Investment Operations Specialist

2 days ago


San Francisco, California, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth execution of investment transactions and providing exceptional customer service to our clients.

Key Responsibilities
  • Manage and maintain accurate records of client transactions and investments
  • Collaborate with cross-functional teams to resolve complex client issues
  • Develop and implement process improvements to enhance operational efficiency
  • Provide exceptional customer service and support to clients and internal stakeholders
Requirements
  • 3+ years of experience in investment operations or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer

Fidelity Investments offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.

How to Apply

If you are a motivated and detail-oriented individual with a passion for investment operations, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.



  • San Francisco, California, United States EngineeringUK Full time

    About this roleWe are seeking a highly skilled and experienced professional to join our team as an Investment Operations Specialist. As a key member of our front-office transformation team, you will be responsible for implementing scalable and repeatable business processes, working closely with clients to understand their objectives and goals, and delivering...


  • San Francisco, California, United States BlackRock Services Full time

    About this roleWe are seeking a highly skilled and experienced professional to join our Aladdin Front Office practice as an Associate/Vice President. The successful candidate will be responsible for implementing scalable and repeatable business processes, engaging with clients to understand their objectives and goals, and collaborating with internal teams to...


  • San Diego, California, United States High Bluff Group Full time

    Job SummaryWe are seeking a highly skilled Investment Operations Specialist to join our team at High Bluff Group. As a key member of our operations team, you will be responsible for overseeing the firm's pooled products and acting as a central liaison between stakeholders to address operational and servicing needs.Key ResponsibilitiesServe as a resource for...


  • San Diego, California, United States High Bluff Group Full time

    Job SummaryWe are seeking a highly skilled Investment Operations Specialist to join our team at High Bluff Group. As a key member of our operations team, you will be responsible for overseeing the firm's pooled products, acting as the central liaison between all stakeholders to address operational and servicing needs.Key ResponsibilitiesServe as a resource...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    NYSTRS Investment ExpertAs a key member of the Private Equity Department, the Assistant Director will provide investment expertise in sourcing and evaluating investment opportunities, monitoring active fund investments, and overseeing the day-to-day supervision of junior staff and Mid-Office operations. The ideal candidate will possess strong analytical and...


  • San Diego, California, United States High Bluff Group Full time

    Job SummaryThe Fund Operations Specialist plays a critical role in overseeing the firm's pooled products, serving as the central liaison between stakeholders to address operational and servicing needs. This position requires a deep understanding of fund accounting, reporting, and client requirements, with a focus on providing tailored solutions and expert...


  • San Francisco, California, United States Allspring Global Investments Full time

    About Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted...


  • San Francisco, California, United States Ogborne Capital Management Full time

    A highly motivated and detail-oriented Investment Research Specialist is sought by Ogborne Capital Management to join their team as a Research Analyst. The ideal candidate will be responsible for evaluating U.S. equities through research, due diligence, and financial modeling.Key ResponsibilitiesConduct in-depth analysis of financial reports, public filings,...


  • San Francisco, California, United States Bank of America Full time

    Job Title: Private Wealth Investment Management SpecialistJob Summary: We are seeking a highly skilled Private Wealth Investment Management Specialist to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for defining the investment management philosophy for our clients and delivering a full range of...


  • San Diego, California, United States Voy Ventures Full time

    Investment Operations / Middle-Office Team MemberVoy Ventures is partnering with a prestigious private markets investment firm to build out a newly created Investment Operations / Middle-Office Team.This team will support the firm's investment activity, consolidating and analyzing data, streamlining transactional procedures, optimizing technology solutions,...


  • San Jose, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Operations Consultant to join our team at Fidelity Investments. As an Investment Operations Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance and support in investment planning and management.Key...


  • San Francisco, California, United States Social Finance Ltd Full time

    About the RoleWe are seeking a highly skilled Business Operations Manager to support our Invest product at Social Finance Ltd. As a key member of our team, you will play a critical role in driving strategic planning, business-critical insights, and cross-functional execution.Key ResponsibilitiesLead annual/quarterly planning and collaborate with leaders to...


  • San Francisco, California, United States Social Finance Ltd Full time

    Job Title: Business Operations Manager, InvestAt Social Finance Ltd, we're shaping a brighter financial future with our members. As a Business Operations Manager, Invest, you'll play a critical role in driving strategic planning, business-critical insights, and cross-functional execution for our Invest product.About the Role:We're seeking a dynamic thinker...


  • San Francisco, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

  • Senior Associate

    7 hours ago


    San Francisco, California, United States SS&C Full time

    Job Title: Senior Associate - Investment Accounting SpecialistSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. As a Senior Associate - Investment Accounting Specialist, you will play a key role in preparing and processing transactions and financial reports, exercising sound...


  • San Francisco, California, United States Carmel Partners Full time

    About the RoleCarmel Partners, a leading real estate investment management firm, is seeking an experienced Associate, Asset Management/Investments to join our San Francisco Regional Office.Key ResponsibilitiesEvaluate new investment opportunities and enhance operations to optimize returns for individual assets and the overall property portfolio.Underwrite...


  • San Francisco, California, United States Capital Group Full time

    Investment Group Assistant RoleWe are seeking a highly skilled and experienced Investment Group Assistant to join our Equity team at Capital Group. As a critical member of our team, you will provide exceptional support to our Investment Managers, ensuring the smooth operation of our investment activities.Key Responsibilities:Provide administrative support to...


  • San Francisco, California, United States Bank of America Full time

    Job SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Private Wealth Investment Management Specialist, you will play a critical role in defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management...


  • San Francisco, California, United States Carmel Management, LLC Full time

    Investor Relations Analyst Job DescriptionCarmel Partners, a leading real estate investment management company, is seeking an Investor Relations Analyst to join our San Francisco Corporate Office.Job Summary:The Investor Relations Analyst will support the Investor Relations team in managing investor communications, preparing marketing materials, and...


  • San Francisco, California, United States Oppenheimer & Co. Full time

    Job Title: Investment Banking AnalystOppenheimer & Co. is a leading diversified financial services firm offering a wide range of investment banking, securities, investment management, and wealth management capabilities. We are seeking an experienced Investment Banking Analyst to join our Technology team in San Francisco.Key Responsibilities:Create and...