Charterholder (Mandatory). Strong knowledge of financial modelling, valuation techniques, and investment analysis. Proficiency in MS Excel, PowerPoint, and analytical tools. Strong understanding of capital markets, corporate finance, and portfolio management. Ability to interpret financial statements and market data accurately. Excellent communication, presentation, and report-writing skills. High attention to detail, strong analytical thinking, and problem-solving ability. Preferred Skills Experience in investment banking, equity research, wealth management, or financial analytics. Knowledge of financial regulations and compliance standards. Ability to work independently and handle confidential information. Benefits Competitive salary and performance-based incentives. Opportunity to work closely with senior leadership. Growth and learning opportunities in the financial and advisory domain. Job Type: Full-time Pay: ₹30,000.00 - ₹80,000.00 per month Benefits: Cell phone reimbursement Work Location: In person