Search jobs now Find the right job type for you Explore how we help job seekers Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2026 Salary Guide Demand for Skilled Talent Report Building Future-Forward Tech Teams Job Market Outlook Press Room Salary and hiring trends Adaptive working Competitive advantage Work/life balance Inclusion Browse jobs Find your next hire Our locations

5 results for Investor Services Associate Toptier Private Equity Firm in San Francisco, CA

VC - VP of Finance and Operations
  • San Francisco, CA
  • onsite
  • Permanent
  • 250000.00 - 400000.00 USD / Yearly
  • <p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
  • 2026-01-21T14:28:56Z
Client Service Associate at Reputable Wealth Management Firm
  • Palo Alto, CA
  • onsite
  • Permanent
  • 90000.00 - 115000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-02T18:43:56Z
Trade Compliance Associate at Hedge Fund
  • Palo Alto, CA
  • remote
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Trade Compliance Associate | Investment Firm | Palo Alto| Hybrid | $base + Bonus + Excellent Benefits</strong></p><p> </p><p>Join a top-tier investment firm backing breakthrough biopharma companies worldwide. With billions raised and dozens of IPO and M& A exits, this team sits at the intersection of finance and science, helping bring life-changing therapies to market.</p><p> </p><p>This role is ideal for someone early in their <strong>compliance career</strong> who wants real exposure, smart teammates, and meaningful work. You’ll partner closely with <strong>Trading, Legal, and Finance</strong> to support trade oversight, regulatory filings, and surveillance across public market investments. The firm offers competitive pay, strong benefits, a solid 401k, hybrid flexibility, and a culture that invests in growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review trade authorizations and monitor daily trading activity</li><li>Support pre-trade checks, restricted lists, and trade approvals</li><li>Prepare and coordinate SEC filings (Forms 4, 5, 13D/G)</li><li>Perform trade surveillance, compliance testing, and exam support</li><li>Improve trade monitoring systems and workflows</li><li>Partner with internal teams on accurate trade data and controls</li><li>Assist with training on trading rules, MNPI, and policies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-01-23T05:34:36Z
Head of Finance at Thriving Venture Capital Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 250000.00 - 450000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-01-23T04:54:00Z
Controller at Thriving Family Office
  • San Mateo, CA
  • remote
  • Permanent
  • 175000.00 - 250000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller| Family Office| Menlo Park | $Base + Bonus + Fantastic Benefits</strong></p><p> </p><p>Step into a respected family office managing a diversified portfolio across public equities, private investments, real estate, and alternative assets. Join a collaborative, growing accounting team where your expertise drives operational excellence and best practices.</p><p> </p><p>This role offers generous compensation, strong bonus potential, 401(k) matching, wellness benefits, and top-tier healthcare. You’ll work in a professional, high-caliber environment with opportunities to influence processes, collaborate on valuations and performance metrics, and contribute to meaningful improvements across the investment accounting function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee investment accounting team output for accuracy, consistency, and GAAP compliance</li><li>Manage accounting processes for audited and non-audited entities</li><li>Act as liaison with auditors during the annual audit</li><li>Prepare and review K-1s, reconciliations, and reports</li><li>Maintain accounting standards and improve processes and internal controls</li><li>Collaborate with investment team on valuations, capital activity, and performance</li><li>Ensure proper entries and reconciliations within NetSuite or similar ERP</li><li>Partner on special projects, reporting enhancements, and system initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-01-26T20:13:41Z