The Opportunity 

At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.  

We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel  

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.  

Summary 

We are currently seeking a Microsoft 365 Administrator. This is a contract-to-hire opportunity — strong performers will be considered for a full-time position. This role will focus on providing Tier 1 &2 support, maintaining services, and ensuring secure, compliant operations while also driving AI adoption, governance, and optimization.

You will be the primary point of contact for Microsoft 365 systems and Copilot-related workflows, ensuring technology empowers users while maintaining security and compliance standards.

Key Responsibilities

• Deploy, configure, and optimize Microsoft 365 across Teams, Word, Excel, PowerPoint, Outlook and Copilot 

• Deploy Microsoft Intune for endpoint management and device lifecycle management, enforcing endpoint security policies and compliance baselines across managed devices 

• Provide Tier 1 & Tier 2 support, troubleshooting Microsoft 365 applications, identity/authentication, and connectivity issues 

• Manage new user onboarding, including workstation setup, Microsoft 365 configuration, license assignment, and group-based access 

• Administer Conditional Access policies, MFA enforcement, and security baselines to protect identities and ensure compliance 
• Develop and enforce AI governance policies, ensuring compliant and responsible use 

• Monitor Copilot adoption and usage, recommending workflow improvements and efficiency enhancements 

• Train employees, create documentation, and provide ongoing guidance on AI-powered tools 

• Partner with IT leadership to integrate AI into business processes while maintaining security and compliance 

• Implement compliance features such as DLP, retention policies, and audit logging 

• Utilize system logs and diagnostic tools for root cause analysis of technical and security incidents 

• Create and maintain a knowledge base with FAQs and troubleshooting guides to improve self-service and reduce support requests 

• Monitor Microsoft 365 service health dashboards and alerts, ensuring rapid response to outages or service degradations 

• Generate usage and license reports to optimize resource allocation and control costs 

• Enforce governance policies for data sharing, guest access, and Teams lifecycle management, maintaining a secure and compliant environment 

Qualifications 

Required

• Bachelor’s degree in Information Technology, Computer Science, Information Systems, or related field 

• 3–5 years of experience administering Microsoft 365 in enterprise or fintech environments 

• Strong experience with Exchange Online, Teams, SharePoint, OneDrive, Azure AD / Entra ID, Microsoft Intune 

• Hands-on experience with Microsoft 365 Copilot or AI productivity tools 

• Experience with identity and access management, Conditional Access, MFA, and security compliance controls 
• Proven experience providing Tier 1 and Tier 2 helpdesk support 

• Experience with tech procurement 

• Experience managing tech debt and consolidation 

• Knowledge of compliance and governance features (DLP, retention policies, audit logging) 

• Strong troubleshooting, analytical, and problem-solving skills 

• Excellent communication skills to support both technical and non-technical users 

Preferred

• Microsoft 365 or Azure certifications (Modern Desktop Administrator, Security Administrator, etc.) 

• M365 Cloud Governance Frameworks, Microsoft Graph API, PowerShell Automation, PnP PowerShell, Azure Automatio 

• Level of understanding using Helpdesk/Service Hub in HubSpot   

• Experience with Apple Device Manager 

• Experience implementing AI governance and adoption frameworks 

• Familiarity with Microsoft Power Platform (Power Automate, Power Apps, Power BI) 

• Previous experience in financial services, fintech, or regulated environments 

• Experience developing internal training and end-user enablement programs 

Contract-to-hire: initial 3-month contract with the potential to convert to full-time employment.  

• If the role converts to full-time employment, the employee will be eligible for the company’s full suite of benefits, which include medical, dental, vision, 401k, and other company-sponsored benefits available to full-time team members. 

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you. 

If you want to drive, build, and scale, this is your shot. Please note, we are unable to provide visa sponsorship now or in the future.