27 results for Private Equity jobs

Controller | Private Equity | Carry!

San Francisco, CA
onsite
Permanent
225000 - 300000 USD / Yearly
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a growth equity firm based in San Francisco is seeking a Controller to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities.This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance. Responsibilities<ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul>
2026-03-27T00:00:00Z

Director of Finance - PrivateEquity

Concord, CA
onsite
Permanent
200000 - 300000 USD / Yearly
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations.This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-04-04T00:00:00Z

Corporate Finance

San Francisco, CA
onsite
Permanent
140000 - 160000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
2026-03-06T00:00:00Z

Fund Accounting Manager - Private Equity

Concord, CA
onsite
Permanent
155000 - 180000 USD / Yearly
Fund Accounting Manager – Real Estate Private EquityJennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures.Key Responsibilities<ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul>
2026-04-04T00:00:00Z

Investment Executive

Cambridge, MA
onsite
Permanent
55000 - 80000 USD / Yearly
We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-03-25T00:00:00Z

Investment Executive

Hyannis, MA
onsite
Permanent
60000 - 90000 USD / Yearly
We are looking for a skilled and client-focused Investment Executive to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals. Responsibilities:<ul><li>Develop and implement personalized investment strategies that align with clients' financial objectives.</li><li>Manage and grow a portfolio of client relationships by delivering exceptional service and advice.</li><li>Execute investment transactions with precision while adhering to compliance and regulatory standards.</li><li>Identify opportunities to expand business through proactive networking and relationship-building.</li><li>Collaborate with internal teams to ensure a seamless and efficient client experience.</li><li>Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.</li><li>Prepare and present detailed financial plans and investment strategies to clients.</li><li>Facilitate insurance solutions that complement clients' overall financial plans.a</li></ul>
2026-03-25T00:00:00Z

Finance + Investor Relations | VC Firm | Hybrid

Menlo Park, CA
onsite
Permanent
140000 - 180000 USD / Yearly
Finance Manager – Venture Capital | Bay Area (Hybrid) Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a top-tier venture capital firm in the Bay Area to hire a Finance Manager. This is a highly visible role sitting at the intersection of fund accounting, finance, and investor relations, with direct exposure to senior leadership and LPs.You will partner closely with the Head of Investor Relations on strategic and ad hoc initiatives, while playing a key role in fund reporting, investor communications, and portfolio insights. Key Responsibilities<ul><li>Own and review quarterly and annual fund financial reporting </li><li>Serve as a key point of contact for LPs, managing communications and responding to investor requests </li><li>Prepare fund performance reporting, investment analyses, and quarterly investor materials </li><li>Develop investor-facing content including letters, presentations, and marketing materials </li><li>Coordinate due diligence processes, including data room management and document delivery </li><li>Oversee portfolio data collection and support valuation processes </li><li>Drive ad hoc projects and cross-functional initiatives across finance and IR </li></ul>
2026-03-24T00:00:00Z

Private Investment Fund/Investment Management Associate

Stamford, CT
onsite
Permanent
171000 - 290000 USD / Yearly
We are looking for a motivated Private Investment Fund/Investment Management Associate to join our team in Stamford, Connecticut. This role is ideal for an entry-level attorney with 2-3 years of experience who is eager to contribute to fund formation and investment management matters. The successful candidate will work closely with clients and senior attorneys, advising private investment fund sponsors and institutional investors. Responsibilities: • Assist with the establishment of private investment funds, including private equity, hedge funds, and other alternative investment vehicles. • Draft, review, and refine essential fund documents such as private placement memoranda, partnership or operating agreements, subscription agreements, and side letters. • Facilitate negotiations with investors and analyze investor-related documentation, including co-investment materials. • Ensure compliance with securities laws by addressing exemptions under federal and state regulations. • Conduct in-depth legal research on regulatory issues related to funds. • Coordinate fund launch processes, including managing timelines and overseeing closings. • Collaborate with senior attorneys, clients, and fund administrators to ensure seamless project execution.
2026-03-27T00:00:00Z

Hedge Fund - Senior P&L / Risk, Power & Gas.

