72 Results for Fund Operations Specialist Jobs

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Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a fast-growing private markets platform seeking a Fund Operations Associate to join its team. This is an opportunity to sit at the center of the firm's fund operations and treasury infrastructure, supporting the lifecycle of a rapidly growing portfolio of funds. The ideal candidate will bring a strong foundation in fund accounting or fund operations but is also someone who is proactive, takes ownership, and enjoys solving problems in a fast-paced environment. What You'll Do<ul><li>Support the day-to-day operations of a large and growing portfolio of private market funds.</li><li>Coordinate and execute capital calls, distributions, wires, and other fund-related transactions.</li><li>Support treasury operations, including banking activity and lines of credit.</li><li>Maintain accurate investor and fund data across internal systems and platforms.</li><li>Partner closely with internal teams, fund administrators, banks, and other external counterparties.</li><li>Help ensure the accuracy, timeliness, and overall operational health of the funds.</li><li>Identify issues and take ownership of finding solutions rather than simply escalating problems.</li><li>Collaborate across a growing organization with teams located in multiple offices.</li><li>Contribute to process improvement, automation, and technology initiatives as the platform continues to scale.</li></ul>
2026-10-04T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations Associate | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity Join a fast-growing VC firm. With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale. This is a high-visibility, high-ownership role with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You'll have the opportunity to build scalable processes, leverage automation and AI, and make a direct impact as the platform continues to grow. Responsibilities<ul><li>Support end-to-end fund operations across a large and growing fund platform</li><li>Process capital calls, distributions, wires, and cash activity </li><li>Manage bank reconciliations and monitor fund cash flows</li><li>Support lines of credit, 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 scalable, automated workflows as the platform grows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Fund Operations - Hedge Fund

Orinda, CA
onsite
Permanent / Full Time
110000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations | Hedge Fund | East Bay Join a highly regarded investment firm with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to sophisticated fund and investment operations. The role is hands-on, varied, and flexible, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support trade settlements, corporate actions, cash movements, and related activity</li><li>Gain exposure to additional fund structures as the role develops</li><li>Take ownership of ad hoc projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Financial Operations Specialist - Trust & Investments

Davenport, IA
onsite
Temporary to Hire
0 - 0 USD / Yearly
Robert Half is partnering with a growing Quad Cities financial services organization to add a Financial Operations Specialist - Trust & Investments to its close-knit trust and investment operations team. This is a great opportunity for someone who enjoys the behind-the-scenes side of financial services — making sure client transactions are processed correctly, money moves where it should, and the details are right. And in this role, the details really do matter. We're looking for someone who takes pride in accuracy, thinks critically and has the instinct to stop and ask, “Does this make sense?” when something doesn't look right. What You'll Do<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> Why Consider It?You'll join a collaborative team where individual contributions are visible and valued. The organization is growing, leadership invests in employee development, and there is meaningful opportunity to learn, expand your responsibilities and grow over time. 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. If you're someone who takes pride in getting the details right — and you're often the person who catches what others miss— let's connect! Call our team directly at (563) 359-3995.
2026-10-02T00:00:00Z

Loan Operations Specialist

Los Angeles, CA
onsite
Temporary / Contract
43 - 47.5 USD / Hourly
We are looking for a detail-oriented Loan Operations Specialist to support commercial lending operations in Los Angeles, California within the Financial Services industry. This Long-term Contract position focuses on the administration of syndicated and participated loan facilities, helping ensure accurate records, timely processing, and strong adherence to credit terms and internal compliance standards. The role offers the opportunity to work across the full servicing lifecycle of complex multi-lender transactions while partnering with internal teams and external stakeholders in a fast-paced banking environment. Responsibilities:• Maintain accurate records and complete assigned queue work within established deadlines and service levels. • Support customer emails, and respond to internal requests received by phone, email, and other approved channels. • Support branch with monthly certifications, which include dormant accounts, key inventory, internal check review and alarm testing. • Perform routine account maintenance and support team members as necessary. • Process returned deposits, returned checks, deposit corrections, adjustments, and other routine exception items. • Review and process ACH exceptions, including returns and IATs. • Research discrepancies, document actions taken and route complex or higher-risk exceptions for review. • Prepare and send out customer wires.
2026-09-25T00:00:00Z

