Project Manager - (US Based - Financial and Investment Firm)

Work Arrangement: Fully remote, overlapping EST working hours.

Job Type: Full-time, Independent Contractor

Salary Range: Starting from $1,500 per month, with potential for higher compensation based on performance and experience.

Work Schedule: 40 hours per week, Monday to Friday, 8:00 am – 5:00 pm EST.

Locations: Remote, open to open to candidates in the Philippines and Latin America

Holiday Adherence: Local Federal Holidays

PTO Entitlement: 10 days per year

About Pearl Talent:

Pearl works with the top 1% of candidates worldwide and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Why Work with Us?

We mean what we say: We’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12-month, and beyond retention bonuses and community-oriented opportunities like an annual retreat.

About the Company:

The client is a leading financial and investment advisory firm based in Toronto, providing tailored financial strategies and advisory services to help clients achieve their financial goals. We partner with high-net-worth individuals, family offices, and mid-market investment firms to deliver personalized investment solutions and financial services.

Role Overview:

As a Project Manager / Executive Admin, you’ll play a pivotal role in supporting our executives and driving project initiatives to ensure streamlined operations. This role is ideal for someone passionate about making a measurable impact in the financial and investment advisory space. Your contributions will be critical to the efficiency and success of the firm’s day-to-day functions.

Your Impact:

Your efforts will directly contribute to enhancing the operational efficiency of our team, maintaining crucial administrative functions, and supporting high-stakes projects that help our clients achieve their financial goals. You will be a vital partner to the leadership team, ensuring successful project delivery and strategic alignment.

Key Responsibilities:

1. Administrative Support
• Manage corporate expenses and invoicing.
• Maintain and update the company’s CRM and database systems (HubSpot).
• Organize and manage digital files and records in OneNote.
• Prepare and edit correspondence, communications, presentations, and other documents.
• Manage and maintain executive calendars, schedule meetings, and coordinate appointments.
2. Project Management
• Track project progress and provide regular updates to the team.
• Coordinate and follow up on action items from meetings.
• Lead progressively larger components of projects over time.
3. Research and Analysis
• Conduct market and client research.
• Prepare reports and presentations on market trends and investment prospects.
• Build financial models for client and prospect engagements.
• Support with the writing and development of government incentive applications.
• Manage and update the government incentives database, including program requirements and timelines.

Must-Have:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace.
• Strong written and verbal communication abilities.
• Excellent organizational and time-management skills.
• Familiarity with CRM software (HubSpot preferred).
• Proven track record of successfully managing complex projects.
• Attention to detail.

Nice-to-Have:

• Experience in financial services or investment advisory.
• Familiarity with project management tools.
• Background in management consulting.
• Understanding of business and the manufacturing sector.
• Ability to read and interpret financial statements.

• Competitive Salary: Starting from $1,500 per month, with the potential for higher compensation based on performance and experience.
• Remote Work: Fully remote—work from anywhere
• Generous PTO: 10 days of paid time off
• Direct Mentorship: Grow through guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Work-Life Balance: Flexible hours that support a healthy work-life balance

Our Recruitment Process:

1. Application
2. Screening
3. Top-grading Interview
4. Skills Assessment
5. Client Interview
6. Job Offer
7. Client Onboarding

Ready to Join Us?

If this role aligns with your skills and career goals, we’d love to hear from you. Apply now to take the next step in your journey with Pearl.