Role: Senior Executive Assistant / Personal Assistant to CEO
Type: Full Time - Permanent
Mon - Fri: Office (No Hybrid)
Salary: £40,000 - £55,000
Industry: Finance / Investment
Company Description
Panchariya Brothers Investment Holding Limited (PBIL) operates as a single family office with a long-term investment philosophy focused on disciplined capital allocation and sustainable value creation. Established in 2008, the Group oversees a diversified portfolio spanning sectors such as renewable energy, healthcare infrastructure, agriculture, technology, and real estate, with a consolidated net worth of approximately USD 1.2 billion. Following strategic realignments in 2020, PBIL has prioritized high-yield investment opportunities in sustainable and renewable energy projects, particularly across West Africa and emerging markets. With an emphasis on impact, legacy, and resilience, PBIL integrates deep sector expertise and institutional governance into its operations.
Role Overview
We are seeking an experienced Senior Executive Assistant with 5/8 years of experience, ideally in finance, investment or corporate environment. The Senior Executive Assistant / Personal Assistant will be required to support the CEO across a range of international projects, spanning multiple sectors. The role involves coordinating ongoing projects, engaging with both private and public stakeholders, and occasionally leading projects on behalf of the CEO. You will act as a key liaison, ensure efficient execution of tasks, and provide strategic and administrative support in a fast-paced, global environment.
Key Responsibilities
Executive & Strategic Support
- Manage executive schedules, priorities, and communications across multiple time zones while acting as a key gatekeeper to optimise time and decision-making
- Prepare high-level briefing materials, summaries, and presentations, and draft professional correspondence on behalf of leadership
Finance Review
- 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
- Review business documents, reports, proposals, and communications for accuracy and completeness
- Identify errors, inconsistencies, and gaps in drafts
- Provide structured feedback and ensure all documents meet professional standards
- Track portfolio company performance and assist with reporting cycles
- Due diligence processes and transaction workflows
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
- Oversee day-to-day administrative functions ensuring smooth operations
- Track tasks, deadlines, and deliverables across teams
- Coordinate across departments to ensure execution of priorities
Family Office & Personal Secretary Responsibilities
- 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 including internal teams projects and ensure deadlines are met
- Support coordination of strategic initiatives and business priorities
Travel & Logistics Management
- Prepare detailed itineraries including meetings, logistics, and contingencies
- Coordinate travel documentation and compliance requirements
Skills Requirement
- Minimum 8–10+ years of experience as a Senior Executive Assistant or similar role, preferably within finance, investment, or corporate environments
- Bachelor’s degree in Business Administration, Finance, Law, or a related field (preferred)
- 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
- Strong professionalism and adaptability in international environments
- Company will provide UK Visa Sponsorship if required
- Bonus: Speak Hindi or Gujarati