Job Description

Zevenbergen Capital Investments LLC (ZCI) is a forward-thinking, boutique investment advisory firm specializing in growth equity investing built on a foundation of fundamental, bottom-up research. We have nearly 40 years of experience serving both institutional and individual clients across the US and are looking to add a top-quality individual to our current team of 25 in Edmonds, Washington.

Opportunity:

We’re looking for a motivated, multi-tasking, Technology & Operations Specialist to help support our day-to-day technology and operations functions and assist with data governance and process automation. This position works directly with ZCI’s Chief Technology Officer (CTO).

The ideal candidate will be charged with a high level of responsibility and trust, and should welcome challenges, enjoy an interesting and dynamic workflow, and embrace a fast-paced environment. This person should be particularly adept at both working independently and collaborating across teams. They should also be able to communicate effectively with all members of the ZCI team, as well as outside consultants, vendors and clients. As a small firm, we value the ability to willingly take on a variety of tasks and projects involving multiple departments.

Job Responsibilities will include:

Data and System Maintenance

• Update and maintain internal databases (e.g., CRM).
• Data governance over SharePoint and document libraries.
• Perform regular audits and reconciliations of key data sets.
• Help to identify and advise the CTO of potential problems, enhanced service initiatives, and regular status updates of current systems on an ongoing basis.

Process Automation & Workflow Optimization

• Identify manual workflows and propose automation solutions (e.g., using Power Automate, Python, etc.).
• Work with Operations Team to streamline data entry, client onboarding, billing, and compliance tasks.
• Document processes and maintain SOPs for automated workflows.

Reporting & Insights

• Collaborate with staff to improve reporting accuracy and relevance.
• Generate and distribute recurring reports for individual teams and firm in a visually engaging format.
• Build ad hoc reports and dashboards using tools like Excel, Power BI or Salesforce.

Help Desk & Tech Support

• Assist with troubleshooting of end user hardware and software issues, as needed. This may include:
• Assistance with employee onboarding/offboarding.
• Coordinate with the Technology Team for escalations and system updates.
• Providing backup to CTO, as needed.
• Develop or assist in developing and maintaining written policies and processes for the IT department.
• Assist with review and preparation of written descriptions detailing ZCI’s information technology practices, systems and initiatives for clients, prospective clients, and auditors.

Minimum Requirements for Consideration

• Three (3) years professional work experience in data analysis and process automation.
• Bachelor’s degree in Data Science, Computer Science or related area of study.
• Experience with CRM database administration.
• Experience with process development, automation and documentation.
• Experience troubleshooting Microsoft Windows & Office.
• Exceptional communication skills (written and verbal) with a client-service approach in working with all levels of the organization.
• Outstanding analytical and organizational skills, resourceful and inquisitive, analytical problem solver; ability to work independently or with a team to meet tight deadlines.
• Ethical and trustworthy individual who can handle and protect highly confidential/sensitive information.
• Demonstrate a clear commitment to the highest standards of integrity, professional and personal conduct and hold others to the same standard.

Desirable Skills and Experience

• Working knowledge of M365 Administration, Python, CRM administration and graphic design software.
• Experience operating as a service desk technician.
• Exposure to the investment management industry or other highly regulated business that works with sensitive, confidential information.

Physical Requirements

• Locally based or willing to relocate; 4 days/week in office, one flexible working day
• Willing to embrace pre- and/or post-NYSE trading work hours, as needed

Position DetailsSalary range:

• Salary range: $115,000 - $150,000, depending on experience
• Paid time off: Vacation that increases with tenure, beginning at a rate of 15 days/year
• Paid sick & holidays: 1 hour sick leave per 40 hours work and 10 holidays per year
• Benefits: Comprehensive medical/dental/life insurance package
• 401(k): Annual contribution of 3% of eligible wages
• Career development: Training/certification/licensing/dues reimbursement
• Paid family/medical leave
• Paid sabbaticals every 10 years

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

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