Factoring Operations Specialist

West Henrietta, NY
onsite
Temporary / Contract
22 - 23 USD / Hourly
We are looking for a Factoring Operations Specialist to support core back-office processing for a payroll services organization in West Henrietta, New York. This Long-term Contract position focuses on maintaining accurate financial operations, meeting critical banking and reporting deadlines, and helping deliver dependable service to clients. The person in this role will work closely with internal partners to handle reconciliations, cash activity, invoice-related processing, and exception resolution while preserving strong operational controls. Responsibilities: • Prepare recurring funding reports and perform detailed reconciliations tied to purchased invoices, receivables activity, and reserve balances. • Review, organize, and validate data files in Excel before completing imports and related processing tasks across operational systems. • Enter and maintain invoice and transaction information with a high level of accuracy to support reliable downstream reporting. • Coordinate the movement of funds through wire and ACH activity in alignment with required banking cutoffs and daily timelines. • Produce aging schedules, subsidiary detail, and other operational reports while ensuring payroll and invoicing records align with accounting data. • Investigate exception items, analyze discrepancies, and partner with relationship-focused teams to resolve issues efficiently and document outcomes clearly. • Maintain complete, audit-ready processing records and follow established procedures, compliance expectations, and internal controls. • Monitor daily and weekly deliverables to ensure time-sensitive operational work is completed accurately and on schedule. • Contribute ideas that improve workflow efficiency, strengthen data quality, and support more consistent processing results.
2026-10-06T00:00:00Z

Financial Ops Analyst

Hartsdale, NY
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for a Financial Ops Analyst to support financial planning, operational reporting, and business system administration for a growing organization in Hartsdale, New York. This position blends analytical work with cross-functional coordination, helping leadership translate data into practical decisions and stronger day-to-day operations. The ideal candidate brings solid financial acumen, strong spreadsheet skills, and the ability to improve processes while maintaining accuracy across multiple systems. Responsibilities: • Oversee the administration of salary structure data and maintain compensation-related records used in planning activities. • Contribute to annual budgeting, workforce forecasting, and variance reviews by compiling data and analyzing changes against plan. • Produce recurring and ad hoc financial and operational reporting for leadership, including dashboards and presentation materials for key stakeholders. • Examine business and financial performance trends to uncover risks, opportunities, and areas for improved resource allocation. • Administer user roles, access settings, and core support activities across finance and operations platforms. • Coordinate data flow between accounting, payroll, expense, procurement, and related systems while assisting with future platform enhancements or migrations. • Perform reconciliations across enrollment, billing, and financial records to ensure consistency and dependable reporting. • Monitor data quality, strengthen reporting accuracy, and recommend workflow improvements that increase efficiency across teams. • Support spend management activities, including corporate card oversight and tracking of supplemental revenue sources.
2026-09-28T00:00:00Z

Legal Operations Specialist

New York, NY
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
We are looking for a Legal Operations Specialist to strengthen the Legal team in New York, New York by improving the systems, workflows, and reporting that support day-to-day legal operations. This position partners closely with legal, technology, and business stakeholders to refine core platforms, connect data across tools, and introduce practical solutions that increase efficiency. The role also contributes to corporate governance support, compliance-related administration, and operational planning through a blend of technical knowledge and legal operations experience. Responsibilities:• Act as the main point of contact for legal technology matters, partnering with internal teams to align tools and processes with department needs.• Oversee the administration and continuous improvement of legal platforms such as contract management, e-signature, matter management, and spend tracking systems.• Configure and maintain contract workflows, templates, approval paths, renewal processes, entity records, playbooks, and AI-enabled features within the legal technology environment.• Connect legal systems with broader business applications to support seamless data flow, automation, and cross-functional visibility.• Develop reports, dashboards, and performance metrics that help leadership evaluate legal operations, spending, and service effectiveness.• Identify opportunities to simplify legal procedures by introducing automation, improving approvals, and standardizing documentation practices.• Maintain strong controls around legal data quality, access, governance, and security across all supported platforms.• Support corporate governance activities by coordinating entity records, required registrations, annual filings, and related documentation.• Deliver user training and practical guidance to encourage adoption of new legal tools and workflows across the organization.• Assist with additional legal operations needs such as budgeting support, outside counsel spend tracking, compliance coordination, procurement-related matters, litigation holds, and responses to subpoenas or discovery requests.
2026-09-16T00:00:00Z

