Business Operations Analyst

ECHELON Partners is a leading investment bank and consulting firm dedicated to the wealth and investment management industry. We specialize in M&A advisory, strategic consulting, and valuation services for RIAs, broker-dealers, and wealth tech firms. With a deep understanding of the industry and a commitment to long-term client partnerships, ECHELON delivers insight-driven solutions with integrity and precision.

The Business Operations Analyst is a full-time, on-site role based in Encinitas, CA. This role involves analyzing business operations, processes, and data to identify efficiencies and opportunities for improvement. The Business Operations Analyst provides critical day-to-day support to the Vice President of Administration across business operations, administration, finance coordination, human resources, systems management, and executive support. This role is ideal for a highly organized, detail-oriented professional who thrives in a support role and enjoys managing multiple responsibilities to keep operations running smoothly.

Operations & Office Administration

• Support the VP of Administration with daily operational tasks and initiatives
• Assist with office management, vendor coordination, and supply management
• Maintain organized records, files, and internal documentation
• Track action items and ensure timely follow-up on operational priorities

Accounts Payable & Accounts Receivable Support

• Assist with processing invoices, expenses, and reimbursements
• Track payments and receivables and follow up as directed
• Coordinate with external accounting and finance partners
• Maintain accurate financial and expense documentation

Administrative & Executive Support

• Assist with scheduling, calendar coordination, and meeting logistics
• Support travel planning and administrative needs
• Prepare documents, reports, and presentations as requested
• Serve as a coordination point for internal and external communications
• Provide supplemental executive support to the CEO, coordinated through the VP of Administration

Human Resources Administration

• Assist with onboarding and offboarding processes
• Maintain employee records and HR documentation
• Support benefits administration and payroll coordination
• Respond to routine employee HR-related inquiries

CRM & Systems Management

• Update and maintain CRM and internal systems
• Ensure data accuracy and proper documentation
• Assist with reporting and system organization

Compliance & Documentation

• Support compliance tracking, deadlines, and required filings
• Coordinate with external vendors and partners as needed

Events & Internal Coordination

• Assist in planning and executing company meetings and events
• Coordinate logistics, scheduling, and communications
• Support internal projects and initiatives as assigned

• 2 - 3+ years of experience in operations, administration, or executive support
• Strong organizational and time-management skills
• High attention to detail and ability to manage confidential information
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office, CRM platforms, and HR systems
• Reliable and execution-focused
• Proactive and resourceful
• Comfortable working in a support role
• Strong follow-through and accountability