Specialized Roles:
Operations Associate
Job in
Mountain View, Santa Clara County, California, 94039, USA
Listing for:
Addison Group
Full Time
position
Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration, Financial Analyst -
Business
Office Administrator/ Coordinator, Business Administration, Financial Analyst
Job Description & How to Apply Below
Bay Area based investment firm seeks an Operations Associate to support the
Finance Head with daily investment operations and administrative duties including downloading investor statements from the various investment portals and uploading to tax portals, matching to checklists, etc.
This role will work onsite 3-4 days per week and have the opportunity to help organize and create new processes to further automate.
Requirements:
- 3+ years’ experience in operations/accounting role at an investment firm.
- Excellent communications and interpersonal skills.
- Prior experience at an investment firm on the operations side is required.
- Prior experience pulling investor statements from investment portals is required.
We are looking to fill the Operations Associate position at Addison Group in Mountain View, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Position Requirements
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