Job Summary
We are looking for a detail-oriented Investor Research Assistant to help us identify the right decision-makers at a large list of institutional investor organizations. You will use a contact database to find the people in charge of investment decisions and compile their contact details in a structured spreadsheet. The ideal candidate is a sharp researcher with strong English skills, good judgment, and the initiative to work through a high-volume list accurately.
Key Responsibilities
- Research approximately 300 investor organizations to identify the individuals responsible for investment decisions
- Search ZoomInfo using a provided list of probable job titles to find the relevant contacts at each organization
- Compile up to 10 suitable contacts per organization where multiple people match the target titles
- Collect names, email addresses, phone numbers, and LinkedIn profiles for each contact
- Enter and maintain all research findings accurately in Excel spreadsheets
- Review organization structures to find the right person when job titles do not match exactly
- Flag organizations where no clear match exists so they can be reviewed together
- Identify contacts who have left their company or whose details are outdated
- Add new organizations and contacts to the list as additional referrals come in
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
- Reliable, detail-oriented, and able to work independently
- 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- Ability to verify contact information and spot outdated records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 great opportunity to contribute to a high-impact project that supports an important fundraising effort. You will work directly with a supportive team member who values accuracy and initiative. It is a chance to sharpen your research skills and take real ownership of your work.
Work Schedule
Full-time, 8 hours per day, Monday to Friday, flexible hours, no fixed time zone
Ready to Apply?
Submit your application and our team will be in touch.
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