Executive Assistant – Investment Operations (Junior to Mid-Level)

Virtual and Beyond; Manila; On-site; PHP 201,000 - 335,000; Full time

Job summary

Virtual and Beyond is seeking an Executive Assistant to support an asset management client’s daily investment operations, including market monitoring, meeting coordination, IC prep, and trade record checks.

The ideal candidate has 1–2 years in an EA or related role, is sharp, detail-oriented, and eager to learn. Training on IC decks and trade checking is provided to help you grow in investment operations.

Qualifications

• 1–2 years of experience in an EA, administrative, operations coordinator, or executive support role.
• Comfortable with numbers and spreadsheets and willingness to learn trade checking and IC formats.
• Strong written English; minutes and summaries must be clear and usable.

Responsibilities

• Compile a daily market and portfolio-news summary for the team.
• Send calendar invites and coordinate meeting logistics with internal and external parties.
• Download and back up meeting recordings/transcripts into shared folders.
• Attend and take minutes for Sales and Investment Committee meetings; upload to folders.
• Prepare and refine IC presentation decks ahead of weekly IC meetings.
• Back up emails into shared folders and log updates per contact.
• Check and reconcile trade records for accuracy; flag discrepancies.
• Meet fixed turnaround times (mostly within 24 hours) across tasks.

Skills

Executive support

Administrative

Operations coordination

Calendar management

Tools

Fireflies

Shared drives

Calendar tools

Job description

About the role

We are looking for an Executive Assistant to support one of our asset management clients' daily investment operations, doing primarily the following tasks: market monitoring, meeting coordination, Investment Committee (IC) preparation, and trade record checks.

The ideal candidate would be someone 1-2 years into their career who wants to build a foundation in investment operations. Prior fund experience is a nice to have rather than a must have, but you do need to be sharp, detail-oriented, and genuinely hungry to learn to be considered for the role.

Key responsibilities

• Compile a daily market and portfolio-company news summary for the team
• Send calendar invites and coordinate meeting logistics with internal and external parties
• Download and back up meeting recordings/transcripts (Fireflies) into the correct shared folders
• Attend and take minutes for the weekly Sales Meeting and Investment Committee (IC) meeting; upload to shared folders
• Prepare and refine the IC presentation deck ahead of each weekly IC meeting
• Back up email correspondence into shared folders and Quick Notes, logging updates per contact
• Check and reconcile trade records for accuracy and completeness; flag discrepancies
• Meet fixed turnaround times (mostly within 24 hours) across all tasks

About you

• 1-2 years of experience in an EA, administrative, operations coordinator, or executive support role
• Comfortable with numbers and spreadsheets; willing to be trained on trade checking and IC deck formats
• Strong written English - minutes and summaries need to be clear and usable as-is
• Proficient with shared drives, calendar tools, and meeting-recording software (e.g. Fireflies)
• Reliable and self-directed under fixed deadlines, without needing reminders
• Comfortable asking questions or flagging uncertainty rather than guessing
• High discretion with confidential company, portfolio, and trade information