Strategic Projects Coordinator

About Us We are an entrepreneurial, tech-enabled financial services business specializing in direct private equity deal support for family offices. As a remote-first organization, we value initiative, ownership, and flexibility, and we are growing quickly. This is a unique opportunity to join our team and make a tangible impact by contributing to critical business projects, working directly with senior management. About the Role We are seeking a part-time Strategic Projects Coordinator to help manage and execute key business initiatives. This role is ideal for a professional with a background in investment banking, private equity, or a related field, who is looking for a flexible, impactful opportunity. You will work closely with the founder and play a pivotal role in driving efficiency and scalability within the business. Key Responsibilities 1. Vendor Coordination: Research, evaluate, and liaise with vendors such as consultants, tech providers, and legal advisors. Summarize findings and manage follow-ups. 2. Recruitment Support: Assist with screening candidates, scheduling interviews, and coordinating the recruitment process for professional roles. 3. Marketing Assistance: Collaborate on projects such as creating preparing marketing materials, developing case studies etc. 4. Research & Analysis: Conduct research on private equity opportunities, synthesize information, and present actionable insights to support decision-making. 5. Project & Product Delivery Systems: Develop templates, workflows, and processes for core business projects to enhance efficiency and consistency. 3-7 years of experience in investment banking, private equity, or a related field. Proficiency with tools like Airtable, DocuSign, and other workflow/CRM platforms (or willingness to learn). Familiarity with financial modeling, valuation tools, and databases such as Capital IQ. Strong organizational, communication, and project management skills. A proactive and independent approach to work, with a strong sense of accountability. Bonus: Familiarity with family office dynamics or working with high-net-worth individuals.

Location: Western Cape, ZA

Posted Date: 3/12/2025