<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Director of Operations</strong></p><p><br></p><p><strong>About the Role:</strong></p><p> We are seeking an experienced Associate Director of Operations to lead a client service team and collaborate with investment operations to ensure exceptional service delivery. This role involves managing processes, improving workflows, and supporting complex investment activities in a dynamic, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and train a team of client service professionals.</li><li>Coordinate with custodians and external data providers.</li><li>Allocate resources and review advisor requests across multiple locations.</li><li>Oversee daily, monthly, and annual transactions, ensuring accuracy and compliance.</li><li>Refine and implement processes for client onboarding, maintenance, and transaction reconciliation.</li><li>Work closely with reporting teams to provide timely client data and transaction details.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive salary and benefits package.</li><li>Potential for equity participation after three years.</li><li>Healthcare and dental coverage.</li><li>401(k) with profit-sharing contributions.</li><li>Paid time off, holidays, and additional perks such as commuter benefits and wellness stipends.</li></ul><p><br></p>
<p><strong>Associate Director of Operations</strong></p><p><strong>Drive Excellence. Lead with Precision. Empower a High-Performing Team.</strong></p><p>Are you a strategic operations leader with a passion for process optimization, team development, and delivering exceptional service? Join a fast-paced, high-performing investment advisory firm that values initiative, collaboration, and continuous growth.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a unique opportunity to lead operational excellence in a dynamic environment serving individuals, families, and institutional clients. As <strong>Associate Director of Operations</strong>, you’ll oversee a talented client service team, streamline workflows, and ensure seamless coordination across investment operations, reporting, and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and mentor a team of four Client Service professionals, fostering a culture of excellence and accountability</li><li>Coordinate with custodians and external data providers to maintain operational accuracy and integrity</li><li>Strategically allocate team resources across advisor locations and manage competing priorities</li><li>Oversee daily, monthly, quarterly, and annual transactions with precision and timeliness</li><li>Partner with senior leadership to refine and implement processes for onboarding, CRM workflows, and investment reconciliation</li><li>Collaborate with the Reporting team to ensure timely and accurate delivery of client data</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Highly competitive compensation package</li><li>Potential for equity stake after three years of service</li><li>Full individual healthcare and dental coverage</li><li>401(k) with generous profit-sharing contributions (up to 5% of total compensation)</li><li>15 days paid time off (increasing with tenure) + 10 paid holidays</li><li>Gym membership stipend and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p> Let’s connect. Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore how this role could be the perfect next step in your career.</p>
<p>Please apply here and ping me on LinkedIn too - Jeffrey Abrams</p><p><br></p><p><strong>Fund Accounting Manager OR Senior Manager – Venture Capital Firm</strong></p><p><br></p><p>Our client is a well-established venture capital firm with several billion in AUM, investing across multiple sectors and stages. The firm has a savvy investment approach, deploying capital through various complex structures. It is in active fund-raising mode and has grown substantially over the last 5 years. </p><p><br></p><p>The firm is seeking a <strong>Senior Accounting Manager</strong> to join its growing finance team. This pivotal role partners closely with the CFO, Controller, and broader finance organization to ensure accurate and timely fund and management company reporting, as well as compliance under the firm’s RIA status. The position will also play a key leadership role in managing and developing a small team of fund accountants. This is an excellent opportunity for a hands-on, detail-oriented accounting leader who thrives in a dynamic and fast-paced investment environment. <strong><em>This position also offers a generous carried interest position in the comp package. </em></strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review quarterly and annual financial statements, audits, tax returns, and regulatory filings.</li><li>Design and implement policies and procedures to strengthen financial operations.</li><li>Serve as primary liaison with service providers including fund administrators, auditors, and tax advisors.</li><li>Review accounting journals, ledgers, and other transactions for both fund and management company entities.</li><li>Oversee transactions related to fund investments, expenses, capital calls, distributions, and credit facilities.</li><li>Monitor banking activity and ensure proper documentation and internal controls.</li><li>Manage investor communications and reporting through the investor portal.</li><li>Partner with investment and compliance teams on ad hoc analyses and special projects.</li><li>Assist with company budgeting, forecasting, and financial planning.</li><li>Mentor, develop, and manage a team of fund accountants.</li></ul><p><br></p>
