Data & Outreach Assistant

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 firms 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 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 countrys 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.