What are the responsibilities and job description for the Business Support Manager position at Boyd Consulting Partners?
Responsibilities:
The ideal candidate will have excellent organizational and communication skills, with the ability to work independently and collaboratively as part of a team. Key responsibilities include:
- Supporting Partners in cash management, ensuring seamless execution and completion of tasks
- Overseeing cash management for private equity capital calls and distributions, billing/fees, and separate account cash balances
- Preparing meeting materials, managing calendars, and ensuring timely completion of tasks
- Collaborating with our Partners on investment subscription agreements and other critical documents
- Acting as a reporting admin analyst, capturing balance sheet reports, filing, and storing statements
- Helping gather/send tax documents, maintaining accurate records and adhering to deadlines
- Coordinating Partners' travel arrangements and expenses
- Providing backup support for Associates on simple reporting tasks, utilizing Black Diamond performance reports for standard clients
- Managing prospect pipeline reports, CRM system inputs, and weekly meeting emails to management
- Ensuring compliance by uploading pitch books, non-standard books through Basis Code, and incorporating feedback/editing into final presentations
- Supporting new account process, working with the team to complete onboarding spreadsheets and performing final quality control
- Leading onboarding discussions with new clients, guiding them through accessing Schwab portal, setting up paperless statements, and more.
Requirements:
- Bachelor's degree preferred
- Minimum 4 years of experience in Financial Services, preferably with an SEC-registered investment advisor, providing administrative and operational support
- Strong software skills in Excel, PowerPoint, and Word
- Familiarity with e-money planning software and Advent's Black Diamond a plus but not essential.
