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62 results for Fund Operations Specialist jobs

Fund Operations Associate
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 125000 USD / Yearly
  • <p>Anisa Henry is partnered with an innovative financial technology platform focused on improving operational efficiency and access within the private markets ecosystem. The platform supports investment professionals and institutions throughout the private investment lifecycle, including investment due diligence, fund operations, portfolio management, and reporting.</p><p><br></p><p>As the <strong>Fund Operations Associate</strong>, you will play a critical role in supporting fund operations and treasury activities across a diverse portfolio of investment vehicles. This position is responsible for managing the day-to-day operational processes that support fund administration, including capital activity, cash movements, credit facility administration, investor records management, and coordination with external service providers and internal stakeholders. Success in this role requires strong attention to detail, operational excellence, and a commitment to ensuring accuracy, timeliness, and scalability across fund operations.</p><p><br></p><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Join a rapidly growing investment platform with significant business momentum</li><li>Opportunity to work alongside senior leadership and gain broad exposure across the organization</li><li>Competitive benefits package, including comprehensive healthcare coverage</li><li>Flexible paid time off policy</li><li>Innovative, technology-forward environment focused on modernizing and streamlining operational workflows</li><li>Exposure to a dynamic platform managing a large and expanding portfolio of investment vehicles</li><li>Opportunity to contribute to process improvement, automation initiatives, and scalable operational infrastructure</li></ul><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry</p>
  • 2026-09-03T00:00:00Z
Fund Operations Associate
  • Los Altos, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 125000 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 Associate | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity </strong></p><p> </p><p>Join a <strong>fast-growing VC firm. </strong>With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale.</p><p> </p><p>This is a <strong>high-visibility, high-ownership role</strong> with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You&#39;ll have the opportunity to <strong>build scalable processes</strong>, leverage <strong>automation and AI</strong>, and make a direct impact as the platform continues to grow.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support end-to-end <strong>fund operations</strong> across a large and growing fund platform </li><li>Process <strong>capital calls, distributions, wires, and cash activity </strong></li><li>Manage bank reconciliations and monitor fund cash flows </li><li>Support <strong>lines of credit</strong>, including advances, repayments, and reconciliations </li><li>Track and reconcile fund fees, expenses, and carried interest accruals </li><li>Partner with fund administrators, custodians, banks, and internal teams to resolve breaks </li><li>Support advisors and investors with operational inquiries </li><li>Build more <strong>scalable, automated workflows</strong> as the platform grows </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-29T00:00:00Z
Financial Operations Specialist - Trust & Investments
  • Davenport, IA
  • onsite
  • Temporary to Hire
  • 0 - 0 USD / Yearly
  • <p>Robert Half is partnering with a <strong>growing Quad Cities financial services organization to add a Financial Operations Specialist - Trust &amp; Investments to its close-knit trust and investment operations team.</strong></p><p><br></p><p>This is a great opportunity for someone who enjoys the <strong>behind-the-scenes side of financial services</strong> — making sure client transactions are processed correctly, money moves where it should, and the details are right.</p><p><br></p><p>And in this role,<strong> the details really do matter</strong>. We&#39;re looking for someone who takes pride in accuracy, thinks critically and has the instinct to stop and ask, <em>“Does this make sense?” </em>when something doesn&#39;t look right.</p><p><br></p><p><strong>What You&#39;ll Do</strong></p><ul><li>Process client disbursements, bill payments and tax-related payments</li><li>Process incoming funds and wire transfers</li><li>Review transactions and documentation for accuracy and completeness</li><li>Partner with Trust Officers and Investment Advisors to execute client requests</li><li>Follow established operational controls and procedures</li><li>Identify discrepancies and investigate issues before transactions move forward</li><li>Cross-train across operational functions and provide team coverage as needed</li></ul><p><br></p><p><strong>Why Consider It?</strong></p><p>You&#39;ll join a <strong>collaborative team where individual contributions are visible and valued</strong>. The organization is growing, leadership invests in employee development, and there is meaningful opportunity to learn, expand your responsibilities and grow over time.</p><p><br></p><p>Candidates with direct trust, investment, RIA or banking operations experience are especially encouraged to apply. Experience with disbursements, payments, wires and client-account transactions may support higher compensation and potentially expanded responsibilities.</p><p><br></p><p><strong>If you&#39;re someone who takes pride in getting the details right — and you&#39;re often the person who catches what others miss— let&#39;s connect! Call our team directly at (563) 359-3995.</strong></p>
