Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Operations Manager | Investment Firm

Robert Half

DescriptionFor additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a Operations Associate to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time.Business & Operations Manage relationships and day-to-day coordination with external service providers and business partners.Review, reconcile, and maintain operational files, reports, and documentation.Coordinate wires and other financial transactions in accordance with established processes and controls.Manage contracts, including key dates, renewals, and documentation.Support recurring operational processes and identify opportunities to improve efficiency.Partner with internal stakeholders and external providers to ensure projects are completed accurately and on time.Take ownership of ad hoc projects and special initiatives across the firm.Expand responsibilities over time based on experience, strengths, and interests.Office & Executive Support Help oversee the day-to-day operations of the firm’s East Bay office.Coordinate office needs and serve as a point of contact for vendors and service providers.Provide light administrative and executive support to firm leadership.Assist the CFO with select administrative and coordination needs; this role will not be responsible for calendar management or day-to-day scheduling.Requirements4+ years of professional experience in accounting, finance, tax, operations, business management, or a related field.Highly organized with exceptional attention to detail.Strong written and verbal communication skills.Resourceful, intellectually curious, and comfortable working independently.Ability to take ownership, solve problems, and adapt to new responsibilities.Why Join?Highly collaborative and collegial team of smart, experienced professionals.Stable team with strong employee tenure.Fast-growing investment platform with significant opportunity for professional growth.Comprehensive, fully covered health, dental, and vision benefits.Unlimited PTO.Complimentary lunch and snacks in the office.For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.Job typePerm

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Operations Manager | Investment Firm in Orinda, CA vacancy
  • $70k - $80k

     ...LLC is a diversified financial services firm offering global equity trading, fixed...  ...Contingent Trades) and global equity investment management to some of the largest and most sophisticated...  ...opportunities. Functional Title: Operations Specialist Corporate Title: Associate... 
    Suggested
    Permanent employment
    Full time

    Penserra

    Orinda, CA
    3 days ago
  • $90k - $110k

     ...consideration - Mahmoud Adam, CPASome operations roles are about keeping the lights on.This...  ...helping shape how a growing $2B wealth management firm operates.California Financial Advisors...  ..., is continuing to grow, and genuinely invests in its people.You’ll get direct... 
    Suggested

    Robert Half

    Oakland, CA
    4 days ago
  • $80 - $110 per hour

    OverviewCarollo Engineers is a leading engineering firm dedicated exclusively to water. For over...  ...tuningLeads preparation of Standard Operating Procedures and comparable...  ...treatment plant operationAAS in Water Quality Management, Engineering, Biology, Chemistry, Math,... 
    Suggested
    Hourly pay
    Flexible hours

    Carollo Engineers

    Walnut Creek, CA
    2 days ago
  • $75k

     ...current and actionable. Customer Success Support (Post-Sale Partner Management) Support ongoing account management for Dablicator brand...  ...follow-through across internal owners (commercial, marketing, operations). Support issue resolution by escalating risks early and keeping... 
    Suggested
    Work at office

    Jetty Extracts

    Lafayette, CA
    4 days ago
  • $120k - $130k

     ...Position Title : Legal Operations Coordinator Salary Range: $120,000-$130,000 A growing California law firm is seeking a Legal Operations Coordinator to strengthen the...  ...intersection of l egal support, case management and operations, working directly with attorneys... 
    Suggested

    Boutique Recruiting

    Fremont, CA
    22 hours ago
  • $35 - $38 per hour

     ...Job Title: Lab Operations Specialist Job Description The Lab Operations Specialist serves...  ...or issues to leadership. Support management in continuous improvement initiatives aimed...  ...News-Record (ENR) Top 500 Design Firm for our engineering design services and... 
    Contract work
    Temporary work
    Monday to Friday
    Flexible hours

    Actalent

    Emeryville, CA
    5 days ago
  • $27 - $33 per hour

     ...are committed to fostering a supportive, inclusive, and mission-driven workplace culture. We are seeking a Transportation Operations Coordinator to support the daily operations of Vivalons Transportation Services. This role plays a key part in ensuring smooth communication... 
    Hourly pay
    Local area

