Operations Associate
HybridWoodmere, New York, United States
Job Summary
Implement operational processes and workflows to improve efficiency across IBC services. Manage project staffing by tracking capacity, assigning tasks, and monitoring pipeline visibility. Communicate with leads to align on deadlines and resource needs while maintaining standard operating procedures. Develop recurring reports and dashboards to track KPIs, utilization, and progress against strategic goals. Assist with budgeting, forecasting, and financial performance tracking through collaboration with Finance. Support annual business plan priorities and coordinate strategic planning activities. Cultivate relationships with internal and external stakeholders to drive revenue generation.
Required Qualifications
- Bachelor's degree in Business, Finance, Economics, or related field
- 2-5 years of experience within operations, preferably within investment banking, consulting or financial services
- Advanced proficiency in Microsoft office, especially Excel
- Ability to travel up to 25% of the time; includes overnight and limited weekend travel
- Ability to work flexible and/or extended hours as needed
Desired Qualifications
- Additional Professional Designations or Certifications
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