MOVE Your Business is proud to represent our client, a boutique investment banking firm serving middle market businesses and financial sponsors. They provide creative, tailored solutions to complex corporate finance challenges, combining the capabilities of a large bank with the personalized attention of a boutique firm. Their mission is to help clients accelerate growth and achieve exceptional outcomes. On behalf of our client, we are seeking a Data \& Outreach Assistant to support the team with data collection, CRM management, prospect outreach, and presentation formatting. The ideal candidate is comfortable with manual data collection, repetitive accuracy\-driven tasks, and following detailed instructions. This role will primarily focus on collecting email and contact information, drafting outreach emails, managing Excel data, formatting PowerPoint presentations, and performing ad\-hoc tasks to support senior team members in delivering high\-quality, accurate work efficiently. **Note: Please submit your resume in English so we can effectively assess your qualifications.** **Benefits:** * Competitive salary * Strong support system * Health benefit ($30/month) * Training materials for upskilling are provided * Paid holiday leaves (depending on the holidays that the client observes) * Paid sick leave (sick leave convertible to cash if perfect attendance) * Paid planned leaves **Key Responsibilities:** * Data Collection \& CRM Support * Manually source, collect, and input company and contact data into the firm’s CRM * Build and maintain prospect lists for outreach and marketing initiatives * Support the creation and organization of outbound email campaigns and contact databases * Ensure data accuracy, consistency, and cleanliness across CRM systems * Drafting emails for prospects on behalf of other team members * Excel Analysis \& Data Management * Collect, clean, and organize data in Excel from multiple sources * Build and maintain Excel models, trackers, and analytical templates * Perform basic financial and operational analysis under banker guidance * Reformat and standardize Excel files to firm conventions * PowerPoint \& Presentation Support * Reformat PowerPoint slides into Edgar Matthews \& Co.’s standard templates * Implement detailed formatting instructions from senior bankers * Clean up charts, tables, and layouts for client\-ready materials * Support pitch decks, investment memoranda, and internal presentations * General Analytical \& Execution Support * Assist bankers with ad\-hoc analysis, data requests, and project support * Maintain high standards of accuracy, responsiveness, and organization * Manage multiple tasks simultaneously in a fast\-paced environment * Support the broader team with ad\-hoc tasks and execution\-focused projects as needed **Requirements \& Qualifications:** * 2\+ years of experience in data collection, CRM management, email outreach, or administrative support roles * Comfortable with manual data collection and repetitive, accuracy\-driven work * High proficiency in Microsoft Excel (data cleaning, formulas, formatting, trackers) * High proficiency in Microsoft PowerPoint, with strong attention to formatting and layout * Strong written communication skills, especially for drafting professional emails * Highly organized with exceptional attention to detail * Ability to follow detailed instructions and execute tasks consistently * Strong work ethic and willingness to support senior team members * Ability to work independently while meeting deadlines and quality standards * Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants. * Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding. **Working Hours:** Part\-Time (20 hours per week) Monday through Friday 9 a.m. to 1:00 p.m Eastern Time **Pay:** **$350 \+ $30 Allowance per month** **About Us: MOVE Your Business** is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long\-term opportunities for our team members. As a fast\-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us. Job Type: Part\-time Expected hours: 20 per week Application Question(s): * How many years of experience do you have in Data Collection \& Data Management? * How many years of experience do you have in using CRMs? * How many years of experience do you have in using Excel? * How many years of experience do you have in using Powerpoint? * The monthly compensation for this position is $350 base salary plus a $30 allowance. Does this align with your expectations? Work Location: Remote