Industry: Investment / Finance / Venture Capital
Work Arrangement: Remote with strong overlap to U.S. time zones (EST/PST)
Job Type: Full-time
Work Schedule: Approx. 40–45 hours per week, with consistent availability during U.S. business hours (EST/PST).
Locations:
- LATAM (Brazil, Colombia, Mexico, Argentina)
- Philippines
About Pearl Talent
Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.
Hear why we exist, what we believe in, and who we’re building for: WATCH HERE
Why Work with Us?
At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.
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 ideal 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.
- Streamline operational workflows, improving partner efficiency and reducing turnaround times.
- 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.
- Respond to repeatable LP questions accurately and quickly.
- Identify when to act independently versus escalate.
- Maintain a polished, professional tone in all investor-facing communication.
SPV & Deal Process Management:
- Track all SPV phases: soft commits, document delivery, wire completions, and pending items.
- Ensure subscription links and documents are accurate and sent on time.
- Maintain updated investor status across concurrent raises.
- Provide partners clear visibility into deal and raise progress.
CRM & Record-Keeping Hygiene:
- Log all investor interactions and calls in CRM or trackers.
- Update statuses after commitments, documents, wires, and follow-ups.
- Maintain an accurate and organized investor database across funds and SPVs.
Follow-Ups & Operational Cadence:
- Send proactive follow-ups for pending wires, documents, or investor decisions.
- Maintain a consistent operational rhythm that reduces partner workload.
- Ensure no investor goes cold due to internal bandwidth constraints.
Events, Dinners & Relationship Logistics:
- Coordinate investor dinners and IR-related events end-to-end.
- Manage guest lists, invitations, confirmations, and dietary preferences.
- Work with venues on menus, private rooms, timing, and logistics.
Travel & Conference Coordination:
- Research relevant conferences and submit applications.
- Book flights, hotels, and build consolidated travel calendars.
- Align travel with investor and deal-related priorities.
Personal Workflow Support:
- Manage selected personal logistics that blend into day-to-day work.
- Coordinate schedules, reservations, and lifestyle-adjacent tasks.
Light Process Building & Documentation:
- Convert partner workflows into lightweight processes or checklists.
- Create simple documentation, such as SOPs or Loom videos, as needed.
Requirements
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.
- 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.
Nice-to-Haves (Preferred):
- Background in venture capital, private equity, finance, or SPV administration.
- Experience supporting partner-level or MD-level leaders.
- Ability to design lightweight processes or tracking systems from scratch.
- Experience with CRMs or investor portals.
- Familiarity with Loom or similar tools for documentation.
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
Benefits
- 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: Ongoing access to resources for professional growth
Our Recruitment Process
- Application
- Screening
- Top-Grading Interview
- Skills Assessment (1 internal, 2 from the client)
- Client Interview
- Job Offer
- Client Onboarding
Ready to Join Us?
If you’re a passionate storyteller with a sharp eye for detail and a love for crafting visual experiences that connect, we’d love to see your work. Apply now and take your editing career to the next level — creating content that inspires, informs, and captivates.
