Operations & Legal Coordinator
Job Description
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.
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.
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.
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.
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)
- 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
About This Role
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