  • 2026-08-31T00:00:00Z
Finance Operations Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 105000 USD / Yearly
  • <p><em>The salary range for this position is $100,000 to $105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting &amp; special projects for internal stakeholders as needed</li></ul><p><strong> </strong></p>
  • 2026-08-25T00:00:00Z
Financial Operations Analyst
  • Columbia, MD
  • onsite
  • Permanent / Full Time
  • 75000 - 95000 USD / Yearly
  • <p>INTERESTING FINANCE OPPORTUNITY FOR SOMEONE LOOKING TO BREAK INTO OPERATIONS FINANCE, CONTRACTS, AND BUILDING RELATIONSHIPS!</p><p> </p><p>Are you looking to get away from being behind an Excel spreadsheet and use your finance and analytical experience to be more interactive with the operations side of the business? Are you looking to leverage your analytical skills to build relationships and build business? Do you have knowledge of contracts? If so, this is the job for you! Robert Half has partnered with a premier client in the area to help build out their Financial Operations team! In this role, you will be focused on providing support to your assigned business units, and partner with senior leadership to update and maintain financial reporting to identify opportunities and improve efficiencies. You must have superior analytical and problem-solving skills, and be proactive and action-oriented to dig for answers and find solutions. A successful candidate will have a strong attention to detail, the ability to prioritize, and a sense of urgency to meet multiple deadlines.</p><p> </p><p>How will you make an impact:</p><ul><li>Support a portfolio of projects with contract review, amendments, and financial analysis</li><li>Work to streamline and automate processes with assigned business units</li><li>Review and analyze project costs, allocations, and monthly financial statements </li><li>Participate in monthly financial calls with Senior Leadership</li><li>Forecasting and update financial projection models </li><li>Additional ad hoc reporting as assigned</li></ul><p>Do not miss out on this a unique opportunity where hard work is rewarded and you are recognized for your efforts!! Apply immediately to be considered, or contact Tracy Kaszuba on LinkedIn, and you can email me directly with the email at my LinkedIn profile. </p>
  • 2026-08-31T00:00:00Z
Financial Operations Analyst
  • Portsmouth, NH
  • onsite
  • Permanent / Full Time
  • 75000 - 105000 USD / Yearly
  • <p>We are looking for a Financial Operations Analyst to support a commercial loan and lease portfolio in Portsmouth, New Hampshire. This position plays a central role in maintaining accurate transaction processing, portfolio reporting, and customer account activity across the full servicing lifecycle. The ideal candidate brings strong financial operations experience, sharp analytical skills, and the ability to collaborate effectively across teams while improving workflows through modern productivity tools.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage day-to-day servicing activities for a commercial loan and lease portfolio, including applying payments, posting cash, balancing transactions, and resolving account discrepancies.</p><p>• Prepare and execute electronic payment files and related fund movements while ensuring accuracy, timeliness, and proper documentation.</p><p>• Oversee accounts receivable tasks such as issuing invoices, supporting collection efforts, and processing billing corrections when needed.</p><p>• Produce payoff calculations, coordinate early settlement requests, and handle end-of-term actions such as renewals, asset returns, and purchase processing.</p><p>• Enter newly originated loan and lease agreements into the servicing platform with complete and accurate financial data.</p><p>• Perform account reviews, reconcile balances, and develop reports that support monthly, quarterly, and annual close activities.</p><p>• Assist with internal and external audit requests and provide administrative backup support for the servicing system.</p><p>• Leverage AI-enabled business tools to streamline reporting, improve productivity, and enhance operational accuracy.</p>
  • 2026-08-07T00:00:00Z
Investment Operations Specialist - Global Money Manager
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 145000 USD / Yearly
