Investor Research Assistant

vamasters, Inc.; Bago; On-site; PHP 279,000 - 446,000; Full time

Job summary

vamasters, Inc. is seeking a detail-oriented Investor Research Assistant to identify decision-makers at a large list of institutional investor organizations. The role involves using a contact database to locate the right people and compiling contact details in a structured spreadsheet.

You should be a sharp researcher with strong English skills, good judgment, and the drive to handle a high-volume workload accurately. Collaboration with the team and strict data accuracy are essential for success.

Qualifications

• Proven experience in lead research, data research, or contact sourcing.
• Hands-on experience with contact databases such as ZoomInfo, Apollo, or similar platforms.
• Strong proficiency in Microsoft Excel or Google Sheets, including accurate data entry and organization.
• Strong English reading and writing skills.
• Sound judgment in picking the right decision-maker from a list of similar job titles.
• Familiarity with LinkedIn for researching professional profiles.
• Sharp-eyed, dependable, and able to work on your own.
• Strong communication skills.

Responsibilities

• Research roughly 300 investor organizations to identify the people responsible for investment decisions.
• Search ZoomInfo using a provided list of likely job titles to find the right contacts at each organization.
• Compile up to 10 suitable contacts per organization when several people match the target titles.
• Gather names, email addresses, phone numbers, and LinkedIn profiles for each contact.
• Enter and maintain all research findings accurately in Excel spreadsheets.
• Study organization structures to find the right person when job titles don't match exactly.
• Flag organizations with no clear match so they can be reviewed together.
• Spot contacts who have left their company or whose details are outdated.
• Add new organizations and contacts to the list as more referrals come in.

Skills

Lead research

Data research

Contact sourcing

Excel/Sheets

English proficiency

LinkedIn research

Independent work

Communication

Education

College graduate

Tools

ZoomInfo

Apollo

Excel

Google Sheets

LinkedIn

Job description

Job Summary:

We're scouting for a detail-oriented Investor Research Assistant to help us identify the right decision-makers at a large list of institutional investor organizations. You'll use a contact database to find the people who make investment decisions and compile their contact details in a structured spreadsheet. You're a strong fit if you're a sharp researcher with strong English skills, good judgment, and the drive to work through a high-volume list accurately.

Key Responsibilities:

• Research roughly 300 investor organizations to identify the people responsible for investment decisions

• Search ZoomInfo using a provided list of likely job titles to find the right contacts at each organization

• Compile up to 10 suitable contacts per organization when several people match the target titles

• Gather names, email addresses, phone numbers, and LinkedIn profiles for each contact

• Enter and maintain all research findings accurately in Excel spreadsheets

• Study organization structures to find the right person when job titles don't match exactly

• Flag organizations with no clear match so they can be reviewed together

• Spot contacts who have left their company or whose details are outdated

• Add new organizations and contacts to the list as more referrals come in

Mandatory Skills:

• Proven experience in lead research, data research, or contact sourcing

• Hands-on experience with contact databases such as ZoomInfo, Apollo, or similar platforms

• Strong proficiency in Microsoft Excel or Google Sheets, including accurate data entry and organization

• Strong English reading and writing skills

• Sound judgment in picking the right decision-maker from a list of similar job titles

• Familiarity with LinkedIn for researching professional profiles

• Sharp-eyed, dependable, and able to work on your own

• Strong communication skills

Preferred Skills:

• College graduate

• Experience researching contacts in finance, investment, or institutional organizations

• Background in B2B lead generation or sales development research

• Ability to verify contact information and catch outdated records

• Ability to manage a large, ongoing research list with consistent quality

• Experience working with senior-level decision-makers or corporate hierarchies

Why Join Us:

This is a great opportunity to contribute to a high-impact project supporting an important fundraising effort. You'll work directly with a supportive team member who values accuracy and initiative. It's a chance to sharpen your research skills and take real ownership of your work.