    Vivalon

    Moraga, CA
    1 day ago
  • $114k - $253k

     ...impact you’ll makeJoin Lam as a Business Operations Analyst focused on Workmanship Quality,...  ...teams. By establishing program structure, managing milestones, and driving decisions and...  ...amazing things possible. That’s why we invest in you throughout the phases of your life... 
    Interim role
    Local area
    Remote work
    Flexible hours
    2 days per week
    3 days per week
    1 day per week

    Lam Research Corporation

    Fremont, CA
    1 day ago
  •  ...our top business priorities, along with investing in and supporting our partners and employees...  ....WHAT YOU WILL DO:The Sr. Program Operations Manger will be responcible for hands-on...  ...Working closely with the client Service Manager, the Senior Program Operations Manager owns... 

    EOS IT Solutions

    Fremont, CA
    22 hours ago
  • A growing marine and pipeline services company is looking for a relationship-driven Business Development & Operations Manager to help expand its presence across South Louisiana.The company has an experienced crew, established barge spread, and the operational infrastructure... 
    For contractors
    Immediate start

    CyberCoders

    Lafayette, CA
    2 days ago
  • $150k - $190k

    Overview Senior Manager of Project and Operations Communications (West) to lead and execute regional communications strategies that support the full...  ...deadlines across the region Manage external agencies, PR firms, and other communications partners to ensure cohesive execution... 
    Temporary work
    Work at office
    Local area
    Work visa
    Flexible hours

    RWE

    Oakland, CA
    2 days ago
  •  ...Consulting Group is a boutique life sciences staffing and consulting firm dedicated to connecting exceptional talent with innovative...  ...succeed. About the Role: We are seeking a hands-on Operations Manager to help lead the day-to-day operations of our recruiting, consulting... 
    Contract work
    For contractors

    Compass Consulting

    Danville, CA
    2 days ago
  •  ...supply chain. And we create strategies and operating models that really work. You are: A...  ...inefficiencies, and suggest improvements. + Supplier Management & Negotiation: Assist in supplier...  ...consulting experience at a consulting firm or internal consulting experience in a... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Walnut Creek, CA
    2 days ago
  • $30 - $31 per hour

     ...engaged to conduct an immediate search for a Human Resources & Operations Coordinator on behalf of our client, a collaborative and growing...  ...1/hour plus a comprehensive benefits package! ABOUT OUR SEARCH FIRM Scion Nonprofit Staffing is an award-winning national nonprofit... 
    Full time
    Contract work
    Temporary work
    Interim role
    Work at office
    Immediate start
    2 days per week

    Scion Staffing

    Oakland, CA
    2 hours ago
  •  ...Job Description Description: HR Operations Specialist Company Overview - Verus...  ...boutique engineering and technical services firm specializing in industrial automation, controls...  ...experience to report directly to our HR Manager and support the daily operations of our... 
    Work at office

    Verus Associates, Inc

    Concord, CA
    19 days ago
  • $80 - $110 per hour

     ...wastewater field. The role involves optimizing treatment plant operations, leading projects, and advising clients on facility operations....  ...hourly, this position offers a rewarding career opportunity in a firm committed to water innovation. Candidates should have extensive... 
    Hourly pay

    Carollo Engineers, Inc.

    Walnut Creek, CA
    3 days ago
  • A national specialty litigation firm in Walnut Creek is seeking an experienced Regional Administrative Manager. This role involves supervising legal support staff and managing office operations to ensure attorneys have the necessary assistance. Responsibilities include... 
    Work at office

    Freeman, Mathis & Gary Law

    Walnut Creek, CA
    1 day ago
  • $165k - $185k

    A leading staffing firm is seeking a Branch Manager in California. The successful candidate will oversee branch operations, lead personnel, and ensure financial performance. Responsibilities include managing budgets, fostering client relationships, and leading project execution... 
    Full time

    Equiliem

    Dublin, CA
    3 days ago
  • $28 - $34 per hour

    A leading telecommunications integration firm in Livermore, California is seeking a Field Manager to oversee logistics, project schedules, and lead installation teams for DAS projects. Candidates should have a strong DAS background, leadership qualities, and be able to... 
    Hourly pay
    Full time

