Investment Operations Specialist
2 weeks ago
Capital Advantage, Inc. is a leading wealth management firm seeking a highly skilled Investment Operations Associate to join our team. As a key member of our investment management team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our investment processes.
Key Responsibilities- Conduct thorough security analysis and asset allocation to optimize investment portfolios
- Manage trading activities, performance reporting, and client billing/reconciliation
- Set up and maintain internal accounts, ensuring compliance with company policies and SEC requirements
- Collaborate with the Director of Investment Management and Chief Compliance and Operating Officer to drive business growth and success
- Exceptional attention to detail and strong analytical skills
- Understanding of company policies and procedures, as well as SEC requirements
- Undergraduate degree in business, finance, or accounting, with a strong academic record
- Current Series 65 license or equivalent, with the ability to attain within the first 6 months of employment
- Experience working in the financial services industry, with a strong understanding of account custodians and trading applications
- Competitive base salary with performance-based quarterly bonus structure
- Generous paid time off, including vacation, sick leave, and holidays
- Paid daily wellness break program
- Comprehensive benefits package, including 401(k) with guaranteed profit-sharing match, health, dental, and vision insurance, and long-term disability and life insurance options
To apply, please submit your resume and a custom cover letter to the email address listed below. We are an equal opportunity employer and welcome applications from all qualified candidates.
-
Investment Operations Specialist
1 week ago
Walnut Creek, California, United States Capital Advantage, Inc. Full timeJob Title: Investment Operations AssociateCapital Advantage, Inc. is a leading wealth management firm seeking a highly skilled Investment Operations Associate to join our team. As an Investment Operations Associate, you will play a critical role in supporting the Director of Investment Management and the Chief Compliance and Operating Officer in ensuring the...
-
Investment Operations Specialist
4 days ago
Walnut Creek, California, United States Capital Advantage, Inc. Full timeJob SummaryCapital Advantage, Inc. is a leading wealth management firm seeking a highly skilled Investment Operations Associate to join our team. As a key member of our investment management team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our investment operations.ResponsibilitiesConduct...
-
Investment Operations Specialist
2 weeks ago
Walnut Creek, California, United States Capital Advantage, Inc. Full timeJob SummaryCapital Advantage, Inc. is a well-established wealth management firm seeking a highly skilled Investment Operations Associate to join our team. As a key member of our investment management team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our investment...
-
Investment Operations Specialist
2 weeks ago
Walnut, California, United States Capital Advantage, Inc. Full timeInvestment Operations AssociateCapital Advantage, Inc. is a leading wealth management firm seeking a highly skilled Investment Operations Associate to join our team.Key Responsibilities:Conduct thorough security analysis and asset allocation to ensure optimal investment performanceManage trading activities, performance reporting, and client...
-
Renovation Specialist
23 hours ago
Walnut Creek, California, United States Bridge Investment Group Holdings LLC Full timeJob SummaryBridge Investment Group Holdings LLC is seeking a skilled Maintenance Technician / Rehab Technician to join our team. As a key member of our maintenance team, you will be responsible for performing various maintenance functions to ensure the quality and safety of our properties.Key ResponsibilitiesComplete all maintenance service requests as...
-
Financial Operations Specialist
4 weeks ago
Walnut Creek, California, United States Dynamic Office & Accounting Solutions Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Dynamic Office & Accounting Solutions. As a key member of our accounting department, you will be responsible for executing critical financial functions, ensuring the smooth operation of our business.Key ResponsibilitiesExecute semi-monthly...
-
Machine Operator
4 weeks ago
Walnut Creek, California, United States Apex Ventures Full timeProduction Specialist (m/f/d)Apex Ventures Full-timeAbout the RoleWe are a leading provider of innovative solutions in the sanitation, heating, and building components industries. Our team is expanding, and we are seeking a skilled Production Specialist to join our Diespeck location.Key ResponsibilitiesOperate and maintain processing equipment to ensure...
-
Financial Operations Manager
2 weeks ago
Walnut Creek, California, United States Standish Management Full time{"title": "Financial Operations Manager", "content": "Job SummaryWe are seeking a highly skilled Financial Operations Manager to join our team at Standish Management LLC. As a key member of our finance team, you will be responsible for managing the financial operations of our private equity funds, including treasury management, fund accounting, and financial...
-
Lead Stock Specialist
2 weeks ago
Walnut Creek, California, United States Pottery Barn Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Lead Stock Specialist. In this role, you will be responsible for overseeing the operational functions of our stockroom, ensuring that all inventory is accurately managed and that customer fulfillment is executed efficiently.Key ResponsibilitiesOversee the...
