Senior Data & Operations Associate — Events & Programs

Milken Institute; Santa Monica (CA); Hybrid; USD 75,000 - 82,000; Full time

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• Audit systems and lists for upcoming payments, membership statuses/renewals, and outdated information.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

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.