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Investment Operations Assistant Jobs in San Rafael, CA

Pathstone

Investment Analyst

Walnut Creek, CA · On-site

$80K - $90K/yr

Partner closely with trading, operations, and client services teams to resolve account-level issues ... Identify opportunities to enhance workflows by proposing and implementing improvements. * Assist ...

Pathstone

Investment Analyst

Walnut Creek, CA · On-site

$80K - $90K/yr

Partner closely with trading, operations, and client services teams to resolve account-level issues ... Identify opportunities to enhance workflows by proposing and implementing improvements. * Assist ...

Robert Half

Associate Financial Advisor

San Francisco, CA · On-site

$80K - $110K/yr

... investment operations, and wealth management strategy. The firm offers a hybrid schedule ... Participate in client meetings and maintain ongoing client relationships * Assist with account ...

Beacon Software

Investment Director

San Francisco, CA · On-site

$125 - $150/hr

... companies. * Assist in the finance, operations, and integration of newly acquired businesses ... Seasoned M&A and / or investment professional with 6+ years of experience in mergers and ...

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Investment Operations Assistant information

See San Rafael, CA salary details

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How much do investment operations assistant jobs pay per hour?

As of Sep 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 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 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 Analyst

Pathstone

Walnut Creek, CA • On-site

$80K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

About Concentric Innovation: Concentric Innovation ("Concentric") is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentrichas been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.
Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offersan innovative environment where talented professionals can help shape the next generation of investment management infrastructure.
Position Summary:The Investment Analyst plays a key role on our investment team, owning day-to-day portfolio rebalancing across client accounts and, as they grow in the role, contributing directly to the firm's codebase and tools that drive our investment process. This is a hands-on opportunity at the intersection of portfolio management, technology, and client operations, making it an ideal role for someone eager to learn about systematic investment processes and make a meaningful impact.
Key Responsibilities:
  • Execute daily and periodic portfolio rebalancing across client accounts.
  • Monitor rebalancing and trading activity, investigate exceptions, and partner with team members to resolve issues efficiently and accurately.
  • Partner closely with trading, operations, and client services teams to resolve account-level issues, onboard new accounts, and address client-related requests.
  • Develop a strong understanding of our investment process and, over time, contribute to the Python codebase that powers rebalancing, trade generation, and reporting.
  • Identify opportunities to enhance workflows by proposing and implementing improvements.
  • Assist with maintaining documentation and procedures as the investment process evolves.

Qualifications:
  • Bachelor's degree in a technical field such as Mathematics, Computer Science, Engineering, Physics, Statistics, Finance, or Economics is required.
  • 0 - 3 years of experience. Previous experience in a finance role is a plus but not required. We welcome individuals with strong analytical skills and a desire to learn about the investment industry.
  • Proficient in Excel, with the ability to efficiently analyze and work with large datasets while maintaining a high level of accuracy.
  • Comfortable learning and leveraging technology, with an interest in developing skills in Python and other tools that support our investment process.
  • Interest in financial markets and investment concepts. Prior knowledge is helpful but not required; curiosity and a willingness to learn are most important.
  • Exceptional attention to detail and comfortable owning a repeatable, high-stakes daily process.
  • Strong problem-solving and critical thinking skills, with the ability to navigate ambiguity, identify inconsistencies, and investigate issues to uncover root causes.
  • Genuinely curious with a desire to understand how things work, challenge existing processes, and continuously seek opportunities for improvement.
  • Strong written and verbal communication skills, with the ability to collaborate effectively across teams.
  • Interest in learning how to use and optimize AI for day-to-day workflows in a creative manner.

Our talented people are our greatest asset and therefore we offer a competitive, and flexible benefits program that helps meet the needs of our team members and their families. Concentric Innovation's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Pay Transparency: Concentric's expected starting base compensation range for the position as of the time of this posting is $80,000 - $90,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Concentric Innovation is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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