Research & Finance Operations Assistant

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: TYPE OF WORK

Full Time

: SALARY

4

: HOURS PER WEEK

30

: DATE UPDATED

Aug 18, 2026

JOB OVERVIEW

Hi there! I'm currently looking for a highly organized, resourceful, and detail-oriented virtual assistant to help with research, relationship-management, and analytical support.

This role is perfect for someone who is an excellent internet researcher, strong written communicator (professional emails), highly organized, and comfortable working with spreadsheets, CRM systems, calendars, and financial/business information.

Huge pluses:
- 30 to 40-hr commitment
- Previous experience in finance/business with a BBA
- Familiarity with financial statements and basic valuation concepts
- Experience researching M&A and capital markets transactions
- Advanced Excel and PowerPoint skills
- Experience with LinkedIn and professional contact research tools

Core Responsibilities
Relationship & CRM Management
- Maintain and organize a CRM/database of professional contacts
- Track interactions, correspondence, follow-ups, and relationship history
- Keep detailed notes on contacts and previous conversations
- Identify appropriate follow-up opportunities and maintain reminders
- Ensure contact information and relationship records remain accurate and current

Outreach & Communications
- Draft and send professional outreach and follow-up emails
- Personalize communications based on contact background and prior interactions
- Manage follow-up sequences and ensure important conversations do not fall through the cracks
- Maintain high standards of professionalism, accuracy, and discretion in external communications

Calendar & Meeting Coordination
- Coordinate calls and meetings with external contacts
- Manage calendar invitations, scheduling conflicts, rescheduling, and confirmations
- Maintain an organized calendar and help prioritize commitments
- Prepare concise meeting briefs ahead of important conversations

Meeting & Contact Research
- Research individuals prior to meetings, including professional background, career history, education, interests, and relevant experiences
- Research organizations, industries, and relevant recent developments
- Identify useful conversation topics and potential areas of shared interest
- Prepare concise pre-meeting briefing documents
- Develop thoughtful, individualized questions for upcoming conversations

Business & Financial Research
- Track relevant business and financial news
- Research companies, industries, transactions, and market developments
- Monitor notable M&A, financing, capital markets, and other corporate transactions
- Summarize relevant developments into concise, actionable notes
- Conduct ad hoc research projects as requested

Analytical & Project Support
- Assist with Excel, PowerPoint, and financial/business research projects
- Organize and clean datasets and spreadsheets
- Conduct company and industry research
- Assist with basic financial analysis and presentation materials
- Support miscellaneous analytical and operational projects as needed

Organization & Executive Support
- Maintain task lists and follow-up systems
- Organize documents, research, notes, and information
- Create repeatable workflows and templates
- Proactively identify outstanding tasks and deadlines
- Help ensure priorities and commitments are executed consistently

Ideal Candidate

- Exceptional attention to detail and organization
- Excellent written English and professional communication skills
- Strong online research capabilities
- Comfortable researching executives, companies, industries, and financial topics
- Familiarity with CRM systems and/or relationship databases
- Strong Google Workspace and Microsoft Office skills
- Comfortable with Excel and PowerPoint
- Able to summarize large amounts of information concisely
- Proactive and comfortable working with limited supervision
- High degree of discretion and confidentiality
- Interest in business, finance, investing, or professional services is strongly preferred

Bonus Qualifications
- Previous experience in finance, consulting, business development, executive search, or professional services
- Familiarity with financial statements and basic valuation concepts
- Experience researching M&A and capital markets transactions
- Advanced Excel and PowerPoint skills
- Experience with LinkedIn and professional contact research tools

SKILL REQUIREMENT

Microsoft Excel Financial Analysis Investment Research

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Research & Finance Operations Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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