What are the responsibilities and job description for the Office Manager & Administrative Operations Support position at Insight Equity?
Job Description
Job Title: Private Equity Coordinator
As the first point of contact, the Private Equity Coordinator plays a key role in shaping the firm’s professional image. This position requires a dynamic individual who can consistently present a welcoming and professional impression to visitors and callers. The ideal candidate will be committed to working with the firm long-term, fostering consistency and strong relationships both internally and with external business partners.
This role demands flexibility, outstanding interpersonal skills, and the ability to collaborate effectively with all levels of management and outside business partners.
Key Responsibilities:
Insight Equity, a value-focused private equity firm, invests in strategically viable and differentiated lower middle-market companies in a variety of end markets with defensible market positions and the potential for transformational growth. The firm deploys a differentiated investment strategy utilizing a ‘one-team’ investment approach (no outsourcing of portfolio management to operating partners) enabling more creativity, collaboration, and partnership with our portfolio companies, unlocking greater long-term value. Our investors include family offices, endowments, trusts, fund of funds, insurance companies, pension funds, and others. Insight Equity is located near the Dallas/Ft. Worth International Airport in Southlake, Texas (within Southlake Town Square).
Insight Equity, a value-focused private equity firm, invests in strategically viable and differentiated lower middle-market companies in a variety of end markets with defensible market positions and the potential for transformational growth. The firm deploys a differentiated investment strategy utilizing a ‘one-team’ investment approach (no outsourcing of portfolio management to operating partners) enabling more creativity, collaboration, and partnership with our portfolio companies, unlocking greater long-term value. Our investors include family offices, endowments, trusts, fund of funds, insurance companies, pension funds, and others. Insight Equity is located near the Dallas/Ft. Worth International Airport in Southlake, Texas (within Southlake Town Square).
Job Title: Private Equity Coordinator
As the first point of contact, the Private Equity Coordinator plays a key role in shaping the firm’s professional image. This position requires a dynamic individual who can consistently present a welcoming and professional impression to visitors and callers. The ideal candidate will be committed to working with the firm long-term, fostering consistency and strong relationships both internally and with external business partners.
This role demands flexibility, outstanding interpersonal skills, and the ability to collaborate effectively with all levels of management and outside business partners.
Key Responsibilities:
- Travel Coordination: Arrange and manage team members' travel, making real-time adjustments as needed.
- Calendar Management: Maintain and update the firm’s calendar, ensuring efficient scheduling of meetings and travel plans.
- Office Operations: Oversee office and breakroom supplies, manage service and maintenance vendors, and ensure smooth day-to-day office operations.
- Database Management: Manage the deal opportunities database by logging new deals, maintaining accurate business contact information, and preparing weekly reports for team meetings.
- File Management: Ensure proper organization and maintenance of digital and physical files.
- Portfolio Company Support: Serve as the main point of contact for portfolio company executives, schedule monthly meetings, and maintain up-to-date contact lists for portfolio management teams.
- Reception Duties: Greet and direct visitors, arrange meeting amenities, and ensure meeting rooms are set up with necessary equipment, lunches, and refreshments.
- Employee Onboarding: Assist in preparing and welcoming new employees.
- Additional Administrative Support: Perform other administrative tasks as needed.
- Bachelor’s (4-year) degree
- Computer proficiency with demonstrated knowledge and application of PowerPoint, Word, and Excel
- Excellent written and verbal communication skills along with strong listening skills
- Previous administrative experience in a business or corporate environment strongly preferred
- Highly organized with keen attention to detail and accuracy
- Commitment to the position long-term
- Ability to adapt to evolving needs and prioritize tasks effectively
- Strong sense of confidentiality and discretion
- Initiative-driven, with the ability and desire to improve daily office operations
- Comfortable working with employees and business partners at all levels
- Display strong work ethic, dependability, and professionalism
- Team-oriented with the capacity to handle a variety of tasks in a fast-paced environment
Insight Equity, a value-focused private equity firm, invests in strategically viable and differentiated lower middle-market companies in a variety of end markets with defensible market positions and the potential for transformational growth. The firm deploys a differentiated investment strategy utilizing a ‘one-team’ investment approach (no outsourcing of portfolio management to operating partners) enabling more creativity, collaboration, and partnership with our portfolio companies, unlocking greater long-term value. Our investors include family offices, endowments, trusts, fund of funds, insurance companies, pension funds, and others. Insight Equity is located near the Dallas/Ft. Worth International Airport in Southlake, Texas (within Southlake Town Square).
Insight Equity, a value-focused private equity firm, invests in strategically viable and differentiated lower middle-market companies in a variety of end markets with defensible market positions and the potential for transformational growth. The firm deploys a differentiated investment strategy utilizing a ‘one-team’ investment approach (no outsourcing of portfolio management to operating partners) enabling more creativity, collaboration, and partnership with our portfolio companies, unlocking greater long-term value. Our investors include family offices, endowments, trusts, fund of funds, insurance companies, pension funds, and others. Insight Equity is located near the Dallas/Ft. Worth International Airport in Southlake, Texas (within Southlake Town Square).