Personal & Business Associate

About the Role

A Miami-based real estate entrepreneur and investor with diverse business interests is seeking an exceptionally bright, versatile, trustworthy, and resourceful individual to provide both business and personal support. This is not a traditional Executive Assistant position.

Key Responsibilities

Business and Analytical Support

• Develop, update, and analyze Excel spreadsheets, including real estate development budgets, investment analyses, financial projections, and comparative studies.
• Conduct business and investment research, particularly involving real estate, finance, and emerging technologies.
• Prepare concise reports, presentations, financial summaries, and other decision-making materials.
• Research opportunities, evaluate alternatives, and present clear recommendations.
• Use AI tools, including ChatGPT and Claude, to improve research, analysis, productivity, and efficiency.

Personal and Administrative Support

• Manage online shopping, purchases, product comparisons, returns, and deliveries.
• Research and coordinate personal services, vendors, appointments, and reservations.
• Assist with travel arrangements and practical day-to-day matters.
• Follow up on outstanding tasks and ensure that assignments are completed.
• Handle miscellaneous personal and business responsibilities with discretion and good judgment.

Requirements & Tech Stack

• Strong Excel proficiency, including formulas, financial calculations, and spreadsheet development.
• Comfort working with numbers, budgets, and financial information.
• Excellent computer skills and demonstrated proficiency using ChatGPT, Claude, or comparable AI tools.
• Strong research abilities and the capacity to learn unfamiliar subjects quickly.
• Excellent written and verbal communication skills.
• Highly organized, detail-oriented, and capable of managing multiple unrelated assignments.
• Resourceful, adaptable, and comfortable switching between sophisticated business analysis and practical personal tasks.
• High integrity, reliability, discretion, and a strong sense of personal responsibility.

Qualifications

• Bachelor’s degree preferred, particularly in business, finance, economics, mathematics, engineering, or another analytical discipline.

Personal Characteristics

• Intelligence, initiative, curiosity, loyalty, and sound judgment.
• Thinks independently rather than waiting for detailed instructions.
• Enjoys a variety of intellectual and practical challenges.
• Takes personal ownership of assignments and follows through.
• Is comfortable saying, “I don’t know, but I’ll find out.”
• Understands the importance of confidentiality and trust.
• Has a positive attitude toward both substantial business assignments and routine personal responsibilities.