Part-time Financial Analyst

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Pipeline Management: Evaluate and organise incoming business opportunities, methodically tracking targets through various stages of assessment to ensure smooth progression within the pipeline.

• CRM Administration: Ensure the accuracy of data within the CRM system by updating records, monitoring outreach communications, and producing activity summaries.

• Document & Contract Coordination: Oversee confidentiality agreements, verify incoming documents against standard templates, and monitor the status of signatures.

• Executive Project Support: Create detailed meeting briefs, coordinate follow-up timelines, assist in market research, and keep track of ongoing action items.

• Stakeholder Outreach: Facilitate business development and relationship management with business owners, intermediaries, and investors by maintaining contact lists and drafting initial correspondence.

⛳️ Requirements

• Demonstrated experience in successfully supporting executives, legal professionals, investors, or business owners managing multiple projects concurrently.

• Outstanding written and verbal communication skills in English, with a keen attention to detail.

• Proven ability to independently and proactively handle competing priorities within a remote work environment.

• A high level of professional discretion and confidentiality is essential.

• Experience supporting international or US-based executives is preferred.

• Background in roles such as Executive Assistant, Operations Coordinator, Legal Secretary, or Transaction Coordinator is advantageous.

• Experience in document, contract, or project coordination is preferred.

• Required Software Skills: Proficiency in HubSpot CRM and cloud-based productivity suites (e.g., Google Workspace, Microsoft Office 365).

🏝️ Benefits

• Fully remote

• Part-time hours of approximately 15–20 hours per week