Operations Assistant

Job Description

ABOUT JOB

Our client is an investment management firm focused on value-oriented strategies including equity investments, special situations, and event-driven opportunities across public markets. The firm manages capital on behalf of institutional investors and other high-net-worth clients.

Responsibilities:

• Prepare meeting materials, agendas, decks, and briefings
• Support office operations including supplies and vendor coordination
• Coordinate internal and external meetings, investor calls, and special events
• Update and maintain CRM records
• Generate CRM reports and support IR requests
• Coordinate domestic and international travel
• Assist with expense reports, reimbursements, and invoice processing
• Assist with data entry, reconciliations, document routing, and process tracking

Requirements:

• Bachelor’s degree required
• 2-4 years of related admin/operations experience
• Experience within financial services
• Strong CRM and Microsoft Office skills
• Experience coordinating travel and events preferred

Salary Range:

$80,000-$90,000

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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