Operations Assistant
New York, New York • $80,000-$90,000
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
- Experience coordinating travel and events preferred
Salary Range:
$80,000-$90,000
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