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19 results for Venture Capital jobs

Finance + Investor Relations | VC Firm | Hybrid
  • Menlo Park, CA
  • onsite
  • Permanent
  • 140000 - 180000 USD / Yearly
  • <p><strong>Finance Manager – Venture Capital | Bay Area (Hybrid)</strong></p><p> </p><p>Jennifer Fukumae with Robert Half Finance &amp; Accounting is partnering with a top-tier venture capital firm in the Bay Area to hire a <strong>Finance Manager</strong>. This is a highly visible role sitting at the intersection of <strong>fund accounting, finance, and investor relations</strong>, with direct exposure to senior leadership and LPs.</p><p>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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><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><p> </p>
  • 2026-03-24T00:00:00Z
Finance Manager - Venture Capital Firm
  • Menlo Park, CA
  • onsite
  • Permanent
  • 135000 - 185000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-31T00:00:00Z
Investment Executive
  • Hyannis, MA
  • onsite
  • Permanent
  • 60000 - 90000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and implement personalized investment strategies that align with clients&#39; 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&#39; overall financial plans.a</li></ul>
  • 2026-03-25T00:00:00Z
Investment Executive
  • Cambridge, MA
  • onsite
  • Permanent
  • 55000 - 80000 USD / Yearly
  • <p>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.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
  • 2026-03-25T00:00:00Z
Controller | Private Equity | Carry!
  • San Francisco, CA
  • onsite
  • Permanent
  • 225000 - 300000 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a growth equity firm based in San Francisco is seeking a <strong>Controller </strong>to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities.</p><p>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.</p><p><br></p><p><strong>Responsibilities</strong></p><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
Fund Accounting Manger - Venture Capital Firm
  • Menlo Park, CA
  • onsite
  • Permanent
  • 150000 - 180000 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p><br></p><p><strong>Responsibilities </strong></p><ul><li>Oversee the general ledger for both Funds and the GP, including booking quarterly expenses, accruals, intercompany balances, and investment activity, along with allocations to LPs</li><li>Produce quarterly and annual financial reporting packages</li><li>Partner with the finance leadership team to support timely and accurate audit and tax deliverables by liaising with external providers, researching accounting guidance when needed, and assisting throughout the audit/tax cycle</li><li>Track and manage cash balances across assigned funds</li><li>Calculate and process capital activity, including capital calls and distributions at both the fund and investment level</li><li>Review deliverables from fund administrators, including investor reporting, capital activity, financial statements, and ad hoc LP requests</li><li>Collaborate with Investor Relations to address and resolve limited partner inquiries</li></ul>
  • 2026-04-01T00:00:00Z
Senior Finance Associate | Top Venture Capital Firm!
  • San Francisco, CA
  • onsite
  • Permanent
  • 140000 - 180000 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half Finance &amp; Accounting is partnering with a top-tier venture capital firm in the Bay Area to hire a <strong>Senior Finance Associate</strong>. This is a highly visible role sitting at the intersection of <strong>fund accounting, finance, and investor relations</strong>, with direct exposure to senior leadership and LPs.</p><p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
  • 2026-03-31T00:00:00Z
Investment & Cash Manager
  • Minneapolis, MN
  • onsite
  • Temporary
  • 55 - 75 USD / Hourly
  • <p>We are looking for an experienced Investment &amp; 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.</p><p><br></p><p>Responsibilities:</p><p>• 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.</p><p>• Validate wire instructions and serve as the primary point of contact for wire-related documentation and verification.</p><p>• Prepare and review monthly and quarterly financial reports for rating agencies, utilizing operating pools to manage liquidity.</p><p>• Partner with internal accounting services and custodial banking teams to reconcile statements, validate NAVs, and resolve discrepancies.</p><p>• Address missing statements and reconcile fund accounting data, working directly with fund managers to resolve data-related issues.</p><p>• Analyze and organize investment data using AI-enabled systems, ensuring proper processing and manual intervention when necessary.</p><p>• Collaborate on operational restructuring efforts to streamline processes and enhance efficiency.</p><p>• Coordinate with Directors overseeing investment and treasury operations to ensure smooth cross-functional execution.</p><p>• Support fiscal year-end activities and audit processes, ensuring compliance and readiness.</p><p>• Train and onboard team members, facilitating knowledge transfer and operational continuity.</p>
  • 2026-03-20T00:00:00Z
Corporate Finance
  • San Francisco, CA
  • onsite
  • Permanent
  • 140000 - 160000 USD / Yearly
  • <p>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. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><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
Finance
  • Boston, MA
  • onsite
  • Permanent
  • 130000 - 170000 USD / Yearly
  • <p>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.</p><p><br></p><p>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.</p>
  • 2026-03-06T00:00:00Z
Investor Relations Associate | $1B+ AUM Early Stage VC!
