Executive Assistant – Investment Research and Operations

Company Overview:
Phoenix Sky Capital is a US-based private investment firm dedicated to carrying on the legacy of small businesses in Southern California. Founded by a local entrepreneur, Phoenix Sky Capital values integrity, collaboration, and achievement, and we are committed to fostering a dynamic, inclusive work environment where every team member contributes to our success.
Job Description:

We are seeking a detail-oriented and analytical Executive Assistant – Investment Research and Operations to join our remote team. This role is integral to our investment process, providing essential research, analysis, and operational support. Additionally, the role will provide business operations support in the current portfolio businesses. The ideal candidate will have a strong foundation in finance or business, excellent organizational skills, and the ability to manage multiple tasks efficiently in a multi-disciplinary environment. While normal office hours are Monday – Friday, 8am – 5pm PST, you will be able to set your own schedule, with minimal office hours overlap requested for collaboration.

Responsibilities:
Source and analyze potential investment targets, ensuring they meet our investment criteria.
Diligently filter business listings daily to identify viable investment opportunities.
Communicate with brokers via email to gather necessary information.
Manage confidentiality agreements, ensuring compliance and proper documentation.
Organize and upload relevant data into Google Drive for accessible team use.
Assist in the analysis of financial statements to assess the fit with investment criteria.
Create comprehensive Investment Memos using Microsoft Word and PowerPoint, summarizing key investment insights.
Conduct targeted market research to inform investment decisions and strategies.
Provide administrative support to portfolio companies, including maintaining machine maintenance logs and coordinating repair technicians.
Execute basic bookkeeping tasks, ensuring accurate financial records.
Develop marketing materials and track customer engagement and orders to support growth initiatives.
Manage action items and meeting notes using Notion, with follow-ups conducted via Discord.
Schedule employee work shifts efficiently using WhenIWork.

Qualifications:
Bachelor’s degree in Finance, Business Administration, or a related field preferred.
Experience in investment analysis, financial statement review, and market research.
Proficiency in Microsoft Office (Word, PowerPoint), Google Drive, Notion, Discord, and WhenIWork.
Strong organizational skills with the ability to manage multiple tasks and deadlines.
Excellent English communication skills, both written and verbal.
Detail-oriented with a proactive approach to problem-solving.

What We Offer:
Flexible working arrangements (choose your own hours).
Paid sick time and holiday pay on National Holidays.
Mentorship from well-educated investment professionals (Business and Operations).
Exposure to a diverse range of investment strategies, projects, and businesses.
A supportive culture focused on personal and professional growth (you grow as our business grows).

How to Apply:
Please note that the application will remain open through Sunday, March 24th, 12PM PST. Candidates who qualify from the questions below will be contacted for follow-up questions, interviews, and short work assessments.

Please send an email to Click to view with the following details:

Subject Line: Executive Assistant – Investment Research and Operations
Answer all of the following questions in the below format (question + answer directly below it):
1) Why are you the perfect fit for this role? Please include any examples of your previous work or projects that demonstrate your expertise in financial analysis and operational and business administrative support.
2) What are your preferred work hours and style?
3) Considering the diverse responsibilities of this role, which parts are you most comfortable or excited with? Which parts will you still need to master?