  • <p>Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement of trades, cash, and related records across global markets while partnering with external service providers and internal stakeholders. The ideal candidate brings a strong foundation in fund or investment operations, attention to detail, and the ability to manage time-sensitive workflows in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate the settlement of domestic and international fund transactions by working closely with custodians, brokers, and fund administrators to ensure timely and accurate completion.</p><p>• Monitor fund cash activity and maintain visibility into balances, projected flows, and settlement-related movements to support daily operational needs.</p><p>• Assist with foreign exchange dealing and oversight to meet trading and liquidity requirements tied to portfolio activity.</p><p>• Maintain clear communication with external operational partners to facilitate correct trade processing and quickly address breaks or delays.</p><p>• Complete daily reconciliations across cash, holdings, and transaction records, researching discrepancies and supporting prompt resolution.</p><p>• Track corporate action events and help process elections, postings, and follow-up reconciliation with third-party providers.</p><p>• Prepare transaction cost analysis reports for securities and currency activity and contribute to the review of trading expense trends.</p><p>• Support the creation of client, compliance, and regulatory reporting by gathering accurate operational data and validating outputs.</p><p>• Contribute to adherence with applicable regulatory standards and reporting obligations through careful execution of operational controls.</p>
  • 2026-09-02T00:00:00Z
Payment Operations Specialist
  • Middletown, PA
  • onsite
  • Permanent / Full Time
  • 47500 - 56000 USD / Yearly
  • <p>Payment Operations Specialist </p><p>this position focuses on handling transaction workflows, researching payment-related issues, and maintaining accurate records across multiple payment channels. The role also plays an important part in meeting regulatory expectations, minimizing risk, and partnering with internal teams to keep payment operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Execute daily payment activities across various transaction types, ensuring items are handled accurately and within established deadlines.</p><p>• Review and resolve payment-related exceptions by researching discrepancies, recalls, disputes, and other transaction issues.</p><p>• Monitor transactions for unusual activity, escalate potential concerns, and support fraud prevention efforts through timely follow-up.</p><p>• Complete screening and decision-making tasks related to payment reviews in accordance with internal controls and regulatory standards.</p><p>• Reconcile payment records against supporting data, identify imbalances, and take action to correct outstanding differences.</p><p>• Work closely with business partners and internal departments to promote efficient processing and clear resolution of payment matters.</p><p>• Maintain thorough documentation of investigations, adjustments, and operational activity to support audit and compliance needs.</p>
  • 2026-08-28T00:00:00Z
Investment Operations Analyst
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul><p><br></p>
  • 2026-09-04T00:00:00Z
Accounting Operations Specialist
  • West Chester, PA
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>State of the art company located in the Chester County area is looking to hire an Accounting Operations Specialist with proven cash applications and collections experience. As the Accounting Operations Specialist, you will prepare journal entries, review/process invoices, process accounts receivable and payable transactions, assist with month-end and year-end close activities, prepare bank reconciliations, process cost and inventory accounting, provide documentation for internal and external audits, and assist the accounting team as necessary. The ideal candidate will have strong technical skills, experience working with ERP systems, and the ability to manage multiple financial processes in a fast-paced environment.</p><p><br></p><p>Primary Responsibilities</p><p>·      Ensure transparency and efficiency in all transactions</p><p>·      Assist with journal entries</p><p>·      Maintain accounts payable/receivable records</p><p>·      Code invoices into ERP system</p><p>·      Prepare financial reports and statements</p><p>·      Coordinate vendor invoicing payment selections</p><p>·      Assist with cost accounting activities</p><p>·      General ledger/account reconciliations</p><p>·      Financial Documentation</p><p>·      Inventory Analysis</p>
  • 2026-08-31T00:00:00Z
Accounting Operations Specialist
  • Fallbrook, CA
  • onsite
  • Temporary / Contract
  • 29 - 33 USD / Hourly
