Overview
This role supports day-to-day business operations for investment teams and partners with Finance, Sourcing and Procurement, vendors, and COO functions. The position maintains operational information, prepares reports, supports established financial and administrative processes, and contributes to improvements in processes and stakeholder experience. It also supports selected special projects requiring cross-functional coordination, practical problem-solving, and clear follow-through from planning through implementation and transition to business-as-usual operations.
Responsibilities
- Coordinate routine activities between Business and Finance for investment management activities and established investment vehicles, including REIT, DEVCO, joint ventures, and GWT plans.
- Interpret business case scenarios and provide collected data on inputs.
- Assist with implementing approved processes, policies, procedures, and change initiatives within assigned business areas.
- Identify opportunities to improve stakeholder experiences.
- Collaborate with Finance to manage budget creation, monthly budget vs actuals, and finance-related questions.
- Track operational and financial performance and prepare recurring reports for assigned business areas.
- Follow and apply policies and procedures that drive business outcomes.
- Perform data-quality checks, resolve routine discrepancies, and escalate issues requiring additional guidance.
- Support ad hoc business operations projects and perform other related duties as assigned.
- Coordinate assigned special projects end-to-end—from initial business need through planning, approvals, implementation, and transition to ongoing operations.
- Work across Operations, Finance, Procurement, Legal, IT, and other COO functions to keep project activities, decisions, dependencies, and next steps aligned.
- Support development of business cases and decision materials, including cost analysis and CAPEX/OPEX considerations, along with options, risks, dependencies, and recommended next steps.
- Assist with RFP activities, supplier evaluations, statements of work, order forms, contract coordination, and internal approval requirements for assigned initiatives.
- Maintain project trackers, action logs, risk and issue logs, financial updates, change requests, and concise status reporting.
- Help maintain appropriate controls around vendor requests, change orders, invoices, and project work to ensure activities are reviewed and approved before costs are incurred.
- Support operational transformation efforts, pilot programs, workflow improvements, and adoption of new tools or processes across regional and global stakeholder groups.
Requirements
- Good working knowledge of business operations, budgeting, reporting, and process documentation.
- Ability to produce accurate and timely work using established standards and procedures.
- Strong verbal and written communication skills; ability to coordinate professionally with internal stakeholders and vendors.
- Ability to establish and maintain effective working relationships with stakeholders.
- Excellent attention to detail and commitment to data quality.
- Proven organizational and time-management skills.
- Strong problem-solving and analytical skills.
- Ability to manage multiple assignments, work with general direction, and seek guidance when needed.
- Demonstrated integrity and adherence to company values, policies, and requirements.
- Ability to analyze operational information, identify trends, and recognize inconsistencies.
- Good business and commercial acumen.
- Ability to prepare clear reports and presentations and contribute to project and process discussions.
- Ability to translate financial, operational, technical, and contractual information into clear actions and decision-ready summaries.
- Ability to maintain organized records across several workstreams and follow issues through to resolution.
- Comfort working with global teams, different time zones, and stakeholders with competing priorities.
- Familiarity with sourcing and procurement processes, supplier proposals, RFPs, statements of work, and contract-related documentation is beneficial.
- Working knowledge of project coordination, stakeholder management, project governance, and change control.
- Applies advanced, wide-ranging experience and in-depth professional knowledge to develop and resolve complex models and procedures in a creative way.
- Uses established methods and seeks direction for new, unusual, or unclear assignments.
- Analyzes operational information to resolve routine and moderately difficult issues; escalates matters requiring broader judgment.
- Exercises judgment within established guidelines when validating information and determining next steps.
- Supports defined operational projects or improvement plans and completes assigned activities within agreed timelines.
- Accountable for the quality and timely completion of assigned individual work.
- Work is performed with general direction and reviewed at appropriate points for quality and alignment with team objectives.
- Provides operational information within the role’s area of knowledge and refers complex or sensitive matters to the appropriate specialist or manager.
Preferred Qualifications
- Moderate experience in business operations, finance support, investment operations, procurement, or a similar role.
- Experience supporting budgets, forecasts, accruals, project savings tracking, reporting, or vendor contracts.
- Working knowledge of third-party contracts, staffing models, and related costs.
- Experience working with internal stakeholders, vendors, or service providers.
- Experience supporting cross-functional projects from discovery and planning through implementation and operational handoff.
- Experience preparing business cases, cost comparisons, approval materials, project updates, and risk or action trackers.
- Experience supporting supplier selection, commercial reviews, contract or SOW coordination, change control, or procurement activities.
- Experience working on operational improvement, technology implementation, or business transformation initiatives in a regional or global environment.
Academic Qualifications & Certifications
- Bachelor’s degree or equivalent in Business Operations, Business Administration, Finance, or a related field.
- Relevant certification, such as Six Sigma, is beneficial.
Compensation & Benefits
- Base salary (US roles): $76,000–$105,000
- Annual bonus: All regular full-time employees are eligible for an annual bonus; payout depends on individual and company performance.
- Paid time off.
- Medical, dental, and vision benefits.
- Life and supplemental insurance.
- Short-term and long-term disability.
- Flexible spending account.
- 401k retirement plan.
- Remote work: This role provides a monthly stipend to cover expenses associated with working remotely and use of a personal mobile device, if applicable.
Location
- Remote position with an occasional need to be on-site in a shared space.
- Work during US business hours and global time zones, when needed.
- Required video conferencing Monday–Friday.
- Perform work from a remote location with stable internet connection and electricity.
- Exposure to varying temperatures and loud noises when inside a Data Center.
- Travel required upon request: 25% to 50% possible.
- Passport or the ability to obtain one.
- Physical requirements include close visual work on multiple computer screens and ability to operate computer keyboard, mouse, and other technical instruments.
- Ability to travel by plane, train, car, taxi, and other forms of transportation to various locations.