
Posted 3 months ago
Executive Research & Operations Assistant (AI-Powered)
PhilippinesRemote
AI Summary
An Executive Research & Operations Assistant supports an entrepreneur and investor by conducting company and market research, producing briefing reports, reviewing legal and commercial documents, supporting due diligence, and managing operational projects using AI tools.
About this role
About the Role
We are seeking a highly capable, proactive Executive Research & Operations Assistant to
support an entrepreneur, investor, and business operator working across multiple companies
and investment opportunities.
This is not a traditional diary-management or administrative assistant role. We're looking for
someone who can think critically, conduct high-level research, leverage AI tools effectively, and
take ownership of projects with minimal supervision.
The successful candidate will become a trusted extension of the executive, helping analyse
investment opportunities, review business information, support legal and commercial projects,
and manage operational priorities.
What You'll Be Doing
● Conducting detailed company, market, and competitor research
● Producing investment and business briefing reports
● Reviewing legal, commercial, and corporate documents
● Supporting due diligence and transaction processes
● Analysing funding rounds, investor activity, and market trends
● Preparing summaries, recommendations, and action plans
● Managing operational projects and following them through to completion
● Assisting with client-facing communications and virtual meetings
● Using AI platforms to accelerate research and workflow efficiency
● Identifying problems independently and proposing solutions
We are seeking a highly capable, proactive Executive Research & Operations Assistant to
support an entrepreneur, investor, and business operator working across multiple companies
and investment opportunities.
This is not a traditional diary-management or administrative assistant role. We're looking for
someone who can think critically, conduct high-level research, leverage AI tools effectively, and
take ownership of projects with minimal supervision.
The successful candidate will become a trusted extension of the executive, helping analyse
investment opportunities, review business information, support legal and commercial projects,
and manage operational priorities.
What You'll Be Doing
● Conducting detailed company, market, and competitor research
● Producing investment and business briefing reports
● Reviewing legal, commercial, and corporate documents
● Supporting due diligence and transaction processes
● Analysing funding rounds, investor activity, and market trends
● Preparing summaries, recommendations, and action plans
● Managing operational projects and following them through to completion
● Assisting with client-facing communications and virtual meetings
● Using AI platforms to accelerate research and workflow efficiency
● Identifying problems independently and proposing solutions
Essential Requirements
AI & Technology Skills
You must be an advanced user of modern AI tools, including:
● Anthropic Claude
● OpenAI ChatGPT
● Google Gemini
You should understand:
● Advanced prompting techniques
● Document analysis workflows
● AI-assisted research
● Knowledge connectors and integrations
● Multi-source information synthesis
● Building repeatable AI workflows
We're looking for someone who understands that AI is more than simply entering prompts into a
chatbot.
Research & Analytical Skills
You should be able to:
● Gather information from multiple sources
● Identify key insights quickly
● Analyse complex business situations
● Produce concise and actionable reports
● Work through ambiguity without requiring step-by-step instructions
Example projects may include:
● Analysing a potential investment opportunity
● Reviewing historical funding rounds
● Assessing competitive positioning
● Summarising legal documentation
● Producing executive-level recommendations
You must be an advanced user of modern AI tools, including:
● Anthropic Claude
● OpenAI ChatGPT
● Google Gemini
You should understand:
● Advanced prompting techniques
● Document analysis workflows
● AI-assisted research
● Knowledge connectors and integrations
● Multi-source information synthesis
● Building repeatable AI workflows
We're looking for someone who understands that AI is more than simply entering prompts into a
chatbot.
Research & Analytical Skills
You should be able to:
● Gather information from multiple sources
● Identify key insights quickly
● Analyse complex business situations
● Produce concise and actionable reports
● Work through ambiguity without requiring step-by-step instructions
Example projects may include:
● Analysing a potential investment opportunity
● Reviewing historical funding rounds
● Assessing competitive positioning
● Summarising legal documentation
● Producing executive-level recommendations
Ideal Background
We would particularly like to hear from candidates with experience in:
● Executive assistance
● Venture capital
● Private equity
● Investment research
● Corporate finance
● Legal or paralegal work
● Business analysis
● Strategy consulting
Experience using platforms such as PitchBook, FactSet, Morningstar, AlphaSense, or similar
research tools would be highly advantageous.
● Executive assistance
● Venture capital
● Private equity
● Investment research
● Corporate finance
● Legal or paralegal work
● Business analysis
● Strategy consulting
Experience using platforms such as PitchBook, FactSet, Morningstar, AlphaSense, or similar
research tools would be highly advantageous.
What We're Looking For
The ideal candidate will be:
● Highly intelligent and resourceful
● Exceptionally organised
● Comfortable working under pressure
● Proactive rather than reactive
● Curious and commercially minded
● Able to work independently
● Detail-oriented without losing sight of the bigger picture
● Accountable for outcomes, not just tasks
You should enjoy solving problems and be capable of taking ownership of projects from start to
finish
● Highly intelligent and resourceful
● Exceptionally organised
● Comfortable working under pressure
● Proactive rather than reactive
● Curious and commercially minded
● Able to work independently
● Detail-oriented without losing sight of the bigger picture
● Accountable for outcomes, not just tasks
You should enjoy solving problems and be capable of taking ownership of projects from start to
finish
Skills
Advanced PromptingAI-assisted ResearchAlphasenseAnthropic ClaudeDocument AnalysisFactSetGoogle GeminiKnowledge ConnectorsMorningstarMulti-source SynthesisOpenAI ChatGPTPitchbook
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All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.