Lead Virtual Assistant | Senior M&A and PE Data Analyst |Virtual Insurance Advis

Overview

Looking for full-time work (8 hours/day)

at $5.79/hour ($1,120.00/month)

Bachelors degree

Last Active

July 8th, 2026 (7 days ago)

Member Since

January 15th, 2024

Profile Description

I have a strong background in data analysis, financial services, and customer support, with over 5 years of experience across various industries. I have handled roles that required precision, client interaction, and multitasking. In my previous role as a Senior Data Analyst at the London Stock Exchange Group, I managed and analyzed mergers and acquisitions, maintained databases, and resolved complex client queries.

I also worked as a PE Analyst at Duration Group, where my role focused on sourcing and evaluating potential acquisition targets by building company lists, conducting industry research, and analyzing markets, competitors, and value chains. This included maintaining organized deal pipelines, preparing clear reports, and supporting outreach efforts using tools such as Excel, PowerPoint, Grata, and ZoomInfo.

Additionally, I worked as an Insurance Advisor for Sun Life, where I provided financial guidance, and as an Accounting Assistant at Emperador Distillers, where I handled billing, credit data, and order processing. I also gained front-line customer service experience during a U.S.-based OJT, where I managed sales transactions and assisted clients.

Through these experiences, I have developed a well-rounded skill set that combines data expertise, financial acumen, administrative support, and client communication—making me well-suited for a long-term virtual assistant role. My skills include data entry and research, CRM and database management, email and calendar management, client support, financial data reporting, and general administrative tasks. I am also proficient in tools such as Google Workspace, Microsoft Office, Power BI, SQL, and Salesforce.

If you’re looking for a trustworthy, analytical, and versatile virtual assistant, let’s connect! I’d love to help support your business goals.