Job Summary
Plutus21 Partners is looking for a Value Creation Associate to work directly with the Partners, managing day-to-day priorities that keep their time focused on high-value decisi=+ons while also leading internal initiatives and client engagements.The ideal candidate is equally comfortable organizing a Partner's week and preparing a client-facing summary the following day, able to context-switch quickly, operate with minimal supervision, and exercise sound judgment on when to act independently and when to escalate.
Key Responsibilities
- Track open action items, follow-ups, and commitments across meetings and communications to ensure nothing is missed or delayed
- Prepare briefs, agendas, and background materials to ensure full alignment ahead of engagements
- Handle correspondence where delegated, maintaining appropriate tone and standards in all communications
- Manage calendars, including scheduling, prioritization, and proactive identification of conflicts or bottlenecks before they affect operations
- Attend internal meetings as a representative, exercise pre-authorized judgment where required, and deliver clear summaries with recommended next steps
- Take ownership of specific workstreams within firm-wide initiatives, advancing progress between check-ins rather than solely monitoring status
- Attend client meetings when required, capturing key information and managing follow-through professionally
- Contribute to client-facing deliverables including research summaries, meeting recaps, and project updates
- Ensure that client commitments are tracked and fulfilled on time, upholding the firm's standards in all external communications
Qualifications
- 2+ years of experience in a professional services, consulting, or business operations environment
- Demonstrated experience in client-facing roles
- Prior experience supporting senior leadership in a demanding, multi-priority environment is strongly preferred
- Strong written and verbal communication skills in English
- Proficient across project management platforms, CRM systems, and standard productivity tools, with the ability to adopt new systems quickly
- Proactive and self-directed, with a consistent record of identifying what needs to be done and following through without repeated instruction
- Adaptable to a dynamic scope of responsibilities that will shift in line with firm priorities and growth
