Virtual Executive Assistant for Fund Management

About the role

We are seeking a proactive Virtual Executive Assistant to support senior directors of a fund management firm. The role is fully remote and focuses on providing high‑level administrative and investor‑relations support to ensure smooth operations and effective communication with sophisticated investors.

Key responsibilities

• Manage directors’ calendars, schedule meetings, travel arrangements and coordinate investor roadshows, board meetings and conferences.
• Handle inboxes, draft correspondence, prepare agendas, briefing packs and follow‑up notes, and track action items to completion.
• Organise logistics for capital‑raising events, internal offsites and document filing, expenses and invoicing.
• Serve as first point of contact for inbound investor enquiries, qualify leads, schedule calls and maintain the CRM pipeline.
• Assist with periodic investor updates, distribution notices and ad‑hoc communications.

Required profile

• Minimum 3 years experience as an Executive Assistant, Virtual Assistant or Operations Coordinator supporting senior executives.
• Background in funds management, financial services, wealth management or professional services.
• Hands‑on experience with monday.com or comparable CRM platforms (HubSpot, Salesforce, Pipedrive).
• Excellent written and verbal communication tailored to an investor audience.
• High level of discretion handling confidential investor and commercial information.
• Self‑starter able to work autonomously across core business hours of the directors.

Required skills

• monday.com (or HubSpot, Salesforce, Pipedrive)
• Microsoft 365 or Google Workspace
• Zoom and Microsoft Teams
• DocuSign and other e‑signature tools
• Document management systems