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Evercap Advisors

VP of Research & Operations

Evercap Advisors, Fort Worth, Texas, United States, 76102


VP of Research & Operations - Very Competitive Salary/Bonus - Fort Worth, TX (Remote)The RoleIf you excel at streamlining and managing processes in a quickly growing organization, Evercap Advisors wants to hear from you!Evercap is seeking a talented and results-oriented VP of Research and Operations to lead our target list building initiatives and oversee key aspects of our firm's technology and data infrastructure.Key Responsibilities:Develop and manage target lists for clients, utilizing paid databases, proprietary AI tools, and our team of researchers.Collaborate with clients for target list approval.Maintain and improve our Customer Relationship Management (CRM) system.Analyze clients' sales pipeline performance and implement strategies for improvement.Ensure all data, pipelines, and folders are consistently organized.Lead initiatives to improve the overall sales process.Oversee and enhance our firm's technology systems, including CRM, databases, and AI platforms.The CompanyEvercap Advisors is a leading buy-side investment banking firm headquartered in Charlotte, NC and Fort Worth, TX. We specialize in sourcing proprietary investment and M&A deals for private equity firms, their portfolio companies, and strategic acquirers. Learn more about us at www.evercapadvisors.com.The BenefitsCompetitive compensation package with uncapped performance-based bonuses.Opportunity to work in a dynamic and results-driven environment.Remote work with a preference for Fort Worth, TX (for proximity to Managing Director)The Person2 - 10+ years of experience in operations, systems, consulting, or a related field.Experience with software development or implementation (a plus).Expertise in all Microsoft Office programs, general software, CRM, and related platforms.Strong understanding of general business activities and terminology.Excellent communication and organisational skills.Proven track record of high work ethic and initiative.Bachelor's degree in management information systems, Computer Science, Supply Chain Management, Operations Management, or a similar field (preferred).If you're a highly motivated individual who thrives in a fast-paced environment, we encourage you to apply! Submit your CV and cover letter today.

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