Chief of Staff / Investor Operations Partner (Investment Operations)
New
LATAM (Brazil, Colombia, Mexico, Argentina) Philippines, U.S. time zones (EST/PST)Full-Time
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- 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.
- Ability to triage 30+ emails/day and independently decide what to answer, research, or escalate.
- Comfort operating in fast, unstructured environments with minimal SOPs.
- High discretion and professionalism handling financial workflows.
- Proven ability to manage multi-step, multi-stakeholder processes without losing detail.
- Willingness to support both high-leverage investor tasks and occasional personal logistics.
Responsibilities
- Manage end-to-end investor email threads based on short partner instructions.
- Track all SPV phases: soft commits, document delivery, wire completions, and pending items.
- Log all investor interactions and calls in CRM or trackers.
- Send proactive follow-ups for pending wires, documents, or investor decisions.
- Coordinate investor dinners and IR-related events end-to-end.
- Book flights, hotels, and build consolidated travel calendars.
- Manage selected personal logistics that blend into day-to-day work.
- Convert partner workflows into lightweight processes or checklists.
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