Investment Operations Associate
Foster City, San Mateo County, California, 94420, USA
Listed on 2026-10-17
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Finance & Banking
Financial Analyst, Portfolio & Asset Management, Finance Assistant
Team Hewins, a fee-only Registered Investment Advisor, is seeking an Operations Associate for our Foster City, CA office. The role supports the Investment Operations team, ensuring the integrity of client portfolio data and timely client deliverables in a hybrid setup (three days in office, two at home).
Key duties include daily review and maintenance of client data, managing invoicing, and producing performance and tax reports while pursuing process improvements to enhance efficiency and client
We would love to welcome a new Investment Operations Associate — Hybrid Role & Growth to our team in Foster City, CA, United States.
We have an opening for a Investment Operations Associate — Hybrid Role & Growth in Foster City, CA, United States within Finance, Management & Operations.
This role, Investment Operations Associate — Hybrid Role & Growth at Team-Hewins,-LLC, could be your next move.
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