  • <p>A growing manufacturing company in <strong>Fallbrook </strong>is looking for an <strong>Accounting Operations Specialist</strong> to support the intersection of Finance, Purchasing, Inventory, and Operations.</p><p>This is a particularly good role for someone who likes <strong>reconciliations, financial data, inventory, reporting, and process improvement</strong>, but doesn&#39;t want to spend their entire day processing invoices.</p><p><strong>Your responsibilities</strong></p><ul><li>Review financial and operational data for accuracy</li><li>Reconcile inventory and accounting records</li><li>Assist with month-end accounting activities</li><li>Analyze discrepancies between operational and financial systems</li><li>Maintain accounting-related reports and schedules</li><li>Assist with inventory valuation and adjustments</li><li>Support purchasing and receiving reconciliation</li><li>Review transaction coding and documentation</li><li>Assist with journal entries and account reconciliations</li><li>Track operational expenses</li><li>Prepare recurring management reports</li><li>Work with Purchasing and Warehouse teams to resolve discrepancies</li><li>Support internal controls and documentation</li><li>Identify opportunities to improve financial workflows</li><li>Assist with audits and special accounting projects</li></ul><p><br></p><p><br></p>
  • 2026-09-01T00:00:00Z
Operations Specialist
  • Des Plaines, IL
  • onsite
  • Temporary / Contract
  • 17.4135 - 20.163 USD / Hourly
  • We are looking for an Operations Specialist to support core banking operations in Rosemont, Illinois. This Long-term Contract position is ideal for someone who can manage deposit account activity, investigate transactional issues, and work closely with branches and internal teams to keep daily operations running smoothly. The role requires strong attention to detail, sound judgment, and a solid understanding of banking controls and regulatory expectations.<br><br>Responsibilities:<br>• Administer consumer and commercial deposit accounts by completing new account setup, profile updates, closures, and changes to account ownership with accuracy and timeliness.<br>• Oversee daily operational transactions such as wire activity, stop payment requests, exception processing, overdraft handling, and account balancing tasks.<br>• Investigate account-related questions and resolve transaction variances by coordinating with branch personnel and cross-functional business partners.<br>• Apply banking regulations and internal control standards to daily work, including requirements related to funds availability, error resolution, and anti-money laundering practices.<br>• Maintain thorough documentation and accurate records to support audit readiness, examinations, and internal risk oversight activities.<br>• Identify workflow gaps and recommend practical improvements that enhance efficiency, accuracy, and service quality across operations.<br>• Provide operational guidance to internal stakeholders by addressing process questions and escalating issues when needed.<br>• Monitor routine account activity for inconsistencies and take appropriate action to reduce operational risk and support compliance objectives.
  • 2026-08-31T00:00:00Z
Operations Specialist
  • Torrance, CA
  • onsite
  • Temporary / Contract
  • 20 - 25 USD / Hourly
  • <p>We are looking for an Product Engineer Operator to support engineering lab activities focused on validating and characterizing advanced power semiconductor products in Torrance, California. This Long-term Contract position is ideal for someone who enjoys hands-on technical work, follows detailed procedures carefully, and contributes to efficient day-to-day lab execution. The role will assist engineering teams through hardware preparation, testing support, data tracking, and general lab readiness in a fast-paced semiconductor environment.</p><p><br></p><p>Responsibilities:</p><p>• Carry out established electrical and functional test routines on semiconductor components and evaluation platforms with accuracy and consistency.</p><p>• Prepare devices and test hardware for lab use, including board setup, socket installation, and component handling.</p><p>• Complete board-level assembly tasks such as soldering, rework, and replacement of electronic parts on engineering samples.</p><p>• Operate automated test sequences and ensure output data is captured clearly for engineering review.</p><p>• Maintain organized records of measurements, observations, and test outcomes using spreadsheets or lab tracking tools.</p><p>• Provide practical support for validation studies, engineering trials, and product development lab activities.</p><p>• Follow ESD control standards and help keep the lab clean, safe, and ready for ongoing testing.</p><p>• Partner with engineers and technicians to build test setups and prepare hardware needed for scheduled experiments.</p>
  • 2026-09-03T00:00:00Z
Operations Specialist
  • Scottsdale, AZ
  • onsite
  • Temporary / Contract
  • 28 - 36 USD / Hourly
