Investment Manager

3 weeks ago


Philippines OptiNizers Full time

Overview

Investment Manager role at OptiNizers.

Responsibilities
  • Review employment letters, business transaction documents, and other corporate agreements.
  • Identify and flag inconsistencies, risks, or areas needing revision.
  • Provide suggested edits or redline notes for management or outside counsel (without drafting from scratch).
  • Maintain and organize legal records to ensure compliance and accessibility.
Investor Software & Equity Management
  • Manage and update company cap tables and ownership records using Carta, Pulley, eShare, or comparable platforms (e.g., Shareworks by Morgan Stanley, Astrella, EquityEffect).
  • Oversee the secure distribution of investor documents, including permission settings and access controls.
  • Generate investor and compliance reports, support scenario modeling, and maintain data accuracy.
  • Collaborate with legal, finance, and investor relations teams to align processes and reporting.
Qualifications
  • Bachelor’s degree in Law, Business, or related field (or equivalent professional experience).
  • 3–5 years of experience in a paralegal, legal assistant, or corporate compliance role.
  • Proven experience with Carta, Pulley, eShare, or similar equity and investor management platforms.
  • Strong working knowledge of corporate law fundamentals, HR/legal documentation, and business transaction review.
  • Excellent organizational skills and attention to detail in document management.
  • Ability to spot risks, flag issues, and suggest revisions confidently.
  • Strong communication skills to support coordination between legal, finance, and investor teams.
Job Details
  • Seniority level: Mid-Senior level
  • Employment type: Contract
  • Job function: Business Development and General Business
  • Industries: Investment Management and Investment Banking
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