Senior Associate, Data & Operations

Milken Institute

Santa Monica (CA)

Hybrid

USD 75,000 - 82,000

Full time

8 hours ago

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Benefits offered by this job

Life Insurance (Basic, Voluntary & AD&

Paid Time Off (Personal, Vacation, PTO

Job summary

Milken Institute in Santa Monica, CA is seeking a Senior Associate for Data & Operations to manage data, processes, and events across constituencies. This role emphasizes organization, analytics, and cross-team collaboration in a hybrid setting.

The ideal candidate will drive data maintenance, streamline workflows, and support major events with AI-enabled efficiency, reporting, and stakeholder engagement.

Qualifications

2–5 years of relevant work experience.
A proactive, highly organized, detail-oriented development professional with experience in project management, small event management, and data analysis.
Ability to manage complex projects in a fast-paced environment and respond promptly to communications.
Motivated self-starter who can generate workable solutions and resolve issues quickly.
Willing to take on additional tasks and anticipate needs over time.
An attitude of "no job is too small" with attention to detail for stakeholder outcomes.
Team player who works with colleagues at all levels, including senior decision-makers.
Interest or knowledge in financial services and willingness to learn more.
Flexibility to work across time zones.
Strong verbal and written communication skills.
Bachelor's degree required.
Proficiency in Microsoft Office; Salesforce is a plus.

Responsibilities

Lead data collection, storage, cleaning, explanation, and analysis for constituency group data.
Maintain systems and processes for data tracking and upkeep for all constituency groups.
Audit systems and lists for upcoming payments, membership statuses/renewals, and outdated information.
Use AI tools to automate processes for auditing membership data and reporting.
Lead invite creation for small and large events, including pulling invite lists and updating CRM/Salesforce/Airtable.
Coordinate inter- and intra-department communications for project collaboration and process implementation.
Create and maintain best-practice documentation for constituency groups.
Manage experiences at virtual and in-person events, including sessions, roundtables, and orientations.
Create compelling invite copy and materials for events; use AI to improve processes.

Skills

Project management

Data analysis

Event coordination

Communication skills

Attention to detail

Team collaboration

Proactive/self-starter

Cross-time zone work

Financial services knowledge

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Airtable

Claude AI tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Associate, Data & Operations

Full-time Regular Santa Monica, CA, US

2 days ago Requisition ID: 1584

Salary Range: $75,000.00 To $82,000.00 Annually

About the Milken Institute

The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.

The Milken Institute’s events and programmatic activities, involve the exchange of ideas with leaders from around the world. The Institute hosts more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500+ participants from around the world, featuring more than 900+ speakers throughout 200+ sessions over the course of the event.

About the Position

The Milken Institute is seeking a Senior Associate to support the Milken Institute's Business and Program Development team in the Santa Monica office. This role is ideal for a highly organized, analytical professional who thrives at the intersection of data management, operations, and event operations execution. The Senior Associate will play a central role in supporting key constituency groups, including the Global Capital Markets Advisory Council (GCMAC), Forum for Family Asset Management (FFAM), and Young Leaders Circle (YLC). In this role, this individual will help manage high-impact projects, streamline workflows across internal teams, utilize AI tools, oversee data maintenance, support constituency group presence at major events of all sizes, and conduct all necessary outreach and follow-up. This position will work closely with colleagues in Business and Program Development, Events, and Communications.

The candidate will report to the Director, Business and Program Development, who oversees constituency groups. The right candidate will have exceptional organizational and analytical skills and the ability to keep internal and external stakeholders engaged throughout project development.

Responsibilities

Monitoring and evaluation

Lead the collection, storage, cleaning, explanation, and analysis of constituency group data
Maintain systems and processes to ensure accurate tracking and data upkeep for all constituency groups
Regularly audit systems and externally shareable lists for upcoming payments, membership statuses/renewals, outdated information, etc.
Utilize AI tools (e.g., Claude enterprise account) to create automated processes that seamlessly audit membership data and streamline reporting, list generation, etc.

Project Management and Process Improvement

Lead invite process for small private events and large-scale conferences, including pulling invite lists from our CRM, auditing lists for accuracy, contacting internal relationship managers, finalizing invite copy, and adding relevant event logistics into Salesforce and Airtable
Support inter-and intradepartmental communications to ensure smooth collaboration on projects and effective process implementation to achieve larger department needs
Create and maintain documentation of best practices and processes for constituency groups
Lead project management and team deliverables for constituency group experiences at both virtual and in-person events, including private sessions, roundtables, new member orientations, and quarterly conference calls
Create compelling invite copy and externally shareable materials (e.g., briefings, agendas) for small- and large-scale events
Utilize AI systems (e.g., Claude enterprise account) to identify and update manual and/or outdated processes for more streamlined projects

Internal Coordination

Work with Communications team to create and update marketing collateral
Work closely with Outreach & Engagement team to submit event requests, lead event invite process, and track invitation statuses
Work closely with Event Operations team to submit event request forms and all necessary event logistics ahead of large-scale events
Duties as assigned

Qualifications

2–5 years of relevant work experience
A proactive, highly organized, detail-oriented, and enthusiastic development professional with relevant experience in project management, small event management, and data analysis
Ability to manage complex projects and tasks in a fast-paced environment, with the capacity to prioritize effectively and respond promptly to internal and external communication
Motivated self-starter and innovative problem-solver who can generate workable solutions and resolve issues in a timely fashion
Seeks out additional tasks when current work is completed and anticipates needs over time
An attitude of "no job is too small" and attention to detail that ensures rewarding experiences and outcomes for constituency group stakeholders
Team player who works well with colleagues at all levels of an organization, including desire and ability to support relationships with senior-level decision-makers
Intellectually curious, with a solid understanding of, or eagerness to learn about, the financial services industry
Flexibility to work across time zones around the world
Strong oral and written communication skills
Bachelor's degree required
Technically savvy with proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); Salesforce is a plus

Working Conditions & Travel Requirements

This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to the Santa Monica office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.

This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Domestic travel is possible. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.

Note

The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.

Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.

Our Culture

The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran.

Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.