<p><strong>Are you currently in public accounting and ready for something more engaging and deal-driven? </strong>This is an opportunity to step into M& A and financial due diligence, where your work directly supports investment decisions and live transactions. 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. <strong>If you have your CPA and want to learn more, message Jennifer Fukumae on LinkedIn. </strong></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><br></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>Jennifer Fukumae with Robert Half Financial Services is partnering with a reputable Private Equity firm</strong> to hire an Investor Services Specialist to join their growing San Francisco office. This is an excellent opportunity for a detail-oriented financial services professional to support investor operations in a collaborative and evolving environment.</p><p><br></p><p>The Investor Services Specialist will support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence requests. You’ll work closely with the Senior Manager of Investor Services, Investor Relations, and Finance teams, as well as external consultants, contributing to projects and technology initiatives. Flexibility, strong attention to detail, and a willingness to adapt are key for success in this role.</p><p><strong>Key Responsibilities</strong></p><p><strong>Investor Reporting & Deliverables</strong></p><ul><li>Prepare and distribute quarterly and annual investor reporting packages, including capital account statements, performance reports, and fund financials</li><li>Coordinate with Finance and Investor Relations to ensure timely, accurate investor communications</li><li>Maintain consistency of investor data across systems and reports</li><li>Prepare capital call and distribution notices in compliance with partnership agreements</li></ul><p><strong>Investor Operations & Communications</strong></p><ul><li>Manage day-to-day investor inquiries and monitor team inboxes</li><li>Assist with onboarding new investors and funds</li><li>Maintain high standards of data quality and accuracy in all communications</li></ul><p><strong>Data & Systems Management</strong></p><ul><li>Maintain and update investor information in CRM and fund accounting systems</li><li>Respond to internal and external data requests from investors and consultants</li><li>Identify opportunities to improve reporting and workflow processes</li></ul><p><strong>Collaboration & Support</strong></p><ul><li>Partner with Investor Relations on fundraising, due diligence, and reporting needs</li><li>Support materials for annual meetings, investor updates, and other client-facing initiatives</li><li>Collaborate across Finance, IR, and external consultants on ad hoc projects</li></ul><p><strong>Compliance & Tax Support</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection</li><li>Ensure investor records are accurate and comply with internal controls</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend enhancements to reporting templates, portals, and communication tools</li><li>Adapt to evolving team responsibilities and implement best practices</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</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><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>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><strong>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence.</strong> 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>
