Transaction Writing Specialist

Transaction Writing Specialist

About Telostaff:

We help companies and people be the best version of themselves.

Telostaff is a premier staffing agency specializing in connecting small and emerging U.S.-based businesses with talented, fully-remote professionals from the Philippines. Our mission is to foster growth and innovation by providing dynamic companies with the support they need to thrive. Unlike traditional BPO giants, we partner with agile, newer enterprises that offer a vibrant, collaborative, and fun work environment, free from rigid corporate structures. If you are looking to join a forward-thinking organization that values creativity and teamwork, consider applying today

Job Summary

We are seeking a Transaction Writing Specialist to draft clear, accurate, and well-structured Asset Opportunity Memos (AOMs), reports, executive summaries, and light proposals from provided spreadsheets, diligence notes, and internal communications. This role suits an extremely detail-oriented writer who can synthesize data, follow templates, and produce polished documents at a steady clip.

Duties and Responsibilities

• Draft 2–10+ AOMs and short reports per week, including buy-side (investment) and sell-side (brokerage) memos, using established templates and guidelines.
• Gather inputs from spreadsheets, email threads, and shared folders; translate key points into clear, well-organized written summaries.
• Check figures, names, and dates for accuracy; ensure consistency across documents and source materials.
• Maintain a tidy document pipeline (naming, version control, status tracking) and meet agreed SLAs.
• Create proposal variants (lightly customized) when needed; adapt core content to different audiences.
• Perform light desk research for context or missing details.
• Partner with analysts/leads to finalize assumptions and incorporate feedback quickly.
• Proofread meticulously for grammar, tone, and structure; minimize reviewer edits.
• Protect confidential information and follow all data-handling procedures.
• Perform other duties as required.

Required Skills and Abilities

• Exceptional English writing, editing, and summarization skills.
• Keen attention to detail; demonstrated accuracy when transcribing figures from spreadsheets into narrative.
• Working knowledge of Excel/Google Sheets sufficient to read spreadsheets and pull the right inputs.
• Advanced document skills in Google Docs/MS Word.
• Strong organizational habits: version control, change tracking, and pipeline/task management.
• Ability to operate with limited supervision, ask targeted questions, and hit deadlines reliably.
• Ability to work US hours, with flexibility once independently working in the role dependent on client preferences.

Preferred Qualifications

• Experience writing investment memos, reports, proposals, or similar transaction documents.
• Comfort with Google Workspace/Office 365.
• Prior work in research/analysis, proposals, investor relations, or content operations.

Telostaff Core Values and Benefits:

Together we…

• Focus On People: We consistently demonstrate care, love, dignity, and respect in all interactions, fostering deep connections and understanding.
• Embrace a Growth Mindset: We nurture curiosity, foster self-improvement, and approach challenges with a problem-solving and solution-oriented attitude, unlocking endless possibilities for personal and professional development.
• Pursue Excellence: We deliver exceptional customer service, maintain an unwavering commitment to quality, and continuously innovate to exceed expectations and set new standards of achievement.
• Operate Proactively: We take responsibility for actions, ensure tasks are completed efficiently, foster clear communication, and embrace gratitude as a guiding principle, embodying a culture of accountability and appreciation.

Benefits:

• Work remotely
• Internet Stipend
• Company IT equipment (laptop, monitor, etc.)
• 12 PTO Days + 12 Holidays annually
• 13th month pay
• Scheduled salary adjustment after six months, 1 year, and each year after

Job Type: Full-time

Pay: Php37, Php45,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Flexible schedule
• Health insurance
• Opportunities for promotion
• Pay raise
• Work from home

Education:

• Bachelor's (Required)

Experience:

• MS Office (Word, Excel, etc): 2 years (Required)
• Writing transaction documents like proposals and memos: 2 years (Required)

Language:

• English (Required)

Work Location: Remote