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.

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.