🛠 Tech Stack

💼 About This Role

You'll partner with the SVP to coordinate key business initiatives and improve operational efficiency. Your work will drive data analysis and reporting that supports decision-making across multiple workstreams. This role offers broad exposure to teams across a global investment firm.

🎯 What You'll Do

• Partner with SVP to manage priorities and business initiatives
• Track deliverables and action items across the team
• Perform data analysis, validation, and reporting
• Coordinate cross-functional initiatives and follow up with stakeholders

📋 Requirements

• Bachelor's degree in Finance, Business, or related field
• 3-5 years of experience in financial services or business operations
• Strong proficiency in Salesforce and Microsoft Excel
• Ability to manage timelines and coordinate across teams

✨ Nice to Have

• Experience with Tableau or AI tools
• Prior experience supporting senior leaders
• Interest in process improvement and technology solutions

🎁 Benefits & Perks

• 🏖️ Hybrid work environment (3 days on-site)
• 💰 Discretionary incentive compensation
• 🏥 Comprehensive health, retirement, and wellness offerings

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 60 min
3. 3Technical/Final Interview· 60 min