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17 results for Analyst in Morgan Hill, CA

IT Support Analyst- Bilingual - Spanish
  • Pleasanton, CA
  • onsite
  • Temporary to Hire
  • 35.00 - 38.00 USD / Hourly
  • <p>We are looking for a IT Support Analyst to support employees with day-to-day technical issues in California. This IT Support Analyst contract opportunity has the potential to become permanent and is ideal for someone who enjoys combining hands-on desktop support with responsive service desk assistance across both remote and onsite environments. In this IT Support Analyst role, you will help maintain end-user systems, resolve incidents efficiently, and provide guidance on workplace technology and security best practices. This IT Support Analyst is on onsite role out of Pleasanton. </p><p><br></p><p>Responsibilities:</p><p>• Deliver first- and second-level technical support for end users, resolving incidents through desk-side assistance as well as remote troubleshooting.</p><p>• Set up, deploy, maintain, and repair desktops, laptops, and related equipment for office and workstation use.</p><p>• Administer and support Windows 10 devices and provide limited assistance for iOS-based hardware.</p><p>• Troubleshoot hardware issues, software errors, and connectivity problems to restore user productivity quickly.</p><p>• Support core business applications and collaboration platforms, including Microsoft 365, Teams, Zoom, Outlook, Word, Excel, and PowerPoint.</p><p>• Install, configure, and maintain endpoint protection and backup tools across desktop and laptop environments.</p><p>• Assist with Active Directory tasks such as account setup, password resets, and basic user access support while helping monitor and triage incoming tickets.</p><p>• Configure new user devices and peripherals, including computers, printers, and remote access tools such as Citrix and related solutions.</p><p>• Track and update inventory records for IT assets as equipment is received, assigned, relocated, or replaced within the office.</p><p>• Provide end-user instruction on software usage, security awareness, and effective computing practices while following organizational safety and security standards.</p>
  • 2026-11-04T15:53:45Z
Accounting Analyst
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>&#128205; Menlo Park, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><br></p>
  • 2026-10-26T17:48:44Z
Sr. Financial Analyst
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p>Sr. Financial Analyst - R& D</p><p><br></p><p>Newly created position for a Sr. Financial Analyst to support the financial planning and accounting activities tied to clinical operation for a growing biotech company. This position works closely with Clinical Operations and will managing complex clinical accounting and clinical trial budgets and financial forecasts. </p><p>Responsibilities:</p><p>-Lead the financial oversight of clinical studies by building budgets, updating forecasts, and analyzing spending trends across active programs.</p><p>- Create and maintain financial models that reflect enrollment assumptions, site activation timelines, monitoring needs, and study closeout costs.</p><p>- Clinical trial budgets, forecasting, expense tracking, CRO/vendor financial management, and clinical program financial modeling.</p><p>- Clinical accruals, monthly close support, invoicing and reconciliations, and financial reporting accuracy.</p><p>-Provide strategic FP& A and business partnership for long-range planning, scenario modeling, executive reporting, and financial support for clinical operations decisions.</p><p>-Manage clinical trial accounting across multiple studies and trials that tracks and analyzes expenses with clinical research organizations (CROs), clinical sites, third party vendors</p><p>-Ensure accurate monthly clinical expense accruals and financial reporting in accordance with U.S. GAAP</p><p>• Direct accrual calculations and support month-end activities by preparing reconciliations and ensuring clinical expenses are recorded accurately.</p><p>• Review study-related expenditures against approved budgets, vendor agreements, and milestone expectations to confirm appropriate cost tracking.</p><p>• Track key indicators related to enrollment, site activity, and overall trial spend to improve visibility into financial performance.</p><p>• Prepare recurring and ad hoc reporting for leadership, including scenario analysis and forward-looking insights to support strategic planning.</p><p>• Identify opportunities to improve efficiency, reduce avoidable costs, and strengthen financial processes connected to clinical development.</p><p>• Contribute to long-range planning efforts by modeling different operational and financial scenarios across the development portfolio.</p><p><br></p>
  • 2026-10-25T01:33:52Z
Financial Analyst
  • Menlo Park, CA
  • remote
  • Temporary to Hire
  • 38.00 - 44.00 USD / Hourly
  • We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends.<br><br>Responsibilities:<br>• Develop and maintain financial models that support forecasting, budgeting, and business planning activities.<br>• Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities.<br>• Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods.<br>• Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects.<br>• Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy.<br>• Create reports and presentations that translate complex financial information into concise recommendations for stakeholders.<br>• Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
  • 2026-10-29T16:58:44Z
Fund Operations Analyst
