<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Boutique RIA</strong>. This is a full-time permanent role based in <strong>Walnut Creek</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a collaborative, client-focused team where your work directly impacts clients’ financial journeys. The culture emphasizes curiosity, teamwork, and adaptability, offering opportunities to grow your skills, deepen expertise, and advance your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist clients with account updates, beneficiary changes, and transactions</li><li>Process wire transfers and rollover requests efficiently and securely</li><li>Respond to client inquiries and deliver personalized support</li><li>Manage client onboarding and maintain CRM records</li><li>Collaborate with advisors to align actions with client plans</li><li>Support the team with reports, presentations, and client materials</li><li>Uphold confidentiality and best practices for client information</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p><strong>About the Role</strong></p><p>We are seeking a<strong> Financial Analyst</strong> with <strong>2-3 years of experience</strong> to join our fast-paced team in <strong>Palo Alto, CA</strong>. This role is a fantastic opportunity for a detail-oriented professional to leverage their analytical skills in financial modeling, forecasting, and reporting. As part of our dynamic finance team, you will play a critical role in supporting business decisions through strategic insights and accurate financial data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Modeling and Analysis:</strong></li><li>Develop and maintain comprehensive financial models to support strategic decision-making.</li><li>Analyze current and historical financial data to identify trends and provide actionable recommendations.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Collaborate with department heads to prepare annual budgets and long-term forecasts.</li><li>Monitor variances against forecasts and budgets and suggest corrective actions when necessary.</li><li><strong>Reporting:</strong></li><li>Prepare financial reports, including monthly, quarterly, and annual performance summaries for company leadership.</li><li>Provide in-depth financial analysis to evaluate key business metrics and processes.</li><li><strong>Data Collection and Interpretation:</strong></li><li>Collect and interpret large sets of financial data using various tools and systems.</li><li>Present findings to management teams and stakeholders in an understandable and actionable format.</li><li><strong>Strategic Support:</strong></li><li>Partner with cross-functional teams to provide financial insights and contribute to organizational goals.</li><li>Assist in identifying efficiency opportunities and operational improvements based on financial analysis.</li><li><strong>Compliance:</strong></li><li>Ensure compliance with financial regulations and company policies in reporting and forecasting processes.</li><li>Support audit requirements by preparing accurate and timely documentation.</li></ul><p><br></p>
<p>A dynamic and values-driven financial services firm is seeking a <strong>Client Services Associate</strong> to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first impression for clients, both in-person and over the phone.</li><li>Build and maintain strong client relationships through attentive and thoughtful service.</li><li>Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.</li><li>Monitor custodial alerts and take appropriate action.</li><li>Process required minimum distributions (RMDs) and other account maintenance tasks.</li><li>Collaborate with advisors to onboard new clients and educate them on account access.</li><li>Maintain accurate records in the CRM and manage client meeting calendars.</li><li>Support client communications and assist with mailings.</li><li>Contribute to special projects and administrative initiatives as needed.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p><strong>Job Title:</strong> Financial Analyst</p><p><br></p><p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to join our finance team. In this role, you will be responsible for analyzing financial data, developing forecasts, creating reports, and supporting strategic decision-making across departments. The ideal candidate will have strong Excel skills, a solid understanding of financial principles, and the ability to communicate complex information clearly.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial performance and create reports on trends, forecasts, and variances.</li><li>Build and maintain financial models for budgeting, forecasting, and scenario planning.</li><li>Monitor key metrics, KPIs, and financial results to support business performance.</li><li>Partner with department leaders to provide financial insight and support budget management.</li><li>Prepare monthly, quarterly, and annual financial reports and dashboards.</li><li>Support month-end close activities, including accruals and variance analysis.</li><li>Assist in identifying opportunities for cost savings and process improvements.</li><li>Ensure data accuracy and integrity across financial systems and reporting tools.</li><li>Support ad hoc analysis and special projects as assigned by leadership.</li></ul><p><br></p><p><br></p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to contribute across both operational processes and trading execution—ideal for professionals eager to expand their impact throughout the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a key role in ensuring smooth daily trading operations, maintaining robust infrastructure, and supporting fund accounting and finance functions. This position provides exposure to a wide range of financial instruments and close collaboration with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across multiple product types</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax filings</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocate trade instructions to brokers, and resolve trade breaks</li><li><strong>Operational Efficiency:</strong> Identify and implement process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents)</li><li>401(k) retirement plan</li><li>Potential for performance-based carry</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to engage deeply in both operational processes and quantitative trading, making it ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a critical role in ensuring the seamless execution of daily trading activities, maintaining robust operational infrastructure, and supporting fund accounting and finance functions. This position offers exposure to a wide range of financial instruments and the chance to collaborate closely with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across various product types.</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax preparations.</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocating instructions to brokers and resolving trade breaks.</li><li><strong>Operational Efficiency:</strong> Drive process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements.</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals.</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents).</li><li>401(k) retirement plan.</li><li>Potential for performance-based carry.</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Description: Financial Analyst - Mid Level </strong></p><p> </p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly </p><p> </p><p><strong>Position Overview:</strong></p><p>We are seeking a detail-oriented and forward-thinking <strong>Financial Analyst</strong> to join our dynamic finance team. This role will play a key part in driving data-driven decision-making by analyzing financial data, forecasting outcomes, and evaluating trends impacting the business. The ideal candidate possesses sharp analytical skills, strong knowledge of financial reporting, and a proactive attitude toward process improvement.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct comprehensive analyses of financial statements and reports to provide actionable insights for decision-making.</li><li>Prepare budgets, forecasts, and financial models to support strategic business initiatives.</li><li>Monitor key performance indicators (KPIs) and identify trends or anomalies that may require further investigation.</li><li>Collaborate with departmental managers to develop financial strategies that align with organizational goals.</li><li>Assist in month-end and year-end closing processes, ensuring accuracy and compliance in reporting.</li><li>Evaluate and enhance financial reporting processes to increase efficiency and effectiveness.</li><li>Research market trends and economic conditions to assess potential impacts on business performance.</li><li>Provide support for special projects, including mergers and acquisitions, process improvements, and new business opportunities.</li></ul><p><br></p>
<p>Robert Half Legal is recruiting a Transactions Analyst, or corporate paralegal, for a highly successful public finance law firm in the San Francisco Bay Area (remote work is OK). The Transactions Analyst is responsible for assisting in the drafting and preparation of bond prospectuses (official statements), bond indentures, loan agreements, bond purchase agreements and legal opinions. This is a fantastic telecommute (or, if desired, hybrid or in-office) opportunity for a corporate paralegal or transactional legal assistant to gain experience in the world of large public works projects and important public financing transactions.</p><p><br></p><p>The following are the qualifications for the Transactions Analyst:</p><p>• 2+ years of legal experience (transactional is desired) or financial industry experience;</p><p>• Desire to become a career corporate paralegal/legal analyst ; </p><p>• Very detail-oriented and analytical (good at issue spotting), highly organized, strong writing and editing skills, and good with numbers (Excel proficiency is a plus); and</p><p>• College degree is preferred.</p><p><br></p><p>This is a coveted direct-hire opportunity to work remotely (or in-office, if wanted) with a wonderful law firm with long-term staff tenure. We have placed several paralegals at the firm over the past decade and they all really love the attorneys and very interesting analytical work. The base salary range (for 7-hour work day, plus overtime) is $60,000 – 85,000+/year, generous bonuses and annual salary reviews, and they offer excellent employment benefits (comprehensive medical and dental plans, 401k with match, commuter checks, etc.). </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!</p>
