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Fund Operations Associate
Career Insights for Investment Operations Analyst
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Scorecard
Based on California data
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What they do
An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
$119,884 / year median in California
+16% projected growth
Job Description
Description Anisa Henry is partnered with an innovative financial technology platform focused on improving operational efficiency and access within the private markets ecosystem. The platform supports investment professionals and institutions throughout the private investment lifecycle, including investment due diligence, fund operations, portfolio management, and reporting. As the Fund Operations Associate, you will play a critical role in supporting fund operations and treasury activities across a diverse portfolio of investment vehicles. This position is responsible for managing the day-to-day operational processes that support fund administration, including capital activity, cash movements, credit facility administration, investor records management, and coordination with external service providers and internal stakeholders. Success in this role requires strong attention to detail, operational excellence, and a commitment to ensuring accuracy, timeliness, and scalability across fund operations. Why Consider This Opportunity?
+ Join a rapidly growing investment platform with significant business momentum
+ Opportunity to work alongside senior leadership and gain broad exposure across the organization
+ Competitive benefits package, including comprehensive healthcare coverage
+ Flexible paid time off policy
+ Innovative, technology-forward environment focused on modernizing and streamlining operational workflows
+ Exposure to a dynamic platform managing a large and expanding portfolio of investment vehicles
+ Opportunity to contribute to process improvement, automation initiatives, and scalable operational infrastructure Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry Requirements Preferred Qualifications + 3+ years of fund accounting experience within investment management, fund administration, public accounting, or a related financial services environment
+ CPA designation preferred
+ Demonstrated ability to take ownership, solve problems proactively, and drive initiatives through completion
+ Strong communication and collaboration skills, with the ability to work effectively across teams and functions
+ Comfortable operating in a fast-paced, evolving, and high-growth environment
+ Interest in leveraging technology, automation, and AI-driven tools to improve processes and efficiency Key Responsibilities
+ Support fund operations, including transaction processing, cash management, reconciliations, and expense tracking
+ Oversee operational workflows throughout the investment lifecycle and ensure accurate recordkeeping
+ Coordinate with third-party service providers, custodians, banking partners, and internal stakeholders to resolve issues and ensure smooth execution
+ Respond to client and investor-related operational inquiries with a high level of service and accountability
+ Monitor and reconcile fund activity, balances, fees, and expenses
+ Identify and implement process improvements to enhance efficiency and scalability
+ Develop and maintain operational procedures, documentation, and controls
+ Collaborate cross-functionally to support operational excellence and an exceptional client experience 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 "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Health Insurance
- Dental Insurance