9 results for Investment Operations Associate in Walnut Creek, CA

Operations Associate | Wealth Management Firm

Mill Valley, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-20T00:00:00Z

Operations Associate, Accountant | Hedge Fund

El Cerrito, CA
onsite
Permanent
75000 - 95000 USD / Yearly
We have an excellent opportunity for a Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients who is interested in transitioning into an industry role. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing investment management firm in San Francisco that is looking to add a Staff Accountant to their team. The firm offers a collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule. Responsibilities<ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client NAVs on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables </li></ul>
2026-03-15T00:00:00Z

Investor Relations Associate, Operations | PE Firm

San Francisco, CA
onsite
Permanent
120000 - 150000 USD / Yearly
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a leading global private equity firm is seeking an Investor Services Associate to join its San Francisco office. This role supports LP operations, reporting, and investor communications within a highly respected and established investment platform. OverviewThis position will play a key role in managing investor reporting cycles, capital activity notices, onboarding workflows, and due diligence support. The individual will work closely with Finance and Investor Relations to ensure timely, accurate, and consistent delivery of investor materials and data. Responsibilities<ul><li>Coordinate quarterly and annual investor reporting packages, including capital statements and performance updates</li><li>Prepare and distribute capital call and distribution notices</li><li>Serve as a point of contact for investor inquiries and ongoing communications</li><li>Maintain and reconcile investor data across CRM and fund accounting systems</li><li>Support DDQs, fundraising requests, and investor data needs</li><li>Assist with AML/KYC documentation and tax-related outreach</li><li>Contribute to process improvements and system enhancements</li></ul>
2026-03-16T00:00:00Z

Operations Associate for Boutique Family Office

Mill Valley, CA
onsite
Permanent
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Investor Relations Associate | Venture Capital | $1B+ AUM

Palo Alto, CA
onsite
Permanent
100000 - 120000 USD / Yearly
Investor Relations Associate – Venture CapitalEarly-Stage Venture Firm | Silicon Valley (Confidential) Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a growing early-stage venture capital firm in Silicon Valley that is expanding its Investor Relations and fundraising team. This opportunity is ideal for an ambitious early-career professional with 1–2 years of Investor Relations, fundraising, or client-facing experience who is passionate about venture capital and eager to learn from a highly experienced team. The firm is looking for someone curious, driven, and excited to build a long-term career in LP relations and venture fundraising. You’ll work closely with senior leadership, gaining direct exposure to institutional investors, family offices, and venture fund operations while helping support the firm’s capital raising efforts. What You’ll Do<ul><li>Support fundraising initiatives, including investor outreach, meeting coordination, and follow-up</li><li>Build and maintain relationships with prospective and existing limited partners</li><li>Assist with preparing investor materials, presentations, and fundraising communications</li><li>Help manage the investor pipeline and track engagement through CRM systems</li><li>Support LP communications such as quarterly updates, capital calls, and reporting requests</li><li>Assist with planning investor events and annual meetings</li><li>Learn the firm’s investment strategy and help communicate it effectively to investors</li></ul>
2026-03-16T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-03-13T00:00:00Z

Finance Associate - Top-Tier Venture Fund

Menlo Park, CA
onsite
Permanent
135000 - 155000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Finance Associate | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

Real Estate Associate

San Francisco, CA
onsite
Temporary
29 - 29 USD / Hourly
We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations. Responsibilities:• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.• Monitor and manage work orders, including re-dispatching them as needed to ensure timely completion.• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.• Assist with basic accounting tasks, including data entry and maintaining financial records.• Leverage commercial property management experience to oversee operational activities.• Ensure compliance with organizational processes and protocols while delivering excellent customer service.• Utilize work order systems to organize and track maintenance and repair activities.• Support marketing and operational initiatives to enhance property management efficiency.
2026-02-25T00:00:00Z