Boly:Welch
Job Number: 32232
Salary: $80K-$100K DOE
Industry: Financial Services
Must Haves:
- Bachelor’s degree preferred but not required
- 6+ years of relevant work experience
- GPA 3.50+ preferred but not required
- Experience in administration, finance, or technology preferred but not required
Your New Role:
Are you a highly detail‑oriented administrative or finance professional who thrives in a fast‑paced environment where no two days look the same? This Business Development & Operations Manager role is a rare opportunity to step into a leadership role where you’ll play a vital role in day‑to‑day operations.
As Business Development & Operations Manager, you’ll provide comprehensive executive and team support, including calendar and inbox management, meeting and conference scheduling, and travel coordination. You’ll also take on responsibilities across marketing, investor relations, operations, and compliance. This includes managing investor outreach and correspondence, preparing and distributing monthly reports, and generating trading and performance reports using proprietary software. You’ll assist with trading operations, regulatory filings, audits, financial statement reviews, and policy maintenance, all while consulting with external partners such as administrators, brokers, auditors, and legal counsel. The role also supports recruiting, HR, IT, and legal initiatives.
Success in this role requires exceptional attention to detail, strong written and verbal communication skills, and the ability to confidently manage numbers, spreadsheets, and data checks. It also requires excellent organization, time management, and comfort juggling multiple priorities. You should be able to quickly learn new systems, ask thoughtful questions, and remain flexible when urgent matters arise. Applicants who hold a financial industry license (e.g. Series 7 or Series 3) or credential (e.g. CFA), or are willing to study for and pass the National Futures Association Series 3 Exam, will standout among other applicants.
This role is fully in-office at a beautiful downtown Portland office.
Your New Organization:
Join a well-established, boutique investment management firm in the heart of downtown PDX. With a small, experienced team and long-term employee tenure, they offer stability, hands-on learning, and meaningful responsibility. The environment is collaborative, intellectually engaging, and ideal for someone who values variety, ownership, and the opportunity to make a tangible impact across the business.
Benefits include paid holidays, vacation, and personal leave time (based on seniority, as eligible), 401K plan participation (once eligible), and capped medical insurance reimbursement.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
Local candidates are strongly encouraged to apply!
Click here to apply for this role. Please attach your resume as a PDF or Word doc.
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