Investment Operations Executive Assistant

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

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.