Operations Analyst - CAE : Job Details

About the Role:

Capital Asset Exchange is seeking a detail-oriented and motivated Operations Analyst to serve as a strategic right hand to our Vice President of Operations. This is a hybrid position based in Austin, Texas, ideal for an early-career professional looking to gain hands-on exposure to operational functions, financial data, and strategic projects within the investment and capital equipment sector.

This role involves supporting cross-departmental initiatives, and engaging with third-party vendors and internal stakeholders. The ideal candidate is eager to learn, has a foundational background in Economics, Accounting, or Finance, and ideally brings experience or interest in investment, banking, or sales.

Key Responsibilities:

Operational Support

• Act as a key support resource for the VP of Operations in executing strategic initiatives and streamlining internal workflows
• Maintain dashboards, reports, and internal documents for operational tracking and process improvements.
• Support internal cross-functional departments by documenting workflows, improving handoffs, and reducing inefficiencies.

Financial & Analytical Tasks

• Collaborate with internal teams to collect and analyze metrics, and KPIs.
• Help create and review internal business reports such as SWOT analyses, cost breakdowns, and forecast summaries.

Communication & Project Management

• Interface with third-party vendors, ensuring alignment with project goals, timelines, and contractual terms.
• Coordinate internal communications and help manage key deliverables, timelines, and priorities across operational teams.
• Prepare executive summaries, presentation materials, and ad hoc reports for leadership meetings.

CRM & Documentation

• Support data integrity and usage in internal CRM platforms, helping to maintain contact records, call notes, and pipeline data.
• Assist in documentation of client engagement processes, templates, and reports for internal and external use.

Qualifications:

Required:

• Bachelor's degree in Economics, Accounting, Finance, or a related field.
• 1-2 years of relevant experience in a corporate operations, investment banking, sales, or financial analysis environment.
• Strong analytical skills and proficiency with Excel; familiarity with financial modeling concepts is a plus.
• Excellent communication skills - both written and verbal.
• Proactive, self-motivated, and organized, with the ability to prioritize multiple tasks under tight deadlines.

Why Join Us?

• Base salary - 55.000$.
• Be part of a fast-paced environment focused on innovation and results.
• Gain exposure to real-world asset trading and operational processes.
• Work closely with executive leadership and grow within a performance-driven team.