Operations Assistant

About the Company: 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; Support compliance tasks such as document retention, KYC/AML collection, and audit prep

Requirements

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

Nice to have

Experience coordinating travel and events