Investment Operations Associate
$60k - $80kCMC Recruiting
Compensation: $60K - $80K base salary + bonus + benefits Overvie w: Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They help their clients break through the daily financial noise to create their own philosophy around money. The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approximately $800M in assets under their ca re. They are an Investment Operations Associate to support investment operations, client service, and Advisor collaboration. This individual will play a critical role in ensuring a seamless client experience, maintaining operational excellence, and supporting the firm's Advisors in delivering high-quality financial planning and investment servi ces. Key Responsibil ities: Investment Operations & Administ ration: Prepare and process investment account paperwork and related docum entationMaintain accurate client files, account records, performance reports, and required compliance docum entationExecute trades across client accounts in accordance with firm policies and pr oceduresRespond to custodian, back-office, and operational inquiries in a timely manner y mannerEnsure all operational and compliance requirements are implemented and followedSupport account maintenance activities, including transfers, distributions, and account updates Clien t Service: Deliver a high-touch client service experience through proactive communication and fol low-throughCommunicate with clients and prospects to obtain required documentation and complete account a pplicationsAdminister and assess client risk tolerance que stionnairesServe as a key point of contact for client requests and account-relate d inquiriesBuild and maintain strong client relationships through exceptional responsiveness and attentio n to detail Qu egree required0-3 years of experience in financial services, wealth management, or investm ent operationsSeries 7 lic ense preferredLife and Health Insurance lic ense preferredStrong client service orientation with excellent written and verbal commun ication skillsHighly organized with exceptional atten tion to detailStrong time-management and multitas king abilitiesAbility to prioritize competing responsibilities and meet deadlines in a fast-pac ed environmentDemonstrated ability to maintain confidentiality and handle sensitive clie #J-18808-Ljbffr
$60k - $80k
...management services to their clients, and they currently have approximately $800M in assets under their care. They are an Investment Operations Associate to support investment operations, client service, and Advisor collaboration. This individual will play a critical role...SuggestedCMC Recruiting
Redwood City, CA16 hours ago- The County of San Mateo Controller's Office is looking for a motivated Associate Management Analyst to enhance financial operations and ensure transparency through accounting, audit, and reporting services. This role involves providing financial support, assisting with...SuggestedWork at office
- ...generalist to act as a force multiplier across our business and operational functions. This is a hands‑on role for someone who thrives in... ...level prioritization. Who You Are 2+ years of experience in Investment Banking (required), ideally followed by 2+ years in BizOps,...SuggestedPermanent employmentContract work
$23 - $25 per hour
...work weekends ~ Must have a clean driving record ~ Must be able to lift and carry up to 50 lbs. ~ Ability to load, unload, and operate a hand truck ~ Must be able to stand and walk up to 8 hours each day ~ Ability to bend stoop, twist, and kneel frequently ~...SuggestedFull timeWork at officeWeekend work2 days per week3 days per weekK&L Wine Merchants
Redwood City, CAa month ago$28.37 - $34.04 per hour
...People Coordinator & Office Operations Associate Redwood City, CA Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and...SuggestedHourly payPart timeWork at officeLocal areaImmediate startWork from homeFlexible hours3 days per week$100k - $150k
...NAVER that goes beyond financial returns. About the Role As an Investment Associate, you'll be a core member of the investment team, supporting deal execution, market analysis, portfolio operations, and synergy development. Beyond learning venture investing from...Full timeInternshipWork visa$165k - $175k
...Regional Operations Specialist - New Development Regional Operations Specialist, New Development - RCFE license required Senior Living experience required! Travel Requirements : Up to 95%+ Travel Required. Travel to assigned Communities based on need and priority. Travel...Work experience placementRelocationOakmont Management Group
Belmont, CA1 day ago$95k - $115k
...transparency, and versatility. We are hiring a new member of the SciOps team whose primary focus will be supporting the daily operation of our in-house GMP manufacturing facility across two cell therapy programs. You’ll work alongside the GMP Operations Lead to keep...Flexible hoursNight shiftRetro
Redwood City, CA1 day ago- ...Job Description Job Description The Role As an Entry Level Operations Associate at Triumph (Night Shift), you will play a key role in the operations of our fastest growing app, Rips, a digital collectible trading card app. You’ll be part of our growing operations...Full timeNight shiftDay shift
Triumph
Mountain View, CAa month ago $110k - $140k
...Our client, a fast-growing AI startup developing next-generation machine learning technologies, is looking to hire multiple Operations Associates and build out their ops team. As an Operations Associate, you will work cross-functionally with leadership and key stakeholders...Contract workBURKE+CO
Palo Alto, CA16 days ago- ...the AI space. Our CEO has been a public company executive at a company whose products you use often. We’re hiring an Operations Associate to work directly with the CEO on whatever matters most — from fundraising and sales to operations, hiring, and getting robots...Work at office
Zenos
San Mateo, CA1 day ago $19.5 - $23 per hour
...Operations Specialists will work under the direction and supervision of the school site Business Operations Manager. This position is responsible for ensuring the day‑to‑day operations of lunch, recess, and arrival/dismissal at the school site run safely and smoothly....Local areaImmediate startRocketship Public Schools
Redwood City, CA1 day ago$75k - $150k
...KDB"), aims to lead innovation through investment activity. KDB is a government‑owned bank... ..., KDB Silicon Valley LLC commenced its operations in November 2021. We pursue cross‑... ...Description KDB Silicon Valley LLC is seeking an Associate at our Mountain View, CA location. As a...OverseasKDB Silicon Valley LLC
Mountain View, CA5 days ago$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time...Hourly payContract workWork experience placementRemote workFlexible hoursData Annotation
San Carlos, CAa month ago- ...and a forward‑looking vision for clean water. More information can be found at SUMMARY Under general supervision of the Business Operations Supervisor, this position provides administrative, outreach, media, and technical support for the business operations of SVCW...Work at officeWeekend workAfternoon shift
Silicon Valley Clean Water
Redwood City, CA2 days ago $50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Redwood City, CAmore than 2 months ago- # Investment AssociateKDB Silicon Valley LLCAssociateVenture CapitalFull-timeLocationMountain... ...openings matching "Venture Capital / Associate jobs in Mountain View, United States"... ...capital, investment banking, or startup operations.Apply for this Position #J-18808-Ljbffr...
