8a7883c667a092610167a48fe3e83b1b
The Investment Operations Associate processes daily transactions for investment and divestment activities within Donor Advised Funds and Supporting Organizations, recording corporate actions and performing daily and month-end valuations. This role ensures accurate trade instructions, reconciles internal system data to external accounts, and prepares quarterly donor statements. The position requires strong analytical skills and proficiency in Microsoft Office, particularly Excel, to manage a deadline-driven environment.
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
View leadership team, funding history,
and employee contacts for 8a7883c667a092610167a48fe3e83b1b.
46% below the average for this role