Legal Operations Specialist

San Francisco, CA
remote
Temporary / Contract
45 - 60 USD / Hourly
Our client, a San Francisco-based healthcare AI company, is seeking a temporary Legal Operations Specialist to support the buildout of its legal function as the company continues to expand internationally.This contractor will partner closely with the internal team to establish foundational legal operations infrastructure, with an initial focus on building and organizing the company's core legal folder system and developing practical workflows for managing legal documents and processes. The role is well suited for a paralegal or legal operations professional who has experience creating structure within a growing legal function and can independently organize information, establish repeatable processes, and help build systems that can scale with the business. Responsibilities<ul><li>Partner with internal stakeholders to build and organize the company's core legal folder and document management structure</li><li>Review and organize existing legal documents, agreements, corporate records, and other legal materials into a consistent and accessible filing system</li><li>Develop file naming conventions, folder structures, document categorization standards, and related organizational protocols</li><li>Establish and document legal operations workflows for the intake, organization, tracking, and maintenance of legal matters and documents</li><li>Create trackers, templates, checklists, and other tools to improve visibility into legal work and support consistent processes</li><li>Assist with organizing contracts and maintaining key agreement information, deadlines, renewal dates, and related records as needed</li><li>Identify gaps or inefficiencies in existing legal administrative processes and help implement practical solutions appropriate for a growing company</li><li>Coordinate with business stakeholders to gather legal documents and information and ensure materials are appropriately maintained</li><li>Document newly established processes to support ongoing use by the company's legal and business teams</li><li>Provide additional paralegal and legal operations support as the legal function develops and priorities evolve</li></ul>
2026-09-30T00:00:00Z

Investment Operations Analyst

Minneapolis, MN
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a sharp, detail-driven Investment Operations Analyst to support an investment loan portfolio in Minneapolis, Minnesota. In this role, you will help maintain accurate reporting, evaluate loan and portfolio performance, and strengthen day-to-day operational controls across investment activity. This position is well suited for someone who enjoys working with financial data, improving processes, and partnering with internal teams and external service providers to keep operations running smoothly. Responsibilities:• Lead recurring financial reporting activities for the investment portfolio, ensuring information is complete, accurate, and delivered on schedule.• Review monthly investor remittance activity and reconcile loan-level data, including interest accruals, payoff activity, and delinquency reporting.• Compile month-end portfolio metrics for lending partners and validate key balances such as principal, and interest reserve positions.• Verify the accuracy and consistency of data tied to newly acquired assets before it is incorporated into reporting and monitoring processes.• Support loan funding administration by assessing draw requests against project progress and facilitating timely disbursements to contractors.• Coordinate data gathering and reconciliation efforts across internal records, servicers, fund administrators, and other external providers.• Produce and maintain portfolio performance reports and track records to support ongoing analysis and management oversight.• Monitor cash activity across the portfolio and assist with capital calls, drawdowns, and investor distribution processing.• Respond to investor information requests and contribute to due diligence materials, ad hoc analyses, and special projects as needed.
2026-10-06T00:00:00Z

Accounting Operations Specialist

West Chester, PA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Primary Responsibilities· Ensure transparency and efficiency in all transactions· Assist with journal entries· Maintain accounts payable/receivable records· Code invoices into ERP system· Prepare financial reports and statements· Coordinate vendor invoicing payment selections· Assist with cost accounting activities· General ledger/account reconciliations· Financial Documentation· Inventory Analysis
2026-09-24T00:00:00Z

Operations Specialist

Akron, OH
onsite
Temporary / Contract
20 - 25 USD / Hourly
We are looking for a detail-oriented Operations Specialist to support a manufacturing organization in Akron, Ohio through a Contract assignment. This position focuses on coordinating day-to-day operational activities, organizing schedules and meetings, and helping maintain compliance-related documentation and processes. The ideal candidate brings strong administrative judgment, solid communication skills, and confidence using Microsoft Word and Excel in a fast-paced environment. Responsibilities: • Coordinate schedules, meetings, and recurring calendar commitments to keep operational priorities on track. • Prepare meeting materials, develop organized agendas, and distribute documentation to participants in advance of department discussions. • Support daily operational workflows by tracking tasks, following up on action items, and helping teams stay aligned on deadlines. • Assist with compliance-related activities by maintaining accurate records and ensuring required documentation is completed on time. • Monitor and organize materials associated with operational projects, including hybrid work-related coordination when needed. • Partner with internal stakeholders to arrange department meetings and communicate updates, changes, and next steps clearly. • Use Microsoft Word and Excel to create reports, maintain logs, and support administrative and project coordination needs. • Help manage multiple priorities across operational and project-based assignments while maintaining accuracy and responsiveness.
2026-09-16T00:00:00Z

