Investment Operations Analyst | Marin County

Robert Half • San Rafael, CA • 2h ago

Description

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

Investment Operations Analyst | Investment Management | Marin County; Hybrid

Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.

Key Responsibilities

Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions.

Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows.

Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance.

Perform reconciliations and research discrepancies across cash, holdings, and investment records.

Assist with corporate action processing, trade reporting, and operational documentation.

Support reporting requirements for internal teams, clients, and regulatory needs.

Contribute to process improvements and special projects to enhance operational efficiency.

You will report to the Managing Director of Trading and Operations.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.

2+ years of experience in investment operations, fund accounting, asset management operations, or a related financial services environment.

Understanding of investment lifecycle processes, including trade execution, settlement, and reconciliation.

Exposure to global markets, securities, and foreign exchange transactions preferred.

Strong analytical skills with excellent attention to detail and problem-solving abilities.

Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment.

Strong written and verbal communication skills with the ability to collaborate across teams.

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Similar Jobs

AP & Staff Accountant

Robert Half • Oakland, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Staff Accountant & AP Accountant | Real Estate Development | Oakland Join a highly respec...

2h ago

Go to Apply

Fund Accountant - Strong Comp Package

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | Hybrid Comp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benef...

2h ago

Go to Apply

Investment Operations Specialist - Global Money Manager

Robert Half • Larkspur, CA • 2h ago

Finance, Accounting & Banking

Description Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement...

2h ago

Go to Apply

Financial Advisor

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a g...

2h ago

Go to Apply

Assistant Controller at Thriving Investment Firm

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Assistant Fund Controller | Investment Management | San Francisco | Hybrid | Strong Base + Ge...

2h ago

Go to Apply

VP, Fund Controller

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP, Fund Controller | Investment Management Firm | San Francisco | Hybrid; 2 days onsite | Ba...

2h ago

Go to Apply

Senior Fund Accountant, Leading Private Equity Firm

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Fund Accountant | Private Equity Firm| San Francisco; Hybrid - 2 Days Onsite | Strong...

2h ago

Go to Apply

Director of Fund Administration | Investment Management

Robert Half • San Rafael, CA • 2h ago

Finance, Accounting & Banking

Description For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Director of Fund Administration| Investment Management | Marin County; Hybrid...

2h ago

Go to Apply

Senior Fund Accountant

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Fund Accountant | Leading Private Equity Firm| San Francisco | Hybrid - 2 Days Onsite...

2h ago

Go to Apply

Accountant | Real Estate Funds

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Reach out to Jennifer Fukumae via email or LinkedIn for additional information or questions regarding this listing. Real Estate Accountant (Fund & Property) | Reputable Investment Firm | San Francisco; Hy...

2h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)