Strategy Associate

Location: Jacksonville, FL

Reports To: Sr. Consultant

Salary Range: $104,000 - $134,000 Annually

Position Summary 

As the Strategy Associate at IEM, you will play a supporting role in shaping and executing the strategic initiatives of the organization. This position reports to the Strategy Consultant under the Chief of Staff and involves working on projects tied to senior leadership to drive long-term value creation and enhance the company's competitive position in the power distribution and switchgear market.

Key Responsibilities 

• Work directly with Strategy Consultant to conduct market research and analysis on both the Commercial & Industrial (C&I) and Data Center markets with respect to IEM’s interests
• Track competitive intelligence and industry research to identify competitive trends, industry headwinds and tailwinds, product developments, and market sizing
• Track and report on industry news, analyst reports and relevant publications related to customers, competitors and the overall industry
• Assist in the creation of board materials, financial models, and ad hoc requests from the senior leadership team and Board of Directors
• Gather, monitor, and analyze business performance against established metrics, identifying areas for improvement and optimization
• Supports Strategy Consultant managing day to day operations and communications, especially preparation and facilitation of internal and external communications with employees, investors and the Board
• Assists in identifying, validating, and providing due diligence on M&A targets from competitors as well as opportunities for potential inorganic market expansion for IEM
• Performs other duties as required by supervisor

Qualifications 

• Bachelor's degree in Engineering, Business, Finance, or related field
• 2+ years of experience in management consulting, investment banking, corporate strategy, operations or similar role where structuring ambiguous problems, using data to tackle those problems, and communicating the results to executives were key
• Ability to conduct market research and synthesize insights to drive overall business thinking and strategy
• Strong analytical and problem-solving skills, with the ability to interpret complex data and make strategic recommendations
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization

Compensation actually offered for this role will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Strategy Associate

Location: San Francisco, CA

Reports To: Sr. Consultant

Salary Range: $104,000 - $134,000 Annually

Position Summary 

As the Strategy Associate at IEM, you will play a supporting role in shaping and executing the strategic initiatives of the organization. This position reports to the Strategy Consultant under the Chief of Staff and involves working on projects tied to senior leadership to drive long-term value creation and enhance the company's competitive position in the power distribution and switchgear market.

Key Responsibilities 

• Work directly with Strategy Consultant to conduct market research and analysis on both the Commercial & Industrial (C&I) and Data Center markets with respect to IEM’s interests
• Track competitive intelligence and industry research to identify competitive trends, industry headwinds and tailwinds, product developments, and market sizing
• Track and report on industry news, analyst reports and relevant publications related to customers, competitors and the overall industry
• Assist in the creation of board materials, financial models, and ad hoc requests from the senior leadership team and Board of Directors
• Gather, monitor, and analyze business performance against established metrics, identifying areas for improvement and optimization
• Supports Strategy Consultant managing day to day operations and communications, especially preparation and facilitation of internal and external communications with employees, investors and the Board
• Assists in identifying, validating, and providing due diligence on M&A targets from competitors as well as opportunities for potential inorganic market expansion for IEM
• Performs other duties as required by supervisor

Qualifications 

• Bachelor's degree in Engineering, Business, Finance, or related field
• 2+ years of experience in management consulting, investment banking, corporate strategy, operations or similar role where structuring ambiguous problems, using data to tackle those problems, and communicating the results to executives were key
• Ability to conduct market research and synthesize insights to drive overall business thinking and strategy
• Strong analytical and problem-solving skills, with the ability to interpret complex data and make strategic recommendations
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization

Compensation actually offered for this role will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

The role:

SoFi is seeking a highly organized, detail-oriented Sr. Business Operations Analyst to join the Global Business Operations team. This is a "builder" role that sits at the intersection of operational strategy and data storytelling.

The Business Operations team serves as the "Chief of Staff" office for the Global Operations EVP, acting as the connective tissue for the Global Operations organization. In this capacity, you will support critical financial communications, executive storytelling, and rigorous governance tracking for the EVP’s staff.

You won’t just manage the mechanics of governance; you will be the narrator of our progress, turning portfolio data into actionable insights for the entire organization. While leadership focuses on high-level strategy, you will own the "source of truth," ensuring that key initiatives are tracked, sequenced, and prioritized in direct alignment with SoFi’s Company Priorities.

You will report to the Program Manager of Operational Governance within the Business Operations team. You will help to manage the Global Intake process, maintain portfolio health dashboards, and ensure that Strategic Change Initiatives (SCI) and Local Change Initiatives (LCI) meet rigorous operational readiness standards before launch. Your mission is to ensure 100% visibility into the portfolio, maintain audit-readiness for Enterprise Risk Management (ERM), and pioneer AI-driven solutions to automate routine governance tasks.

