Investment Operations Associate – Onsite 3–4 Days

Addison Group; Mountain View (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A Bay Area investment firm seeks an Operations Associate to support daily investment operations and administrative duties. The role involves downloading investor statements, matching to checklists, and organizing processes for automation. Candidates should have at least 3 years of operations/accounting experience at an investment firm, with excellent communication and interpersonal skills. The position requires working onsite 3-4 days per week.

Qualifications

• 3+ years of experience in operations/accounting role at an investment firm.
• Prior experience at an investment firm on the operations side is required.
• Prior experience pulling investor statements from investment portals is required.

Responsibilities

• Support the Finance Head with daily investment operations.
• Download investor statements from investment portals.
• Help organize and create new processes for automation.

Skills

Excellent communications skills

Interpersonal skills

Job description

A Bay Area investment firm seeks an Operations Associate to support daily investment operations and administrative duties. The role involves downloading investor statements, matching to checklists, and organizing processes for automation. Candidates should have at least 3 years of operations/accounting experience at an investment firm, with excellent communication and interpersonal skills. The position requires working onsite 3-4 days per week.