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Investment Operations Associate – Onsite

Job in Mountain View, Santa Clara County, California, 94039, USA
Listing for: Addison Group
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Investment Operations Associate – Onsite 3–4 Days
A Bay Area investment firm seeks an Operations Associate to support daily investment operations and administrative duties. The role involves downloading investor statements, matching to checklists, and organizing processes for automation. Candidates should have at least 3 years of operations/accounting experience at an investment firm, with excellent communication and interpersonal skills. The position requires working onsite 3-4 days per week.
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Position Requirements
10+ Years work experience
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