Remote Executive Assistant (Operations & Investment-Finance Support)

• 3+ years of experience as an Executive Operations Assistant, Operations Manager, or high-level Executive Assistant with operational responsibilities
• Strong experience managing workflows, SOP documentation, and process optimization
• Proven ability to own and execute recurring operational tasks with minimal oversight
• High attention to detail and strong follow-through
• Comfortable handling sensitive information in security-conscious environments
• Strong written and verbal communication skills
• Ability to prioritize competing tasks and manage deadlines independently
• Highly organized, structured thinker with systems mindset
• Proactive problem-solver who anticipates bottlenecks before they arise
• Strong emotional intelligence and professional judgment
• Technical Requirements: Reliable high-speed internet, modern laptop with multi-core processor, noise-canceling headset

• Triage and summarize high-priority emails while the Founder retains oversight
• Organize inboxes using a four-folder system (Action Needed, Follow-Up, If Interested, Read Later)
• Highlight time-sensitive items, scheduling requests, and critical decisions
• Draft emails using a “transfer delegation” model (draft → review → send), progressively increasing autonomy
• Maintain discretion and judgment in a privacy-conscious environment

• Own meeting scheduling logistics, confirmations, and coordination
• Manage meeting windows, buffer times, and protected focus blocks
• Anticipate scheduling needs using an “ideal week” framework
• Handle logistics such as locations, parking details, and time-zone coordination

• Support the Founder and investment team with behind-the-scenes operational execution across private equity and/or hedge fund activities
• Coordinate and maintain internal reporting workflows, including portfolio tracking, capital deployment summaries, and performance monitoring
• Assist with fund-level financial processes, including expense tracking, reconciliation support, and documentation management
• Maintain organized records for investment transactions, deal documentation, and due diligence materials
• Support preparation of internal investment memoranda, financial summaries, and board-level reporting materials
• Assist with cash management coordination and capital call tracking (as applicable)
• Work closely with accounting partners or fund administrators to ensure timely and accurate financial reporting
• Track compliance-related documentation and maintain structured audit trails
• Manage confidential financial data with strict discretion and security protocols
• Identify process gaps within investment operations and implement structured improvements
• Support workflow coordination between legal, accounting, and investment stakeholders
• Maintain internal dashboards for portfolio performance, KPI monitoring, and reporting cadence

• Follow documented workflows, including client-specific security requirements
• Maintain accuracy and consistency to reduce financial admin backlog

• Experience supporting founders, investors, or operators in high-growth environments
• Exposure to finance, investing, private equity, or consulting industries
• Familiarity with tools such as Asana, ClickUp, Notion, Slack, Google Workspace, CRM systems
• Experience coordinating remote teams
• Background in business operations, finance, or project management

• International experience
• Opportunity to work remotely from anywhere
• Supportive and collaborative team environment
• Learning and development opportunities
• Potential Performance Bonuses
• PTO
• HMO after 3 months

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