Operations Associate

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

Benefits offered by this job

Medical, dental, vision

401(k)

Discretionary bonus

Job summary

The Addison Group is recruiting for an Operations & RFI Associate in Bethesda, MD. This role supports Relationship Managers, coordinates RFIs, DDQs, and RFPs, and drives reporting, onboarding, and capital tracking within client services.

Requires strong organization and communication in a fast-paced real estate investment setting. Responsibilities include drafting responses with SMEs, maintaining templates, and leveraging Salesforce for dashboards and reporting.

Qualifications

• 7–10 years of client service-related experience.
• Bachelor's degree preferred but not required.
• Excellent written and verbal communication.
• Advanced Excel and CRM experience.
• Ability to work in a fast-paced environment.

Responsibilities

• Coordinate RFIs, DDQs, and RFP responses on deadlines.
• Maintain templates and source files for client services.
• Draft responses with SMEs for high-quality deliverables.
• Prepare investor reports and support onboarding.
• Maintain Salesforce and generate dashboards.
• Support investor meetings and cross-functional projects.

Skills

Client service

Communication

Organization

Attention to detail

Time management

Education

Bachelor's degree in Marketing or Business

Tools

Microsoft Excel

Salesforce

Microsoft Word

PowerPoint

Job description

Location (city, state): Bethesda, MD

Assignment Type: Direct Hire

Pay: $85,000–$105,000 annually, plus discretionary bonus

Work Schedule: Monday–Thursday onsite; Fridays remote, 8:30 AM–5:30 PM

Benefits: This position is eligible for medical, dental, vision, and 401(k).

About Our Client:

Our client is an established real estate investment firm seeking an Operations & RFI Associate to join its Client Services team. This individual will support investor relationships, coordinate due diligence requests, and contribute to reporting and operational initiatives. The ideal candidate is detail-oriented, highly organized, and comfortable managing multiple priorities in a fast-paced environment.

Job Description:

The Operations & RFI Associate will support Relationship Managers in maintaining and developing strategic relationships with investors and their advisors. This role will coordinate Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and Requests for Proposals (RFPs), while providing broader support across client services, investor onboarding, capital tracking, and management reporting. The successful candidate will collaborate with internal departments and external stakeholders to ensure accurate, timely responses and exceptional client service.

Key Responsibilities:

• Coordinate and complete RFIs, DDQs, and RFPs accurately and within established deadlines.


• Maintain and update standard response templates, source files, and supporting documentation.


• Draft new responses and collaborate with subject matter experts to ensure high-quality deliverables.


• Develop a strong understanding of the firm's investment products and real estate investment strategies.


• Coordinate with State Street to fulfill data requests and manage wire transfer instruction updates and verification.


• Compile reports for Relationship Managers, executive leadership, investors, consultants, and other stakeholders.


• Support investor onboarding, mergers, account changes, capital calls, wire confirmations, and other client-related activities.


• Track and reconcile quarterly capital activity in coordination with trustees and Accounting.


• Prepare and maintain client directive documentation related to subscriptions, redemptions, account changes, wire updates, dividend elections, and fee requests.


• Maintain Salesforce records and leverage reporting tools and dashboards to support business insights.


• Use Excel to analyze data and prepare business and management reports.


• Monitor client communications and track requests requiring action or follow-up.


• Coordinate logistics for investor meetings and assist with conference participation and other client service initiatives.


• Provide cross-functional support for presentations, marketing distributions, and other operational projects as needed.

Qualifications:

• 7–10 years of client service-related experience.


• Bachelor's degree in Marketing, Business, or a related field preferred but not required.


• Excellent written and verbal communication skills.


• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and meet deadlines.


• Proactive, collaborative approach with the ability to work effectively in a fast-paced environment.


• Advanced proficiency in Microsoft Excel and strong working knowledge of Word and PowerPoint.


• Experience with Salesforce or similar CRM platforms.


• Ability to work collaboratively with Relationship Managers and cross-functional teams.


• Willingness to work extended hours when necessary.


• Direct-hire opportunity with a target start date as soon as possible.


• Standard work hours are 8:30 AM–5:30 PM.


• Monday–Thursday onsite, with remote work on Fridays.


• Discretionary annual bonus.


• Hybrid work schedule with Fridays remote.


• Opportunity to work closely with senior leadership and investor relations teams.


• Collaborative environment with exposure to real estate investment operations, client services, and financial reporting.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.