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Investment Operations Associate Jobs in San Ramon, CA

Roblox

Business Operations Associate

San Mateo, CA · Hybrid

As a Business Operations (BizOps) Associate, you will be the ultimate data expert and thrive on ... Experience in an analytical role (i.e., investment banking, management consulting, corporate ...

Hive

Business Operations Associate

San Francisco, CA · On-site

$60K - $120K/yr

Hive has raised over $120M in capital from leading investors, including General Catalyst, 8VC ... Business Operations Associate Role We are looking for a talented leader to oversee business ...

Hive

Business Operations Associate

San Francisco, CA · On-site

$60K - $120K/yr

Hive has raised over $120M in capital from leading investors, including General Catalyst, 8VC ... Business Operations Associate Role We are looking for a talented leader to oversee business ...

Pallet

Events and Operations Associate

San Francisco, CA · On-site

$75K - $115K/yr

We've raised $50M from top investors, including General Catalyst, Bessemer Venture Partners, and ... We're looking for an Events & Operations Associate to help create an organized, welcoming, and ...

Loop

AI Operations Associate

San Francisco, CA · On-site

$80K - $125K/yr

We recently closed a $95M Series C and are backed by leading investors including Valor Equity ... We are disrupting traditional operations with AI powered workflows that create 100X leverage for ...

Decagon

Revenue Operations Associate

San Francisco, CA · On-site

$150K - $180K/yr

We're proud to be backed by world-class investors who share that vision, including a16z, Accel ... About the Team Decagon's Revenue Operations team is a multidisciplinary group of operators ...

EOS

Sales Operations Associate

Hayward, CA

... 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

... 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 ...

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Showing results 41-60

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.

Business Operations Associate

Roblox

San Mateo, CA • Hybrid

Full-time

Posted 10 days ago

Job description

As a Business Operations (BizOps) Associate, you will be the ultimate data expert and thrive on solving analytical problems, driving operational insights, and communicating solutions directly to the senior team. You'll help define and drive strategic, operational and organizational optimizations across the company.

The BizOps team works on important operational projects including user growth, user engagement and monetization, strategic partnerships, and the Roblox developer community. The team will work with a broad array of departments including Product, Business Development, Engineering, Marketing, People, FP&A and Developer Relations.

Experience in an analytical role (i.e., investment banking, management consulting, corporate development) and an understanding of finance and the public markets is preferred. A willingness to be mentored and learn aspects of the business will be essential for success in the role, as will be the ability to exhibit autonomy in your analysis and mastery of the material.

You will report into our Senior Manager, Business Operations. This full-time, hybrid position is located at our headquarters in San Mateo, California.

You Will:

  • Become an expert on Roblox's unique business model
  • Be a part of the BizOps team that reports to the Chief Financial Officer
  • Be involved in developing our annual strategic and financial plan
  • Track insight regarding the main operating metrics across the company
  • Work across functional groups to optimize performance and future growth opportunities
  • Create materials to communicate strategic priorities and findings to senior management
  • Prepare monthly reports for management and the Board of Directors emphasizing operational/financial performance metrics, historical results, forecasts and trends
  • Work with the CFO and VP, Finance daily on key operational and financial issues

You Have:

  • 2+ years in an investment bank (or private equity, consulting, or corporate development organization)
  • Bachelor's degree in engineering, economics or other quantitative fields (math, science, finance/accounting)
  • Investigative and logical skills
  • Advanced skills for using Excel (to analyze data and create financial and operational models) and PowerPoint to communicate analysis
  • Exposure to emerging, high-growth companies in the technology or internet sectors
  • Experience with SQL, MicroStrategy, Tableau and other business intelligence tools is helpful
  • Ability to develop an understanding of business issues and craft well thought out solutions

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