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Executive Assistant to Investment Firm Founder (Colombia Remote)
Support an investment firm Founder with complex scheduling, correspondence, travel, meeting preparation, and investor relationships. Maintain CRM data and coordinate investment activity across multiple time zones.
Tavsif
- Manage the Founder’s calendar, arranging investor, portfolio, and deal meetings across time zones while resolving conflicts, prioritizing requests, and responding to changes.
- Oversee the Founder’s inbox by sorting correspondence, identifying urgent or deal-sensitive items, and driving prompt follow-up.
- Arrange domestic and international travel, create thorough itineraries, oversee logistics, and revise plans as needed.
- Equip the Founder for meetings by gathering pertinent documents, research, and relationship background.
- Keep CRM information current, including contact details, relationship records, and investment pipeline updates.
Talablar
- Bring at least three years of experience supporting senior executives, partners, or principals.
- Background in investment management, private equity, venture capital, family offices, or financial services is strongly preferred.
- Demonstrate excellent calendar management and prioritization, with the accuracy and composure to handle competing demands under pressure.
- Communicate clearly in writing and conversation, maintain a personable professional style, and confidently anticipate needs without close supervision.
- Handle confidential information and sensitive relationships with exceptional integrity, professionalism, and discretion.
- Use Gmail, Google Calendar, and Google Workspace at an advanced level, with solid working knowledge of Zoom and CRM systems; HubSpot experience is advantageous.
- Maintain a suitable remote-work setup, provide full-time coverage during U.S. Eastern Time hours, and remain effective as priorities shift frequently.