What are the responsibilities and job description for the Operations Assistant position at Arrow Search Partners?
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
$80,000-$90,000
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
- 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
$80,000-$90,000
Salary : $80,000 - $90,000