Operations & Client Delivery Associate

Fidelman & Company

  • Westport, CT
  • $40,000-50,000 per year
  • Contract
  • Full-time
  • 2 months ago
  • Apply easily
This role is ideal for someone early in their career who is detail-oriented, resourceful, and eager to grow in a fast-paced, entrepreneurial environment. You’ll support our internal team with administrative and operational tasks while also assisting with client-facing deliverables such as pitch decks and presentations.You will not be responsible for financial modeling or valuation analysis, but should be comfortable working with business content and presentation materials.RequirementsOperations & Administrative Support
  • Manage scheduling, calendars, and internal communications
  • Track tasks and coordinate follow-ups to keep projects on schedule
  • Organize documents and digital files across Google Workspace
  • Support client onboarding and internal process documentation
  • Assist with day-to-day logistics and office coordination in Westport, CT
Client Delivery Support
  • Help prepare, edit, and format investor presentations and client decks
  • Conduct light research to support presentation content (e.g., investor names, market data)
  • Maintain and update templates and internal content libraries
  • Coordinate timelines for deliverables and communicate with internal team
Tools We UseThe ideal candidate will be proficient or quickly become comfortable with the following tools:
  • HubSpot (CRM and marketing workflows) – Required
  • Google Workspace (Docs, Slides, Sheets, Drive) – Primary work environment
  • Trello (project management)
  • Slack (internal communication)
  • Adobe Acrobat / Creative Suite (basic PDF and graphic formatting)

Fidelman & Company