  • Palo Alto, CA
  • onsite
  • Permanent
  • 100000 - 120000 USD / Yearly
  • <p><strong>Investor Relations &amp; Fundraising Associate</strong></p><p><strong>Early-Stage Venture Capital | Silicon Valley </strong></p><p> </p><p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a Silicon Valley<strong>–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations &amp; Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> 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.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
  • 2026-03-24T00:00:00Z
Fund Controller - Private Equity - 2x onsite
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000 - 300000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller | Private Equity | San Francisco | Hybrid; 2 days onsite</strong></p><p> </p><p>Our client is a <strong>well-established investment firm</strong> with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector.</p><p> </p><p>This is a <strong>high-impact leadership opportunity</strong> within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-04-09T00:00:00Z
Finance Lead
  • Olympia, WA
  • onsite
  • Permanent
  • 60000 - 65000 USD / Yearly
  • <p>A local nonprofit organization is seeking a finance professional to serve as the organization’s finance lead. This individual‑contributor position partners with senior leadership, supports development staff with clear financial reporting, maintains financial controls and procedures, and ensures overall fiscal health.</p><p><br></p><p><strong>DUTIES &amp; RESPONSIBILITIES: </strong></p><ul><li>Lead financial strategy, annual budgeting, and forecasting with senior leadership; monitor organizational performance and provide insights for informed decision‑making.</li><li>Oversee day‑to‑day financial operations, including accounting, cash management, reconciliations, payroll, AP/AR, and management of restricted funds, while ensuring adherence to internal controls and policies.</li><li>Manage the full financial reporting cycle, including monthly closes, dashboard creation, maintenance of financial schedules, audit preparation, and coordination of the annual Form 990.</li><li>Ensure organizational compliance with grant requirements, donor intent, cost allocations, tax filings, reserve policies, and obligations related to loans and property taxes.</li><li>Maintain and continually improve financial procedures, documentation, and systems to support operational efficiency and organizational effectiveness.</li><li>Translate financial data into clear, concise materials tailored for senior leadership, board members, and committees to support understanding and decision‑making.</li><li>Execute grant‑related financial tasks such as billing, invoicing, and financial tracking in coordination with program staff who manage applications and programmatic requirements.</li></ul><p><strong>Hybrid role based in Olympia, WA</strong> (primarily remote, but requires in-office work).</p><p><strong>Pay Range:</strong> $60,000–$65,000 (Full‑time, Non‑Exempt)</p><p><strong>Benefits Summary:</strong></p><ul><li>100% employer‑paid health, dental &amp; vision for employees and spouse</li><li>Employer retirement contributions</li><li>Hybrid schedule with flexible hours</li><li>11 paid holidays, accrued sick leave, and 2–6 weeks of PTO based on tenure</li></ul>
  • 2026-04-01T00:00:00Z
Development Accountant
  • Washington, DC
  • onsite
  • Permanent
  • 80000 - 90000 USD / Yearly
  • <p><strong>Development Accountant (Hybrid, DC-Based)</strong></p><p>Are you passionate about making an impact in the affordable housing sector? Join a mission-driven team dedicated to building, preserving, and financing high-quality affordable housing. With nearly 40 years of experience and a collaborative, cross-functional staff of 60+, we put residents first and innovate solutions that help strengthen communities nationwide.</p><p><strong>Position Overview</strong> As a Development Accountant, you will report to the Assistant Controller, Real Estate and Property Accounting, overseeing the financial operations for a portfolio of affordable housing properties in various stages of development and operation. This highly collaborative role offers a blend of accounting, analysis, and stakeholder engagement to ensure accuracy, transparency, and compliance with organizational and GAAP standards.</p><p>You’ll interact with property managers, lenders, internal teams, deal investors, and external partners to deliver timely financial information, facilitate audits, and drive ongoing improvements. This DC-based position qualifies for a hybrid work schedule</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Full-cycle accounting and financial statement preparation for assigned real estate projects (operational, predevelopment, and development).