Senior Investment Operations Analyst
Pocketbook AgencyIrvine, California, United States
Posted January 12, 2026
90000 - 100000 USD year
Full Time
About the Company
Pocketbook Agency is a boutique recruiting firm recognized by Forbes and Inc. for excellence, specializing in executive support and elite administrative talent across the United States. They source highly skilled professionals—from executive assistants and chief of staff to estate managers, chefs, and butlers—for corporate, high‑net‑worth, and household clients in sectors such as technology, finance, media, and real estate. The firm differentiates itself through a personalized, partnership‑driven approach, leveraging deep industry insight and a vetted national network to deliver precise, discreet placements that align with each client’s unique environment. Their track record of rapid growth and multiple industry awards underscores their commitment to excellence and impact from day one.
Job Description
We are looking for a Senior Investment Operations Analyst to oversee internal operations and client-facing activities. The role involves managing investment-related duties, from performance measurement and billing to fund manager research and due diligence. The successful candidate will have a strong grasp of technology and be able to lead internal processes to streamline workflows and enhance client service.
Requirements
- BA/BS degree in Business, Finance or related field
- 10+ years professional experience in finance, investment, wealth management, performance reporting
- Series 7, 63 or 66 Security Licenses, CFA, CFP or ChFC Designation
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Paid Holidays
