We are seeking an exceptional individual to join our team as Operations Manager, Investment Banking, starting in June 2023.

The Operations Manager provides a turbo-boost to the rest of the team by ensuring our operating system runs smoothly. The primary function of this role is to create a meticulously organized, hassle-free environment so the client-facing team is free from distractions and their time spent on administrative tasks is minimized. While prior experience with our IT platforms is not required, this role requires proficient engagement with our information systems. The Operations Manager will support the Valitas team in leveraging the full power of the available IT platforms.

The essence of this role is “organization”. This is a hybrid role, offering the flexibility to work remotely.

Your Responsibilities

Those who join our team are expected to adjust to their roles quickly and will start contributing on Day One. You will be expected to work independently on varied, well-defined tasks. In this role, you will:

Be the backbone of our internal processes
- Support our Weekly Team and Business Development meetings by updating the reports, collecting agenda items, documenting follow-ups for the team, and managing the agenda
- Support business development efforts by updating our Zoho CRM, publishing the monthly newsletters and quarterly industry reports, scheduling meetings with prospects, and preparing materials for external speaking engagements
- Compile performance metrics
Drive our IT integration efforts
- Manage the effort to maintain and integrate our current IT Platforms: Teams, Monday.com, Clockify, Outlook, Slack, MS Office, Zoho CRM, and Ring.io
- Propose and evaluate additional tools to improve productivity and quality across the organization
Contribute to our strategic projects
- Lead one to three firm building projects each quarter
- Support senior team members on their projects
Own Service Provider Relationships
- Manage the relationships with our third-party service providers such as IT support, CRM support, web, graphic design, and HR support
- Ensure projects meet the objectives and are completed on-time
Support HR and Marketing Efforts
- Assist in publishing materials
- Facilitate team onboarding and offboarding

Requirements

Your Capabilities

First and foremost, we are seeking team members who are aligned with our values. Valitas’ people are curious, rigorous, enterprising, trustworthy, and team-first. The successful Operations Manager keeps the trains running on time. They are organized and detail-oriented, articulate, and precise in their written and oral communication. They listen carefully, anticipate issues, and solve problems proactively.

The competencies required for this role include:

3-5 years of relevant work experience;
Advanced skills in Microsoft Excel (pivot tables, running macros, data analysis);
Proficiency in Microsoft Word and Teams;
Mastery of graphics in Microsoft PowerPoint;
Ability to learn and master new IT systems;
A track record of high performance in a fast-paced professional setting;
Demonstrated project management skills;
Strong people skills to manage third-party service providers;
Six-Sigma Green Belt is preferred, but not required;
Accurate and detailed data analysis;
Responsive to coaching and feedback;
Strong decision-making skills;
Ability to carry tasks independently to completion on schedule; and
Interest in being part of an entrepreneurial culture.

If you have excelled in multiple endeavors in your career, are seeking ever-greater challenges, and want to work with high-performing individuals, we would like to hear from you.

Our Values

For our firm to excel, we need to do two things extraordinarily well:

Drive extraordinary client outcomes; and
Attract, develop and retain the best people in every role.

Our high-performance culture is governed by five core values:

Growth Mindset: We are curious, hungry to learn more, and constantly striving to find a better way. We are perceptive, self-aware and thrive on candid feedback. See this video
Rigour: We are smart, focused, and persistent, pursuing excellence in everything we do. We take great pride in the professional quality of our work, applying deep insights and creativity to our problem-solving to unleash value for clients and our firm.
Initiative: We are impact players who take ownership of a given situation and make things happen. We see the big picture and anticipate the next step to stay ahead.
Trustworthiness: We do the right thing. We are candid, ethical and act in our clients' best interest, even when it puts our fees at risk. We reliably deliver on our commitments.
Team Orientation: We are collaborative, communicative, respectful, and empathetic. We offer and accept help, elevating the performance of those around us. We put Valitas' interests ahead of our own.

All members of our team make an explicit commitment to uphold these values.

Benefits

Compensation: $70,000 to $90,000, based on the experience level of the candidate.

Valitas has a leading health and wellness benefits plan.

Valitas Capital Partners

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Operations Manager, Investment Banking