    Communication Technology Services (CTS)

    Livermore, CA
    2 days ago
  • $60k - $80k

     ...independent provider groups. We are reimagining how independent practices operate by using AI to modernize patient and provider communication,...  ...(Uber, Stripe, Meta), high‑growth unicorns, and top consulting firms. Trajectory: We partner with leading independent specialty... 
    Work at office

    SupportFinity™

    Berkeley, CA
    22 hours ago
  •  ...seeking an experienced Regional Administrative Manager for their Walnut Creek office. The role...  ...staff and ensuring efficient office operations, providing essential leadership to attorneys...  ...and communication skills. The firm offers competitive compensation and comprehensive... 
    Work at office

    Freeman Mathis & Gary, LLP

    Walnut Creek, CA
    1 day ago
  • $25 - $26.5 per hour

     ...seeking a dedicated Facilities & Office Operations Support professional for a temporary onsite...  ...-on experience in facilities and office management within a dynamic environment. Key...  ...Partners, we are a people-centered recruitment firm with a strong focus on skills-based... 
    Hourly pay
    Permanent employment
    Contract work
    Temporary work
    Work at office
    Visa sponsorship

    Premier Talent Partners

    Oakland, CA
    2 days ago
  • $7.5k

     ...at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar...  ...lunches, and more. As the Compliance Operations Associate, you will work on the investment...  .... You will have broad exposure to the firm's trading, operations, and research... 
    Work at office
    Local area

    The Voleon Group

    Berkeley, CA
    22 hours ago
  • A financial services firm is seeking a Finance Operations Associate to manage accounting functions. This full-time contractor role is remote, requiring initial on-site training in Milpitas, CA. Responsibilities include transaction management, financial reconciliation,... 
    Remote job
    Full time
    For contractors

    CGUCPA, LLP

    Fremont, CA
    4 days ago
  • $146k - $311k

    The group you’ll be a part ofThe Global Operations Group brings information systems, facilities...  ...seeking an Operations Technical Program Manager (TPM) to serve as a key connector...  ...amazing things possible. That’s why we invest in you throughout the phases of your life... 
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week
    3 days per week
    1 day per week

    Lam Research Corporation

    Livermore, CA
    2 days ago
  • $100k - $150k

     ...customers, employees, and communities.The RoleThe Quality Operations Program Manager role ensures the integrity, compliance, and management of Veeva...  .... Employees are focused and available during core hours.We invest in our offices to make them places where our employees like... 
    Work at office
    Local area
    Remote work
    Work from home
    3 days per week

    Veeva Systems

    Pleasanton, CA
    3 days ago
  • $150k - $200k

     ...and flexible logistics solutions in distribution, inventory management and hubbing, as well as repair services. Job Purpose- The Fabrication...  ...(e.g., 5S, Standard Work, Waste Reduction) to enhance operational efficiency and reduce manufacturing cycle time.Monitor key operational... 
    Permanent employment
    Work experience placement
    Flexible hours

    Sanmina-SCI

    Fremont, CA
    3 days ago
  • $8k

     ...LinkedIn.An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its...  ..., attorneys, financial planners, and investment professionals to integrate tax...  ...ethic, ownership mentality, and ability to operate effectively in a fast-paced, high-expectation... 

    Robert Half

    Walnut Creek, CA
    2 days ago
  • Job Number: 2175022Operations Manager Newark, CA COMPENSATION DEPENDENT UPON EXPERIENCE - $175K - $227K with 20% bonus opportunity....  ...OperationsManagerleader to manage low volume, high, mix-manufacturing operations in our Newark,CAlocation reporting directly to the CEO and... 
    Full time
    Temporary work
    Local area

    Nelson

    Newark, CA
    3 days ago
  •  ...boutique engineering and technical services firm specializing in automation, controls, SCADA, and consulting. We seek an HR Operations Specialist with end-to-end payroll...  ...maintenance in a hybrid role reporting to the HR Manager. The ideal candidate will thrive in a... 

    Verus AEC

    Concord, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Operations Manager | Investment Firm. Be the first to apply!