  • <p>We are looking for an Operations Specialist to support fleet and inventory activities in Scottsdale, Arizona. This Contract to hire position focuses on maintaining accurate equipment records, coordinating inventory-related updates, and helping teams manage day-to-day operational needs across logistics functions. The role works closely with internal departments and external partners to improve visibility, support fulfillment activity, and keep fleet operations running smoothly through timely communication and reliable reporting.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and reconcile equipment inventory information across multiple locations to support accurate asset visibility throughout the network.</p><p>• Review operational records and assist with audits to identify discrepancies, correct data issues, and strengthen inventory accuracy.</p><p>• Support equipment availability planning by tracking fleet activity and helping coordinate inventory allocation based on business needs.</p><p>• Communicate operational priorities, inventory updates, and status changes with internal teams, customers, and service partners.</p><p>• Assist with equipment fulfillment tasks such as release coordination, delivery follow-up, decal tracking, and related service updates.</p><p>• Monitor chassis movement activity, investigate transaction exceptions, and work with appropriate teams to resolve data integrity issues.</p><p>• Prepare operational reports and performance summaries that help leadership evaluate inventory trends and fleet utilization.</p><p>• Track lease start and end activity and provide timely updates to operations, commercial, and customer-facing teams.</p><p>• Support asset disposition efforts, including sale and scrap activity, while ensuring fleet records remain current and accurate.</p>
  • 2026-08-20T00:00:00Z
Operations Specialist
  • Pottstown, PA
  • onsite
  • Temporary to Hire
  • 20 - 26 USD / Hourly
  • <p>We are looking for an <strong>Operations</strong> <strong>Coordinator</strong> to support day-to-day production coordination in Pennsylvania. This contract position with potential for a permanent role is ideal for someone who is organized, detail-oriented, and comfortable managing production data, inventory documentation, and schedule updates in a fast-paced environment. The person in this role will help keep production activities aligned by maintaining accurate records, preparing batch-related documents, and working closely with internal teams throughout the day.</p><p><br></p><p>Responsibilities:</p><p>• Monitor daily production plans and translate scheduling needs into accurate operational support activities</p><p>• Create and prepare batch tickets based on current production requirements and inventory needs</p><p>• Partner with cross-functional teams to communicate updates, resolve issues, and keep workflows moving efficiently</p><p>• Revise production schedules as priorities shift and ensure changes are reflected in operational records</p><p>• Enter, maintain, and verify production-related data within Microsoft Dynamics</p><p>• Support data accuracy by checking batch documentation, inventory details, and system records for consistency</p><p>• Assist with inventory planning activities to help maintain material readiness for scheduled production</p><p>• Contribute to inventory audit efforts by reviewing records and identifying discrepancies when needed</p>
  • 2026-09-03T00:00:00Z
Operations Specialist
  • Tucson, AZ
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • We are looking for a highly organized Operations Specialist to support investment operations for a biotechnology-focused team in Tucson, Arizona. This position plays an important role in coordinating documentation, research, compliance tracking, and administrative activities tied to the evaluation, oversight, and progression of life science investments. The role works closely with internal colleagues, portfolio companies, legal partners, and external stakeholders, requiring sound judgment, precision, and strong follow-through in a fast-moving environment.<br><br>Responsibilities:<br>• Prepare, organize, and maintain a range of business and transaction-related documents, including standard agreements, amendments, and supporting materials for investment and portfolio activities.<br>• Monitor key contractual, licensing, and investment obligations to help ensure reporting deadlines, compliance requirements, and follow-up actions are completed on time.<br>• Maintain orderly and secure records for investment matters, project documentation, and legal files, ensuring information is accessible and properly tracked.<br>• Conduct targeted research to support due diligence, market understanding, and decision-making for prospective and existing investments.<br>• Oversee the organization of digital and physical information resources, including databases, subscriptions, publications, filings, and intellectual property reference materials.<br>• Assist with project coordination by tracking portfolio activity, monitoring relevant patents and licensed assets, compiling data for internal reporting, and preparing notices or signature-ready documents.<br>• Collaborate with internal team members, legal counsel, portfolio companies, and other external contacts to keep operational tasks moving efficiently and accurately.<br>• Provide calendar and meeting coordination support when needed to help maintain smooth execution of team priorities and investment-related workflows.
