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Remote Investment Operations Associate Jobs in California

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are ... Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ...

Full Bloom Wealth

Client Service Associate

Irvine, CA · Remote

$70K - $85K/yr

Description We are seeking a detail-oriented and technically proficient Client Service Associate to ... Additionally, support the advisor with investment and risk management operations project management ...

Mercury

Head of Investment Products

San Francisco, CA · On-site +1

You'll sit in the Product org, working at the intersection of investments, product development, brokerage operations, and compliance, ensuring that as we scale our investment platform, we do so with ...

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Remote Investment Operations Associate information

What is the difference between Remote Investment Operations Associate vs Remote Investment Analyst?

AspectRemote Investment Operations AssociateRemote Investment Analyst
Primary FocusHandling operational tasks, trade settlements, and data managementConducting market research, financial analysis, and investment evaluations
Required SkillsAttention to detail, data management, basic financial knowledgeAnalytical skills, financial modeling, market analysis
CertificationsTypically none required; relevant certifications like CFA Level I may be a plusOften requires CFA Level I or similar credentials
Work EnvironmentSupportive, process-oriented, often back-officeResearch-driven, client-facing, strategic

While both roles support investment firms, the Remote Investment Operations Associate primarily manages operational tasks and data accuracy, whereas the Remote Investment Analyst focuses on analyzing markets and making investment recommendations. Understanding these differences helps candidates align their skills and career goals with the right position.

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Remote Investment Operations Associate jobs near you

Business Operations Associate

Job Mobz

San Francisco, CA • On-site, Remote

Full-time

Posted 2 days ago

Job description

Company Description
employer.com is revolutionizing the hiring landscape by streamlining recruitment processes and enhancing the job search experience for both employers and candidates. As part of a distinguished family of workplace solution companies, we work alongside recruiter.com, which specializes in talent acquisition services; BountyJobs, the leading marketplace for recruitment agencies; Bench Accounting, providing seamless financial management; and Before You Apply, offering comprehensive employer branding capabilities.
Job Description
The Opportunity
We're looking for a high-performing Business Operations Associate to help solve complex problems, drive strategic initiatives, and support the scaling of our financial operations platform. This is a high-visibility role ideal for someone transitioning out of investment banking, management consulting, or private equity (2-4 years of experience), eager to move into a fast-paced SaaS business environment.
What You'll Do
  • Partner directly with senior leadership to identify operational bottlenecks and implement scalable solutions across product, finance, and service delivery teams
  • Build and maintain dashboards and performance metrics to drive decision-making and operational transparency
  • Conduct financial modeling, ROI analysis, and business case development for new initiatives and cross-functional projects
  • Support M&A integration, pricing strategy, vendor negotiations, and business case planning
  • Lead cross-functional initiatives that improve customer experience, operational efficiency, and revenue growth
  • Operate as a versatile problem-solver-whether analyzing operational data, coordinating cross-functional initiatives, or optimizing internal systems and workflows

Qualifications
Who You Are
  • 2-5 years of experience in investment banking, private equity, consulting, or BizOps at a high-growth SaaS or fintech company
  • Analytical and data-driven, with strong Excel and financial modeling skills (SQL or Looker experience a plus)
  • Clear communicator who can work cross-functionally and break down complexity
  • Thrives in a startup environment

Bonus Points
  • Experience with SaaS business models, accounting/finance systems, or working directly with product/engineering teams
  • Familiarity with tools like Salesforce, Looker, SQL, or Airtable
  • You've built process improvements or internal tools that made teams more efficient or customers happier

Additional Information
Work Environment:
  • Remote
  • All your information will be kept confidential according to EEO guidelines.

About Job MobZ

Sourced by ZipRecruiter

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

San Francisco, CA, US

Year founded

2012

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