Investment Operations Associate jobs in United States
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EP Wealth Advisors · 1 day ago

Investment Operations Associate

positionTorrance CA - Torrance, CA 90503
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$25.48/hr - $28.84/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in AUM as of September 30th, 2025, serving predominately high net worth individuals. The Investment Operations Associate position will support the Director of Investments, Investment Operations Manager, Portfolio Managers, and Advisors with day to day operations.

Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity

Responsibilities

Data entry related to account setup and security coding (by asset class)
Perform system backups
Monitor custodial alerts and notify appropriate portfolio manager and/or advisor
Monitor daily tasks directed to the Portfolio Management department and assign as appropriate
Trade reconciliation, trade error processing and other trading tasks
Generate 401k recommendations as requested by advisors
Conduct research on missing cost basis and process cost basis step up to date of death as necessary
Provide research reports on stocks and funds upon request
Communicate with custodian firms as needed
Perform additional duties as necessary to support and enhance investment department objectives
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

Qualification

Financial industry experienceMicrosoft ExcelCFA charter candidateSalesforceSelf-directedMulti-taskingOrganizational skillsCommunication skillsInterpersonal skills

Required

Bachelors degree or equivalent experience
Previous experience within financial industry
Able to learn quickly in a fast-paced work environment
Proficient in Microsoft Office including Excel, PowerPoint, Word and Outlook
Reliable, organized and goal-oriented
Good interpersonal skills with the ability to work well with others in a collaborative environment
Ability to work independently and be self-directed
Ability to multi-task and work well under pressure

Preferred

Desire to work in financial investment industry
Salesforce desired
Candidate for CFA charter

Benefits

11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

Company

EP Wealth Advisors

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EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
dateFounded in 2004
location
Torrance, California, USA
people-size201-500 employees
web-link
https://www.epwealth.com

Funding

Current Stage
Growth Stage
Total Funding
$500M
Key Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown

Leadership Team

C
Christopher Toumajian
Chief Financial Officer
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Laura Knolle
Vice President
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Recent News

Pulse 2.0
EP Wealth Acquires $218 Million Firm Clearview
2025-12-18
Business Wire
EP Wealth Advisors Expands Presence in Phoenix Region with Acquisition of Clearview Wealth Advisors
2025-12-16
Los Angeles Business Journal
Ares Takes Small Stake In EP Wealth
2025-10-14
Company data provided by crunchbase