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Investment Operations Associate Jobs in Milpitas, CA

EOS

Sales Operations Associate

Hayward, CA · On-site

... with investing in and supporting our partners and employees. We are a true international IT ... As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ...

EOS

Sales Operations Associate

Hayward, CA · On-site

... with investing in and supporting our partners and employees. We are a true international IT ... As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ...

EOS

Sales Operations Associate

Hayward, CA · On-site

... with investing in and supporting our partners and employees. We are a true international IT ... As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ...

EOS

Sales Operations Associate

Hayward, CA · On-site

... with investing in and supporting our partners and employees. We are a true international IT ... As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ...

EOS

Sales Operations Associate

Hayward, CA · On-site

... with investing in and supporting our partners and employees. We are a true international IT ... As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ...

EOS

Sales Operations Associate

Hayward, CA · On-site

... with investing in and supporting our partners and employees. We are a true international IT ... As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ...

RIA Recruiting

Associate Financial Advisor

Los Gatos, CA · On-site +1

$90K - $120K/yr

We are seeking an experienced, highly ethical, intellectually curious Associate Advisor who can ... Tax planning and assist with tax preparation * Assist with investment operations and brokerage ...

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Investment Operations Associate information

See Milpitas, CA salary details

$25.6K

$113.1K

$248.8K

How much do investment operations associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for investment operations associate in Milpitas, CA is $113,126.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $136,900.00 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 popular job titles related to Investment Operations Associate jobs in Milpitas, CA?

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

What cities near Milpitas, CA are hiring for Investment Operations Associate jobs?

Cities near Milpitas, CA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Milpitas, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $113,126 per year, or $54.4 per hour.

Trade & Cash Operations Associate | San Francisco Bay Area

Daley And Associates, LLC

Hayward, CA • On-site

$110K - $120K/yr

Other

Posted 2 days ago

New

Job description

Trade & Cash Operations Associate | San Francisco Bay Area

A leading investment management firm is seeking a Trade & Cash Operations Associate to support securities transactions, cash movements, settlements, reconciliations, and investment reporting. This role will work closely with the investment team, custodians, brokers, and other internal and external stakeholders.

Schedule: Hybrid, 3 days onsite 
Compensation: $110,000-120,000 + bonus 

Responsibilities
  • Facilitate securities transactions, settlements, reconciliations, and cash movements.
  • Prepare daily cash forecasts and asset allocation reporting.
  • Coordinate internal cash transfers, wires, and investment funding.
  • Monitor investment activity and maintain accurate investment and accounting data.
  • Identify and resolve settlement, cash, and transaction-related issues.
  • Prepare management reports, dashboards, and ad-hoc analyses.
  • Research transaction details and ensure compliance with internal policies and regulations.
  • Serve as a key point of contact for brokers, custodians, and internal stakeholders.
  • Support process improvement and cross-functional projects.
Qualifications
  • Bachelor’s degree and 2+ years of relevant experience.
  • Experience with investment operations, securities settlement, and cash management.
  • Exposure to public and private investments.
  • Strong Excel and Microsoft Office skills.
  • Excellent attention to detail, organization, and problem-solving abilities.
  • Strong communication and interpersonal skills.
  • Familiarity with securities, derivatives, and other complex financial instruments.
  • Financial modeling or business intelligence experience preferred.
  • Bloomberg experience is a plus.
For immediate consideration, please reach out to Kelly Lucey directly at klucey@daleyaa.com.

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