Investment Operations Analyst | Marin County

Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Investment Operations Analyst | Investment Management | Marin County; Hybrid
Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.
Key Responsibilities

+ Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions.

+ Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows.

+ Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance.