Senior Investment Operations Analyst

Senior Investment Operations Analyst $150k-$250k plus bonus Irvine, CA Hybrid

Summary

We are an independent financial services organization located in Irvine, CA. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients’ assets for generations. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We are seeking a Sr. Investment Operations Analyst to join our team.

The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at...

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