Engagement Operations Analyst/Associate

Chatham Financial Company; Denver (CO); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K

Paid time off

Paid holidays

Job summary

Chatham Financial Company is seeking an Analyst or Associate for the Client Engagement Operations team. The role supports Relationship Managers and advisory teams across US offices as well as London, Amsterdam, Singapore and Melbourne, based in Denver, CO or Kennett Square, PA.

The position emphasizes operational support, data quality, and tooling to strengthen client relationships and drive future opportunities.

Qualifications

• 2+ years of experience in financial services or consulting.
• Experience in sales operations or revenue operations preferred.

Responsibilities

• Provide global support to Relationship Managers and advisory teams.
• Help deliver a seamless, high-quality client experience and faster solutions.
• Identify and prioritize future industry solutions for the business.

Skills

Excel

LLMs/AI tools

Critical thinking

Attention to detail

Multitasking

Tech-forward

Tools

Microsoft Excel

Job description

Chatham's Client Engagement team oversees global strategic relationships with real estate, corporate, private equity, and financial institution clients. The **Client Engagement Operations** team empowers Relationship Managers and advisory teams by providing the tools, standardized processes, high-quality data, and operational support needed to strengthen client relationships and drive future business opportunities.We are seeking an **Analyst or Associate** to join our **Client** **Engagement Operations** team, providing global support to Relationship Managers and advisory teams across our U.S. offices, as well as London, Amsterdam, Singapore, and Melbourne. This position will be based in either our Denver, CO or Kennett Square, PA office.**In this role you will:**For clients, this will result in a more seamless, consistent experience, higher-quality interactions, and faster delivery of solutions. Additionally, establishing a structured approach to identifying and prioritizing future industry solutions will help ensure the business continues to meet evolving client needs.2+ years of professional experience in financial services or consulting, with experience in sales operations, revenue operations, or a related function preferredAbility to manage multiple competing priorities in a fast-paced environmentTechnology-forward thinker with a demonstrated ability to quickly learn new systemsAdvanced proficiency in Microsoft ExcelHands-on experience leveraging large language models (LLMs) and AI tools to improve business processes and operational efficiencyCritical thinking with the ability to read and comprehend complex information quicklyAttention to detail but also an ability to synthesize information with a high-level perspective*For Colorado based candidates, the compensation range for the position is expected to be between $80,000 and $90,000 annually. Total compensation, including base pay, discretionary individual bonus and company bonus, may be higher than the range listed depending on applicant's skills, qualifications, and experience. Benefits include health insurance, life and disability insurance, 401K, EAP, paid holidays, and paid time off.*