  • Menlo Park, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 130000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Operations Analyst | Thriving Investment Management Firm | Menlo Park | Base + Bonus + Profit Sharing + Strong Perks!</strong></p><p> </p><p>Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful responsibility, and exposure to private investments</strong> from day one.</p><p> </p><p>This is a great opportunity for someone looking to move beyond fund accounting into a <strong>broader investment operations role</strong>.</p><p> </p><p>You'll gain hands-on exposure to <strong>private investments, transaction execution, fund operations, and process improvement initiatives</strong>, while working closely with teams across the business.</p><p><br></p><p>Responsibilities</p><ul><li>Support operational workflows across private investment portfolios</li><li>Coordinate subscriptions, capital calls, redemptions, and investment activity</li><li>Manage investment documentation and onboarding processes</li><li>Partner with fund administrators, custodians, and internal teams</li><li>Support funding activities, cash movements, and transaction processing</li><li>Track key deadlines and reporting requirements</li><li>Drive <strong>process improvement and operational efficiency initiatives</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T03:13:46Z
GRC Analyst Project Manager
  • Redwood Shores, CA
  • remote
  • Temporary to Hire
  • 36.00 - 42.00 USD / Hourly
  • <p>We are partnering with a growing organization seeking an experienced <strong>GRC Analyst</strong> with a strong background in <strong>HITRUST assessments and compliance management</strong>. This role will support security and compliance initiatives, with a heavy focus on HITRUST assessments, risk management, and cybersecurity governance activities.</p><p>Responsibilities</p><ul><li>Support and perform HITRUST assessment activities, including readiness, validated, and certification assessments.</li><li>Work directly within the HITRUST MyCSF platform to document controls, collect evidence, and manage assessment workflows.</li><li>Evaluate security controls and compliance requirements against the HITRUST CSF framework.</li><li>Partner with internal stakeholders to identify compliance gaps and remediation activities.</li><li>Assist with risk assessments, audit preparation, and ongoing compliance initiatives.</li><li>Maintain documentation related to cybersecurity, governance, risk, and compliance programs.</li><li>Support regulatory and industry framework initiatives, including HIPAA, NIST, SOC, and related standards.</li></ul><p><br></p>
  • 2026-10-19T13:43:44Z
Business Operations Analyst (Fund Operations)
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>&#128205; Menlo Park, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-26T17:48:44Z
Fund Accounting Analyst | Growing Investment Firm
  • Menlo Park, CA
  • remote
  • Permanent / Full Time
  • 110000.00 - 135000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accounting Analyst | Growing Investment Firm | Menlo Park (3 Days onsite) </strong></p><p> </p><p>Join a <strong>growing investment management </strong>firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful ownership, and exposure to investment accounting, reporting, and data analytics</strong>.</p><p> </p><p>This is an excellent opportunity for an accounting professional who enjoys <strong>working with data, improving processes, and leveraging technology to drive efficiency</strong>. You'll gain exposure to <strong>investment accounting, performance reporting, automation initiatives, and cross-functional projects</strong>, while working closely with a lean, high-performing team.</p><p><br></p><p>Responsibilities</p><ul><li>Perform fund and portfolio accounting across multiple investment vehicles</li><li>Support financial reporting, audits, and month-end close activities</li><li>Reconcile cash, investment activity, and portfolio balances</li><li>Prepare and analyze portfolio and investment performance reports</li><li>Partner with investment, reporting, and data teams to ensure reporting accuracy</li><li>Manage large datasets and support data normalization efforts</li><li>Identify and implement <strong>automation and process improvement opportunities</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T03:18:44Z
Construction Billing Analyst
  • Newark, CA
  • onsite
  • Temporary / Contract
  • 30.40 - 35.20 USD / Hourly
  • We are looking for a Construction Billing Analyst to support project invoicing and billing operations for a busy accounting team in Newark, California. This Long-term Contract position is ideal for someone who brings strong construction billing knowledge, sharp attention to detail, and the ability to manage multiple active projects with accuracy and urgency. The role focuses on preparing complete billing packages, maintaining organized records, and working closely with project teams to ensure timely and accurate submissions.<br><br>Responsibilities:<br>• Prepare and issue project invoices, including progress-based and time-and-material billings, in alignment with contract terms and internal deadlines.<br>• Partner with Project Managers to collect billing details, verify contract changes, and assemble all documentation required for submission.<br>• Maintain accurate project billing data within Viewpoint Vista and update records to reflect current billing activity.<br>• Submit invoices, payment applications, lien documents, and backup materials through client-required payment platforms such as Textura, GCPay, and Procore Pay.<br>• Track schedules of values, retainage balances, approved change orders, and prior billings to support precise invoice preparation.<br>• Review billing packages for completeness and accuracy before release, and resolve issues related to rejected or revised submissions.<br>• Organize and preserve electronic billing files, supporting documents, and project records for audit readiness and easy retrieval.<br>• Assist with project closeout activities, including final invoicing, retainage release processing, and related documentation.<br>• Provide additional support for certified payroll reporting as well as administrative tasks connected to payroll and accounts payable when needed.
