Investment Operations & RFI Associate — Hybrid

Addison Group; Bethesda (MD); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

On-site fitness center

Dining and employee discount programs

401k and comprehensive benefits

Job summary

Addison Group, a respected firm, is seeking an Operations & RFI Associate in Bethesda, MD to support Client Services and investment operations. This role emphasizes accuracy, process consistency, and cross-team collaboration.

Hybrid work with four days in the office and remote Fridays, offering a competitive salary of $85,000-$105,000 per year plus bonus and a comprehensive benefits package.

Qualifications

• 10+ years of experience in Operations Support within financial services or similar admin capacity.
• 7–10+ years in client services or investment operations.
• Experience supporting marketing, communications, client service, or business development functions is preferred.
• Proficient in Salesforce or similar CRM.

Responsibilities

• Coordinate RFIs, RFPs, and DDQs with timely, accurate responses.
• Maintain standardized responses and supporting documentation.
• Collaborate with Portfolio Management, Accounting, Legal, and Compliance to verify information.
• Manage client and investor records in Salesforce.
• Create reports and dashboards in Salesforce and Excel.
• Track client activity and documentation.
• Support onboarding, reporting, and investor meetings as needed.

Skills

Attention to detail

Multitasking

Communication skills

Tools

Salesforce

Job description

Addison Group, a respected firm, is seeking an Operations & RFI Associate in Bethesda, MD to support Client Services and investment operations. This role emphasizes accuracy, process consistency, and cross-team collaboration.

Hybrid work with four days in the office and remote Fridays, offering a competitive salary of $85,000-$105,000 per year plus bonus and a comprehensive benefits package.