Operations Associate
On-siteBethesda, Maryland, United States
Job Summary
Assist in managing operational workflows, supporting process improvements and documentation to enhance overall effectiveness. Coordinate with cross-functional teams to streamline communication and ensure proper utilization of software tools. Maintain and update internal systems, databases, and process documentation while providing administrative support for scheduling, file organization, and facility tasks. Help troubleshoot operational issues and facilitate employee onboarding by managing basic documentation and system access. Develop familiarity with specific software tools to optimize system usage and support team workflows. This mission-critical role supports the rapid expansion of the firm's Operations Team and private fund advisory operations in the Bethesda, MD office.
Required Qualifications
- Bachelor's degree in Business, Finance, or related field; or equivalent experience
- Exceptional leadership and team management skills
- Excellent organizational and analytical abilities
- Proficient in Microsoft Office Suite and experience with CRM, Performance Reporting and Portfolio Management applications
- Strong written and verbal communication skills, including ability to succinctly explain complex ideas
- Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment
- Extraordinary organizational and project management skills
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