  • 2026-08-13T00:00:00Z
Loan Operations Analyst
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p><em>The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You don&#39;t have to be a &#39;people person&#39; to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance.</p><p><br></p><p><strong>Responsibilities: </strong></p><p>• Maintain the Reconciliation and Control functions within the Operations group</p><p>• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled</p><p>• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger</p><p>• Enter trades into Wall Street Office (“WSO”) and trade capture systems</p><p>• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services</p><p>• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.</p><p>• Ensure all loans are rolled and correct rates are set for the next accrual period</p><p>• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams</p><p>• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed</p><p>• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems</p><p>• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation</p>
  • 2026-08-13T00:00:00Z
Workplace Operations Specialist
  • Rancho Santa Fe, CA
  • onsite
  • Temporary / Contract
  • 30 - 33 USD / Hourly
  • <p><strong>You don&#39;t just keep an office running — you create the environment people want to work in.</strong></p><p>A growing technology company in <b>Rancho Santa Fe </b>is looking for a <strong>Workplace Operations Specialist</strong> to support its employees, facilities, vendors, and day-to-day workplace operations. This is a great role for someone with an administrative or office management background who wants to move into a more modern <strong>Workplace Experience / People Operations</strong> environment.</p><p><br></p><p><strong>What you&#39;ll own</strong></p><ul><li>Coordinate daily workplace operations</li><li>Manage office supply inventory and purchasing</li><li>Coordinate building maintenance and service requests</li><li>Serve as a point of contact for vendors and property management</li><li>Support employee onboarding logistics</li><li>Coordinate office events and employee activities</li><li>Maintain office procedures and documentation</li><li>Assist with seating, equipment, and workspace assignments</li><li>Coordinate visitors and office access</li><li>Process invoices and purchase orders</li><li>Track workplace expenses</li><li>Assist with safety and emergency procedures</li><li>Support office moves and facilities projects</li><li>Identify ways to improve employee workplace experience</li></ul><p><br></p>
  • 2026-08-28T00:00:00Z
Marketing Operations Specialist
  • Missoula, MT
  • remote
  • Temporary / Contract
  • 23 - 27 USD / Hourly
  • <p>We are seeking a highly organized and detail-oriented <strong>Marketing Operations Coordinator</strong> to support the day-to-day operations of a busy marketing team. This role will focus on vendor coordination, budget and invoice tracking, marketing systems, process documentation, and cross-functional project support.</p><p><br></p><p><strong>Role</strong>: Marketing Operations Coordinator</p><p><strong>Role type</strong>: W2 Hourly</p><p><strong>Location</strong>: 100% Remote</p><p><strong>Duration</strong>: Through end of the year</p><p><strong>Hours per week</strong>: 40</p><p><strong>Pre start requirements</strong>: Background check</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Coordinate vendor contracts, invoices, renewals, and key deliverables</li><li>Support marketing budget tracking, reconciliation, and reporting</li><li>Maintain workflows, process documentation, and standard operating procedures</li><li>Support marketing systems, technology, and AI tools</li><li>Partner with Finance, IT, and other teams on operational needs</li><li>Track projects, deadlines, and follow-up items</li><li>Coordinate team meetings, travel, and executive logistics</li><li>Identify opportunities to improve processes and team efficiency</li></ul>
  • 2026-09-01T00:00:00Z
Senior Operations Specialist
  • Spring, TX
