<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base + Bonus</strong></p><p> </p><p>The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.</p><p> </p><p>This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial analyses covering retirement, estate, education, and equity compensation.</li><li>Conduct risk and performance reviews to support client plans.</li><li>Analyze unique client scenarios and recommend strategic solutions.</li><li>Prepare meeting materials, research portfolios, and monitor client financials.</li><li>Assist with projections and complex planning projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Services Associate | Wealth Management Firm | San Jose</strong></p><p><br></p><p>Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</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 seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Interested in learning more?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and see whether this opportunity could be the perfect next step in your career.</p><p><br></p><p><strong><u>Senior Client Associate</u></strong></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment. You’ll play a key role in delivering an exceptional client experience while supporting broader firm initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution.</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives.</li><li>Build and maintain trusted client relationships, anticipating needs and delivering a best‑in‑class experience.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear opportunities for professional growth</li></ul>
<p><strong>Lead Advisor – Wealth Management</strong></p><p><br></p><p><strong>About Us</strong></p><p>We are a growing wealth management firm dedicated to helping successful individuals, families, and businesses achieve clarity and confidence in their financial future. With approximately $600M in assets under management and an average client size of $1.5M, we deliver more than incremental returns — we provide a holistic, strategic approach to wealth planning.</p><p><br></p><p><strong>The Role</strong></p><p>As a <strong>Lead Advisor</strong>, you’ll play a key role in supporting senior advisors and managing client relationships. This position requires strong financial planning knowledge, excellent communication skills, and the ability to thrive in a dynamic environment. You’ll act as a strategic partner, manage projects, and help deliver tailored financial plans and investment strategies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a high-level project manager and client liaison</li><li>Build customized financial plans and investment strategies</li><li>Participate in client meetings and manage follow-up actions</li><li>Oversee client onboarding and strengthen relationships</li><li>Manage CRM, client communications, and operational workflow</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Exposure to all aspects of wealth management</li><li>Opportunity for future direct client engagement</li><li>Support for FINRA exams and CFP certification</li><li>Collaborative team culture and work-life balance</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with a <strong>well-established wealth management firm</strong> that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management.</p><p> </p><p>The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes.</p><p>This is a <strong>rare opportunity</strong> to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul><p><br></p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em> </strong>is partnering with a high-growth, relationship-centered firm to identify a Lead Advisor.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Are you currently in public accounting and ready for something more engaging and deal-driven? This is an opportunity to step into M& A and financial due diligence, where your work directly supports investment decisions and live transactions. </p><p><strong>Jennifer Fukumae with Robert Half Financial Services</strong> is partnering with a growing advisory firm in San Francisco is looking for a Senior Associate who wants to move beyond routine audit work and into a faster-paced, analytical role.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><ul><li>Analyze financials of companies being acquired, including quality of earnings, working capital, and cash flow</li><li>Build and improve financial models (M& A training provided if needed)</li><li>Prepare clear, client-ready reports and presentations</li><li>Partner with senior team members and clients throughout active deals</li><li>Gain exposure to the full M& A process, from diligence through close</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established and growing wealth management firm in San Ramon to identify an experienced <strong>Financial Advisor</strong> who is exploring their next career move.</p><p>This role is ideal for a client-focused advisor who enjoys building long-term relationships, delivering thoughtful financial guidance, and growing within a collaborative, values-driven firm. If you’re a Financial Advisor in the East Bay considering a new platform to grow your practice and better serve clients, this could be a strong next step.</p>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect.</p><p><br></p><p><strong><u>Financial Planner</u></strong></p><p><strong>About the Role</strong></p><p>Join a boutique, highly respected wealth management firm serving high‑net‑worth and ultra‑high‑net‑worth families. As a <strong>Financial Planner</strong>, you’ll partner closely with an experienced advisor and gain hands‑on exposure to comprehensive planning, investment analysis, and client strategy. This is an excellent opportunity for someone looking for a clear career path, meaningful client relationships, and long‑term professional growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in‑depth analyses across retirement planning, estate strategies, education funding, and equity compensation.</li><li>Build, update, and maintain financial plans using eMoney and other leading planning tools.</li><li>Research tax updates, market trends, and economic developments to inform client recommendations.</li><li>Support meeting preparation and collaborate with external professionals including CPAs and estate attorneys.</li><li>Monitor client financial situations and help implement planning and investment strategies.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and a competitive 401(k) match.</li><li>Comprehensive medical and dental insurance.