A leading financial services firm is seeking a talented Investment Operations Associate for their San Francisco office. In this role, you will support the portfolio management team and learn about investment management, financial planning, and tax management. The ideal candidate will have a Bachelor's degree in a relevant field and 0-2 years of experience in finance and investments. Strong knowledge of Excel and the ability to work in a team environment are essential.
#J-18808-Ljbffr
Wealth Analyst • San Francisco, CA, United States