Virtual Research Assistant

Tavor Perry; San Fernando; On-site; PHP 360,000 - 540,000; Full time

Job summary

Tavor Perry is seeking an Investor Research Assistant to identify decision-makers across a large list of institutional investor organizations. You will work with a contact database, locating the right people, and compiling their contact details in a structured spreadsheet.

The ideal candidate will have strong English skills, sharp judgment, and the initiative to handle a high-volume list accurately. This role emphasizes accuracy, independence, and proactive research in a fast-paced environment.

Qualifications

• Proven experience in lead research or data research.
• Hands-on experience with contact databases like ZoomInfo or Apollo.
• Strong data entry and organization using Excel or Google Sheets.
• Excellent English reading and writing skills.
• Ability to identify correct decision-makers from similar job titles.
• Familiarity with LinkedIn for researching profiles.
• Independent, attentive, and conscientious work style.
• Strong communication skills for documenting findings.

Responsibilities

• Research around 300 investor organizations to identify decision-makers.
• Use ZoomInfo and similar tools to locate relevant contacts.
• Compile up to 10 contacts per organization with names, emails, phones, and LinkedIn profiles.
• Enter and maintain research data in Excel spreadsheets.
• Review organization structures to match titles correctly.
• Flag organizations lacking a clear match for review.
• Identify outdated or moved contacts and update records.
• Add new organizations and contacts as referrals arrive.

Skills

Lead research

Data research

Contact sourcing

ZoomInfo

Apollo

Excel

Google Sheets

LinkedIn research

English proficiency

Independent

Communication skills

Education

Bachelor's degree

College graduate

Tools

ZoomInfo

Apollo

Excel

Google Sheets

LinkedIn

Job description

Job Summary:

We're putting out a call for a detail-oriented Investor Research Assistant to help us identify the right decision-makers across a large list of institutional investor organizations. Working in a contact database, you'll find the people who make investment decisions and compile their contact details in a structured spreadsheet. The right match is a sharp researcher with strong English skills, good judgment, and the initiative to work through a high-volume list accurately.

Key Responsibilities:

• Research around 300 investor organizations to identify the people responsible for investment decisions
• Search ZoomInfo with a provided list of probable job titles to find the relevant contacts at each organization
• Compile up to 10 suitable contacts per organization when multiple people match the target titles
• Collect names, email addresses, phone numbers, and LinkedIn profiles for every contact
• Enter and keep all research findings accurate in Excel spreadsheets
• Review organization structures to find the right person when job titles don't match exactly
• Flag any organization without a clear match so it can be reviewed together
• Identify contacts who have left their company or whose details are no longer current
• Add new organizations and contacts to the list as additional referrals arrive

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
• Good judgment in identifying the right decision-maker from a list of similar job titles
• Familiarity with LinkedIn for researching professional profiles
• Attentive, conscientious, and independent
• 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 strong opportunity to contribute to a high-impact project that supports 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.