This is not a "maintenance" role. You are joining a team that is redefining how Global Operations functions under new leadership. You will have the autonomy to help build new frameworks and the opportunity to play a pivotal role in SoFi’s first forays into AI-governed operations.

What you’ll do:

• Govern Project Data & Audit Readiness: Act as the primary custodian of project data, ensuring all information is current for internal and external audits. You will manage the timely creation and closure of projects and ensure the proper storage of all key artifacts.
• Translate Data into Action: Move beyond 'green/yellow/red' status updates. You will analyze portfolio trends to identify systemic bottlenecks and craft the narrative for Global Ops' impact on SoFi’s bottom line
• Execute Centralized Intake: Facilitate the global intake process to capture, sequence, and prioritize initiatives. You will be responsible for ensuring that all requests are accurately mapped to Company Priorities.
• Drive Change Management Rigor: Partner cross-functionally and with Enterprise Risk Management (ERM) to govern SCI and LCI. You will ensure that no high-priority work launches without meeting defined operational readiness criteria and change management standards.
• Monitor Capacity & Risks: Identify and address potential risks, resource constraints, or bottlenecks within the portfolio. You will monitor capacity allocations to ensure optimal resource utilization across Global Operations.
• Maintain Portfolio Visibility: Own the holistic dashboard of operational priorities. You will ensure consistent weekly reporting that provides leadership with 100% visibility into the status, resource support, and expected outcomes of all strategic commitments.
• Innovate with AI Solutions: Dig into potential AI solutions (agentic AI or otherwise) to solve "Governance Challenges" such as conducting routine compliance checks and readiness audits.
• Solve Proactively: Structure and execute on ambiguous or ad-hoc requests from senior stakeholders with a high degree of autonomy. You will be expected to transform complex problems into polished, decision-ready outputs that drive strategic clarity.

What you’ll need:

• Experience: Bachelor’s degree and 5+ years of related experience in Business Operations, Project Management, or Financial Services (or equivalent work experience).
• Technical Mastery: Advanced proficiency in Google, Smartsheet, AirTable and Jira (or equivalent tool). You should be comfortable building complex sheets, reports, and dashboards.
• Analytical Storytelling: Proficiency in turning data into 'the why.' You should be an expert in building not just dashboards, but the presentations and narratives that go with them (Google Slides/PowerPoint mastery is a must)
• Innovation Mindset: A strong interest in AI and automation. You don't need to be a coder, but you must possess a "power user" mindset capable of leveraging new tools to automate manual workflows.
• Critical Thinking: The ability to look at a list of 200+ projects and determine how to identify the three that are missing critical information.
• Communication: Strong written and verbal skills; ability to collaborate with Project Managers and Pillar Leads to ensure data integrity.
• Grit: A proactive, "founder’s mentality” with the ability to build frameworks from scratch in a fast-paced, evolving environment.

Summary: The IT Security Manager is responsible for developing and implementing IT security standards, best practices, and systems to ensure the security of information systems across the enterprise. This role involves auditing, addressing non-compliance, and facilitating the migration of environments to meet security standards. The manager also evaluates security applications, participates in IT project planning, and recommends improvements to strengthen security measures.

Responsibilities:

• Manage the development and delivery of IT security standards and best practices.
• Implement processes and methods for auditing and ensuring compliance with information security standards.
• Facilitate the migration of non-compliant environments to compliant environments.
• Conduct studies within and outside the organization to ensure compliance with industry security norms.
• Manage and participate in security administration planning and implementation for all IT projects.
• Evaluate and select security applications and systems.
• Recommend and assist in implementing changes to work methods and procedures to enhance security measures.
• Ensure the protection of corporate intellectual capital, especially where databases/applications are accessed by customers or vendors.

Required Skills:

• Bachelor's Degree in Computer Science, Information Systems, or related field, or equivalent work experience.
• Minimum of 7 years of IT work experience with exposure to business planning, systems analysis, and applications development.
• Experience in managing teams and projects for information security management.
• Middle-level management experience, working under the general direction of senior management.
• Experience managing and mentoring supervisors, project leads, and technical staff.
• Proven ability to lead multiple complex projects as a project leader and subject matter expert.
• Frequently reports to senior positions such as Corporate Security Officer, Chief Information Security Officer, Chief Technology Officer, or IT Chief Operating Officer.

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