Greenwich, CT
onsite
Permanent
130000 - 160000 USD / Yearly
Power & Gas: Hedge Fund - Senior P&L/Risk Our client a Hedge Fund based in Greenwich, CT (next to train station) is building out their physical Nat Gas and Power trading businesses. This role reports to the COO and provides daily trading (P&L and attribution) and has exposure to market risk analytics (VAR, stress testing) for multiple trading business. The position will assist build out risk management processes and systems. The firm has an excellent culture, generous bonuses, and a flexible hybrid schedule.
2026-03-20T00:00:00Z

Director of Finance - SF Private Equity Firm

San Francisco, CA
onsite
Permanent
200000 - 300000 USD / Yearly
Reach out to Jennifer Fukumae with Robert Half Finance & Accounting to learn more about this opportunity and get applied today! A private equity firm in San Francisco seeking a Director of Finance to lead the firm’s financial operations. This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Director of Finance will be the 1st Finance hire and will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-03-31T00:00:00Z

Finance

Boston, MA
onsite
Permanent
130000 - 170000 USD / Yearly
Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments. This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.
2026-03-06T00:00:00Z

Investment & Cash Manager

Minneapolis, MN
onsite
Temporary
55 - 75 USD / Hourly
We are looking for an experienced Investment & Cash Manager to join our team in Minneapolis, Minnesota. This long-term contract position offers the opportunity to manage complex investment and treasury operations within a dynamic portfolio environment. The ideal candidate will play a critical role in ensuring financial accuracy, operational efficiency, and seamless collaboration between internal and external stakeholders. Responsibilities:• Oversee monthly close processes in collaboration with the custodial bank, ensuring the accuracy and timely completion of financial data for a portfolio encompassing hundreds of funds and managers.• Validate wire instructions and serve as the primary point of contact for wire-related documentation and verification.• Prepare and review monthly and quarterly financial reports for rating agencies, utilizing operating pools to manage liquidity.• Partner with internal accounting services and custodial banking teams to reconcile statements, validate NAVs, and resolve discrepancies.• Address missing statements and reconcile fund accounting data, working directly with fund managers to resolve data-related issues.• Analyze and organize investment data using AI-enabled systems, ensuring proper processing and manual intervention when necessary.• Collaborate on operational restructuring efforts to streamline processes and enhance efficiency.• Coordinate with Directors overseeing investment and treasury operations to ensure smooth cross-functional execution.• Support fiscal year-end activities and audit processes, ensuring compliance and readiness.• Train and onboard team members, facilitating knowledge transfer and operational continuity.
2026-03-20T00:00:00Z

Middle Office / P&L - Hedge Fund - Energy (PHYSICAL)

New York, NY
onsite
Permanent
110000 - 150000 USD / Yearly
Energy Trading (PHYSICAL) - Middle Office / P&L - Hedge Fund Our client the commodity division of a global Hedge Fund continues to build out their team based in NYC. This role directly supports the PHYSICAL Energy Trading team with a mix of P&L, risk and trading assistant type functions. Responsibilities include pricing, position recs, hedge analysis, end of day flash T0, and a full T+1 P&L, as well as market risk analytics. The firm's leadership is very well respected. The position is open due to a promotion to trading.
2026-03-20T00:00:00Z

Fund Accounting Manager - Private Equiity Firm

Berkeley, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures.Key Responsibilities<ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul>
2026-03-31T00:00:00Z

Middle Office / P&L - Hedge Fund - Metals (PHYSICAL)

