Business Development & Operations Manager

Boly:Welch

Portland, OR

JOB DETAILS
SALARY
$80,000–$100,000 Per Year
SKILLS
Brokerage, Business Development, Calendar Management, Chartered Financial Analyst (CFA), Communication Skills, Conference Management, Consulting, Detail Oriented, Executive Assistant Skills , Finance, Financial Audit, Financial Statements, Futures, Insurance, Investment Management, Investor Relations, Leadership, Legal, Marketing, Multitasking, Operations Management, Performance Analysis, Presentation/Verbal Skills, Regulatory Submissions, Reimbursement, Series 7, Spreadsheets, Team Player, Time Management, Travel Planning, Writing Skills
LOCATION
Portland, OR
POSTED
Today

Job Number: 32232Salary: $80K-$100K DOEIndustry: Financial ServicesMust HavesBachelor's degree preferred but not required6+ years of relevant work experienceGPA 3.50+ preferred but not requiredExperience in administration, finance, or technology preferred but not requiredYour New RoleAre you a highly detail‑oriented administrative or finance professional who thrives in a fast‑paced environment where no two days look the same? This Business Development & Operations Manager role is a rare opportunity to step into a leadership role where you'll play a vital role in day‑to‑day operations.As Business Development & Operations Manager, you'll provide comprehensive executive and team support, including calendar and inbox management, meeting and conference scheduling, and travel coordination. You'll also take on responsibilities across marketing, investor relations, operations, and compliance. This includes managing investor outreach and correspondence, preparing and distributing monthly reports, and generating trading and performance reports using proprietary software. You'll assist with trading operations, regulatory filings, audits, financial statement reviews, and policy maintenance, all while consulting with external partners such as administrators, brokers, auditors, and legal counsel. The role also supports recruiting, HR, IT, and legal initiatives.Success in this role requires exceptional attention to detail, strong written and verbal communication skills, and the ability to confidently manage numbers, spreadsheets, and data checks. It also requires excellent organization, time management, and comfort juggling multiple priorities. You should be able to quickly learn new systems, ask thoughtful questions, and remain flexible when urgent matters arise. Applicants who hold a financial industry license (e.g. Series 7 or Series 3) or credential (e.g. CFA), or are willing to study for and pass the National Futures Association Series 3 Exam, will stand out among other applicants.This role is fully in-office at a beautiful downtown Portland office.Your New OrganizationJoin a well‑established, boutique investment management firm in the heart of downtown PDX. With a small, experienced team and long‑term employee tenure, they offer stability, hands‑on learning, and meaningful responsibility. The environment is collaborative, intellectually engaging, and ideal for someone who values variety, ownership, and the opportunity to make a tangible impact across the business.BenefitsBenefits include paid holidays, vacation, and personal leave time (based on seniority, as eligible), 401K plan participation (once eligible), and capped medical insurance reimbursement.#J-18808-Ljbffr

About the Company

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Boly:Welch