Remote M&A Operations Virtual Assistant (Part-Time)

Feedinkoo: Remote Jobs; United States; Remote; USD 34,000 - 49,000; Part time

Job summary

Brandywine Mergers & Acquisitions, LLC is seeking a detail‑oriented Virtual Assistant to coordinate client engagements under the guidance of James Keane, VP of Operations. This is a 1099 contractor, remote, part‑time role with 25–30 hours per week, flexible hours, and occasional EST‑based meetings.

You’ll handle project coordination, documentation, follow‑ups, and CRM workflows, while maintaining deal rooms and bi‑weekly status reports.

Qualifications

• Detail‑oriented, organized, and a clear communicator.
• Comfortable questioning processes and suggesting improvements.
• Able to stay organized in a fluid environment with changing priorities.

Responsibilities

• Coordinate operational activities throughout client engagements.
• Gather, organize, and maintain financial, operational, and business information.
• Prepare and maintain information needed for marketing materials and buyer documentation.
• Maintain spreadsheets and activity reports, and deliver bi‑weekly progress reports to clients.
• Manage client records, tasks, documents, and workflows in the CRM/transaction management system.
• Organize and maintain secure deal rooms and keep required files current.
• Track outstanding action items from weekly team meetings.
• Follow up on data requests, Q&A requests, and other outstanding information.
• Coordinate with internal team members on project timelines, milestones, and deliverables.
• Support prospective buyer communications by gathering information and coordinating responses.
• Maintain accurate records of buyer questions and answers.
• Monitor project progress and generate regular status reports.
• Check in with the VP of Operations regarding deals in due diligence and preparation phases.
• Prioritize urgent items that arise during due diligence.

Skills

Attention to detail

Communication

Process improvement

Team collaboration

Excel

Tools

Microsoft 365

Google Workspace

CRM & Project Management Systems

One Hub

ChatGPT

Mailchimp

Dropbox

Job description

Brandywine Mergers & Acquisitions, LLC is seeking a detail‑oriented Virtual Assistant to coordinate client engagements under the guidance of James Keane, VP of Operations. This is a 1099 contractor, remote, part‑time role with 25–30 hours per week, flexible hours, and occasional EST‑based meetings.

You’ll handle project coordination, documentation, follow‑ups, and CRM workflows, while maintaining deal rooms and bi‑weekly status reports.