Operations Specialist

Sacramento, CA
onsite
Temporary / Contract
40 - 55 USD / Hourly
We are looking for a Business Operations Specialist to support a legal-focused organization in Sacramento, California through a Long-term Contract engagement. This position is ideal for someone who can turn operational data into clear insights, strengthen reporting practices, and help improve day-to-day performance across service and support functions. The role combines analytics, coordination, and process oversight, with a strong emphasis on KPI tracking, vendor collaboration, and project execution. Responsibilities:• Develop and maintain performance dashboards and recurring reports that highlight service trends, productivity, and key operational outcomes.• Analyze call center and business metrics to identify patterns, surface risks, and recommend practical actions that improve efficiency and service quality.• Use Power BI and other reporting tools to transform raw data into clear visual summaries for leadership and operational teams.• Coordinate with external partners and internal stakeholders to monitor vendor performance, address service issues, and support accountability measures.• Manage operational projects by tracking milestones, organizing deliverables, and ensuring work progresses according to priorities and timelines.• Support learning and compliance activities by administering or coordinating Learning Management System processes, records, and reporting needs.• Perform criticality assessments to help prioritize operational issues, resource needs, and business-impacting activities.• Contribute to process updates and operational changes, including implementation-related tasks when business systems or workflows are adjusted.
2026-09-20T00:00:00Z

Operations Specialist

Colusa, CA
onsite
Temporary to Hire
50 - 72 USD / Hourly
Our client operates a food manufacturing and milling facility in Northern California and is hiring a General Manager to own day-to-day plant performance. This is a direct-hire role covering production, people, safety, food safety, quality, maintenance, and plant financial results.The ideal candidate has hands-on food manufacturing or processing experience and can run a plant to USDA, FDA, OSHA, and customer food-safety standards—not just keep the line moving. Plant operations• Lead manufacturing, milling, packaging, warehousing, and shipping to hit volume, yield, quality, and on-time delivery goals.• Build production schedules that balance mill capacity, incoming raw product, labor, and customer commitments.• Drive continuous improvement in throughput, yield, shrink, downtime, and cost per unit.• Oversee preventative maintenance, sanitation, and capital projects so equipment stays reliable and audit-ready. Food safety, quality, and compliance• Own the site food-safety program: HACCP/HARPC, GMPs, allergen control, sanitation, and pest control.• Maintain FDA, USDA (as applicable), FSMA, and customer audit compliance (SQF, BRC, or equivalent).• Lead third-party, customer, and regulatory audits and close CAPAs on time.• Partner with Quality on specs (grade, moisture, foreign material, pack integrity), holds, complaints, and traceability. Safety and workforce• Run a visible OSHA program: LOTO, confined space, forklift, grain-handling/combustible dust, PPE, incident investigation, and training.• Hire, develop, and hold accountable supervisors and hourly teams in operations, maintenance, sanitation, and shipping.• Staff for seasonal peaks and enforce California wage-and-hour, meal/rest, and injury-reporting rules.• Build a floor culture that treats safety and food safety as non-negotiable. Financial and commercial support• Own or strongly influence plant P&L: labor, yield, supplies, maintenance, and overhead versus budget.• Partner with sales and logistics on customer requirements, load-out, and service recovery.• Report operating results to ownership or senior leadership and flag capacity, quality, or cost issues early.
2026-09-14T00:00:00Z

Operations Specialist

Willamson, NY
onsite
Temporary / Contract
23.75 - 25 USD / Hourly
We are looking for a detail-oriented Operations Specialist to support daily office operations in Willamson, New York. This Contract position will play an important role in keeping records accurate, accessible, and well organized while assisting the office and management team with routine administrative tasks. The ideal candidate is comfortable handling document organization, data updates, and general clerical work in a fast-paced environment. Responsibilities:• Maintain organized physical and digital filing systems so business records can be retrieved quickly and accurately.• Review, sort, and update documents, spreadsheets, and office records to ensure information remains current.• Enter and verify data with a high level of accuracy while supporting routine administrative workflows.• Scan, label, and archive paperwork in accordance with office procedures and recordkeeping standards.• Assist the management team and office staff with day-to-day clerical tasks and general administrative support.• Prepare files for storage, distribution, or internal use while ensuring confidential materials are handled appropriate
2026-09-23T00:00:00Z

