Description **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Investment Operations Associate Employment Type: Full-Time Location: Walnut Creek; 5 days on site Salary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced analyst to join their team. This role will report directly to the Director of Investment Management and the Chief Compliance & Operating Officer, offering a unique opportunity to gain hands-on experience in investment management and regulatory operations within a dynamic and client-focused environment. Responsibilities: + Conduct security analysis and research investment opportunities. + Assist in asset allocation strategies and portfolio construction. + Execute trades and monitor trading activities. + Track and report on investment performance. + Manage client billing, reconciliation, and account-related financial tasks. + Oversee internal account setup and ongoing maintenance. + Support compliance functions, ensuring adherence to regulatory requirements. + Participate in operational projects to enhance firm efficiency. Requirements Requirements: + Current Series 65 (or willingness to obtain within 6 months of employment) + 3+ years of experience working in the financial services industry + Experience with account custodians + 1+ years of trading experience in investment operations **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .