Business Operations Analyst

Greenwich Capital Group LLC; Birmingham (MI); On-site; USD 58,000 - 72,000; Full time

Job summary

Greenwich Capital Group LLC seeks a Business Operations Analyst to support senior leaders in Birmingham, MI. Responsibilities include calendar management, CRM upkeep, marketing support, and event coordination within a fast-paced M&A advisory environment.

The ideal candidate is highly organized, discreet, and capable of managing competing priorities across multiple senior stakeholders. 1–2 years of admin/ops experience is preferred.

Qualifications

• 1-2 years in administrative/operational support or business development
• Excellent written and verbal communication skills
• High level of discretion handling confidential information
• Strong MS Office skills (Outlook, Word, Excel, PowerPoint); CRM experience a plus

Responsibilities

• Calendar & meeting management for firm leaders, coordinating logistics and materials
• Business development & pipeline support, researching inbound leads and drafting briefs
• CRM & data management, keeping DealCloud records up to date and tracking cadence
• Marketing & content support, drafting posts and tracking engagement
• Event & conference coordination, handling logistics and post-event follow-up
• Reporting & KPI tracking, compiling monthly metrics for leadership
• Special projects & continuous improvement, taking on ad hoc initiatives
• Growth path: opportunity to grow into full ownership of BD execution and process improvements

Job description

Company Description Greenwich Capital Group LLC (GCG) is a middle-market focused investment bank that provides advisory services for complex transactions involving strategic and financial investors. The firm is led by a highly trained advisory team with deep experience, strong analytical capabilities, and meticulous attention to detail. GCG offers thought leadership, market insight, and extensive relationships to deliver customized client service aimed at maximizing value. The team emphasizes efficient transaction execution while maintaining alignment with clients’ strategic and financial objectives. Senior bankers at GCG prioritize long-term relationships and strive to serve as trusted advisors in the middle market.

Position Summary The Business Operations Analyst is a full-time, on-site role based in Birmingham, MI. This role will provide high level business development and administrative support to various firm leaders. This role is critical to the success of our firm and focuses on enhancing sales efforts of our team. This includes digital content creation and communications, business development support, CRM management, event coordination, meeting preparation and marketing support. There is room to grow into increasing project based and analytical work as the successful candidate demonstrates capability and firm needs evolve. The ideal candidate is highly organized, discreet, and comfortable managing competing priorities across multiple senior stakeholders in a fast paced M&A advisory environment.

Key Responsibilities

This role exists so that the supported firm leaders can focus on business development and deal execution at the highest level, without the operational infrastructure behind that effort requiring their day to day involvement. The position is intentionally proactive rather than reactive: the goal is that principals rarely have to ask for something, because it is already done, already tracked, or already flagged. The successful candidate operates with a bias toward action, presenting recommendations with clear deadlines and moving forward in their absence, escalating only where principal judgment, voice, or relationships are genuinely required.

Calendar & Meeting Management

• Manage complex calendars for leaders, proactively resolving scheduling conflicts
• Coordinate meeting logistics including video conferencing, in person venues, and materials preparation
• Ensure meeting prep materials, background, context, and relevant history, are ready in advance of client, prospect, and deal related meetings

Business Development & Pipeline Support

• Conduct first pass research and screening on inbound leads and contacts
• Draft concise recommendation briefs to help prioritize outreach and meeting time
• Support execution of each principal's business development plan, including COI relationship cadence, referral network development, and direct outreach campaigns

CRM & Data Management

• Maintain accurate, up to date records in DealCloud across COI contacts, prospects, and active relationships, including notes, next steps, and contact frequency
• Monitor cadence adherence across all relationship categories and flag overdue touchpoints
• Keep pipeline status, phase, and next milestones current for active mandates

Marketing & Content Support

• Maintain managing directors/directors social media posting cadence, drafting content for review aligned with firm thought leadership themes
• Track engagement metrics and report on performance periodically
• Support research, fact checking, and formatting for whitepapers and other publications
• Identify potential connections, speaking opportunities, or media opportunities for principal review

Event & Conference Coordination

• Research and prepare attendee briefs ahead of industry events and conferences
• Handle event logistics including registration, travel, and accommodations
• Support real time coordination during events and manage post event follow up, including logging new contacts in DealCloud

Reporting & KPI Tracking

• Compile and present monthly business development metrics for supported managing directors/directors, including outreach volume, pipeline status, and cadence adherence

Special Projects & Continuous Improvement

• Take on ad hoc projects as they arise, with opportunity to expand scope based on performance and firm needs
• Proactively identify and propose process improvements, participating in periodic reviews of role scope and effectiveness

Growth Path

This role is designed to grow into full ownership of business development execution, reporting, marketing support, and process improvement, mirroring the operating model already in place for the President of the practice.

Qualifications

• 1 to 2 years of experience in an administrative, executive support, business development, or operations role, ideally within financial services, professional services, or a similarly fast paced environment
• Exceptional written and verbal communication skills
• High level of discretion in handling confidential and sensitive information
• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience (DealCloud or similar) a plus
• Ability to manage and prioritize across multiple senior leaders simultaneously
• Demonstrated ability to take initiative and grow scope of responsibility over time
• Interest in or exposure to business development, marketing, or client facing support a plus
• Experience in financial services, investment banking, or professional services is preferred but not required.