29 ago
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Pearl
|
Cuautitlán Izcalli
29 ago
Pearl
Cuautitlán Izcalli
Investment / Finance / Venture Capital Work Arrangement: Remote with strong overlap to U.S. time zones (EST/PST) Job Type: Full-time Work Schedule: Approx.
About the Company Our client is an investment-focused organization managing end-to-end investor operations across funds and SPVs. They specialize in high-touch investor workflows, subscription processing, wire tracking, deal coordination, CRM management, and LP communications.
Role Overview The Chief of Staff / Investor Operations Partner will serve as a central operator supporting two senior partners, ensuring all investor workflows run smoothly and no detail falls through the cracks. This role blends investment operations, investor-relations-adjacent communication, personal workflow support, and process ownership. The idóneo candidate thrives in fast-moving, ambiguous environments, brings exceptional judgment, and balances analytical thinking with high-quality execution.
Candidates with EA experience supporting founders in tech companies are also well-suited for this role.
Your Impact Ensure investor communications are timely, professional, and accurate, supporting high LP satisfaction and retention. Provide clear visibility into all deals, SPVs, and fundraising processes to senior partners. Maintain high organizational standards across CRM, tracking systems, and operational documentation.
Contribute to relationship-building activities, including investor events, dinners, and travel coordination. Core Responsibilities Core Responsibilities Investor Communications & Thread Ownership: Manage end-to-end investor email threads based on short partner instructions. Maintain a polished, professional tone in all investor-facing communication.
SPV & Deal Process Management: Maintain updated investor status across concurrent raises. CRM & Record-Keeping Hygiene: Log all investor interactions and calls in CRM or trackers.
Maintain an accurate and organized investor database across funds and SPVs.
Send proactive follow-ups for pending wires, documents, or investor decisions. Ensure no investor goes cold due to internal bandwidth constraints. Coordinate investor dinners and IR-related events end-to-end.
Align travel with investor and deal-related priorities.
Personal Workflow Support: Create simple documentation, such as SOPs or Loom videos, as needed. Must-Haves (Required): Experience in high-touch operational roles: investment operations, IR support, client coordination, banking/finance operations, or similar.
Exceptional
English communication, especially email clarity with sophisticated investors. Willingness to support both high-leverage investor tasks and occasional personal logistics. Nice-to-Haves (Preferred): Background in venture capital, private equity, finance, or SPV administration.
Experience supporting partner-level or MD-level leaders.
Experience with CRMs or investor portals.
Tools Proficiency
Must-Haves (Required): High-volume email management, Calendar and scheduling tools, CRM or tracking systems, Spreadsheets for investor and deal tracking Nice-to-Haves (Preferred): Loom or equivalent tools, Any CRM or investor portal experience, Light project management tools Competitive Salary: Based on experience and portfolio quality Remote Work: Fully remote—work from anywhere Performance-Based Bonus: Based on creative quality and timely project delivery Creative Growth: Long-term opportunity to lead major campaigns or projects Generous PTO: In accordance with company policy Health Coverage for Philippines-based talents: HMO coverage after 3 months for full-time employees Direct Mentorship: Guidance from international industry experts Learning & Development: Apply now and take your editing career to the next level — creating content that inspires, informs, and captivates.
📌 Chief of Staff / Investor Operations Partner (Investment Operations) (Cuautitlán Izcalli)
🏢 Pearl
📍 Cuautitlán Izcalli