What are the responsibilities and job description for the Operations Assistant position at PRTNR?
Company Description PRTNR is an investment management company focusing on capital allocation across Equity, Debt, and Tax investment strategies. Each strategy is designed to stand alone or integrate with others, offering flexible solutions for a variety of clients and financial objectives. The firm emphasizes structured decision-making and careful risk management in its approach to investing. Team members collaborate to support these strategies through rigorous analysis and efficient operational support. Joining PRTNR offers the opportunity to contribute to a focused, strategy-driven investment environment.
Role Description The Operations Assistant is a part-time, hybrid role based in Lindon, UT. This position supports daily operational activities, including maintaining internal records, processing documentation, and assisting with workflow coordination across investment and back-office teams. The role involves monitoring routine processes, updating databases and spreadsheets, and helping prepare reports and materials for internal and external stakeholders. The Operations Assistant will respond to inquiries, provide general administrative support, and collaborate with team members to resolve operational issues promptly. This role requires consistent attention to detail, strong organizational habits, and clear communication with colleagues and clients. You will manage, track financial workflows (such as payments and loan draws), and handle practical local errands.
We are looking for someone with a high level of attention to detail, a positive attitude, and a strong drive. Hours are flexible to start, with direct room for expansion as the role and firm grow.
What You'll Do
- Executive Support: Keep leadership organized-managing daily priorities, organizing digital files, and keeping workflows moving.
- Financial Admin: Help process payments, track loan draws, and organize transaction records (we’ll train you on our specific processes).
- Data & Digital Organization: Update spreadsheets, organize files, and manage basic database entry.
- Local Errands: Execute quick local errands (bank runs, document drop-offs, office supplies).
- Communication: Serve as a polite, professional point of contact for external partners, lenders, and vendors.
Who You Are
- Detail-Oriented & Organized: You love keeping things neat, structured, and organized.
- Personable & Reliable: Warm personality, great attitude, and comfortable talking to people.
- Tech-Comfortable: Quick with basic computer tasks, Google Sheets/Excel, and learning new tools.
- Mobile: Valid driver’s license and reliable vehicle for local errands.
- Bonus: Interest or experience in accounting, finance, lending, social media, or marketing is a plus but not required.
Why Join Us?
- Ultimate Flexibility: We will work around your class or personal schedule.
- Growth Opportunity: Opportunity to expand into a full-time role as the firm grows.
- Real Business Experience: Direct working access to firm leadership and hands-on investment operations experience.