Operations Associate

What You'll Do

You will be the operational backbone of our business—ensuring systems, processes, and client interactions run smoothly. Your key responsibilities will include:

Website & Digital Maintenance

 • Keep our website up-to-date (content updates, new pages, images, links, plugin upgrades, bug fixes)

 • Coordinate with vendors or developers if technical issues arise

 • Ensure site performance, monitor uptime, backups, and security checks

Compliance, Contracts & Financial Ops

 • Prepare, manage, and store client agreements / NDAs / contracts

 • Issue invoices, track payments, and perform reconciliation

 • Maintain accurate client records, databases, and documentation

 • Help with billing cycles, reminders, follow-ups, and escalations

Research / Report Repository Management

 • Monitor for new Initiating Coverage / similar reports from firms or analysts

 • Download, catalogue, and maintain a repository (with metadata, tags, versioning)

 • Ensure accessibility, version control, and archival of older reports

Marketing / Campaign Ops (Mailchimp / Email tools)

 • Manage and operate Mailchimp (or equivalent email-marketing platform)

 • Design, schedule, and dispatch marketing / newsletter campaigns

 • Monitor open, click, bounce metrics; maintain and segment mailing lists

 • Clean lists, manage unsubscribes, ensure compliance with email laws / opt-in rules

General Operational Tasks

 • Support ad hoc admin or operations work relevant to our business

 • Streamline and document internal workflows, Standard Operating Procedures (SOPs)

 • Coordinate with other teams (research, sales, tech) to ensure smooth handoffs

 • Generate periodic status reports, dashboards or trackers for management

What We’re Looking For

• 0 to 1 years of experience in an operations / administrative / business support role
• Strong organizational skills, attention to detail, and ability to manage multiple tasks
• Good verbal & written communication skills
• Basic comfort with web tools, CMS (WordPress or similar), email marketing tools like Mailchimp
• Basic understanding of invoicing, record keeping, and reconciliation
• Ability to work independently, take ownership, and push tasks to closure
• Familiarity with version control, digital file organization, and repository management
• Analytical mindset: you spot issues, suggest improvements
• Sense of urgency and reliability
• (Bonus) Experience working in fintech, research, publishing, or knowledge services.

What You'll Get

• Exposure to a high-growth, intellectually rigorous business
• Opportunity to work across domains (ops, tech, marketing, research)
• Mentorship and continuous learning
• Potential for career growth as the operations function scales
• Competitive salary and benefits (to be discussed)