Operations Specialist

Hartford, CT
remote
Temporary / Contract
23 - 28 USD / Hourly
We are looking for an Operations Specialist to support delivery execution for an organization in Connecticut. This is a Contract position focused on building effective delivery plans, maintaining accurate order information, and coordinating with store and warehouse teams to keep service levels on track. The ideal candidate brings logistics experience, strong analytical ability, and a practical approach to resolving routing and scheduling challenges in a fast-paced environment. Responsibilities:• Develop and adjust delivery routes to improve efficiency, control transportation costs, and meet daily service commitments across multiple service areas.• Review orders and supporting documents for completeness, verify customer and delivery details, and correct discrepancies before routes are finalized.• Use dispatching and logistics platforms to oversee delivery activity, track order progression, and manage special handling needs or delivery limitations.• Partner with store associates, warehouse personnel, and delivery teams to confirm capacity, address order issues, and support smooth day-to-day operations.• Monitor open stops and route capacity throughout the planning cycle, making updates that balance distance, timing, and customer experience.• Evaluate delivery constraints such as access requirements, scheduling windows, returns, and exchanges to determine the most effective routing approach.• Maintain operational records and communicate updates clearly to stakeholders to support compliance with service expectations and internal standards.• Assist with additional operational tasks as needed to support changing business demands.
2026-09-30T00:00:00Z

Operations Specialist

Sammamish, WA
onsite
Temporary / Contract
40 - 51 USD / Hourly
We are seeking a detail-oriented Compliance & Account Opening Specialist for a long-term contract in Sammamish area to support account opening and onboarding activities. This position focuses on reviewing identification and supporting documentation for individuals and legal entities to ensure information is complete, accurate, and meets established compliance requirements. Responsibilities:<ul><li>Provide administrative and compliance support throughout the account opening and onboarding process.</li><li>Review and verify documentation submitted by individuals and legal entities.</li><li>Review domestic and international documents, including:</li><li>Passports</li><li>Driver’s licenses</li><li>Government-issued identification</li><li>Resident cards</li><li>Proof of address</li><li>Review documents for:</li><li>Security and authenticity features</li><li>Accuracy and consistency of information</li><li>Formatting and document layout</li><li>Issue and expiration dates</li><li>Identify missing information, discrepancies, or documentation requiring additional review.</li><li>Use internal knowledge resources and third-party tools to research and verify documentation.</li><li>Maintain accurate records and documentation throughout the review process.</li><li>Communicate with clients and users through a ticketing system to request additional documents, provide instructions, and resolve outstanding items.</li><li>Manage assigned workflows and queues while meeting established service-level expectations.</li></ul>
2026-10-01T00:00:00Z

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. Responsibilities: • Prepare, organize, and maintain a range of business and transaction-related documents, including standard agreements, amendments, and supporting materials for investment and portfolio activities. • Monitor key contractual, licensing, and investment obligations to help ensure reporting deadlines, compliance requirements, and follow-up actions are completed on time. • Maintain orderly and secure records for investment matters, project documentation, and legal files, ensuring information is accessible and properly tracked. • Conduct targeted research to support due diligence, market understanding, and decision-making for prospective and existing investments. • Oversee the organization of digital and physical information resources, including databases, subscriptions, publications, filings, and intellectual property reference materials. • 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. • Collaborate with internal team members, legal counsel, portfolio companies, and other external contacts to keep operational tasks moving efficiently and accurately. • Provide calendar and meeting coordination support when needed to help maintain smooth execution of team priorities and investment-related workflows.
2026-10-02T00:00:00Z

