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.
Key Responsibilities:
- Conduct thorough security analysis and asset allocation to ensure optimal investment performance
- Manage trading activities, performance reporting, and client billing/reconciliation with precision and attention to detail
- Collaborate with the Director of Investment Management and Chief Compliance and Operating Officer to drive business growth and compliance
Requirements:
- Exceptional analytical and problem-solving skills, with a strong ability to multitask and operate under pressure
- Strong understanding of company policies and procedures, as well as SEC requirements
- Undergraduate degree in business, finance, or accounting, with a current Series 65 license or equivalent
- Experience working in the financial services industry, preferably with account custodians
- Proficiency in Microsoft 365 applications, with experience in trading and project management applications a plus
What We Offer:
- Competitive base salary with performance-based quarterly bonus structure
- Generous paid time off, wellness program, and comprehensive benefits package
To Apply:
- Send resume and custom cover letter to the Capital Advantage email address
- Do not contact us with unsolicited services or offers
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 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 processes.Key ResponsibilitiesConduct...
-
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...
-
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...
-
Renovation Specialist
24 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...
-
Wealth Management Specialist
2 weeks ago
Walnut, California, United States Leah Yosef International Full timeOpportunity OverviewLeah Yosef International, a top-tier national registered investment advisor, is seeking a seasoned Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from custodial referral channels.This role offers a unique opportunity to join the fastest-growing region of a rapidly expanding...
-
Wealth Management Specialist
2 weeks ago
Walnut, California, United States Leah Yosef International Full timeOpportunity OverviewLeah Yosef International, a top-tier national registered investment advisor, is seeking a seasoned Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from custodial referral channels.This role offers a unique opportunity to join the fastest-growing region of a rapidly expanding...
-
Warehouse Operations Specialist
3 weeks ago
Walnut, California, United States The Chefs' Warehouse Full timeThe Chefs' Warehouse - Job Opportunity **Job Summary:** As a Warehouse Worker at The Chefs' Warehouse, you will play a critical role in ensuring the efficient operation of our warehouse. Your responsibilities will include providing support in picking, packing, assembly, sorting, shipping, and receiving of orders to meet the facility's productivity and...
-
Warehouse Operations Specialist
3 weeks ago
Walnut, California, United States The Chefs' Warehouse Full timeThe Chefs' Warehouse - Job Opportunity **Job Summary:** As a Warehouse Worker at The Chefs' Warehouse, you will play a critical role in ensuring the smooth operation of our warehouse. Your primary responsibilities will include providing warehouse support, including picking, packing, assembly, sorting, shipping, and receiving of orders to meet the...
-
Warehouse Operations Specialist
3 weeks ago
Walnut, California, United States HD Supply Full timeWarehouse Associate Job DescriptionAt HD Supply, we're looking for a skilled Warehouse Associate to join our team. As a key member of our warehouse operations, you'll play a critical role in ensuring the efficient movement of goods and materials.Key Responsibilities:Load and unload materials to and from designated storage areas, such as racks, shelves, or...
-
Warehouse Operations Specialist
3 weeks ago
Walnut, California, United States HD Supply Full timeHD Supply - Job Overview **Job Summary:** As a Warehouse Associate at HD Supply, you will play a critical role in ensuring the efficient movement of goods through our warehouse operations. Your responsibilities will include loading, unloading, and transporting goods, as well as receiving and filling orders. You will also be responsible for installing...
-
Warehouse Operations Specialist
4 weeks ago
Walnut, California, United States HD Supply Full timeJob Summary:As a Warehouse Associate at HD Supply, you will play a critical role in ensuring the efficient and safe movement of goods throughout our facilities. Your responsibilities will include:Loading and unloading materials to and from designated storage areas, while maintaining a high level of accuracy and attention to detail.Installing protective...
-
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...
-
Warehouse Logistics Specialist
2 weeks ago
Walnut, California, United States Restaurant Depot LLC Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Warehouse Logistics Specialist to join our team at Restaurant Depot LLC. As a key member of our warehouse operations, you will be responsible for ensuring the efficient movement of merchandise throughout the warehouse, from receiving to customer delivery.Key ResponsibilitiesOperate a forklift to...
-
Warehouse Operations Specialist
3 weeks ago
Walnut, California, United States HD Supply Full timeWarehouse Associate Job DescriptionAt HD Supply, we're looking for a skilled Warehouse Associate to join our team. As a key member of our warehouse operations, you'll play a critical role in ensuring the efficient movement of goods and materials.Key Responsibilities:Load and unload materials from designated storage areas, such as racks, shelves, or...
-
Warehouse Operations Specialist
4 weeks ago
Walnut, California, United States HD Supply Full time**Job Summary**HD Supply is seeking a highly motivated and detail-oriented individual to join our team as a Warehouse Assistant. As a key member of our operations team, you will be responsible for ensuring the efficient and accurate movement of goods throughout our warehouse.**Key Responsibilities:**Complete tasks such as loading, unloading, sorting,...