Operations Associate

Position Summary

The Operations Associate supports the IBC team’s operational, financial and strategic initiatives to help the IBC team achieve their goals. The Operations Associate will support the Director of Operations to drive continuous improvement and efficiency to all aspects of operations ensuring IBC services are delivered effectively and consistently.

Responsibilities

• Assist in implementing operational processes, tools, and workflows to improve efficiency and consistency across IBC services.
• Manage project staffing, including tracking team capacity, making project assignments and maintaining visibility into project pipeline and workload distribution.
• Communicate with project leads to ensure alignment on deadlines, priorities, and resource needs.
• Maintain and continuously improve standard operating procedures, templates, and documentation.
• Develop, maintain, and distribute recurring operational and performance reports (KPIs, utilization, pipeline, project status, etc.).
• Build dashboards and reports to track progress against strategic and business plan goals.
• Aid in budgeting, forecasting, and tracking of team financial performance.
• Collaborate with Finance to ensure accurate data inputs, reporting, and alignment.
• Support the execution of strategic initiatives and annual business plan priorities.
• Track progress on key initiatives and prepare updates for leadership.
• Aid in coordinating strategic planning activities (materials, timelines, data gathering).
• Conduct research and analysis to support new initiatives and business opportunities.
• Collaborate with services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

Selection Criteria

• Bachelor’s degree in Business, Finance, Economics, or related field.
• Additional Professional Designations or Certifications desired.
• 2-5 years of experience within operations, preferably within investment banking, consulting or financial services.
• Advanced proficiency in Microsoft office, especially Excel.
• Strong analytical and problem-solving skills.
• Excellent organizational skills with strong attention to detail.
• Excellent project management; with analytical, organizational and problem-solving abilities.
• Strong communication skills: both written and verbal with demonstrated creativity with regard to work.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Ability to travel up to 25% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.