Posted 08/21/2026
Job Number: 17558
Hybrid Investment Associate / Investment Assistant
Pasadena, California • Hybrid
Industry: Alternative Asset Management
Job Category: Administrative
Job Type: Temp
Salary: $36 - $45 / Hourly
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Job Description
Position Title: Hybrid Investment Associate / Investment Assistant
Pay: $36–$45/hour DOE
If you know that great investment management depends just as much on precision behind the scenes as it does on strategy, this is an opportunity to make a real impact. A growing wealth management firm is seeking an Investment Associate / Investment Assistant to support advisors with portfolio administration, investment operations, reporting, and client meeting preparation. You’ll work directly with portfolio data, account activity, custodians and internal systems to ensure advisors have accurate, timely information to deliver an exceptional client experience.
The ideal candidate brings hands-on experience within an RIA, wealth management or investment environment and is highly analytical, detail-oriented and proactive about catching issues before they become problems.
Responsibilities
- Support advisors with day-to-day portfolio administration, investment operations and ongoing account management
- Prepare portfolio reports, performance summaries, investment materials and client-facing documents for reviews and meetings
- Review portfolio and account data for accuracy, reconcile discrepancies and ensure information remains current across internal systems
- Assist with investment transactions, cash management, contributions, distributions and follow-up on outstanding account activity
- Coordinate directly with custodians such as Fidelity on portfolio, account and investment-related requests
- Maintain accurate investment records and utilize portfolio management and CRM platforms to retrieve, update, and organize client information
- Assist advisors and the broader investment team with research, special projects and additional investment-related initiatives
Requirements
- 2–4+ years of experience within wealth management, investment management, an RIA, brokerage, or a related financial services environment
- Hands-on experience with portfolio administration, investment reporting or investment operations
- Strong understanding of investment accounts, portfolio concepts and the importance of accurate financial data
- Experience with portfolio management or reporting platforms such as Black Diamond preferred
- Fidelity experience preferred, and familiarity with Salesforce or a similar CRM is a plus
- Exceptional attention to detail with strong analytical, organizational, communication, and problem-solving skills
- Bachelor’s degree in Finance, Business, Economics or a related field preferred
Benefits
- Hybrid schedule offering two remote workdays each week
- Opportunity to work directly alongside experienced wealth management and investment professionals
- Hands-on exposure to portfolio administration, investment operations and client portfolio management
- Opportunity to strengthen experience with leading financial platforms, custodians and investment technology
- Collaborative environment where accuracy, initiative and thoughtful problem-solving are valued
- Continued opportunity to expand investment knowledge and take on increasingly sophisticated responsibilities
If you have the investment operations experience, attention to detail, and drive to become an indispensable part of a high-performing wealth management team, apply today!
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Job ID: a0CUm00004usjZ1MAI
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