InforCapital, partnership
Mountain View, CA1 day ago - ...than doubled its AUM in the past year and we are looking for Investment Associates to help us press the advantage. With over $1.3B in AUM, we... ...companies on strategic initiatives, board preparation, and operational improvements Contribute to LP communications, investor...
Invictus Growth Partners
San Mateo, CA3 days ago $52k - $64k
...Job Description Job Description Bookkeeper Operations Coordinator (Hybrid) The Peninsula's Premier Basketball Academy for Youth Basketball... ...ensuring smooth program operations. Qualifications: ~ Associate's or Bachelor's degree in business administration, finance, or...Part timeWork at officeLocal areaRemote workWork from homeTeam Esface Basketball Academy
Redwood City, CA26 days ago$85k - $120k
...Description Job Description At Commure, we're building the AI Operating System for healthcare, the foundation that defines how care is... ...for itself and we are looking for a Technical Operations Associate to help build them faster. This is a hands-on, high-ownership...Work at officeImmediate startCommure
Mountain View, CA22 days ago- ...possess strong organizational skills, be detail-oriented, and have a positive attitude toward supporting high-performing recruiting operations in a rapidly growing environment. Benefits include competitive compensation, equity, and comprehensive health insurance. #J-18808...
Cowboy Space Corp.
San Carlos, CA1 day ago - ## Merchandise Operations AssociateApplylocations: NM\_0224\_PALO ALTOtime type: Full timeposted on: Posted Todayjob requisition id: R-... ...real estate assets. YOU WILL BE: As a Merchandise Operations Associate, you will assist with stocking, receiving, order fulfillment,...Full timeSeasonal workRemote workFlexible hoursAfternoon shift
Saks Fifth Avenue
Palo Alto, CA4 days ago $500 per month
...drones. We're a small team of engineers, former US military operators, and subject matter experts scaling America's directed energy... ...The Role and Your Impact: We need a Business Operations Associate to be the connective tissue of the company and the person who...Permanent employmentWork at officeMonday to FridayFlexible hoursAfternoon shiftAurelius Systems
San Mateo, CA4 days ago$124k - $178k
...experience. 4 years of experience in a management consulting, sales operations, business strategy, or corporate advisory role. 2 years of... ...reporting. About The Job As a Strategy and Operations Senior Associate, you will play a critical role in supporting the development...- ...Training & Development: Hands‑on training in all aspects of tree care, including pruning, removals, cable bracing, and equipment operation, with continuing education opportunities. Team & Collaborative Environment: Work alongside highly skilled tree care professionals...
$118k - $170k
...Minimum qualifications Bachelor's degree or equivalent practical experience. 4 years of experience in a management consulting, sales operations, business strategy or corporate advisory role. 2 years of experience working with executive stakeholders. 2 years of experience...Full time$124k - $178k
...Minimum Qualifications Bachelor's degree or equivalent practical experience. 4 years of experience in a management consulting, sales operations, business strategy or corporate advisory role. Preferred Qualifications 4 years of experience including MBA, strategy...$124k - $178k
Google is seeking a Strategy and Operations Senior Associate in San Bruno, CA. This role involves developing strategies and processes to enhance the efficiency of Google's Ads business while partnering with various teams to ensure successful execution. Ideal candidates...- ...coordinators on processing, software administration, e-filing and other tax processing procedures as well as providing high level general operative support though out the multiple departments. Full-time Mountain View, CA Overview Catalyst Family Office is a premier professional...Full timeWork at officeHome office
- Silicon Valley Clean Water is looking for an individual to provide administrative support and enhance outreach efforts. The role includes responsibilities such as event planning, public communications, and coordinating social media updates. The ideal candidate will have...Work at office
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