Apply📍 Philippines, Latin America
🧭 Full-Time
🔍 Financial and investment advisory
🏢 Company: Pearl
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace.
- Strong written and verbal communication abilities.
- Excellent organizational and time-management skills.
- Familiarity with CRM software (HubSpot preferred).
- Proven track record of successfully managing complex projects.
- Attention to detail.
- Experience in financial services or investment advisory (nice-to-have).
- Familiarity with project management tools (nice-to-have).
- Background in management consulting (nice-to-have).
- Understanding of business and the manufacturing sector (nice-to-have).
- Ability to read and interpret financial statements (nice-to-have).
- Manage corporate expenses and invoicing.
- Maintain and update the company’s CRM and database systems (HubSpot).
- Organize and manage digital files and records in OneNote.
- Prepare and edit correspondence, communications, presentations, and other documents.
- Manage and maintain executive calendars, schedule meetings, and coordinate appointments.
- Track project progress and provide regular updates to the team.
- Coordinate and follow up on action items from meetings.
- Lead progressively larger components of projects over time.
- Conduct market and client research.
- Prepare reports and presentations on market trends and investment prospects.
- Build financial models for client and prospect engagements.
- Support with the writing and development of government incentive applications.
- Manage and update the government incentives database, including program requirements and timelines.
Project ManagementBusiness DevelopmentData AnalysisProject CoordinationBusiness developmentData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel
Posted 2024-10-08
Apply