ZipRecruiter

Log In

1

Investment Operations Associate Jobs in San Ramon, CA

previous pagenext page

Showing results 21-40

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in San Ramon, CA

Investment Operations Associate information

See San Ramon, CA salary details

$24.6K

$108.5K

$238.6K

How much do investment operations associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for investment operations associate in San Ramon, CA is $108,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,600.00 and $131,300.00 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 cities near San Ramon, CA are hiring for Investment Operations Associate jobs?

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $108,481 per year, or $52.2 per hour.

Revenue Strategy & Operations Associate

Fieldwire

San Francisco, CA • On-site, Remote

Full-time

Re-posted 24 days ago

Job description

Who we're looking for
Our next Revenue Strategy & Operations Associate will be a strategic business partner to Fieldwire's GTM leadership team, helping leaders across Sales, Marketing, and Customer Success run the business with greater clarity, discipline, and speed.
This person will turn GTM data into actionable insights, executive recommendations, and high-impact initiatives that improve growth, productivity, and operational efficiency. You will diagnose business performance, support planning and forecasting, evaluate GTM investments, and lead cross-functional projects.
This role is ideal for someone who thrives working at the intersection of data, strategy, and execution.
Why This Role Is Unique
  • Executive Visibility: Work directly with the executive management team and other senior stakeholders.
  • Global Scope: Influence GTM strategy across Fieldwire's international sales regions.
  • Strategic + Operational Blend: Combine structured problem solving with hands-on execution.
  • Business Impact: Help improve growth, productivity, efficiency, and GTM decision-making.

What you'll be doing
The primary responsibilities for our next Revenue Strategy & Operations Associate are centered around three themes:
1. Business Insights & Performance Management
  • Analyze GTM performance across pipeline, conversion, win rate, sales productivity, retention, expansion, and forecast health.
  • Translate KPIs into a clear narrative: what changed, why it changed, what it means, and what we should do next.
  • Build executive-ready WBR, QBR, and EMT materials that highlight performance, risks, opportunities, and recommended actions.
  • Identify leading indicators that signal future risk or upside across the revenue engine.
  • Partner with GTM leadership to ensure business reviews are decision-oriented, action-driven, and connected to revenue outcomes.
  • Define how GTM teams use data, reporting, and operating rhythms to manage performance.

2. Strategic Planning & GTM Decision Support
  • Support strategic investment decisions by evaluating expected impact, tradeoffs, risks, and execution requirements.
  • Help define the right operating metrics, targets, thresholds, and cadences for new and existing GTM motions.
  • Identify gaps between plan and performance, quantify business impact, and recommend actions to close those gaps.

3. Strategic Initiatives & Operational Efficiency
  • Lead cross-functional initiatives tied to revenue growth, productivity, retention, and efficiency.
  • Design, pilot, measure, and scale new GTM motions such as ICP refinement, territory redesign, role specialization, multi-product selling motions, pipeline generation plays, renewal motions, or expansion motions.
  • Define success metrics and recommend whether to scale, iterate, or sunset initiatives based on results.
  • Evaluate and deploy best-in-class GTM tools and systems to improve productivity and execution across the revenue engine.
  • Identify sources of operational friction and partner with CRM, Data, and Enablement teams to design scalable solutions.

At Fieldwire, We're Looking for Our Next Revenue Strategy & Operations Associate to Have the Following Skills and Experiences
  • 4+ years of experience in Revenue Operations, GTM Strategy & Operations, Sales Operations, Business Operations, Management Consulting, Investment Banking, FP&A, or a similar analytical business partner role.
  • Strong analytical and modeling skills, including advanced spreadsheet modeling and comfort working with structured data.
  • SaaS experience required; familiarity with SMB, Mid-Market, and Enterprise GTM motions strongly preferred.
  • Experience with SQL and/or BI tools such as Power BI, Tableau, Looker, or similar platforms preferred.
  • Proven ability to support or partner with Director / VP-level GTM leaders across Sales, Marketing, Customer Success, or Finance.
  • Experience building forecasts, capacity plans, business cases, pipeline models, scenario analyses, or executive reporting that influence business decisions.
  • Strong understanding of GTM metrics, including pipeline coverage, conversion rates, win rates, sales productivity, forecast accuracy, retention, expansion, and churn.
  • Ability to turn ambiguous business problems into clear frameworks, recommendations, and actions.
  • Strong project management skills, with the ability to lead cross-functional initiatives from analysis through execution and measurement.
  • Familiarity with CRM systems, GTM tools, automation, and AI-powered workflows; direct administration experience is a plus but not required.
  • Excellent communication skills, with the ability to synthesize complex analysis into clear, executive-ready recommendations.
  • High autonomy, strong business judgment, and the ability to influence without authority.

And if You Have Any of the Following, We REALLY Want You to Apply Today!
  • Experience in a high-growth technology or SaaS company.
  • Experience working with international or multi-region GTM teams.
  • Experience with construction technology, field operations, or vertical SaaS.
  • Experience improving GTM productivity through automation, workflow redesign, AI adoption, or operating model changes.
  • Experience building executive-ready business reviews, board-level materials, or strategic planning outputs.

Compensation:
The estimated pay ranges for this role are as follows: $116,000.00 - $142,000.00
The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors such as your skills, qualifications and experience. In addition to the salary you may be eligible for a corporate bonus which can range up to 30%.
Why Fieldwire?
The field-first construction platform for less busywork and more building. Trusted on 4M+ projects worldwide, Fieldwire by Hilti gives crews reliable access to plans, tasks, and updates on one simple platform. It unites the field and office around a single, transparent source of truth, keeping teams aligned from start to finish. Designed for easy adoption, crews gain real-time visibility into progress, clear ownership of work, and the context to make confident decisions. As part of the Hilti Group, Fieldwire combines deep construction expertise with modern digital innovation to deliver better outcomes on every job. Learn more at Fieldwire.com.
Where is the job located?
This role is hybrid in San Francisco, California. Our headquarters are based in beautiful San Francisco and our office is centrally located right off of Embarcadero Bart station.
Fieldwire is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status or any other characteristic protected by law.

Apply