
Strategic Operations Specialist
2 days ago
Job Title: Strategic Operations Specialist
We are seeking a highly organized and skilled professional to support our senior leadership team in driving business growth.
This is a full-time remote position with excellent opportunities for professional development. As a key member of our team, you will be responsible for managing email, calendar, and CRM systems, ensuring seamless communication and data management.
You will also be responsible for deal pipeline and CRM management using HubSpot, as well as providing deal support and analysis.
In addition, the ideal candidate will possess strong research and communication skills, with the ability to draft high-quality reports and updates. You will also be responsible for operations and process development, including documenting SOPs and identifying areas for improvement.
Responsibilities:
- Manage email inbox, prioritize messages, and flag urgent matters.
- Schedule and coordinate meetings with stakeholders.
- Anticipate needs, surface critical information, and ensure senior leadership is prepared for all meetings and decisions.
- Own the firm's CRM and deal pipeline, extracting property and market information from Offering Memorandums (OMs), broker emails, and NDAs.
- Track deal stages and generate pipeline reports.
- Oversee daily HubSpot tasks and task checklists, ensuring all workstreams remain on track.
- Prepare offering memos (OMs) and investor-facing materials in PowerPoint using firm-branded templates.
- Draft Letters of Intent (LOIs) in Word and assist with NDA reviews.
- Pull market and property-level information from CoStar to support underwriting.
- Maintain and update supporting spreadsheets, including rent rolls, property summaries, and comparable property data.
- Conduct market diligence calls with brokers, property managers, and apartment operators.
- Draft monthly investor update emails and reports.
- Prepare concise research briefs and business memos to support investment decisions.
- Document and refine SOPs for recurring tasks and firmwide business processes.
- Ensure digital files are organized and information is consistently logged across systems.
- Identify gaps in current workflows and propose solutions for greater efficiency.
Requirements:
- Bachelor's degree in Business, Finance, or a related field.
- Prior experience as a Chief of Staff, Executive Assistant, Operations Manager, or similar strategic support role.
- Strong English communication skills, both written and verbal.
- Proficiency in MS Office Suite (Excel, PowerPoint, Word).
- Ability to learn and work with software platforms like HubSpot and CoStar.
- Ability to manage multiple priorities with sound judgment and minimal oversight.
- Demonstrated ability to think critically, anticipate needs, and act as a trusted partner to senior leadership.
Preferred Experience:
- Real estate industry knowledge (multifamily or commercial).
- Experience drafting or reviewing legal documents (NDAs, LOIs).
- Familiarity with CoStar or other property data tools.
Benefits:
- Full-time remote position with excellent opportunities for professional development.
- Competitive compensation package.
- Opportunities for career advancement.
Others:
- Must be able to work independently with minimal supervision.
- Must be able to maintain confidentiality and handle sensitive information.
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