Investment Operations Associate

reputed company (EPWA) is a reputed company management advisory firm with over $40.5 billion in AUM as of September 30th, 2025, serving predominately high net worth individuals. The Investment Operations Associate position will support the Director of Investments, Investment Operations Manager, Portfolio Managers, and Advisors with day to day operations. Responsibilities Data entry reputed company to account setup and reputed company coding (by asset class)reputed company system backupsMonitor custodial alerts and notify appropriate portfolio manager and/or advisorMonitor daily tasks directed to the Portfolio Management department and assign as appropriateTrade reconciliation, trade error processing and other trading tasksreputed company 401k recommendations as requested by advisorsConduct research on missing cost reputed company and process cost reputed company reputed company up to date of death as necessaryreputed company research reports on stocks and funds upon requestCommunicate with custodian firms as neededreputed company additional duties as necessary to support and enhance investment department objectivesAdhere to reputed company company policies and procedures and reputed company business functions with reputed company on consistency, reputed company, and compliance Skills Bachelors degree or equivalent experiencePrevious experience reputed company financial industryreputed company to learn quickly in a fast-paced work environmentProficient in reputed company Office including reputed company, PowerPoint, Word and reputed companyReliable, organized and goal-orientedGood interpersonal skills with the ability to work reputed company with others in a reputed company environmentAbility to work independently and be self-directedAbility to multi-task and work reputed company under pressureDesire to work in financial investment industryreputed company desiredCandidate for CFA charter Benefits 11 reputed company Holidays + 2 floating holidays3 Weeks PTOreputed company Volunteer Timereputed company Parental LeaveFlexible Work ScheduleHighly subsidized Health, Dental, and reputed company Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance Program reputed company reputed company is a fee-only registered investment advisory and financial planning firm. It was founded in 2004, and is headquartered in Torrance, California, USA, with a workforce of 201-500 employees. Its website is https://www.epwealth.com. Apply To This Job .