Technology and Operations Specialist

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

Reporting & Insights

Help Desk & Tech Support

Minimum Requirements for Consideration

Desirable Skills and Experience

Physical Requirements

Position DetailsSalary range :

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.