Operations & RFI Associate

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

Benefits offered by this job

Hybrid work schedule

Fridays remote

Investment management exposure

Collaborative team

Job summary

Addison Group is partnering with a well-established investment management firm in Bethesda to hire an Operations & RFI Associate. You will support the Client Services team by coordinating investor information requests, preparing DDQs, maintaining client records, and generating reports.

This role favors detail-oriented professionals with a financial services background, who enjoy research-driven work.

Qualifications

• 7–10+ years in client services or financial services operations.
• Experience in wealth management, banking, real estate investment, or related field preferred.
• Hands-on use of Salesforce or similar CRM; ability to generate reports and maintain records.
• Advanced Excel skills for reporting and data analysis.
• Excellent written communication, proofreading, and editing skills.

Responsibilities

• Coordinate RFIs, RFPs, and DDQs with accurate, timely responses.
• Maintain and update standardized response materials and supporting documentation.
• Collaborate with Portfolio Management, Accounting, Legal, and Compliance to gather and verify information.
• Manage client and investor records in Salesforce with high data accuracy.
• Create reports, dashboards, and spreadsheets using Salesforce and Excel.
• Track client accounts, capital activity, and investor documentation.
• Monitor client communications; ensure requests are documented and addressed.

Skills

Salesforce CRM

Excel

Data analysis

Attention to detail

Time management

Written communication

Education

Bachelor's degree preferred but not required

Tools

Salesforce CRM

Microsoft Excel

Microsoft Office Suite

Job description

Operations & RFI Associate

Industry: Financial Services / Real Estate Investment

Location: Bethesda, MD

Assignment Type: Direct Hire

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

Work Schedule: Full-time, Monday–Friday, 8:30 AM–5:30 PM. Four days onsite and Fridays working remotely.

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

About Our Client

Addison Group is partnering with a well-established investment management firm seeking an Operations & RFI Associate to join its Client Services team. This organization works with investors and their advisors, supporting investment operations, reporting, and client relationships.

Job Description

The Operations & RFI Associate will support the Client Services team by coordinating investor information requests, preparing due diligence questionnaires, maintaining accurate client records, and generating reports. This role is ideal for an experienced professional with a background in financial services who enjoys detailed, research-driven work and maintaining accurate, organized information.

Key Responsibilities

• Coordinate and complete requests for information (RFIs), requests for proposals (RFPs), and due diligence questionnaires (DDQs), ensuring responses are accurate, polished, and submitted on time.
• Maintain and update standardized response materials, research information, and supporting documentation.
• Partner with internal teams, including Portfolio Management, Accounting, Legal, and Compliance, to collect and verify information.
• Manage client and investor records in Salesforce, ensuring data accuracy and completeness.
• Create and maintain reports, dashboards, and spreadsheets using Salesforce and Excel.
• Track client account updates, capital activity, and investor-related documentation.
• Monitor client communications and ensure requests are documented, tracked, and addressed promptly.
• Assist with client onboarding, reporting, investor meetings, and other team initiatives as needed.

Qualifications

• 7–10+ years of experience in client services, financial services operations, investment support, or a related field.
• Experience in financial services, wealth management, banking, real estate investment, or a similar industry strongly preferred.
• Hands-on experience with Salesforce or a comparable CRM, with the ability to generate reports and maintain detailed records.
• Strong Microsoft Excel skills, including reporting, data analysis, and spreadsheet management.
• Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
• Excellent written communication, proofreading, and editing skills.
• Exceptional attention to detail and a high level of accuracy when working with large amounts of data.
• Strong organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines.
• A proactive, collaborative approach and the ability to work independently in a detail-oriented environment.
• Bachelor's degree preferred but not required.

Additional Details

• Salary range: $85,000–$105,000 annually, plus discretionary bonus.
• Full-time schedule with four days onsite in Bethesda, MD, and remote work on Fridays.
• Standard working hours are 8:30 AM–5:30 PM.
• The anticipated start date is approximately two weeks after offer acceptance.

Perks

• Hybrid work schedule with Fridays remote.
• Opportunity to join an established investment management organization.
• Collaborative team environment with exposure to multiple business functions.
• Opportunity to develop expertise in investor relations, financial reporting, and investment operations.

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.

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