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>Our client in The Woodlands, TX is seeking a highly organized, proactive, and tech-savvy Senior Operations Specialist to support senior leadership and help drive operational efficiency across a fast-paced business environment. This role is ideal for a detail-oriented professional who thrives on managing complex projects, coordinating multiple moving parts, and supporting critical business functions with precision and professionalism.</p><p><br></p><p>The Senior Operations Specialist will play a key role in administrative operations, workforce coordination, project support, documentation management, and communication across teams. The ideal candidate is a critical thinker who can anticipate needs, adapt quickly, and remain composed in a dynamic environment.</p><p><br></p><p>Key Responsibilities</p><p>Provide high-level operational and administrative support to senior leaders, managers, and cross-functional teams</p><p>Coordinate day-to-day operational activities, ensuring deadlines, deliverables, and priorities are met</p><p>Prepare and manage business documents, reports, presentations, meeting materials, and client-facing communications</p><p>Support project coordination efforts involving multiple stakeholders, timelines, and shifting priorities</p><p>Assist with workforce coordination, scheduling, onboarding support, and documentation management</p><p>Track operational processes and help improve workflow efficiency</p><p>Manage complex assignments with a high degree of accuracy, urgency, and follow-through</p><p>Communicate effectively with internal teams, leadership, clients, and external partners</p><p>Anticipate needs, identify issues proactively, and recommend practical solutions</p><p>Support business needs outside of standard working hours on occasion, as required</p><p>Travel up to 40% based on business and project demands</p><p><br></p><p><br></p>
  • 2026-09-04T00:00:00Z
Operations & Inventory Specialist
  • Tucson, AZ
  • onsite
  • Temporary / Contract
  • 19 - 20 USD / Hourly
  • We are looking for an Operations &amp; Inventory Specialist to support inventory control, warehouse coordination, and operational reporting for a Long-term Contract position based in Tucson, Arizona. This role focuses on maintaining accurate stock visibility, helping balance product flow across warehouse locations, and working closely with internal teams and third-party warehouse partners to keep daily operations on track. The ideal candidate will bring strong data entry accuracy, solid organizational skills, and the ability to manage inventory updates, reconciliations, and service-related issues in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee weekly inventory activities to help position finished goods appropriately across warehouse locations in support of service goals and stock targets.<br>• Coordinate product transfers between facilities and confirm transactions are completed accurately so inventory records remain current and reliable.<br>• Manage home delivery inventory throughout the warehouse network by monitoring replenishment needs, stock availability, and system visibility.<br>• Lead routine reviews with warehouse partners to discuss recent execution results, immediate priorities, operational concerns, and upcoming inventory needs.<br>• Monitor warehouse and 3PL performance, address service or fulfillment issues, and communicate daily priorities to support efficient inbound and outbound operations.<br>• Complete monthly reconciliations between internal records and third-party warehouse systems, researching discrepancies and ensuring corrections are properly recorded.<br>• Support cycle counts, physical inventory validations, hold inventory tracking, and disposition coordination to improve overall inventory accuracy.<br>• Assist with warehouse-related cost tracking, documentation, accrual support, and month-end administrative activities tied to inventory operations.<br>• Partner with planning, logistics, customer service, suppliers, and warehouse teams to coordinate schedules, communicate inventory risks, and resolve operational system issues affecting receiving, shipping, or transaction accuracy.