New York, NY
onsite
Permanent
120000 - 150000 USD / Yearly
Metals (PHYSICAL) - Middle Office / P&L - Hedge Fund Our client the commodity division of a global Hedge Fund continues to build out their team based in NYC. This role directly supports the PHYSICAL Base Metals Trading team with a mix of P&L, risk and trading assistant type functions. Responsibilities include pricing, position recs, hedge analysis, end of day flash T0, and a full T+1 P&L, as well as market risk analytics. The firm's leadership is very well respected. The position is open due to a promotion to trading.
2026-04-05T00:00:00Z

Fixed Asset Manager

Joplin, MO
remote
Temporary
0 - 0 USD / Yearly
We are looking for an experienced Fixed Asset Manager to join our team in Joplin, Missouri. This long-term contract position involves managing the lifecycle of fixed assets within a regulated utility environment, ensuring compliance with applicable accounting standards and regulatory requirements. The role is integral to maintaining accurate financial records, preparing reports, and supporting audits, while providing insights to aid in decision-making and regulatory processes. Responsibilities: • Maintain and update continuing property ledgers to ensure accurate and up-to-date asset records. • Monitor and manage the status of work orders to align with asset lifecycle processes. • Analyze fixed asset costs and track depreciation schedules to ensure compliance with accounting standards. • Prepare detailed regulatory and financial reports related to property, plant, and equipment (PP&E). • Ensure adherence to utility-specific regulations and accounting principles in all asset management processes. • Collaborate with internal and external auditors by providing necessary documentation and explanations. • Perform variance analysis and provide actionable insights to support financial decision-making and rate cases. • Utilize financial systems such as SAP S/4HANA and PowerPlan to manage and analyze fixed asset data. • Identify and implement process improvements to enhance accuracy and efficiency in asset management. • Communicate complex financial information clearly to stakeholders at various levels.
2026-04-02T00:00:00Z

Finance Manager - Venture Capital Firm

Menlo Park, CA
onsite
Permanent
135000 - 185000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-31T00:00:00Z

SVP, Managed Assets

Needham, MA
onsite
Permanent
180000 - 250000 USD / Yearly
We are seeking an experienced leader to oversee the Managed Assets Group within a banking environment with offices in MA & NH. This position requires a strategic thinker skilled in problem loan resolution, borrower engagement, and team leadership. You will play a vital role in guiding the bank’s recovery efforts, ensuring compliance, and driving results through collaboration and expertise. Responsibilities:<ul><li>Direct all aspects of collections, account workouts, litigation, and management of challenging borrower situations to ensure effective resolution strategies.</li><li>Conduct detailed financial and cash flow analyses to identify viable solutions for borrowers and problem loans.</li><li>Manage reporting functions, including the Bank's Watch List, Criticized Asset Reports, and Delinquency Reports, while chairing the Troubled Asset Review Committee.</li><li>Represent the organization at foreclosure auctions and oversee property management post-foreclosure.</li><li>Address and resolve account and collateral issues across diverse loan portfolios.</li><li>Provide training and mentorship to lenders, management, and entry-level staff to enhance organizational expertise in workout disciplines.</li><li>Lead recovery activities independently and collaborate with collections specialists and line officers to achieve optimal outcomes.</li><li>Develop and implement innovative strategies to mitigate losses and improve loan performance.</li><li>Serve as a trusted advisor to the organization, offering insights and recommendations on challenging borrower situations and recovery processes.</li><li>Ensure regulatory compliance and maintain high standards of operational excellence.</li></ul>
2026-03-16T00:00:00Z

Investor Relations Associate | $1B+ AUM Early Stage VC!

Palo Alto, CA
onsite
Permanent
100000 - 120000 USD / Yearly
Investor Relations & Fundraising AssociateEarly-Stage Venture Capital | Silicon Valley Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals? OverviewOur client is a Silicon Valley–based, early-stage venture capital firm investing in transformative founders and emerging businesses. The firm is experiencing a period of accelerated growth, expanding its internal infrastructure to support future fundraising and long-term scale.They are seeking an Investor Relations & Fundraising Associate to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a commercially minded, relationship-driven professional who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors. Key Responsibilities<ul><li>Execute and support fundraising campaigns, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a pipeline of prospective LPs, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor fundraising materials, pitch decks, and investor correspondence</li><li>Assist with LP communications, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor fundraising metrics and performance indicators</li><li>Support planning and execution of Annual Meetings and investor events</li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul>
2026-03-24T00:00:00Z

Senior Finance Associate | Top Venture Capital Firm!

