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Investment Operations Assistant Jobs in San Rafael, CA

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:

Cartesia

Workplace Operations

San Francisco, CA · On-site

$100K - $130K/yr

We're funded by leading investors at Index Ventures and Lightspeed Venture Partners, along with ... About the Role Cartesia is hiring for Workplace Operations to own internal events, provide light ...

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Investment Operations Assistant information

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$34

How much do investment operations assistant jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for investment operations assistant in San Rafael, CA is $22.09, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $24.90 per hour, depending on experience, location, and employer.

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 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 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 is the salary of an investment operations assistant?

The salary of an investment operations assistant typically ranges from $50,000 to $70,000 annually, depending on experience, location, and the size of the firm. Entry-level positions may start lower, while experienced assistants or those in major financial hubs can earn higher salaries. Benefits often include health insurance, retirement plans, and opportunities for professional development.

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 cities near San Rafael, CA are hiring for Investment Operations Assistant jobs? Cities near San Rafael, CA with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in San Rafael, CA as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $45,950 per year, or $22.1 per hour.

Investment Operations Associate

AngelList

San Francisco, CA • On-site

$150K/yr

Full-time

Re-posted 7 days ago

Job description

About USVC
We're on a mission to allow everyone to own a stake in the future being built by private technology companies.
For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: a new SEC-registered fund by AngelList Asset Management that broadens access to venture capital, allowing retail investors to gain exposure to promising companies before they become well-known. USVC leverages AngelList's network of 4,500+ active managers running 25,000+ funds and backing 13,000+ active startups to access exposure to tomorrow's defining companies
About the Role:
This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech, backed by AngelList's platform and reputation. You will own transforming investment decisions into closed positions. You will support USVC and a growing range of co-invest vehicles, accounts, and funds as our asset management business scales. This role owns the process that scales expanding private market access.
Responsibilities:
  • Perform investment diligence
  • Own end-to-end investment controls
  • Complete investment documentation and coordinate execution
  • Orchestrate wire approvals
  • Build and maintain audit file for every investment
  • Manage exit operations
  • Support valuation and reporting cycles
  • Settle transactions with custodians

What we're looking for:
  • 4-6 years running transaction-level operations for private funds, RIAs, fund administrators, or custodians
  • Track record owning fund operations
  • Actively applying AI to build systems and gain leverage
  • Systems mindset, someone who looks for root causes and address patterns
  • Comfortable building new controls and adopting to new transaction structures
  • High attention to detail and low tolerance for unintentional risk

Working Here
If you don't meet every requirement above, we still encourage you to apply. We value complementary strengths and operators who learn by doing.
We operate out of hubs in New York City and San Francisco. For most roles on those teams, we work from the office at least two days per week (Tuesdays and either Wednesday or Thursday).
Compensation:
The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $150,000+ annually but actual will vary based on a number of factors including a candidate's professional background, experience, and location. Full details about our Total Rewards package will be provided during the recruitment process.
Benefits:
We support your life both in and outside of work.
Explore our benefits
Learn about Funders & Founders
What Guides Us:
At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact. If the below resonate, we'd love to have you with us.
Our beliefs
Our values & leadership expectations
AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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