
Virtual Assistant
22 hours ago
Position: Freelance (with pathway to Regular Employment)
Compensation: 5% of Company Commission (Pilot Program) + Bonuses & Benefits upon Scale-Up
About Us
We are a quantitative research and investment solutions group specializing in ready-made, fully customized quant investment portfolios. These portfolios are designed for financial institutions, private investors, and HNIs, and feature complete performance metrics and real-time portfolio monitoring.
Our mission is to provide data-driven precision strategies that rival elite quant funds and empower institutions with next-generation investment solutions.
Role Overview
We are seeking a highly organized and proactive Virtual Assistant to support our outreach efforts to financial institutions. The role involves submitting proposals, monitoring responses, following up with contacts, and tracking progress.
This is an entry-level freelance opportunity, but with clear growth potential: once you close a client that advances to Phase 2: Scale-Up (Institutional Rollout), we will formalize a full employment contract with lucrative bonuses and benefits.
Key Responsibilities
- Submit proposals to financial institutions from the provided client list (no research required).
- Monitor submissions and track proposal status in an organized system.
- Follow up with prospects via email or phone as needed.
- Maintain accurate records of communications and progress.
- Report weekly updates to management on outreach and responses.
What We Offer
- Freelance Pilot Opportunity: Start lean with performance-based earnings.
- Compensation: 5% of the company's commission for each client onboarded in the pilot phase.
- Growth Path: Secure regular employment contract once you close a client that enters Phase 2.
- Lucrative Bonuses & Benefits after transition to full-time.
- Direct Involvement in high-value financial projects with global potential.
Qualifications
- Prior experience as a Virtual Assistant, Executive Assistant, or Sales Support preferred.
- Strong communication and organizational skills.
- Ability to manage client correspondence with professionalism.
- Self-driven, reliable, and detail-oriented.
- Comfortable using productivity tools (email, CRM, spreadsheets).
Compensation Structure
- Pilot Phase: 5% of company's commission for every successful client.
- Scale-Up Phase: Full-time contract with bonuses, benefits, and higher earning potential.
This is not just a VA job — it's an entry point into the financial industry, with direct impact on institutional-level deals and the opportunity to scale into a lucrative long-term career.
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