  • 2026-11-04T21:43:50Z
Billing Analyst
  • Santa Clara, CA
  • remote
  • Temporary / Contract
  • 35.63 - 41.25 USD / Hourly
  • We are looking for a Billing Analyst to join a team in Santa Clara, California on a Long-term Contract assignment. This position focuses on accurate invoicing, revenue analysis, and financial compliance, supporting reliable reporting across billing operations. The ideal candidate brings strong analytical skills, a careful approach to reconciliations, and the ability to work cross-functionally to resolve revenue and invoice-related questions.<br><br>Responsibilities:<br>• Manage a high volume of weekly customer invoices, ensuring each billing record is complete, accurate, and issued on schedule.<br>• Evaluate customer contracts and related documentation to determine the correct billing structure and revenue treatment.<br>• Assist with revenue recognition activities in alignment with ASC 606 requirements and company policies.<br>• Prepare reconciliations for billing and revenue accounts, researching discrepancies and resolving exceptions efficiently.<br>• Track deferred revenue activity and contribute to monthly close tasks tied to revenue reporting.<br>• Analyze account balances and investigate fluctuations to support accurate financial results.<br>• Maintain organized support for compliance requirements and help ensure readiness for internal and external audits.<br>• Partner with teams such as Sales, Operations, Customer Success, and Accounting to address billing concerns and improve resolution times.<br>• Recommend and support process enhancements that strengthen invoice accuracy, reporting quality, and operational efficiency.
  • 2026-11-03T19:18:48Z
AML/KYC Analyst
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 35.00 - 35.00 USD / Hourly
  • <p>We are looking for an AML/KYC Analyst to join a financial crimes compliance team in California. This long-term contract position is suited for a detail-focused individual who can assess transactional alerts, evaluate potential risk, and document findings with precision. The role offers the opportunity to contribute to anti-money laundering and know-your-customer efforts by supporting investigations and helping maintain compliance with applicable regulatory standards.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct initial reviews of alerts to identify unusual activity and assess whether additional investigation is warranted.</p><p>• Evaluate transaction patterns and customer information to determine when matters should be referred for deeper examination.</p><p>• Support the identification of cases that may lead to suspicious activity reporting by summarizing relevant risk indicators.</p><p>• Research account activity and related data sources to build well-supported investigative findings.</p><p>• Prepare clear, organized documentation that explains review outcomes, supporting evidence, and recommended next steps.</p><p>• Apply AML, KYC, and Bank Secrecy Act standards while performing daily compliance-related analysis.</p><p>• Use spreadsheets and other data analysis methods to interpret information efficiently and accurately.</p>
  • 2026-10-07T20:58:41Z
Benefits Analyst
  • Pleasanton, CA
  • onsite
  • Temporary / Contract
  • 40.00 - 40.00 USD / Hourly
  • <p>**100% CONTRACT, ON-SITE***</p><p><br></p><p>We are looking for a Benefits Analyst to support union members and their families by delivering accurate benefits administration and responsive service in Pleasanton, California. This Long-term Contract position focuses on medical claims processing, eligibility support, and issue resolution while ensuring compliance with plan rules and regulatory standards. The ideal candidate brings strong analytical skills, bilingual Spanish communication ability, and experience working efficiently in a high-volume benefits environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage union benefit programs by reviewing and applying plan provisions, policies, and regulatory requirements to daily administrative work.</p><p>• Process medical and related benefit claims with accuracy and timeliness while maintaining quality standards in a fast-paced setting.</p><p>• Address questions from members, dependents, providers, and other parties through clear and effective written and verbal communication.</p><p>• Work with healthcare partners, network organizations, and external vendors to investigate and resolve claim discrepancies or service issues.</p><p>• Confirm and maintain member eligibility records across applicable systems and coordinate updates with vendor platforms as needed.</p><p>• Support members with benefit concerns, coverage questions, and enrollment or eligibility matters, ensuring clear follow-up and resolution.</p><p>• Create reports and maintain complete documentation for claims activity, eligibility records, member contacts, and case outcomes.</p><p>• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality standards.</p><p>• Stay informed on updates to regulations, medical policies, coding guidance, and claims processing rules that affect benefit operations.</p><p>• Protect sensitive personal and medical information by applying sound judgment and strict confidentiality practices in all interactions.</p>
  • 2026-11-07T09:09:11Z
Help Desk/Desktop Support Analyst
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 35.00 - 37.00 USD / Hourly
  • We are looking for a Help Desk/Desktop Support Analyst to provide dependable technical support for end users in Santa Clara, California. This Long-term Contract position is ideal for someone who enjoys resolving desktop and system issues, delivering excellent customer service, and keeping day-to-day IT operations running smoothly. The role focuses on hands-on troubleshooting, user support, and timely ticket resolution across Windows-based environments.<br><br>Responsibilities:<br>• Provide front-line technical assistance for hardware, software, and desktop-related issues affecting end users.<br>• Diagnose and resolve problems within Microsoft Windows environments, including Windows 10 systems and common workstation applications.<br>• Manage service desk requests from intake through closure, ensuring updates are documented clearly and handled within expected timeframes.<br>• Support user account administration activities in Active Directory, including access changes, password assistance, and basic account maintenance.<br>• Troubleshoot system, peripheral, and connectivity issues to minimize disruption and restore user productivity quickly.<br>• Install, configure, and maintain desktop equipment, operating systems, and standard business applications as needed.<br>• Escalate more complex incidents appropriately while providing accurate notes and relevant troubleshooting details to support resolution.