</li><li>Generous paid time off: <strong>15 vacation days + 5 sick days + all NYSE holidays</strong>.</li><li>Strong long‑term growth potential with consistent year‑over‑year compensation increases.</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, <strong>apply today and send your resume to JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Operations Associate – Investment Firm</strong></p><p>We’re seeking an <strong>Operations Associate</strong> to join a fast-growing investment platform. This is a hands-on role with broad responsibilities across accounting, treasury, and operational support—ideal for someone who thrives in a collaborative, detail-oriented environment.</p><p><br></p><p><strong>Why This Role Stands Out:</strong></p><ul><li>Exposure to <strong>management company and GP-level accounting</strong></li><li>Involvement in <strong>closing books, preparing distributions, and treasury work</strong></li><li>Opportunity to work on <strong>ad hoc projects and tax-related tasks</strong></li><li>Collegial, high-tenure team with a strong culture of collaboration</li><li>Excellent benefits: fully covered health, dental, vision, unlimited PTO, and catered lunches</li></ul><p><strong>What You’ll Do:</strong></p><ul><li>Manage monthly and quarterly closes</li><li>Handle wires, allocations, and distributions</li><li>Support tax processes and special projects</li><li>Partner with internal teams to ensure accuracy and efficiency</li></ul>
<p>We are looking for a dedicated contract-to-hire Administrative Associate/Project Assistant to join our team in Orinda. This role is responsible for providing all levels of administrative support to the CEO, COO & other senior managers in the firm, and will also provide support with day-to-day office management and with tasks related to the responsibilities of each staff member.</p><p><br></p><p>Administrative Associate/Project Assistant Responsibilities:</p><p>• Provide day-to-day administrative support to the CEO and other senior leaders including but not limited to planning, organizing, and coordinating meetings, events and travel.</p><p>• Facilitate firmwide operations, procedures, and training as needed.</p><p>• General office coordination for Orinda office.</p><p>• Assist with planning and execution of office meetings and events.</p><p>• Oversee internal firm communications with timely distribution of information as required by management or teams.</p><p>• Coordinate firm document signatures as requested.</p><p>• Take responsibility for firm projects as needed. For example, sales support for Active Investment Management and Wealth Management groups, oversight of firm volunteerism efforts, assistance with summer internship program, Viva Connections launch/management, coordination of Virtual Education Series, etc.</p><p>• Support compliance with managing and maintaining the state business compliance for all entities and conducting an annual internal review of email signatures/disclaimers.</p><p><br></p><p>What We Look For:</p><p>• Undergraduate or associate degree, plus 2+ years of administrative experience in a professional office environment.</p><p>• Flexible and willing to support a wide range of projects and assignments.</p><p>• Strong time management skills with the ability to prioritize and meet deadlines.</p><p>• Professional verbal, written, and organizational skills.</p><p>• High attention to detail with consistent follow-through on tasks and projects</p><p>• Ability to learn quickly, think creatively, and adapt to changing needs.</p><p>• Comfortable working with limited guidance while taking ownership of assignments from start to finish.</p><p>• Strong working knowledge of Microsoft Office and familiarity with related software</p><p>• Ability to learn and effectively use new technology systems.</p><p>• Maintains strict confidentiality with staff and firm information.</p><p>• Clear, professional communicator in all interactions</p><p>• Open to change and able to adjust to shifting priorities and new challenges.</p><p>• Proactive in anticipating needs, improving processes, and addressing issues early.</p><p>• Committed to ongoing professional development in areas such as time management, written communication, and project management.</p><p>• Interacts with colleagues, clients, and vendors in a respectful manner fostering a positive and collaborative work environment.</p><p><br></p><p>What Makes You a Great Fit:</p><p>• A desire to learn</p><p>• Self-motivation</p><p>• Initiative</p><p>• Strong work ethic</p><p><br></p><p>If you are interested in this Administrative Associate/Project Assistant role, please apply today!</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Valuations Analyst | Venture Capital| San Francisco | Hybrid</strong></p><p> </p><p>Our client is a leading venture capital firm known for partnering with high-growth companies and driving innovation across their portfolio. The firm values analytical rigor, collaboration, and a high-performance culture.</p><p> </p><p>Join a fast-paced, supportive team where your work directly impacts investment decisions and fund operations. The Senior Valuation Analyst role offers exposure to fund leadership, cutting-edge investment strategies, and opportunities to grow professionally while contributing to operational excellence.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and document quarterly valuations for portfolio companies</li><li>Review valuation assumptions, market inputs, and provide reports to auditors and leadership</li><li>Support quarterly closes, financial statements, and partners’ statements</li><li>Manage capital calls, distributions, management fees, and cash forecasting</li><li>Mentor fund accountants and coordinate with auditors and LPs</li><li>Assist with tax schedules, investor communications, and due diligence requests</li><li>Maintain valuation models, NAV packages, and financial documentation</li><li>Support compliance, audits, and operational projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Operations Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A highly respected investment firm in the Bay Area, focused on long‑term, concentrated investments in technology and internet‑enabled businesses. The environment is collaborative, intellectually rigorous, and built for professionals who enjoy being hands‑on and close to the work.