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Investment Operations Associate Jobs in California

3Y

Operations Associate

San Francisco, CA · On-site

$115K - $135K/yr

... tier investors including Founders Fund, General Catalyst, Softbank, and 8VC.We're hiring an Operations Associate to drive progress against our vertical launches. This is a cross-functional role ...

3Y

Operations Associate

San Francisco, CA · On-site

$115K - $135K/yr

... tier investors including Founders Fund, General Catalyst, Softbank, and 8VC.We're hiring an Operations Associate to drive progress against our vertical launches. This is a cross-functional role ...

3Y

Operations Associate

San Francisco, CA · On-site

$100K - $120K/yr

... investors including Founders Fund, General Catalyst, Softbank, and 8VC.We're hiring an Operations Associate to keep our internal systems and client workflows running smoothly. This is a cross ...

3Y

Operations Associate

San Francisco, CA · On-site

$100K - $120K/yr

... investors including Founders Fund, General Catalyst, Softbank, and 8VC.We're hiring an Operations Associate to keep our internal systems and client workflows running smoothly. This is a cross ...

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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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in California

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 21, 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 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 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 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 1% As Needed, 86% Full Time, 9% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

Operations Associate

3Y

San Francisco, CA • On-site

$115K - $135K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Operations AssociateAt 3Y Health, we are building AI-driven software to empower healthcare providers and solve the overwhelming administrative complexity that consumes 40% of the industry's revenue. Our end-to-end platform unlocks opportunities for clinician entrepreneurs, enabling medical professionals to launch, run, and grow private practices. By supporting these independent practices with the latest AI and automation, we're helping providers reclaim their time, build thriving businesses, and deliver better outcomes for their communities. 3Y Health is backed by over $200M from top-tier investors including Founders Fund, General Catalyst, Softbank, and 8VC.We're hiring an Operations Associate to drive progress against our vertical launches. This is a cross-functional role perfect for someone who thrives in fast-moving environments, loves solving logistical puzzles, and is excited to support a mission-driven team.You'll work closely with our clinical, client success, and leadership teams to ensure day-to-day operations are efficient, reliable, and scalable.ResponsibilitiesResearch new verticals, market size and competitive landscape to enable successful market entry and prioritizationSet up and monitor key internal systems to ensure that the organization is prepared to launch and expand new verticalsCoordinate between internal stakeholders across product, clinical operations, and growth to ensure readiness for new vertical launchDocument repeatable processes and propose improvements as we growHelp build internal dashboards and trackers to monitor progressSupport special projects (e.g. expanding insurance contracts, onboarding new providers)Pitch in wherever needed—this is a startup and we all roll up our sleevesQualifications2–4 years experience in consulting, investment banking, or early stage startup operationsOrganized and proactive—you anticipate needs before they ariseComfortable working in spreadsheets, tools like Airtable or Notion, and willing to learn new tech quicklyA clear and professional communicator (email, Zoom, Slack)Calm under pressure, with a problem-solving mindsetExperience in a self-starting, small team environment5 days a week in San FranciscoCompensationThe estimated salary range for this role is $115,000-135,000. Total compensation for this position may also include stock options. Note that total compensation for this position will be determined by each individual's relevant qualifications, work experience, skills, and other factors.

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