Investment Banking Operations Officer (Vice President / Executive Director) - New York

Key Responsibilities

• Drive business management initiatives, including budget oversight, revenue tracking, headcount analysis, strategic planning, and preparation of business reviews.
• Career development and talent management processes, including performance reviews, calibration sessions, feedback delivery, training programs, promotions, and employee development initiatives.
• Partner with recruiting teams and business leadership to support campus recruiting, lateral hiring, onboarding, and placement of junior professionals.
• Closely work with staffing officers and senior management to monitor team utilization, workload balance, and resource allocation across the business.
• Lead the planning and execution of internal meetings, leadership forums, team-building activities, client events, and other strategic initiatives.
• Partner with Compliance and Legal to support regulatory requirements, supervisory responsibilities, approvals, policy adherence, and risk management activities.
• Identify opportunities to improve operational processes, leverage technology, and implement best practices that enhance efficiency across the business.

Must-have skills and qualifications

• 8+ years of relevant experience in financial services, business management, operations, talent management, or a related field.
• Strong organizational, analytical, and project management skills with the ability to manage multiple priorities simultaneously.
• Excellent interpersonal and communication skills, with experience coordinating cross-functional initiatives and building trusted relationships with senior stakeholders.
• Demonstrated ability to exercise sound judgment, maintain confidentiality, and manage sensitive information with professionalism.
• Able to translate business priorities into actionable change initiatives, partnering with stakeholders to implement new processes and drive adoption.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint, with experience synthesizing data into executive-ready business reporting.
• Working knowledge of AI tools and concepts, with the ability to apply them responsibly to enhance productivity, analysis, and business decision-making.
• Bachelor's degree or equivalent experience.