Western & Southern Financial Group
The Investment Associate supports and oversees critical investment operations, including reconciliation, trade settlement, private equity administration, data management, and client service. This role ensures the accuracy and timely processing of investment activities while proactively resolving operational issues and exceptions. The position involves partnering with investment teams, custodians, and internal stakeholders to maintain efficient operations and deliver a high-quality client experience.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Western & Southern Financial Group didn’t post a salary, so this is our estimate from similar listings.
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