Investment Operations Specialist
claire myers consulting
About this role
An Investment Operations Specialist supports retirement management by executing trades, maintaining asset allocations, and processing paperwork. The role involves monitoring holdings, running performance reports, and ensuring compliance with client strategies.
Skills
Qualifications
About claire myers consulting
clairemyersconsulting.comClaire Myers Consulting is a business advisory that delivers turnkey solutions designed to embed repeatable processes into client operations. Their work focuses on implementing scalable workflows and playbooks so value continues to be created even after the retainer ends. By turning strategy into practical, repeatable systems, they help organizations sustain momentum and measurable results beyond the engagement.
About claire myers consulting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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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and employee contacts for claire myers consulting.
Salary
$60k – $80k
per year