Virtual Research Assistant

Job Summary:
We're putting out a call for a detail-oriented Investor Research Assistant to help us identify the right decision-makers across a large list of institutional investor organizations. Working in a contact database, you'll find the people who make investment decisions and compile their contact details in a structured spreadsheet. The right match is a sharp researcher with strong English skills, good judgment, and the initiative to work through a high-volume list accurately.

Key Responsibilities:

• Research around 300 investor organizations to identify the people responsible for investment decisions
• Search ZoomInfo with a provided list of probable job titles to find the relevant contacts at each organization
• Compile up to 10 suitable contacts per organization when multiple people match the target titles
• Collect names, email addresses, phone numbers, and LinkedIn profiles for every contact
• Enter and keep all research findings accurate in Excel spreadsheets
• Review organization structures to find the right person when job titles don't match exactly
• Flag any organization without a clear match so it can be reviewed together
• Identify contacts who have left their company or whose details are no longer current
• Add new organizations and contacts to the list as additional referrals arrive

Mandatory Skills:

• Proven experience in lead research, data research, or contact sourcing
• Hands-on experience with contact databases such as ZoomInfo, Apollo, or similar platforms
• Strong proficiency in Microsoft Excel or Google Sheets, including accurate data entry and organization
• Strong English reading and writing skills
• Good judgment in identifying the right decision-maker from a list of similar job titles
• Familiarity with LinkedIn for researching professional profiles
• Attentive, conscientious, and independent
• Strong communication skills

Preferred Skills:

• College graduate
• Experience researching contacts in finance, investment, or institutional organizations
• Background in B2B lead generation or sales development research
• Ability to verify contact information and catch outdated records
• Ability to manage a large, ongoing research list with consistent quality
• Experience working with senior-level decision-makers or corporate hierarchies

Why Join Us:
This is a strong opportunity to contribute to a high-impact project that supports an important fundraising effort. You'll work directly with a supportive team member who values accuracy and initiative. It's a chance to sharpen your research skills and take real ownership of your work.