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Manager Investment Operations Jobs in California

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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 12, 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 84% Full Time, 12% Part Time, 2% 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

Regal Executive Search

San Francisco, CA • On-site

Full-time

Re-posted 18 hours ago

Job description


Investment Operations Associate
Position Summary:
The Investment Operations Associate plays an integral role in the daily operations supporting the company portfolio strategies. Core responsibilities span the investment operations function, including trade and settlement support, portfolio reconciliation, performance reporting, and participation in fund operations projects.
The Associate serves as a key point of coordination across the investment operations team, working closely with traders, custodian banks, sub-administrators, and colleagues across departments to ensure data accuracy, timely issue resolution, and the successful completion of recurring deliverables.
Responsibilities vary across the operational calendar, ranging from portfolio reconciliation and corporate action review to involvement in new account launches, shareholder reporting cycles, and annual audits.
The role offers meaningful ownership and the opportunity to develop deep operational expertise, making it well suited to a detail-oriented professional who is motivated by problem-solving and the tangible impact of high-quality work.
Essential Duties and Responsibilities:
To perform this job successfully, a person must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions.
  • Performing daily Investment Operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to help resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement.
  • Producing both routine and ad hoc portfolio and trade reconciliations and reporting for internal and external consumption and assisting with the review of strategy data prepared by other teams.
  • Compiling and preparing performance, attribution, risk statistics and portfolio characteristics data, contributing to analysis.
  • Supporting day to day communication with service providers and sub administrators. Participating in recurring calls and system upgrade testing.
  • Collaborate with Manager to prepare fund regulatory filings and related projects.
  • Working with a multi-department team to support the onboarding of new separate accounts and launch products. Attending meetings, preparing paperwork, providing necessary data, and helping confirm functionality with external parties.
  • Supporting internal and external audits as well as other ad hoc tasks and special projects.

Qualifications:
The requirements listed below are representative of the knowledge, skill, and/or ability required to competently perform the job duties.
Experience, Skills, and Knowledge:
  • 2+ years of experience in middle office, investment operations, fund accounting, or fund administration preferred. Exceptional recent graduates with relevant internship experience in investment operations or financial services and a strong academic background in finance, accounting, or economics will also be considered.
  • Knowledge of equity, international and fixed income assets, trade settlements, portfolio analytics, financial reporting and performance and attribution calculations.
  • Strong analytical, organizational, written and communication skills.
  • Familiarity with AI-assisted tools and a willingness to apply emerging technologies to automate or improve operational workflows
  • Able to prioritize tasks and work under pressure when meeting daily deadlines.
  • Highly organized, detail-oriented, flexible, reliable and proactive.
  • Effective at working both as an individual and in a team oriented environment.
  • Proficiency in Microsoft Office Suite, particularly Excel; comfort learning and working across multiple financial systems and data platforms.
  • Aptitude and enthusiasm for learning new third-party software; prior exposure to systems such as Charles River, FactSet, or Bloomberg is welcome but not required.

Education: Bachelor's Degree in business, accounting or finance.
Certificates and Licenses: None
Supervisory Responsibilities: None
Physical Demands/Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phone, photocopiers, and filing cabinets.
While performing the duties of this job, the employee is regularly required to sit, talk, or hear, and to use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand, walk, and move about the facility and occasionally required to stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Travel for this position is limited to potential annual conference attendance for service provider or accounting program software.
The above job description is not intended to be an all-inclusive list of duties and responsibilities of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
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