Investment Data & Operations Infrastructure Coordinator (Part-time)

We are seeking a part-time Investment Data & Operations Infrastructure Coordinator to own tracking, organization, data gathering, and operational infrastructure for our outreach and deal pipelines. Scope of Work Pipeline and data tracking • Build and maintain structured pipelines for lender outreach, sports ownership / real asset opportunities, and LP / capital provider conversations • Keep records current with status, next actions, dates, and counterparties • Standardize fields and data structures so information is consistent and searchable Data gathering for outreach • Research and compile targeted lists of lenders, capital providers, and strategic partners based on provided criteria • Gather contact details, basic firm information, and relevant notes into a centralized database or spreadsheet • Tag and segment lists for specific outreach campaigns or strategies Organizational infrastructure • Design and maintain simple systems (spreadsheets, databases, or lightweight CRM/project tools) for organizing deals, contacts, documents, and notes • Create and refine templates: deal tracking views, outreach logs, closing checklists, and weekly summary formats • Ensure information is logically organized and easy to navigate for the partners Ongoing management and reporting • Perform regular data hygiene: clean duplicates, fix formatting, and keep fields up to date • Produce a concise weekly snapshot of pipeline counts, status changes, upcoming deadlines, and risks or bottlenecks • Proactively flag missing data, gaps in tracking, or process issues Requirements • 3+ years of experience in operations, data management, sales/deal ops, or similar roles supporting investors, founders, or business development teams • Strong proficiency with spreadsheets and data organization tools, with experience structuring data using clear fields, filters, and views • Comfortable designing and maintaining lightweight systems for tracking outreach, deals, and documents • Detail-oriented, process-driven, and motivated to keep information accurate and consistent over time • Strong written English for clear internal notes and concise list documentation • 10-20 hours per week, with consistent overlap with US Pacific Time for at least 3 hours per business day Budget and Engagement • Hourly, intermediate level • Initial 4-week pilot with a weekly hour cap, with potential for longer-term, expanded scope if performance is strong Please answer these briefly in your proposal: 1. Describe a previous role where you owned data tracking or operational infrastructure for outreach, sales, or deals. What did you build or improve? 2. What tools do you use to structure and manage data (spreadsheets, databases, CRM, etc.) and how do you keep it clean and consistent? 3. Share an example of a tracking or reporting system you created (you can describe it without sharing confidential data). How did it help the team? 4. What Pacific Time hours can you consistently commit each week, and what weekly hour range are you comfortable with?