-
Assembly Operations Specialist
4 weeks ago
Walnut, California, United States ALIGN PRECISION Full timeJob SummaryAlign Precision is seeking a skilled Assembly Operations Specialist to join our team. As an Assembly Operations Specialist, you will be responsible for performing repetitive bench or line assembly operations to mass-produce products.Key Responsibilities:Places parts in specified relationships to each other.Bolts, clips, screws, cements, or...
-
Tax Manager, Operating Partnerships
2 weeks ago
Walnut Creek, California, United States KPMG Full timeBusiness Title:Tax Manager, Operating PartnershipsRequisition Number: Function:Tax ServicesArea of Interest: State:CACity:Walnut CreekDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...
-
Assembly Operations Specialist
4 weeks ago
Walnut, California, United States Align Percision Full timeJob SummaryWe are seeking a skilled Assembly Operations Specialist to join our team at Align Precision. In this role, you will be responsible for performing repetitive assembly operations to mass-produce products.Key ResponsibilitiesAssembly Operations: Places parts in specified relationships to each other, bolts, clips, screws, cements, or otherwise fastens...
-
Clinical Specialist
3 weeks ago
Walnut Creek, California, United States Medsurg Sales Staffing Full timeUnlock Your Potential as a Clinical SpecialistMedsurg Sales Staffing is seeking a highly skilled Clinical Specialist to join our team. As a Clinical Specialist, you will work closely with our clients to provide expert support and guidance in the operating room.About the RoleWe are looking for a clinical professional with experience in radiologic technology,...
-
Director of Wealth Management Operations
4 weeks ago
Walnut Creek, California, United States Mechanics Bank Full timeJob SummaryMechanics Bank is seeking a highly experienced Director of Wealth Management Operations to lead our Wealth Management team. As a key member of our organization, you will be responsible for overseeing the operational activities of our Wealth Management division, ensuring seamless execution of our business strategies.Key ResponsibilitiesManage and...
-
Clinical Specialist
1 week ago
Walnut Creek, California, United States Medsurg Sales Staffing Full timeJoin Our Team as a Clinical SpecialistWe are seeking a highly skilled Clinical Specialist to join our team at Medsurg Sales Staffing. As a Clinical Specialist, you will play a critical role in providing clinical, teaching, educational, technical, and product knowledge support to existing and potential customers during surgical procedures.Key...
-
Clinical Operations Specialist
1 month ago
Walnut Creek, California, United States Elevance Health Full timeJob SummaryWe are seeking a skilled Healthcare Utilization Coordinator to join our team at Elevance Health. As a key member of our operations team, you will play a critical role in ensuring the smooth coordination of healthcare services for our members.Key ResponsibilitiesCase Management: Coordinate cases for precertification and prior authorization review,...
-
Clinical Nurse Specialist
4 weeks ago
Walnut Creek, California, United States Kaiser Full timeJob Summary:Kaiser Permanente seeks a highly skilled Clinical Nurse Specialist to provide advanced clinical practice expertise in a defined area of nursing practice. The ideal candidate will have a strong background in clinical nursing and a passion for delivering high-quality patient care.Key Responsibilities:Establish and Monitor Care Standards: Develop...
-
Interventional Radiology Specialist
1 week ago
Walnut Creek, California, United States TotalMed Staffing Full timeSeeking a Radiology Technician for a Travel Assignment in CaliforniaWe are looking for a skilled Radiology Technician to join our team for a travel assignment in Walnut Creek, California. At TotalMed Staffing, we strive to provide our healthcare professionals with the highest compensation, comprehensive benefits, and a supportive work environment.Key...
-
Warehouse Operations Specialist
2 weeks ago
Walnut Creek, California, United States The Chefs' Warehouse Full timeWarehouse Support Role at The Chefs' WarehouseWe are seeking a detail-oriented and organized Warehouse Worker to join our team at The Chefs' Warehouse. As a key member of our warehouse operations, you will play a crucial role in ensuring the efficient receipt, storage, and shipment of products to meet our productivity and quality goals.Key...
-
Eyelash Extension Specialist
1 month ago
Walnut Creek, California, United States The Lash Lounge Full timeABOUT US: The Lash Lounge stands as the leading salon for eyelash extensions, boasting over 100 locations across the United States. We provide a comprehensive range of services, including perming, tinting, threading, and more. Our mission is to cultivate a warm and welcoming environment while prioritizing the health and care of our clients' natural lashes....