M&A Advisory Firm | Onsite | Full-Time
Are you a highly organized, technology-savvy professional who enjoys wearing multiple hats and helping a business operate efficiently?
We are a boutique mergers and acquisitions (M&A) advisory firm that works with private equity firms and acquisitive companies. We are seeking a Senior Business Operations Associate to support business operations across marketing, business development, technology, reporting, and administrative functions.
This is an excellent opportunity for someone who enjoys solving problems, improving processes, working with AI tools, and contributing to a professional services environment.
What you'll do
Business Development & Marketing
- Support business development initiatives, marketing campaigns, and client outreach programs.
- Prepare presentation materials, conference handouts, and promotional collateral.
- Produce AI-assisted reports using established prompts.
- Assist with outbound marketing campaigns and client communications.
- Coordinate production of marketing materials for client review and approval.
Website, Technology & Communications
- Serve as the primary onsite contact for day-to-day technology and telecommunications issues.
- Coordinate with external IT providers to resolve hardware, software, and network issues.
- Track and manage IT support tickets through completion.
- Update website content, formatting, and published materials.
- Manage the firm's LinkedIn presence, including creating posts from existing content.
- Monitor website and LinkedIn performance metrics and prepare monthly analytics reports.
Reporting & Operations
- Prepare management reports.
- Maintain weekly and monthly status reports.
- Update and maintain the firm's Buyer by Interest database and reports.
Administrative Support
- Provide administrative support.
- Serve as backup for weekly client mailing production.
- Maintain engagement letter and fee agreement templates.
- Assist with office operations.
Special Projects
- Update the Buyer by Interest book on a quarterly basis.
- Support the Managing Director with strategic initiatives and special projects.
- Take ownership of additional operational projects as business needs evolve.
Qualifications
We're looking for someone who is organized, dependable, and comfortable managing multiple priorities in a professional office environment.
Preferred qualifications include:
- 2-5+ years of experience in business operations, administrative support, marketing coordination, project coordination, or office operations management.
- Strong organizational and project management skills with exceptional attention to detail.
- Comfortable using Microsoft Office (especially Excel, Word, and PowerPoint).
- Experience working with websites, LinkedIn, document management systems, or digital collaboration tools.
- Experience coordinating with outside vendors or service providers.
- Familiarity with AI tools such as ChatGPT, Claude, or similar technologies.
- Ability to prioritize multiple projects while meeting deadlines.
- Self-motivated with the ability to work independently.
- Must be located in commutable distance to New York City
Preferred (Not Required)
- Experience in professional services environment.
- Experience with CRM platforms, marketing automation tools, or reporting systems.
What We Offer
- Competitive base salary: $70,000-$77,000, based on experience
- Annual performance bonus opportunity
- Subsidized medical insurance, cafeteria benefits available through payroll deductions
- Stable, full-time onsite position
- Opportunity to work directly with senior leadership
- Exposure to private equity, mergers & acquisitions, and business strategy
- Hands-on experience with AI-enabled business processes and emerging technologies
- Collaborative, professional work environment
- If you are a detail-oriented professional who enjoys improving business processes, leveraging technology, and contributing to a high-performing team, we'd like to hear from you.
