<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>

<ul><li>3–5 years in investment operations, fund accounting, or similar.</li><li>Knowledge of equity corporate actions, trade reconciliation, and financial instruments.</li><li>Strong accounting foundation and fund operations experience.</li><li>Proficiency with Bloomberg (BQL) and OMS platforms like Enfusion or Eze.</li><li>Detail-oriented, able to multitask, and thrive in a fast-paced environment.</li><li>Strong communication and collaboration skills.</li><li>Analytical mindset to troubleshoot, optimize processes, and improve efficiency.</li></ul><p><strong>Interested or even just curious? Reach out to <u>Michelle Espejo via LinkedIn or email</u> for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.</strong></p>

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