Operations Associate

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

Bay Area based investment firm seeks an Operations Associate to support the

Finance Head with daily investment operations and administrative duties including downloading investor statements from the various investment portals and uploading to tax portals, matching to checklists, etc.

This role will work onsite 3-4 days per week and have the opportunity to help organize and create new processes to further automate.

Requirements:

• 3+ years’ experience in operations/accounting role at an investment firm.
• Excellent communications and interpersonal skills.
• Prior experience at an investment firm on the operations side is required.
• Prior experience pulling investor statements from investment portals is required.