  • 2026-10-13T15:28:47Z
Help Desk/Desktop Support Analyst
  • Salinas, CA
  • onsite
  • Temporary / Contract
  • 28.50 - 30.00 USD / Hourly
  • We are looking for a Help Desk/Desktop Support Analyst to provide dependable technical support for end users in Salinas, California. This Long-term Contract position is ideal for someone who enjoys resolving day-to-day hardware, software, and access issues while delivering responsive customer service. The role focuses on supporting Microsoft Windows environments, handling service desk requests, and keeping employees productive through timely troubleshooting and issue resolution.<br><br>Responsibilities:<br>• Provide front-line technical assistance for desktop, laptop, and peripheral issues reported by end users.<br>• Respond to service desk requests, document work performed, and follow through to ensure problems are fully resolved.<br>• Troubleshoot Microsoft Windows 10 and related system issues to restore normal user operations quickly.<br>• Support account access needs, including user setup, password assistance, and permissions work within Active Directory.<br>• Diagnose and resolve basic software, hardware, and connectivity problems using established support procedures.<br>• Escalate more complex incidents when needed and collaborate with other IT team members to reach timely solutions.<br>• Install, configure, and maintain standard workstation applications and system settings in a Windows environment.
  • 2026-10-12T15:24:11Z
Accounting Assistant
  • Salinas, CA
  • onsite
  • Temporary to Hire
  • 25.34 - 29.34 USD / Hourly
  • <p><strong>Location</strong>: Salinas, CA > > > ><strong><u>100% ONSITE</u></strong></p><p><strong>Pay Rate:</strong> $28-$32/hr</p><p><strong>Position</strong>: Accounting Analyst</p><p><br></p><p>We are looking for an Accounting Analyst to support day-to-day financial operations for a growing team in Salinas, California. This contract opportunity with potential for a permanent role is ideal for someone who brings strong accounting fundamentals, sharp attention to detail, and the ability to stay organized while balancing competing deadlines. The right candidate will contribute across payables, receivables, and reconciliation activities while building effective working relationships with internal partners and vendors.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices accurately, assign proper coding, and help maintain timely accounts payable workflows.</p><p>• Assist with accounts receivable activities, including tracking incoming payments and supporting account follow-up as needed.</p><p>• Perform bank and account reconciliations to identify discrepancies, research variances, and help resolve outstanding items.</p><p>• Maintain organized financial records and documentation to support reporting, audits, and routine accounting review.</p><p>• Communicate with vendors and internal teams to address billing questions, payment issues, and account concerns professionally.</p><p>• Use Excel and accounting systems to update financial data, prepare schedules, and support daily transaction review.</p><p>• Manage multiple accounting tasks in a fast-paced environment while maintaining accuracy and meeting deadlines.</p><p>• Support additional accounting projects and process-related assignments as business needs evolve.</p>
  • 2026-10-28T19:23:41Z
Accountant | Investment Management
  • Palo Alto, CA
  • remote
  • Permanent / Full Time
  • 110000.00 - 130000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p> Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an <strong>Accounting Analyst</strong> to join its growing finance team.</p><p> </p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul><p> </p>
  • 2026-11-03T01:48:37Z
Jr Trading Associate - Wealth Management Firm
  • San Ramon, CA
  • remote
  • Permanent / Full Time
  • 65000.00 - 85000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Are you interested in markets and looking for a role in Wealth Management?</p><p> </p><p>An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of advisors.</p><p> </p><p> </p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficiently</li><li>Execute an average of 40–80 trades per day across custodial platforms including Schwab and Fidelity</li><li>Ensure precise trade entry and maintain high standards of data integrity throughout the process</li><li>Partner with custodians’ trading desks to resolve trade discrepancies, errors, and execution issues in a timely manner</li><li>Monitor trade activity and escalate any irregularities or operational risks as needed</li><li>Support the investment team and Analyst with ad hoc projects, reporting, and process improvements</li></ul><p><br></p>
  • 2026-10-29T19:58:46Z