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Investment Operations Assistant Jobs in California

Backroads

Hotel Operations Assistant

Berkeley, CA

$23.08 - $28.85/hr

The Hotel Operations Assistant plays a key role in supporting the Hotel Operations Team by ensuring ... We are dynamic, resilient and invest deeply in our people and our guests. We set the benchmark in ...

NOETIK

Executive Operations Assistant

San Francisco, CA · On-site

... investor and business development meetings, organizing co-working weeks, annual offsite and our ... space Operations (~10%) * Assist with specific responsibilities of day-to-day operations of the ...

Syufy-Enterprises

Investment Analyst

San Rafael, CA · On-site

$100 - $125/hr

Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes.QUALIFICATIONS:Highly ...

SYUFY GROUP

Investment Analyst

San Rafael, CA · On-site

$108K - $133K/yr

Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes. QUALIFICATIONS:

SYUFY GROUP

Investment Analyst

San Rafael, CA · On-site

$108K - $133K/yr

Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes. QUALIFICATIONS:

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All JobsInvestment Operations JobsInvestment Operations Assistant JobsInvestment Operations Assistant Jobs in California

Investment Operations Assistant information

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$10

$19

$30

How much do investment operations assistant jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for investment operations assistant in California is $19.56, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $22.07 per hour, depending on experience, location, and employer.

What does an investment operations assistant do?

An Investment Operations Assistant supports the day-to-day administrative and operational functions within an investment firm or financial institution. Their responsibilities typically include processing transactions, maintaining accurate records, reconciling accounts, and assisting with trade settlements. They act as a bridge between portfolio managers, traders, and back-office teams to ensure smooth and efficient investment operations. Attention to detail and strong organizational skills are essential for this role.

What are some common challenges faced by investment operations assistants, and how can they be addressed?

Investment Operations Assistants often encounter challenges such as managing high volumes of transactions, ensuring data accuracy, and meeting tight deadlines. These tasks require strong attention to detail and the ability to multitask effectively in a fast-paced environment. Building proficiency with financial software and developing clear communication with portfolio managers and custodians can help address these challenges. Additionally, staying organized and proactively seeking clarification on complex processes can greatly enhance performance and reduce errors.

What are the key skills and qualifications needed to thrive as an investment operations assistant, and why are they important?

To thrive as an Investment Operations Assistant, you need a solid grasp of financial principles, attention to detail, and a relevant degree such as finance, accounting, or business administration. Familiarity with investment management systems, trade settlement platforms, and proficiency in Excel or similar data tools is typically required. Strong organizational skills, effective communication, and the ability to work under pressure help you manage multiple tasks and collaborate with internal teams. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and smooth investment operations.

What is the difference between Investment Operations Assistant vs Investment Analyst?

AspectInvestment Operations AssistantInvestment Analyst
Primary FocusSupporting operational tasks, trade processing, and data managementAnalyzing investment opportunities, market research, and portfolio performance
Required SkillsAttention to detail, knowledge of trading systems, data entryFinancial analysis, valuation, market research
CertificationsTypically none required, but CFA Level I may be beneficialOften CFA Level I or II, financial modeling skills
Work EnvironmentBack-office, support teams within asset management firmsResearch departments, investment teams

While both roles support investment firms, the Investment Operations Assistant primarily handles operational and administrative tasks, whereas the Investment Analyst focuses on analyzing investments and market data. Understanding these differences helps candidates target their skills and career goals effectively.

What are the most commonly searched types of Investment Operations jobs in California?

The most popular types of Investment Operations jobs in California are:

What cities in California are hiring for Investment Operations Assistant jobs?

Cities in California with the most Investment Operations Assistant job openings:

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in California as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $40,682 per year, or $19.6 per hour.

Hotel Operations Assistant

Back-Roads Touring Company Ltd

Berkeley, CA • On-site

$23.08 - $28.85/hr

Full-time

Posted 27 days ago

Job description

About the role:
The Hotel Operations Assistant plays a key role in supporting the Hotel Operations Team by ensuring the accuracy and consistency of hotel-related data across internal systems and workflows. In this role, you'll be responsible for timely data entry, generating reports and contracts, and analyzing rate and performance metrics to support partner negotiations. You'll collaborate closely with contract owners and other key departments to support hotel-related processes and ensure data accuracy. Success in this role requires strong attention to detail, excellent organizational and communication skills, and a problem-solving mindset. You'll thrive here if you're systems-savvy, a natural collaborator, and passionate about supporting a dynamic team in the active travel space.
What you'll do:
  • You'll review and edit contract documents for accuracy and quality
  • You'll conduct data validation audits to ensure data accuracy in our internal systems
  • You'll take on additional projects to support our contracting workflow with over 850+ hotel partners
  • You will establish a collaborative working relationship with contract owners to ensure all contract information is accurately represented in our systems.

What you'll need to be successful:
  • Comfortable navigating and mastering new systems
  • Proficiency in MS Office Suite, particularly within Excel
  • Strong written and verbal communication skills
  • Strong time management and prioritization skills
  • Ability to work well independently and as part of a team
  • Strong problem-solving skills with a proactive, solutions-focused approach
  • Enthusiastic about working for Backroads and have a passion for active travel and the outdoors.

Work environment:
  • On-Site, Berkeley, CA
  • 4 days in-office, 1 day work from home (Wednesdays)

About the Department:
The Hotel Operations team is part of our greater Trip Development Department, comprised of contract administrators and data specialists located in Berkeley, CA and Utrecht, Netherlands. The team is responsible for reaching agreements with our 850+ luxury hotel and ship partners, which include some of the world's most remarkable and esteemed accommodations. This team is focused on building relationships with our hotels and ships in a timely manner that yields the best outcome for both the hotel/ship and Backroads and is a key part in providing amazing experiences for our guests.
About Backroads:
Founded in 1979, Backroads is the world's leading guest-focused travel company, offering luxury Biking, Hiking & Walking, and Multi-Adventure Trips for active people of all ages and experience levels. But we're more than a travel company -we're pioneers in crafting extraordinary experiences that bring people closer to the world and each other. We blend innovation, precision, and an unrelenting drive for excellence, drawing strength from our roots as a long-standing, family-run, global company. We are dynamic, resilient and invest deeply in our people and our guests. We set the benchmark in active travel and raise it every year.
Why Backroads:
Backroads is built on sustainable growth, a transparent culture and a high-caliber team. We empower employees to deliver exceptional experiences and share our story with pride. You'll work alongside dedicated, competent and active colleagues in an environment that values collaboration, balance and continual improvement. We move fast, act with integrity and strive for high-quality results.
Backroads is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary Ranges:
$23.08 - $28.85
At Backroads, we uphold a commitment to transparency and fairness within our hiring process, particularly regarding compensation. The salary range posted for each role applies to both employment offers and employees actively working in the role.
New hires are typically offered a starting salary between the minimum and midpoint of the range to ensure there is continued opportunity for salary progression during your employment at Backroads, reflecting our commitment to rewarding ongoing dedication, high performance, and significant contributions to our team. This approach not only supports our budgeting strategy but also our intention to foster an environment that encourages long-term growth and strong relationships between Backroads and our valued employees.
Our office roles are onsite in our Berkeley headquarters, unless specifically noted as 'available for remote'. We do allow one work-from-home day a week, as well as one work-from-anywhere week per year. This pay range is intended for in-person work in our Berkeley, CA headquarters. Pay ranges for remote-eligible roles will be subject to adjustment based on the geolocation of the employee.

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