Investment Analyst - A263
Pearl
- Santo Domingo
- Permanente
- Tiempo completo
- LATAM: Mexico City (Mexico), Bogotá (Colombia), São Paulo (Brazil), Buenos Aires (Argentina), Honduras (Dominican Republic)
- Philippines
- Ensure smooth execution of deals, LP communications, and founder-level operational processes.
- Build, maintain, and optimize internal workflows and CRMs to improve efficiency and accuracy.
- Provide consistent, high-quality written communications on behalf of leadership.
- Enable leadership to focus on strategic priorities by managing operational details and execution.
- Identify gaps in processes and implement solutions that improve team and organizational effectiveness.
- Manage scheduling and email flow for meetings and deal coordination.
- Track to-dos and proactively nudge leadership when items slip.
- Prepare pre-meeting agendas based on prior calls and context.
- Coordinate logistics, planning, and calendar execution end-to-end.
- Move AI-generated meeting notes into structured Google Drive folders.
- Set up and manage CRM from scratch, including data hygiene and reminders.
- Own setup and ongoing management of tech tools (Google Drive, Slack, Asana/Notion).
- Maintain structured documentation and internal knowledge bases.
- Ensure information is consistently logged, updated, and accessible.
- Manage internal deal processes end-to-end, from intake through execution.
- Run workflows through CRM, including reminders, memos, and follow-ups.
- Support scheduling and coordination with founders and external stakeholders.
- Own operational steps during deal execution to ensure nothing drops.
- Track LP relationships, including identifying LPs who can become customers.
- Draft professional, polished emails on behalf of leadership.
- Maintain consistent external follow-ups across deals and LP communications.
- Support preparation and drafting of quarterly LP updates.
- Ensure messaging reflects clarity, sophistication, and strong judgment.
- Categorize expenses and maintain light bookkeeping-style tracking.
- Support coordination around logistics, vendors, and operational execution.
- Identify workflow gaps and propose process improvements proactively.
- Proven experience in Executive Assistant or hybrid EA/Operations roles.
- Exceptional written English, especially professional email communication.
- Strong experience managing inboxes, calendars, and task prioritization.
- Comfort setting up CRMs, tools, and workflows from scratch.
- High autonomy, ownership mindset, and proactive execution style.
- Ability to manage deal-like, multi-step processes without losing detail.
- Experience supporting investment, deal, or LP-facing environments.
- Familiarity with CRM tools (Attio), Notion, Asana, or similar systems.
- Experience drafting investor or stakeholder updates.
- Comfort working alongside AI tools for notes, drafting, and organization.
- Google Workspace (Gmail, Calendar, Drive, Docs, Sheets), CRM systems (platform-agnostic), Notion, Asana, or similar task and documentation tools
- AI note-taking and drafting tools, spreadsheet-based tracking for operations or finance
- Competitive Salary: Based on experience and skills
- Remote Work: Fully remote—work from anywhere
- Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
- Generous PTO: In accordance with company policy
- Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
- Direct Mentorship: Guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Connect with professionals worldwide
- Screening
- Skills Assessment
- Top-grading Interview
- Client Interview
- Job Offer
- Client Onboarding