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Investment Operations Associate Jobs in California

3Y

Operations Associate

San Francisco, CA · On-site

$100K - $120K/yr

... tier investors including Founders Fund, General Catalyst, Softbank, and 8VC. About the Role We're hiring an Operations Associate to keep our internal systems and client workflows running smoothly.

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Investment Operations Associate information

See California salary details

$21.7K

$95.8K

$210.7K

How much do investment operations associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for investment operations associate in California is $95,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $116,000.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

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 are popular job titles related to Investment Operations Associate jobs in California?

For Investment Operations Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in California look for?

The top searched job categories for Investment Operations Associate jobs in California are:

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in California as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

Investment Services Operations Associate

San Diego County Credit Union

San Diego, CA • On-site

$25.75 - $33.50/hr

Full-time

Posted 23 days ago

Job description

Position Summary

The Investment Services Operations Associate will provide comprehensive administrative and operational support to SDCCU Investment Services financial advisors. In this role, the Investment Services Operations Associate will support both financial advisors and their end-clients with a focus on enhancing client relationships, managing, and resolving a wide range of account‑related operational inquiries and ensuring compliance with industry regulations.

The ideal candidate is proactive, detail‑oriented, and driven to excel in a fast‑paced environment. They must demonstrate a service‑first mindset and consistently deliver high‑touch, white‑glove support with professionalism, accuracy, and urgency.

Minimum Qualifications (Licenses, Education, Experience, Skills)

  • 1 year of administrative or operational experience in the financial services industry
  • High school diploma or equivalent. Bachelor’s degree in Finance, Business, Economics or a related field is highly preferred.
  • Working experience with a CRM system (Salesforce preferred)
  • Proficient with Microsoft Office
  • Effective organizational skills and ability to manage multiple projects, establish priorities and meet deadlines.
  • Effective interpersonal and communication skills and proven ability dealing with clients and staff.
  • FINRA SIE, Series 6/7, and Series 63/65 preferred.

Essential Duties and Responsibilities

  • Prepare and submit new account documentation, ensuring all required materials are complete for processing.
  • Manage client inquiries including account notifications, cash management, RMD outreach, annual review scheduling, issue resolution, signing documents, and placing unsolicited trades.
  • Manage the scheduling of client and prospect meetings.
  • Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion.
  • Identify client needs and refer clients seeking financial guidance to advisors.
  • Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices.

Other Duties and Responsibilities

  • Perform other duties as assigned.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.


Monday-Friday: 8:00am-5:00pm
Saturday-Sunday: OFF
Full time - 40 hours/week