2 results for Senior Finance Associate Venture Capital in San Francisco, CA
Investment Operations Senior AssociateWe are offering a short term contract employment opportunity for an Investment Operations Senior Associate in Foster City, California. This role is primarily in the office with designated in-office days being Tuesday, Wednesday, and Thursday. As an Investment Operations Senior Associate, you will be working in a detail-oriented role supporting trading operations departments. This role is ideal for those with a background in economics or business and a keen interest in alternative investment management.<br><br>Responsibilities:<br><br>• Provide support to trading operations departments<br>• Apply your knowledge of alternative investments in daily operations<br>• Utilize Excel Formulas and Excel VBA for efficient data management<br>• Carry out account reconciliation tasks<br>• Conduct trade reconciliation activities<br>• Maintain registered investment records meticulously<br>• Respond to and resolve customer inquiries in a timely manner<br>• Monitor customer accounts and take necessary actions based on your observations<br>• Process customer credit applications with accuracy and efficiency.Senior Client Service Associate<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.</p><p><strong>Responsibilities: </strong></p><ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
