Operations & Client Delivery Associate

This role is ideal for someone early in their career who is detail-oriented, resourceful, and eager to grow in a fast-paced, entrepreneurial environment. You’ll support our internal team with administrative and operational tasks while also assisting with client-facing deliverables such as pitch decks and presentations.

You will not be responsible for financial modeling or valuation analysis, but should be comfortable working with business content and presentation materials.

Requirements

Operations & Administrative Support

• Manage scheduling, calendars, and internal communications
• Track tasks and coordinate follow-ups to keep projects on schedule
• Organize documents and digital files across Google Workspace
• Support client onboarding and internal process documentation
• Assist with day-to-day logistics and office coordination in Westport, CT

Client Delivery Support

• Help prepare, edit, and format investor presentations and client decks
• Conduct light research to support presentation content (e.g., investor names, market data)
• Maintain and update templates and internal content libraries
• Coordinate timelines for deliverables and communicate with internal team

Tools We Use

The ideal candidate will be proficient or quickly become comfortable with the following tools:

• HubSpot (CRM and marketing workflows) – Required
• Google Workspace (Docs, Slides, Sheets, Drive) – Primary work environment
• Trello (project management)
• Slack (internal communication)
• Adobe Acrobat / Creative Suite (basic PDF and graphic formatting)