Calendar & Communication Management

Manage a dynamic calendar of internal/external meetings across global time zones.
Draft, send, and manage investor and partner correspondence with a polished and professional tone.
Monitor inbox and flag high-priority communications.

Investor Relations Support

Maintain and update investor CRM systems.
Coordinate investor follow-ups, information requests, and meeting documentation.
Assist in preparing and formatting pitch decks, executive summaries, and capital raising materials.

Meeting & Travel Coordination

Schedule and confirm meetings across multiple stakeholders and time zones.
Organize logistics for investor events, virtual roadshows, and in-person meetings.
Prepare detailed itineraries and briefing notes.

Document & Workflow Management

Manage and organize confidential files, NDAs, and data room documents.
Track capital raising workflows, investor pipelines, and ongoing client updates.
Maintain task lists, action logs, and follow-up reminders.

Strategic Support

QUALIFICATIONS

Exceptional written and verbal communication skills in English.
Strong proficiency in Microsoft Office, Google Workspace, and CRM tools (e.g. HubSpot, Pipedrive).
High attention to detail, confidentiality, and ability to manage competing priorities.
Experience working with high-net-worth clients, investors, or senior stakeholders preferred.
Comfortable working independently, across time zones, and in a fast-paced environment.
Bachelor’ degree in Business Administration, Customer Service, Accounting, and other related course.
At least 4+ years’ experience as a senior-level EA, ideally in financial services, venture capital, or advisory.

Job Types: Full-time, Part-time

Benefits:

Schedule:

Supplemental Pay:

Experience:

Work Location: Remote

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Financial Management VA (Part-time)

Financial Management Intern