Operations Analyst

Operations Analyst - DBD Investment Bank (Hybrid/Remote flexibility) 

About DBD Investment Bank

DBD Investment Bank is an independent boutique investment bank specializing in the lower middle market. Since our founding in 2018, we've built a reputation for bringing bulge bracket expertise to middle-market enterprises—delivering the sophisticated financial advisory services typically reserved for multibillion-dollar corporations to the companies that drive America's economic engine.

Our success stems from assembling exceptional professionals who thrive in our entrepreneurial, fast-paced environment. We offer competitive compensation aligned with leading investment banking firms, comprehensive training programs, and direct mentorship from senior leadership. At DBD Partners, you'll join a collaborative team that values diverse perspectives and empowers you to make a meaningful impact from day one.

The Role

We're seeking a Business Coordinator to serve as the operational backbone of our growing firm. This pivotal role combines strategic project management with essential administrative functions to ensure seamless operations across all departments. You'll be instrumental in optimizing workflows, facilitating cross-functional collaboration, and maintaining the operational excellence that enables our deal teams to focus on delivering exceptional client service.

Key Responsibilities

Operations & Project Management

• Drive cross-departmental collaboration to ensure timely completion of project milestones and operational objectives
• Design and implement process improvements to enhance organizational efficiency and compliance
• Analyze operational data and prepare strategic reports on departmental performance and project progress

Administrative Excellence

• Maintain confidential files and databases with meticulous attention to accuracy and accessibility
• Coordinate complex scheduling across multiple stakeholders, including executive calendars, client meetings, and travel arrangements
• Manage vendor relationships, negotiate contracts, and ensure quality service delivery

Financial Administration

• Support budget preparation and expense tracking processes
• Process invoices and maintain financial documentation with precision
• Monitor spending against budgets and flag variances

Event & Logistics Coordination

• Plan and execute internal team events and external client functions
• Manage all event logistics including venue selection, catering, and attendee coordination
• Ensure flawless execution that reflects our firm's professional standards

Qualifications

Required:

• Demonstrated success in a coordinator, operations, or project management role
• Outstanding organizational skills with proven ability to manage multiple priorities
• Exceptional written and verbal communication abilities
• Advanced proficiency in Microsoft Office Suite
• Impeccable discretion when handling confidential information
• Strong analytical mindset with meticulous attention to detail
• Ability to thrive in a dynamic, deadline-driven environment

Preferred:

• Bachelor's degree in Business Administration or related field
• Experience with project management software and CRM systems
• Previous experience in financial services or professional services environment

Why Join DBD Partners?

This is an opportunity to play a critical role in a growing investment bank where your contributions directly impact our success. You'll work alongside talented professionals, gain exposure to complex financial transactions, and develop skills that will accelerate your career trajectory. If you're ready to be the organizational force that keeps a dynamic investment bank running at peak performance, we want to hear from you.