MOVE Your Business is proud to represent our client, a boutique investment banking firm serving middle market businesses and financial sponsors. They provide creative, tailored solutions to complex corporate finance challenges, combining the capabilities of a large bank with the personalized attention of a boutique firm. Their mission is to help clients accelerate growth and achieve exceptional outcomes.
On behalf of our client, we are seeking a Data & Outreach Assistant to support the team with data collection, CRM management, prospect outreach, and presentation formatting. The ideal candidate is comfortable with manual data collection, repetitive, accuracy-driven tasks, and following detailed instructions. This role will primarily focus on collecting email and contact information, drafting outreach emails, managing Excel data, formatting PowerPoint presentations, and performing ad-hoc tasks to support senior team members in delivering high-quality, accurate work efficiently.
Benefits:
- Competitive salary
- Strong support system
- Health benefit ($30/month)
- Training materials for upskilling are provided
- Paid holiday leaves (depending on the holidays that the client observes)
- Paid sick leave (sick leave convertible to cash if perfect attendance)
- Paid planned leaves
Key Responsibilities:
- Data Collection & CRM Support:
- Manually source, collect, and input company and contact data into the firms CRM
- Build and maintain prospect lists for outreach and marketing initiatives
- Support the creation and organization of outbound email campaigns and contact databases
- Ensure data accuracy, consistency, and cleanliness across CRM systems
- Drafting emails for prospects on behalf of other team members
- Excel Analysis & Data Management
- Reformat PowerPoint slides into Edgar Matthews & Co.s standard templates
- Implement detailed formatting instructions from senior bankers
- Clean up charts, tables, and layouts for client-ready materials
- Support pitch decks, investment memoranda, and internal presentations
- General Analytical & Execution Support:
- Assist bankers with ad-hoc analysis, data requests, and project support
- Maintain high standards of accuracy, responsiveness, and organization
- Manage multiple tasks simultaneously in a fast-paced environment
- Support the broader team with ad-hoc tasks and execution-focused projects as needed
Requirements & Qualifications:
- 2+ years of experience in data collection, CRM management, email outreach, or administrative support roles
- Comfortable with manual data collection and repetitive, accuracy-driven work
- High proficiency in Microsoft Excel (data cleaning, formulas, formatting, trackers)
- High proficiency in Microsoft PowerPoint, with strong attention to formatting and layout
- Strong written communication skills, especially for drafting professional emails
- Highly organized with exceptional attention to detail
- Ability to follow detailed instructions and execute tasks consistently
- Strong work ethic and willingness to support senior team members
- Ability to work independently while meeting deadlines and quality standards
- Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
- Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the countrys equivalent), is required before onboarding.
Working Hours:
Part-Time (20 hours per week)
Monday through Friday 9 a.m. to 1:00 p.m Eastern Time
Pay: $350 + $30 Allowance per month
About Us:
MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we're committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.