Operations Support Specialist

Blue Springs, MS
onsite
Temporary / Contract
17 - 18 USD / Hourly
Position OverviewWe are seeking a detail-oriented and energetic Operations Specialist to support daily transportation and operations activities. This role serves as a key liaison between drivers, operations leadership, and corporate teams, ensuring accurate tracking of materials, tickets, and operational data.This position is ideal for someone who enjoys working in a fast-paced environment, interacting with drivers throughout the day, and managing high volumes of information with accuracy and urgency. Key Responsibilities<ul><li>Serve as the primary point of contact for drivers regarding tickets, materials, and operational documentation.</li><li>Track, review, and maintain material control records and transportation documentation.</li><li>Enter and verify data accurately within company systems.</li><li>Monitor tickets and ensure information is complete, accurate, and submitted on time.</li><li>Manage and reconcile information involving dollar amounts and operational costs, ensuring accuracy before submission to corporate teams.</li><li>Communicate regularly with drivers, operations personnel, and management to resolve discrepancies and answer questions.</li><li>Support daily operational activities and assist the Operations Manager with administrative and coordination tasks.</li><li>Maintain organized records and documentation while meeting deadlines in a fast-paced environment.</li><li>Identify errors and discrepancies and proactively resolve issues.</li></ul>
2026-09-18T00:00:00Z

Loan Operations Analyst

Chicago, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
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] You don't have to be a 'people person' 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. Responsibilities: • Maintain the Reconciliation and Control functions within the Operations group• 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• 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• Enter trades into Wall Street Office (“WSO”) and trade capture systems• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services• 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.• Ensure all loans are rolled and correct rates are set for the next accrual period• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation
2026-09-11T00:00:00Z

Finance Operations Associate - Wealth Management

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Lead to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-09-29T00:00:00Z

Fund Accounting Consultant

New York, NY
onsite
Temporary / Contract
40 - 60 USD / Hourly
Our client is a major financial institution looking for a skilled Fund Accounting Consultant to join their team on a long-term contract basis. In this role, you will oversee a team responsible for delivering high-quality accounting, administration, and investor services to investment companies and advisors. This position requires a strong ability to manage client relationships, resolve complex issues, and implement solutions tailored to evolving business needs. Responsibilities:• Lead and manage a team of administrators responsible for accounting, administration, financial reporting, and regulatory compliance for investment companies, including hedge funds, private equity funds, and CLOs.• Lead month-end close processes, including journal entries and account reconciliation.• Help develop/implement new processes to align with regulatory and industry changes.• Perform complex accounting reconciliations and calculations for various investment types
2026-09-30T00:00:00Z

Foreign Exchange Operations Analyst

Columbus, OH
onsite
Temporary / Contract
30 - 32 USD / Hourly
<ul><li>Position: Foreign Exchange Operations Analyst (Contract)</li><li>Location: Columbus, OH</li><li>Tentative Pay Rate: $32.00/hour</li></ul>Job DescriptionThe Foreign Exchange (FX) Operations Analyst will support the daily processing and settlement of foreign exchange transactions for corporate and institutional clients. This role is responsible for trade confirmations, payment processing, reconciliations, investigations, and ensuring timely and accurate settlement of foreign exchange transactions across multiple currencies and payment platforms. Key Responsibilities<ul><li>Provide operational support for corporate and institutional clients on FX transactions.</li><li>Process incoming and outgoing foreign currency payments accurately and efficiently.</li><li>Verify and confirm foreign exchange transactions and ensure timely settlements.</li><li>Monitor and manage FX payment flows across various currencies and platforms.</li><li>Perform daily reconciliations and resolve trade or payment discrepancies.</li><li>Investigate and resolve payment delays, trade mismatches, and compliance-related alerts.</li><li>Maintain transaction records within WallStreet, MTS, SWIFT gpi, and other financial systems.</li><li>Partner with traders, relationship managers, operations teams, and clients to ensure seamless trade execution.</li><li>Respond to client inquiries regarding foreign exchange transactions and payment activity.</li><li>Support process improvement initiatives, system enhancements, and automation efforts.</li></ul> Required Qualifications<ul><li>High School Diploma or equivalent.</li><li>2+ years of financial operations experience.</li><li>Strong attention to detail and accuracy.</li><li>Excellent organizational and multitasking abilities.</li><li>Strong communication skills with the ability to work effectively in a fast-paced environment.</li><li>Ability to manage multiple priorities while meeting deadlines.</li></ul>
2026-09-16T00:00:00Z

Hedge Fund Operations

Orinda, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations | Hedge Fund | East Bay Join a highly regarded investment firm with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to sophisticated fund and investment operations. The role is hands-on, varied, and flexible, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support trade settlements, corporate actions, cash movements, and related activity</li><li>Gain exposure to additional fund structures as the role develops</li><li>Take ownership of ad hoc projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-02T00:00:00Z

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000 - 325000 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'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. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<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's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </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>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm'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.
2026-09-11T00:00:00Z

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