Investment Operations Associate Investment Operations Associate …

McMorgan & Company LLC
in Westlake Village, CA, United States
Permanent, Full time
Last application, 22 Nov 20
competitive salary + full benefits
McMorgan & Company LLC
in Westlake Village, CA, United States
Permanent, Full time
Last application, 22 Nov 20
competitive salary + full benefits
POSITION SUMMARY The Investment Operations Associate will assist in the oversight of fund operations functions with external vendors, internal constituents, as well as interface with clients for specific back/middle office functions. The candidate will work collaboratively with Portfolio Managers in an entrepreneurial environment that will offer the successful candidate autonomy and ownership of key operational functions. The position will be based in our office in Westlake Village.

Job Title:                                           Investment Operations Associate

Reports to/Supports:                    3 Portfolio Managers     

Office Location:                              Westlake Village, CA (working in the office with the team)

Start Date:                                       Immediately


McMorgan & Company is an investment management firm founded in 1969.  For over 50 years, McMorgan has relentlessly pursued and implemented innovative, proven, and relevant investment strategies designed to meet the complex challenges of ever changing global capital market conditions. This pursuit has remained consistent throughout the company’s history and today we are proud to offer a diverse investment platform comprised of proprietary strategies as well as those managed by best-in-class, carefully vetted providers.  Our headquarters is located in San Francisco, CA and we have a new office opening in Westlake Village, CA.


The team member will have specific duties including:

  • Participate in the oversight of daily operations among service providers, custodians, and internal departments
  • Play an active role in the client onboarding process
  • Service client calls and provide quality service and an excellent customer experience to clients, consultants and other service providers
  • Maintain compliance to the highest standards.
  • Maintain adherence to policies, procedures & controls
  • Prepare and review Operations deliverables including reports and other client requests
  • Support special projects and initiatives for Operations and other groups on an ad hoc basis



  • Bachelor’s degree; major in Finance, Business or Economics preferred
  • 2 years of related professional experience working in Financial Services, preferably in a back office operations position
  • Knowledge of financial securities markets, language and products, as well as legal and regulatory requirements
  • Excellent verbal and written communication skills
  • Ability to work well in a team environment, both locally and across all offices
  • Detail-oriented with strong analytical mindset
  • Ability to work independently to meet project requirements under tight deadlines and with minimal supervision
  • Proficient in the Microsoft Office suite
  • Experience with Advent suite of products is a plus


Qualified and interested candidates can send their resume and cover letter/email explaining how their skills and experience make them a strong candidate for this role to:

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