Office Operations Manager

Hudson Gate Partners; Dallas (TX); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Bonus potential

Paid benefits

Office in Dallas

Job summary

Hudson Gate Partners seeks an Office Operations Director to manage daily operations, bookkeeping, CRM, and cross‑functional support for a hedge fund environment. The role requires a detail‑oriented, proactive professional who can own a broad range of responsibilities across finance, compliance, and client-facing activities.

This hands‑on position offers growth into broader operational leadership, with a focus on keeping the firm organized, compliant, and efficiently run in a fast-paced setting.

Qualifications

• Experience in office management or multifaceted operations roles.
• Familiarity with QuickBooks and basic bookkeeping.
• Experience with CRM systems and maintaining business records.

Responsibilities

• Oversee daily office operations and ensure efficiency.
• Support bookkeeping, expense tracking, and invoicing processes.
• Maintain CRM data accuracy and assist with data organization.
• Support compliance-related admin tasks and marketing materials.
• Coordinate client meetings, events, and travel logistics.
• Provide general business support across departments as needed.

Skills

Office management

Bookkeeping

CRM management

Compliance support

Vendor coordination

Communication skills

Proactive mindset

Tools

QuickBooks

CRM systems

Microsoft Office

Job description

Our client a Long/Short Hedge Fund is seeking an Office Operations Manager to join their team.

Position Overview:

Our client, a long/short hedge fund, is seeking a highly organized, proactive, and resourceful Office Operations Director to support the day-to-day operations of the firm. This is a hands-on, multifaceted role for someone who enjoys wearing many hats and working across all areas of a business, including office management, bookkeeping, compliance, CRM management, marketing, and general team support.

The ideal candidate is detail-oriented, personable, and comfortable taking ownership of a wide variety of responsibilities in a fast-paced investment environment. This individual will serve as a central resource for the team, helping ensure that the office runs smoothly while supporting the firm's operational and business needs.

This is an excellent opportunity for someone who enjoys being involved in all aspects of a business and is interested in growing into a broader operational leadership role over time.

Key Responsibilities

Office Management & Administration

• Oversee daily office operations and ensure the office is organized, professional, and running efficiently.
• Answer incoming phone calls, greet visitors, and manage front-door access.
• Maintain office supplies, kitchen amenities, coffee service, and other day-to-day office needs.
• Coordinate vendors, service providers, deliveries, and office maintenance.
• Provide administrative and logistical support to team members across all functions.
• Assist with bookkeeping, expense tracking, invoice processing, and general financial administration.
• Provide support with QuickBooks, including maintaining records and assisting with reconciliations as needed.
• Help coordinate operational processes and maintain accurate documentation.
• Work with the appropriate team members and outside service providers on accounting and financial administration matters.

CRM & Data Management

• Assist with the administration and maintenance of the firm's CRM system.
• Maintain accurate contact records, update information, and support data organization.
• Help ensure that client, investor, and business development information is properly documented and accessible.
• Identify opportunities to improve internal systems, workflows, and processes.

Compliance & Marketing Support

• Assist with compliance-related administrative tasks, documentation, and recordkeeping.
• Support marketing initiatives, presentation materials, and other firm communications.
• Coordinate with internal team members and external service providers to keep projects and deliverables on track.
• Provide general support across business functions as needs arise.

Client Meetings & Events

• Welcome clients and visitors and ensure meetings are professionally coordinated.
• Prepare conference rooms and meeting materials.
• Attend client meetings as needed, take detailed notes, and track follow-up items.
• Assist with the coordination of conferences, industry events, and other firm-related activities.
• Travel occasionally to attend conferences and support firm events.

General Team & Business Support

• Serve as a dependable, go-to resource for team members across the firm.
• Take ownership of projects and tasks that fall outside traditional job responsibilities.
• Anticipate needs, resolve issues, and help keep daily operations moving forward.Look for ways to streamline processes, improve efficiency, and strengthen the firm's operational infrastructure.

Qualifications

• Prior experience in office management, business operations, administration, or a similar multifaceted role.
• Experience within financial services, investment management, a hedge fund, or a professional services environment is preferred.
• Familiarity with QuickBooks, bookkeeping, and basic financial administration.
• Experience with CRM systems and maintaining accurate business records.
• Exposure to compliance, marketing, or other business operations functions is a plus.
• Excellent organizational skills and strong attention to detail.
• Strong written and verbal communication skills.Professional, polished, and comfortable interacting with clients and senior professionals.
• A proactive, resourceful mindset and willingness to take on a wide range of responsibilities.
• Ability to prioritize competing demands, work independently, and adapt as the firm's needs evolve.
• Proficiency with Microsoft Office and general business technology.

Ideal Candidate

The successful candidate is a true jack-of-all-trades who enjoys being involved in every aspect of a business. They are equally comfortable managing the front office, assisting with bookkeeping, maintaining the CRM, supporting compliance and marketing initiatives, and helping the team prepare for client meetings and conferences.

This person takes pride in being dependable, organized, and one step ahead. They bring a positive attitude, sound judgment, and a willingness to roll up their sleeves wherever needed.

Growth Opportunity:

This role offers the opportunity to develop a deep understanding of the firm's business and take on increasing responsibility over time, with the potential to grow into a broader operations or business management position.

5 days a week in the office

$125,000-$150,000 + bonus and 100% paid benefits