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Manager Investment Operations Jobs in California

Pathstone

Associate, Investment Operations

San Francisco, CA · On-site

$70K - $85K/yr

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... The Investment Operations Associate position offers an opportunity to serve as a key member of our ...

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Manager Investment Operations information

See California salary details

$30.6K

$62.6K

$116.9K

How much do manager investment operations jobs pay per year?

As of Aug 9, 2026, the average yearly pay for manager investment operations in California is $62,625.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $76,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a manager investment operations, and why are they important?

To thrive as a Manager Investment Operations, you need expertise in investment operations, portfolio administration, and a strong understanding of financial markets, typically backed by a finance degree and relevant experience. Familiarity with investment management systems (like Bloomberg, SimCorp, or Charles River), trade settlement platforms, and often certifications such as CFA or CIPM are highly valued. Outstanding analytical skills, attention to detail, leadership, and effective communication set exceptional candidates apart. These skills ensure accurate transaction processing, regulatory compliance, and efficient operational workflows critical to supporting investment strategies.

What is a manager investment operations?

A Manager of Investment Operations oversees the day-to-day processes related to managing investment portfolios, including trade settlements, reconciliations, reporting, and ensuring regulatory compliance. They supervise teams that handle the operational aspects of investment transactions, making sure that all procedures are efficient and accurate. This role acts as a bridge between portfolio managers, traders, and back-office staff to ensure smooth execution and record-keeping. Their responsibilities also include implementing process improvements, managing risk, and liaising with custodians, auditors, and other stakeholders.

What are some common challenges faced by a manager investment operations, and how can they be effectively addressed?

A Manager Investment Operations often faces challenges such as ensuring accurate and timely trade settlements, managing operational risks, and maintaining compliance with evolving regulations. These can be addressed by implementing robust internal controls, leveraging advanced technology for automation, and fostering clear communication channels across teams. Collaborating closely with portfolio managers, compliance officers, and external custodians is essential to proactively identify and resolve issues. Staying updated on industry best practices and regulatory changes also helps maintain efficiency and compliance.

What is the difference between Manager Investment Operations vs Investment Analyst?

AspectManager Investment OperationsInvestment Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually holds a bachelor's degree; CFA or similar certifications are advantageous but not always required
Work EnvironmentOversees operational teams, manages processes, and ensures compliance within investment firmsConducts research, analyzes data, and supports investment decision-making
Employer & Industry UsageCommonly employed in asset management firms, hedge funds, and investment banksFound across investment firms, banks, and financial advisory companies

The Manager Investment Operations focuses on overseeing the operational aspects of investment processes, managing teams, and ensuring compliance. In contrast, the Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require strong financial knowledge and certifications like CFA, but differ in responsibilities and daily tasks.

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 Manager Investment Operations jobs in California? For Manager Investment Operations jobs in California, the most frequently searched job titles are:
What job categories do people searching Manager Investment Operations jobs in California look for? The top searched job categories for Manager Investment Operations jobs in California are:
What cities in California are hiring for Manager Investment Operations jobs? Cities in California with the most Manager Investment Operations job openings:
Manager Investment Operations jobs near you
Infographic showing various Manager Investment Operations job openings in California as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $62,625 per year, or $30.1 per hour.

Investment Operations Associate

Claire Myers Consulting

Redwood City, CA

$60K - $80K/yr

Full-time

Re-posted 21 days ago

Job description

Compensation: $60K - $80K base salary + bonus + benefits



Overview:


Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They help their clients break through the daily financial noise to create their own philosophy around money. The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approximately $800M in assets under their care.


They are an Investment Operations Associate to support investment operations, client service, and Advisor collaboration. This individual will play a critical role in ensuring a seamless client experience, maintaining operational excellence, and supporting the firm's Advisors in delivering high-quality financial planning and investment services.



Key Responsibilities:


Investment Operations & Administration:


  • Prepare and process investment account paperwork and related documentation
  • Maintain accurate client files, account records, performance reports, and required compliance documentation
  • Execute trades across client accounts in accordance with firm policies and procedures
  • Respond to custodian, back-office, and operational inquiries in a timely manner
  • Ensure all operational and compliance requirements are implemented and followed
  • Support account maintenance activities, including transfers, distributions, and account updates



Client Service:


  • Deliver a high-touch client service experience through proactive communication and follow-through
  • Communicate with clients and prospects to obtain required documentation and complete account applications
  • Administer and assess client risk tolerance questionnaires
  • Serve as a key point of contact for client requests and account-related inquiries
  • Build and maintain strong client relationships through exceptional responsiveness and attention to detail



Qualifications:


  • Bachelor’s degree required
  • 0-3 years of experience in financial services, wealth management, or investment operations
  • Series 7 license preferred
  • Life and Health Insurance license preferred
  • Strong client service orientation with excellent written and verbal communication skills
  • Highly organized with exceptional attention to detail
  • Strong time-management and multitasking abilities
  • Ability to prioritize competing responsibilities and meet deadlines in a fast-paced environment
  • Demonstrated ability to maintain confidentiality and handle sensitive client information