Microsoft 365 Administrator

The Opportunity

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need hand holding to make things happen.

We’reaboutiquetacticalasset manager with a differentiated productthat servestheindependent broker-dealer and RIAchannel

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

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. The person in this role will lead the design and implementation of a company-wide SharePoint environment, including the development of supporting policies, standard operating procedures, and governance documentation. This role will also focus on providing Tier 1, 2 & 3 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.

• Deploy, configure, and optimize Microsoft 365 across Teams, Word, Excel, PowerPoint, Outlook and Copilot.
• Build and configure SharePoint infrastructure across all departments while authoring the policies and SOPs required to support adoption, access management, and ongoing use.
• 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 and Tier 3 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.

• 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, One Drive, Azure AD / Entra , 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 1-3 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.

• Microsoft 365 or Azure certifications (Modern Desktop Administrator, Security Administrator, etc.).
• M365 Cloud Governance Frameworks, Microsoft Graph…