</li><li>Oversee monthly reconciliations, variance analyses, and financial reporting from third-party property management accountants.</li><li>Track and account for partnership interests, fees, funds, and project financial execution (General Partner/Limited Partner).</li><li>Monitor intercompany activity: operating properties, loans receivable/payable, and related reconciliations.</li><li>Collaborate on annual budget and forecast development and report significant variances to management.</li><li>Assist with audits, tax process coordination, proforma preparation, settlement statements, and compliance activities.</li><li>Manage construction draws, lender requisitions, and reconcile draw schedules to project budgets and actual costs.</li><li>Update and maintain property ledgers; integrate development activities and construction transactions into operating records.</li><li>Develop and maintain depreciation, amortization, and asset retirement obligation schedules.</li><li>Lead preparation of supporting audit documentation and communication with vendors, contractors, and banks.</li><li>Contribute to internal controls and process improvements per GAAP.</li><li>Serve as liaison between finance and development teams for assigned properties.</li></ul><p><strong>Why Apply?</strong> This is an extraordinary opportunity for a skilled accountant with a passion for affordable housing and public service to be involved in several areas (predevelopment, development, operational, funds, etc.) of real estate accounting. Grow your career while helping deliver lasting impact and stability to communities while being mentored by and have direct access to a fantastic leadership and executive team. Apply directly to this posting for immediate consideration. If you have additional questions, contact Lee Chernett, VP at Robert Half Finance &amp; Accounting, via LinkedIn.</p><p><br></p><p><br></p>
  • 2026-03-16T00:00:00Z
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.<br><br>Responsibilities:<br>• Assist with the establishment of private investment funds, including private equity, hedge funds, and other alternative investment vehicles.<br>• Draft, review, and refine essential fund documents such as private placement memoranda, partnership or operating agreements, subscription agreements, and side letters.<br>• Facilitate negotiations with investors and analyze investor-related documentation, including co-investment materials.<br>• Ensure compliance with securities laws by addressing exemptions under federal and state regulations.<br>• Conduct in-depth legal research on regulatory issues related to funds.<br>• Coordinate fund launch processes, including managing timelines and overseeing closings.<br>• Collaborate with senior attorneys, clients, and fund administrators to ensure seamless project execution.
  • 2026-03-27T00:00:00Z
Fund Accounting Manager - Private Equity
  • Concord, CA
  • onsite
  • Permanent
  • 155000 - 180000 USD / Yearly
  • <p><strong>Fund Accounting Manager – Real Estate Private Equity</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance &amp; Accounting</strong> is partnering with a <strong>private equity real estate investment firm</strong> seeking a <strong>Fund Accounting Manager</strong> to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.</p><p>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.</p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
  • 2026-04-04T00:00:00Z
Wealth Analyst at Thriving RIA
  • San Ramon, CA
  • onsite
  • Permanent
  • 80000 - 120000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>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,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-31T00:00:00Z
Hedge Fund - Senior P&L / Risk, Power & Gas.
  • Greenwich, CT
  • onsite
  • Permanent
  • 130000 - 160000 USD / Yearly
  • <p><strong>Power &amp; Gas: Hedge Fund - Senior P&amp;L/Risk</strong></p><p><br></p><p>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&amp;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.</p>
  • 2026-03-20T00:00:00Z
Investment Trading Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 70000 - 80000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor&#39;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><p>Preferred Qualifications:</p><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><p>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&#39;d love to hear from you.</p><p>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. </p>
  • 2026-03-27T00:00:00Z