About the Role
Role Overview
As an Executive Research & Operations Assistant, you'll support an entrepreneur and investor by conducting high-level research and managing various operational projects. This role requires critical thinking and the ability to leverage AI tools effectively, allowing you to take ownership of your tasks with minimal supervision.
What You'll Do
- Conduct detailed company, market, and competitor research.
- Produce investment and business briefing reports.
- Review legal, commercial, and corporate documents.
- Support due diligence and transaction processes.
- Analyze funding rounds, investor activity, and market trends.
- Prepare summaries, recommendations, and action plans.
- Manage operational projects and ensure their completion.
- Assist with client-facing communications and virtual meetings.
- Use AI platforms to enhance research and workflow efficiency.
- Identify problems independently and propose solutions.
Requirements
- Strong critical thinking and analytical skills.
- Experience in conducting high-level research.
- Familiarity with legal and corporate documentation.
- Ability to manage multiple projects simultaneously.
- Excellent communication skills for client interactions.
- Proficiency in using AI tools for research and efficiency.
Tools & Platforms
- AI platforms for research and workflow efficiency.
Why Filipino VAs Are a Great Fit
Filipino virtual assistants are known for their strong English fluency and excellent communication skills, making them well-suited for client-facing roles. Their adaptability and strong work ethic enable them to manage multiple projects effectively, ensuring that tasks are completed efficiently and accurately.
Requirements
- Essential Requirements:
- AI & Technology Skills You must be an advanced user of modern AI tools, including: ● Anthropic Claude ● OpenAI ChatGPT ● Google Gemini You should understand: ● Advanced prompting techniques ● Document analysis workflows ● AI-assisted research ● Knowledge connectors and integrations ● Multi-source information synthesis ● Building repeatable AI workflows We're looking for someone who understands that AI is more than simply entering prompts into a chatbot. Research & Analytical Skills You should be able to: ● Gather information from multiple sources ● Identify key insights quickly ● Analyse complex business situations ● Produce concise and actionable reports ● Work through ambiguity without requiring step-by-step instructions Example projects may include: ● Analysing a potential investment opportunity ● Reviewing historical funding rounds ● Assessing competitive positioning ● Summarising legal documentation ● Producing executive-level recommendations