Information Associate - SBB Research Group

OVERVIEW

The Information Associate role is essential in ensuring smooth and efficient operations within the organization, blending key responsibilities across administrative support and operational tasks. A significant aspect of this position is project management, which includes conducting research, preparing proposals, assisting with new system implementations, and creating user documentation. Additionally, the role involves securely handling and processing confidential documents, producing various forms of team communication, and supporting bank account management by preparing and processing related documents and ensuring proper user access.

The Information Associate role also includes philanthropic duties, such as outreach to nonprofit partners, marketing philanthropic programs, planning events, writing press releases, and managing or assisting with philanthropic initiatives. Event planning responsibilities cover both onsite and offsite events, including organizing care package activities and handling vendor communications. In managing philanthropic programs, the associate processes applications, coordinates with review partners, communicates with grant finalists and recipients, drafts funding requests, and updates logs.

SBBRG has a hybrid in-office work policy, which requires this individual to work three days per week on-site in Northbrook.

RESPONSIBILITIES

Project Management and Operational Support

•    Collect information and conduct research to identify and propose actionable improvements for enhancing operational efficiencies across the company.
•     Perform audits of software usage, gather user feedback, and propose enhancements to improve system performance and user experience.
•     Assist in the rollout of new programs, including pre-launch testing, communications about updates, and troubleshooting deployment issues.
•     Prepare detailed proposals to evaluate various project approaches and compare vendor options, ensuring clarity and thoroughness.
•     Coordinate and lead planning sessions for project development and execution, ensuring organized and timely progress.
•     Provide clear project updates to stakeholders and facilitate regular meetings with the project team to ensure alignment on project specifications and status.
•    Create and maintain comprehensive user documentation and guides and deliver effective training sessions and ongoing support.

Administrative Duties

•    Draft communications such as memos, emails, and other correspondence for the team.
•    Prepare and format presentations, reports, and other documentation.
•    Prepare and process confidential documents, including bank and investor documents, in a secure and timely manner.
•    Support bank account management by handling bank-related documents, ensuring user access, updating data logs, and serving as the primary contact for external bank representatives.
•    Assist with entity formation and termination by preparing and filing legal documents and managing the administrative processes for establishing and dissolving entities.

Philanthropy Coordination

•   Manage or support philanthropic programs by preparing staff communications, coordinating with charity teams to organize annual projects, drafting funding requests, and maintaining logs.
•    Draft press releases that highlight key details of program activities.
•  Conduct outreach to nonprofit partners to support and promote philanthropic events and initiatives.
•  Assist in the planning and coordination of both onsite and offsite events, including care package activities (sourcing materials, purchasing, and event preparation) and vendor coordination for offsite events (communication, proposal preparation, and meal selection).

QUALIFICATIONS

• Bachelor's degree is preferred 
• Over 2 years of experience within project management or administrative capacity
• Strong organizational and project management skills are essential
• Ability to plan, work independently, take initiative, and seek continual improvement
• Excellent time management skills, ability to prioritize work, and dedication to completing projects on time
• Flexible, adaptable to change, and comfortable working in a fast-paced office environment
• Strong work ethic and sense of responsibility
• Excellent problem-solving skills and capable of multitasking with frequently changing priorities
• Exceptional oral and written communication skills
• Strong interpersonal skills
• Proficiency in Windows, Outlook, Word, PowerPoint, and Excel (required)
• Experience with project management software (e.g., Asana), Adobe Acrobat Pro, and Adobe Sign (preferred)

ABOUT SBB RESEARCH GROUP 

SBB Research Group is a Chicago-based investment management firm that views the market through a systematic, interdisciplinary lens. SBBRG specializes in bespoke investments designed to protect and grow investor capital. To date, the company has designed and executed over $2 billion bespoke investments.