Operations Associate

The Operations Associate will play a critical role in the expansion of the firm's Operations Team and will assist in overseeing custodial relationships and contribute to the management of Pennington's private fund and advisory operations. This position requires strong organizational skills, the ability to learn quickly, and a proactive approach to problem-solving within a dynamic environment.

This is a mission-critical role as the firm continues to rapidly grow and expand to new markets that will provide the right candidate with plenty of opportunity for upward mobility. This role is based in Pennington's Bethesda, MD office.

What You'll Do

• Assist in managing operational workflows, ensuring efficiency and accuracy across tasks while maintaining attention to detail.
• Support process improvements and documentation, implementing best practices under supervision to enhance overall operational effectiveness.
• Coordinate with cross-functional teams to streamline communication, project execution, and ensure proper utilization of software tools.
• Maintain and update internal systems, databases, and process documentation, ensuring data is organized and aligned with organizational standards.
• Provide administrative support, including scheduling meetings, organizing files, monitoring inventory, handling mailings, and assisting with all general operational and facility tasks.
• Help troubleshoot operational issues and recommend solutions to improve processes while supporting data accuracy as part of broader responsibilities.
• Facilitate onboarding of employees by managing basic documentation, system access, and ensuring smooth transitions for team members.
• Develop familiarity with specific software tools used in operations, applying expertise as needed to support team workflows and optimize system usage.

What You'll Need

• Bachelor's degree in Business, Finance, or related field; or equivalent experience.
• Exceptional leadership and team management skills.
• Excellent organizational and analytical abilities.
• Proficient in Microsoft Office Suite and experience with CRM, Performance Reporting and Portfolio Management applications.
• Strong written and verbal communication skills, including ability to succinctly explain complex ideas.
• Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment.
• Extraordinary organizational and project management skills.