  • 2026-09-04T00:00:00Z
Field Operations Coordinator
  • San Diego, CA
  • onsite
  • Temporary / Contract
  • 28 - 32 USD / Hourly
  • <p><strong>Half office. Half problem-solving. Zero boring days.</strong></p><p>A growing construction and engineering company in <strong>Rancho Bernardo</strong> is looking for a <strong>Field Operations Coordinator</strong> to support project teams and keep day-to-day field activity organized. This role is perfect for someone who doesn&#39;t want to sit behind a desk doing repetitive administrative work. You&#39;ll coordinate with <strong>Project Managers, vendors, field employees, subcontractors, and clients</strong> to make sure information, materials, schedules, and documentation are where they need to be.</p><p><br></p><p><br></p><p><strong>&#128736;️ Your day could include:</strong></p><ul><li>Coordinate communication between field and office teams</li><li>Track project schedules and deadlines</li><li>Assist with material and equipment coordination</li><li>Maintain project documentation</li><li>Follow up with vendors and subcontractors</li><li>Track outstanding requests and approvals</li><li>Assist with purchase orders and invoices</li><li>Prepare daily and weekly project reports</li><li>Coordinate meetings and site visits</li><li>Maintain employee and project records</li><li>Help resolve scheduling and documentation issues</li><li>Assist Project Managers with special projects</li><li>Support project closeout activities</li></ul>
  • 2026-08-24T00:00:00Z
Fulfillment Operations Specialist
  • North Liberty, IA
  • onsite
  • Temporary / Contract
  • 21 - 26 USD / Hourly
  • <p><strong>About the Role</strong></p><p>We are seeking a detail-oriented <strong>Order Fulfillment Operations Specialist</strong> to support the order fulfillment and shipping process for a busy organization. This role is responsible for coordinating orders with warehouses, ensuring customer requirements are met, and serving as a key liaison between internal teams and warehouse partners.</p><p>The ideal candidate will be highly organized, comfortable working in multiple computer systems, and able to effectively communicate with both internal stakeholders and external warehouse personnel.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process customer orders and transmit order information to external warehouse partners.</li><li>Gather, review, and distribute shipping documentation as needed.</li><li>Coordinate and complete order &amp; shipping activities to ensure timely fulfillment.</li><li>Verify customer requirements and ensure expectations are met, obtaining appropriate approvals when exceptions arise.</li><li>Collaborate with Customer Service, Supply Chain, and other internal departments to support operational needs.</li><li>Request and manage required documentation from various departments.</li><li>Investigate and escalate warehouse issues, discrepancies, and customer concerns.</li><li>Maintain and complete expiration date and inventory-related reporting.</li><li>Monitor order status and provide updates to stakeholders as needed.</li><li>Support departmental goals while contributing to a team-oriented work environment.</li></ul><p><br></p>
  • 2026-09-02T00:00:00Z
Operations & Finance Manager
  • Hazleton, PA
  • onsite
  • Permanent / Full Time
  • 125000 - 145000 USD / Yearly
  • <p>We are looking for an experienced Operations &amp; Finance Manager to join a well-established family-owned service organization. In this senior leadership position, you will work closely with ownership to strengthen business performance, guide long-range planning, and support sustainable growth. This role centers on financial stewardship, operational strategy, and organizational improvement while partnering with operational leaders to align execution with company objectives.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with ownership to shape growth plans, evaluate expansion opportunities, and develop strategies that support revenue and margin improvement.</p><p>• Convert business priorities into practical operating and financial plans, with clear targets for performance, efficiency, and customer outcomes.</p><p>• Lead budgeting, forecasting, cash flow monitoring, and financial reporting to provide accurate insight into company performance and decision-making.</p><p>• Oversee accounting activities and internal financial controls to ensure timely reporting and dependable fiscal management at a controller level.</p><p>• Review job costing, labor productivity, equipment usage, and pricing approaches to identify opportunities to improve profitability.</p><p>• Partner with the Operations Manager to ensure field activities support broader financial goals, service standards, and long-term business plans.</p><p>• Develop and refine processes, standard operating procedures, dashboards, and performance metrics that improve consistency and accountability across the organization.</p><p>• Assess operational and financial risks, recommend mitigation strategies, and help maintain compliance with applicable safety, environmental, and regulatory standards.</p><p>• Support capital planning, equipment investment analysis, financing considerations, and relationships with outside financial partners and advisors.</p><p>• Provide ownership with data-driven recommendations related to leadership development, succession planning, and future business transition considerations.</p>
  • 2026-09-03T00:00:00Z
Director of Fund Operations and Business Management
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 225000 - 325000 USD / Yearly
  • <p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you&#39;ll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you&#39;ll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm&#39;s long-term growth.</li></ul><p>Compensation &amp; Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You&#39;ll work directly with senior leadership, oversee the firm&#39;s operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
  • 2026-08-07T00:00:00Z
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