</p><p><br></p><p><strong>The Role</strong></p><p>As an Operations Associate, you will play a key role in the firm’s internal accounting, financial operations, and day‑to‑day fund management activities. This is a roll‑up‑your‑sleeves position ideal for someone who is detail‑oriented, curious, and thrives in a boutique setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Management company and GP‑level accounting</li><li>Monthly and quarterly close</li><li>Treasury operations (e.g., wires)</li><li>Preparing distributions and allocations</li><li>Supporting tax‑related projects</li><li>Ad hoc operational and accounting projects, depending on experience</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Collegial and highly collaborative environment</li><li>Excellent team tenure and strong firm growth trajectory</li><li>Top‑tier benefits (health, dental, vision — fully covered)</li><li>Unlimited PTO</li><li>Free lunch and office snacks</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Due Diligence, M& A Associate | San Francisco | Hybrid | Up to $130k base + Bonus</strong></p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence.</strong> Join a fast-growing boutique advisory firm specializing in complex M& A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume directly via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Associate</strong> to join a highly respected private equity firm. This is an ideal opportunity for someone who thrives in a fast‑paced environment, enjoys solving complex problems, and excels at juggling multiple priorities. In this role, you’ll support essential investor operations, reporting, communications, and data management—while also helping drive technology upgrades and process improvements across the platform.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials.</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes, manage investor communications, and support onboarding for new funds and investors.</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor information across CRM and fund accounting systems.</li><li>Contribute to system enhancements and new technology initiatives (Investorflow, Allvue, Sensr).</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic initiatives.</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third‑party administrators.</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to streamline reporting templates, improve workflows, and enhance investor portal experiences.</li></ul><p><br></p><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual performance bonus</li><li><strong>100% employer‑paid</strong> medical, dental, and vision coverage</li><li>Strong retirement contributions and additional firm‑wide perks</li><li>A collaborative, supportive manager who values clarity, structure, and organization</li><li>Free meals and a positive, team‑oriented culture</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Fund Accountant / Fund Manager</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A growing, niche‑focused investment firm specializing in alternative and non‑correlated asset classes. The team invests in areas that sit outside traditional private equity categories—such as litigation finance, specialty agriculture, water rights, media finance, international arbitration, and other differentiated real‑asset and intangible strategies. With a tight‑knit culture and approximately $1.5B in AUM, the firm continues to scale and prepare for additional fundraises.</p><p>They manage both the funds and the underlying portfolios, offering exceptional exposure to unique deal types, investment structures, and hands‑on asset management.</p><p><br></p><p><strong>The Role</strong></p><p>The Senior Fund Accountant / Fund Manager will play a key role in fund operations, financial reporting, cash management, and investor support across multiple private equity vehicles. This role is ideal for someone who enjoys variety, complex transactions, and the opportunity to grow within a small, highly collaborative team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP general ledgers, including expenses, accruals, intercompany activity, investment entries, and partner allocations.</li><li>Prepare quarterly and annual financial statements.</li><li>Coordinate audit and tax processes; liaise with external auditors, tax advisors, and other service providers.</li><li>Monitor fund‑level cash positions and liquidity needs.</li><li>Calculate, record, and process capital calls and distributions.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>401(k) with <strong>6% firm contribution</strong> (not a match).</li><li>Generous bonus potential.</li><li><strong>100% employer‑covered benefits.</strong></li><li>Flexible time‑off policy (generally ~3 weeks, subject to manager approval).</li></ul>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect</strong></p><p><br></p><p><strong>Fund Manager</strong></p><p><strong>About the Firm</strong></p><p>Join a growing investment firm with a niche focus on alternative and non-correlated asset classes. Our team invests in strategies beyond traditional private equity, including litigation finance, specialty agriculture, water rights, media finance, international arbitration, and other differentiated real-asset and intangible opportunities.</p><p><br></p><p>With approximately <strong>$1.5B in AUM</strong> and a collaborative, tight-knit culture, we’re scaling rapidly and preparing for additional fundraises. We manage both funds and underlying portfolios, offering exceptional exposure to unique deal types, investment structures, and hands-on asset management.</p><p><br></p><p><strong>The Role</strong></p><p>As <strong>a Fund Manager</strong>, you’ll play a critical role in fund operations, financial reporting, cash management, and investor support across multiple private equity vehicles. This position is perfect for someone who thrives on variety, enjoys complex transactions, and seeks growth within a small, highly collaborative team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP general ledgers, including expenses, accruals, intercompany activity, investment entries, and partner allocations.</li><li>Prepare quarterly and annual financial statements.</li><li>Coordinate audit and tax processes; liaise with external auditors, tax advisors, and other service providers.</li><li>Monitor fund-level cash positions and liquidity needs.</li><li>Calculate, record, and process capital calls and distributions.</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li><strong>401(k)</strong> with <strong>6% firm contribution</strong> (not a match).</li><li>Generous bonus potential.</li><li>100% employer-covered benefits.</li><li>Flexible time-off policy (typically ~3 weeks, subject to manager approval).</li></ul>
