Operations Manager

Job Summary

To support a newly established transaction-focused financial services business, the full-time Operations Manager will manage financial transaction documentation, coordinate with various partners, and help build efficient processes, all while working remotely.

Key responsibilities

• Coordinate financial transaction documentation, deadlines, and workflows
• Support entity formation and administration while managing projects across multiple workstreams
• Collaborate with accounting, tax, appraisal, broker-dealer, and other outside partners to ensure smooth operations

Required qualifications

• Approximately 5 years of operations experience in M&A, advisory, investment banking, public accounting, finance, tax, or a related professional services environment
• Bachelor's degree required
• Advanced computer skills are necessary
• Strong operational execution, organization, and judgment skills
• Ability to work independently with minimal direction