Investment Operations Consultant
Beacon Hill Staffing Group
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Pasadena, CA · Posted November 8, 2026
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November 2026
- #12Cities hosting the most business conferences in the West Coast4 conferences · of 17
- #14Best cities for entry-level jobs that want AI skills in the West Coast12% · of 54
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How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
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About the job
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A well-established asset management firm in Pasadena is seeking an Investment Operations Consultant to support its operations team during a period of significant growth, new fund activity, and technology transformation.
This is an approximately one-year consulting engagement with the potential to extend. The consultant will work closely with a lean investment operations team and provide both day-to-day operational support and assistance with project-based initiatives. This is a great opportunity for someone with asset management, investment operations, trade support, or financial services experience who enjoys working in a fast-paced, hands-on environment.
Responsibilities
Support daily investment operations and production activities
Assist with trade settlement, reconciliation, and other post-trade processes
Support operational activities related to funds, ETFs, and investment products
Work closely with internal teams to research and resolve trade or operational discrepancies
Assist with implementation and technology-related projects as systems and processes evolve
Maintain accurate operational data across investment and reporting platforms
Utilize Bloomberg, FactSet, Excel, and order management systems to support daily workflows
Help improve processes and provide additional operational coverage during a high-volume period
Partner with investment, compliance, and other internal teams as needed
Qualifications
Previous experience in financial services, investment operations, asset management, or a related environment
Familiarity with trade settlement and investment operations workflows strongly preferred
Experience supporting mutual funds, ETFs, equities, or similar investment products is a plus
Strong Excel skills and comfort working with financial and operational data
Experience with Bloomberg, FactSet, or order management systems is highly desirable
Candidates coming from financial services consulting, Big 4 advisory/business analyst roles, or similar project-based environments may also be considered
Strong attention to detail and ability to work effectively in a deadline-driven environment
Comfortable working as part of a small, highly collaborative operations team
Professional communication and presentation
Additional Details
This position is fully on-site in Pasadena and follows market-driven business hours, generally around 8:00 AM to 5:00 PM, with some flexibility for an earlier schedule. The office maintains a traditional professional business environment.
Systems: Bloomberg, FactSet, Excel, EZ/order management systems
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