Senior Business and Operations Associate

New York, NY

Job Description

  • Report to the Managing Partner (MP)
  • Work closely with the other Partners, Chief of Staff, and other Team Members on the execution of firm-wide projects
  • Assist MP with overall firm management and execution of all business priorities as needed, deliver, monitor, and communicate progress toward goals on behalf of MP and Team, implementing strategic initiatives from start to finish
  • Serve as liaison between the Team and MP and coordinate follow-ups and status updates
  • Day to day coordination and execution of operational matters
  • Communicate verbally and in writing with internal and external parties
  • Research, prioritize, and follow up on issues and concerns addressed to the MP, providing recommendations on response and course of action
  • Execute strategic planning processes, ensure that critical information reaches internal stakeholders and clients
  • Prepare daily and monthly reports to assist the Management Committee with key decision making and strategic operational planning
  • Update all marketing materials (master presentations, website, etc.) with latest data
  • Check for accuracy of data on all deliverables, save and distribute as needed
  • Assist with event management/external relations: Coordinate events for internal staff and external stakeholders to boost partner relationships, encourage community engagement, and increase client satisfaction
  • Implement and maintain electronic file system


  • Bachelor’s degree, preferably in business, accounting, finance, economics
  • 3-8 years’ experience in consulting, financial, accounting, and/or family office services
  • Demonstrated sophistication and polish when interfacing with internal and external parties
  • Excellent Excel and PowerPoint Skills
  • Strong analytical and problem-solving skills
  • Client-focused and team player approach
  • High level of attention to detail
  • Crisp verbal and written communication skills
  • Strong sense of ownership and determination
  • Confident, warm, kind, intelligent, positive, and inquisitive
  • Ability to multitask with appropriate prioritization
Service Providers


$175,000 - $200,000

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