San Francisco, CA
onsite
Permanent
140000 - 180000 USD / Yearly
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a top-tier venture capital firm in the Bay Area to hire a Senior Finance Associate. This is a highly visible role sitting at the intersection of fund accounting, finance, and investor relations, with direct exposure to senior leadership and LPs.You will partner closely with the Head of Investor Relations on strategic and ad hoc initiatives, while playing a key role in fund reporting, investor communications, and portfolio insights. Key Responsibilities<ul><li>Own and review quarterly and annual fund financial reporting </li><li>Serve as a key point of contact for LPs, managing communications and responding to investor requests </li><li>Prepare fund performance reporting, investment analyses, and quarterly investor materials </li><li>Develop investor-facing content including letters, presentations, and marketing materials </li><li>Coordinate due diligence processes, including data room management and document delivery </li><li>Oversee portfolio data collection and support valuation processes </li><li>Drive ad hoc projects and cross-functional initiatives across finance and IR </li></ul>
2026-03-31T00:00:00Z

Financial Analyst for Investment Holding Company

Houston, TX
onsite
Permanent
0 - 0 USD / Yearly
Follow Shad on LinkedIn at #chalkboardtalk or on Instagram at shadlirarh for video’s on his open roles. Shad and his team at Robert Half is working with a Houston Galleria area investment holding firm that is looking for a Financial Analyst. This proven leadership is looking for a candidate that will perform a snap shot of the following aspects of the job. These include:· Examine and assess economic and market trends, earning prospects, financial statements to determine and recommend suitable investment strategies· Review investments and prepare materials and investment committee proposals for investment decision making· Prepare and lead the ongoing refinement of real time monthly forecasts, analyze trends and variances· Determine financial status by comparing and analyzing budgets and forecasts with actual results; identifying trends and exercising judgment to recommend corrective or strategic actionsA more detailed Job description will be given to qualified candidates. Candidate must have a Bachelor’s Degree in Accounting or Finance with a MBA a plus, 2 plus year’s of financial analysis experience, and can demonstrate advanced knowledge of Microsoft excel. For confidential consideration please contact Shad at [email protected] with your Microsoft Word resume with Financial Analyst in the subject line. Recommend a Friend and ask about our Referral Bonus program.
2026-03-13T00:00:00Z

Accountant - Hedge Fund

Concord, CA
onsite
Permanent
90000 - 105000 USD / Yearly
We have an excellent opportunity for a Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients who is interested in transitioning into an industry role. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing investment management firm in San Francisco that is looking to add a Staff Accountant to their team. The firm offers a collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule. Responsibilities<ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client NAVs on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Utilize Bloomberg Terminal to revalue client holdings</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables</li></ul>
2026-04-04T00:00:00Z

Hedge Fund – P&L Analyst for Energy Derivatives trading desk

New York, NY
onsite
Permanent
90000 - 135000 USD / Yearly
Hedge Fund – P&L Analyst for Energy Derivatives trading desk. Our client, a Hedge Fund based in mid-town NYC, continues to expand. This role is on the trading floor and sits with the two Derivative traders (Energy). The position’s core focus is producing the T0 and T+1 P&Ls and will also have Junior Trader type responsibilities such as generating trading ideas. The firm has a global footprint and is known for top talent, a collegial / team environment, and generous bonuses.
2026-03-16T00:00:00Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent
70000 - 80000 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-03-27T00:00:00Z

Wealth Analyst at Thriving RIA

San Ramon, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-31T00:00:00Z