What are the responsibilities and job description for the Investment Operations Associate position at Robert Half Recruiting?
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title :
Investment Operations Associate
Location :
Walnut Creek, CA (In-office, non-remote position)
Salary :
80,000 - $120,000 base bonus
About the Company :
A well-established wealth management firm with over 30 years of experience in delivering exceptional, client-focused financial services.
Key Responsibilities :
- Conduct security analysis, asset allocation, trading, and performance reporting / tracking.
- Manage client billing and reconciliation, as well as internal account setup and maintenance.
- Perform compliance-related and operations-related tasks and special projects, adhering to SEC requirements.
- Collaborate with the Director of Investment Management and Chief Compliance and Operating Officer on investment operations.
- Help ensure accuracy and efficiency in operational processes, striving for perfection in all tasks.
Qualifications :
Unique Selling Points :
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Salary : $80,000 - $120,000
