Capital Operations & Executive Associate
hace 24 días
Rockville Centre
Job Description About Evolution Capital Group Evolution Capital Group is a growing merchant banking and commercial finance firm specializing in business financing, private capital, commercial real estate lending, and strategic capital advisory. We work closely with business owners, investors, financial institutions, and capital partners to structure and facilitate financing transactions across a broad range of industries. We are seeking an intelligent, highly organized, financially knowledgeable professional to work directly with senior leadership and play an integral role in supporting our expanding operations. Position Overview This is an exciting opportunity for a motivated professional who combines exceptional administrative and organizational abilities with a solid understanding of business and finance. The ideal candidate is comfortable reviewing basic financial information, communicating with business professionals, coordinating transactions, and recognizing potential business or financing opportunities as they arise. Beyond traditional administrative responsibilities, this individual will help maintain a professional and efficient office environment, contribute to the continued development of the Evolution Capital Group brand, and collaborate with marketing partners to identify opportunities for improvement. We are looking for someone who takes initiative, thinks independently, exercises sound business judgment, and approaches their responsibilities with an ownership mentality. While this is not a traditional underwriting or marketing position, financial literacy, strong communication skills, exceptional organization, and a proactive mindset are essential. Key Responsibilities Capital Operations & Transaction Coordination • Receive, review, and organize financing submissions from brokers, referral partners, and business owners., • Coordinate the collection of financial statements, bank statements, tax returns, applications, and other transaction documentation., • Maintain organized electronic transaction files and monitor outstanding requirements., • Assist in preparing financing packages for lenders and capital partners., • Track transaction progress and coordinate timely follow-ups., • Maintain accurate transaction records and update internal CRM systems., • Help ensure transactions move efficiently from initial submission through funding and closing. Financial Review & Opportunity Identification • Review and understand basic financial information, including revenue, profitability, cash flow, assets, liabilities, and existing debt obligations., • Demonstrate familiarity with financial statements, including profit and loss statements and balance sheets., • Identify potential financing needs, business opportunities, and areas requiring additional financial review., • Recognize opportunities that may benefit from the firm's lending, private capital, or advisory solutions., • Support preliminary financial analysis and transaction evaluation under the direction of senior leadership., • Demonstrate commercial awareness and the ability to connect financial information with potential business opportunities., • Proactively bring promising opportunities and relevant observations to management's attention. Investor, Client & Partner Relations • Communicate professionally with investors, lenders, brokers, clients, and other business partners., • Coordinate meetings, correspondence, and transaction updates., • Maintain positive relationships with existing clients and capital partners., • Respond to incoming inquiries and ensure timely follow-up., • Facilitate communication between internal leadership and external parties., • Represent the firm professionally in written correspondence, telephone communications, and meetings. Executive & Administrative Support • Organize legal agreements, engagement letters, term sheets, NDAs, and closing documentation., • Coordinate electronic signatures through DocuSign and maintain accurate records., • Answer incoming telephone calls and direct inquiries appropriately., • Manage correspondence, scheduling, and calendars., • Maintain CRM records, internal databases, and electronic filing systems., • Assist company leadership with daily administrative and operational responsibilities., • Help improve internal processes, organization, and workflow efficiency. Office Management & Brand Development • Help maintain a professional, organized, welcoming, and efficient office environment., • Oversee general office organization, supplies, and day-to-day administrative needs., • Ensure the office consistently reflects the professionalism and standards of Evolution Capital Group., • Actively represent and promote the Evolution Capital Group brand through professional interactions with clients, investors, brokers, and business partners., • Collaborate with internal and external marketing professionals to support branding, marketing initiatives, and business development efforts., • Identify and recommend improvements to the firm's website, marketing materials, communications, and overall brand presentation., • Assist with coordinating marketing campaigns, company announcements, and business development initiatives as needed., • Proactively identify opportunities to strengthen the firm's market presence, client experience, and operational efficiency., • Take initiative in suggesting and implementing improvements, subject to leadership approval, that contribute to the company's continued growth and professional image. Qualifications • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field preferred., • 3–7 years of relevant professional experience preferred., • Experience in financial services, banking, commercial lending, real estate finance, accounting, or business operations is highly desirable., • Ability to understand and interpret basic financial statements and business financial information., • Strong proficiency in Microsoft Excel, Word, Outlook, and general business applications., • Exceptional organizational skills and attention to detail., • Excellent written and verbal communication skills., • Professional demeanor and confidence interacting with business owners, investors, and financial professionals., • Ability to manage multiple responsibilities and priorities independently., • Strong analytical thinking, business judgment, resourcefulness, and initiative., • High level of discretion when handling confidential financial and business information., • Familiarity with CRM platforms, DocuSign, and financial documentation is a plus., • Interest in business development, branding, and continuous operational improvement is strongly preferred. Compensation & Benefits • Base Salary: $90,000 annually., • Performance Incentives: Additional incentive compensation based on individual contributions, performance, and business opportunities identified., • Paid Time Off: One week of PTO annually., • Career Advancement: Opportunities for increased responsibilities, professional development, and long-term growth within the firm., • Professional Exposure: Direct involvement in commercial finance, private capital, and merchant banking transactions., • Leadership Access: Opportunity to work directly with company leadership in a growing entrepreneurial organization. The Ideal Candidate We are looking for someone who is more than a traditional administrator but does not necessarily need to be an experienced underwriter. The ideal candidate is organized, financially literate, articulate, proactive, and capable of recognizing when a business or financing opportunity deserves further attention. You should be comfortable managing the details of multiple transactions while understanding the broader business objectives behind them. We especially value individuals who take pride in representing the organization, recognize opportunities to improve how the business operates and presents itself, and are motivated to contribute beyond their immediate responsibilities. You should be someone who takes ownership of tasks, anticipates needs, follows through without constant supervision, and genuinely enjoys contributing to the success of a growing business. This position offers a unique opportunity to become an integral part of a growing financial services organization, with meaningful responsibilities, direct access to leadership, and the potential for long-term career advancement. Evolution Capital Group Capital. Advisory. Execution. \nCompany Description Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution. The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM. By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.
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