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Financial Analyst Financial Consultant

Investment Operations Analyst - Wealth Management

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Empirical Financial Services, LLC
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a talented Investment Operations Associate for their San Francisco office. In this role, you will support the portfolio management team and learn about investment management, financial planning, and tax management. The ideal candidate will have a Bachelor's degree in a relevant field and 0-2 years of experience in finance and investments. Strong knowledge of Excel and the ability to work in a team environment are essential.
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