Operations & Legal Coordinator

This is a remote position.

A boutique Hong Kong-based investment firm specialising in micro-cap M&A is seeking a high-calibre Assistant to the CEO. This is a strategic, high-visibility role designed for a professional who carries the credibility and "executive presence" required to interface with Wall Street’s top-tier legal and financial sectors.

Operating as the functional backbone of the firm, you will facilitate cross-border transactions by managing relationships with US-based investment bankers, corporate attorneys, and institutional investors. This role is not merely administrative; it requires a sophisticated understanding of professional services, a meticulous approach to legal documentation, and a tech-forward mindset geared toward AI-driven operational efficiency. You will be the professional face of the firm, ensuring that every touchpoint with US partners reinforces the firm’s credibility and market standing.

Key Responsibilities

• Executive Presence & Liaison: Act as the primary on-screen ambassador for the CEO’s office, hosting and managing high-stakes Zoom engagements with senior US professionals, including bankers, auditors, and fund managers.

• Legal Document Coordination: Execute the precise formatting and editing of critical M&A documentation (NDAs, SPAs, LOIs, and Engagement Letters), ensuring all materials are "attorney-ready" and reflect institutional standards.

• Strategic Partner Outreach: Drive outbound engagement with US-based partners via LinkedIn and email, utilising high-level business acumen and a sophisticated tone to build professional rapport.

• AI Workflow Innovation: Architect and maintain AI-powered workflows, specifically leveraging Claude, to automate deal management and enhance firm-wide scalability.

• Portfolio Digital Oversight: Manage the digital footprint, including website and social media presence, for various public company assets within the firm’s micro-cap portfolio.

• Global Deal Coordination: Synchronise complex schedules and deliverables across global time zones, providing real-time support to the Founding Partner during active M&A cycles.

Requirements

• Professional Pedigree: 3–7 years of experience within a high-pressure professional environment, specifically a Law Firm, Investment Bank, Investor Relations agency, or Corporate Finance/M&A support role.

• English Fluency: Native-level or fluent professional English (written and spoken) is essential for credible interaction with senior US finance and legal professionals.

• Technical Precision: An uncompromising eye for detail regarding the formatting and editing of complex legal and financial instruments.

• US Market Alignment: Full commitment to overlapping with US Eastern Standard Time (EST) for real-time coordination and scheduled stakeholder calls.

• Digital Credibility: A professional personal brand and LinkedIn presence that signals relevance and credibility to US-based capital markets professionals.

• AI Aptitude: A forward-thinking approach to technology, with the ability to build and refine business processes using advanced AI tools.

Preferred Qualifications

• Sector Experience: Prior exposure to private equity, capital markets, or legal services is highly preferred.

• International Standards: Deep familiarity with US business etiquette and international professional protocols.

Required Software Skills

• AI Platforms: Advanced proficiency in Claude (Prompt Engineering & Workflow Automation)

• Microsoft 365: Expert-level Microsoft Word (Styles, Track Changes, and Legal Formatting)

• Engagement Tools: LinkedIn Sales Navigator and professional CRM systems

• Digital Management: Zoom (Webinar/Meeting Hosting) and CMS platforms (Website maintenance)

Benefits

• High-Level Exposure: Gain direct experience in international M&A, investor relations, and public company operations.
• Direct Impact: Collaborate directly with the Founding Partner in a high-growth, non-bureaucratic environment.
• Full Remote Flexibility: Work from home while being part of a sophisticated international investment firm

Originally posted on Himalayas