Operations & Client Delivery Associate

Job Description

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.

RequirementsOperations & 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 teamTools 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)

Full-time