<p>Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications.</p><p> </p><p>This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations.</p><p> </p><p>Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<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>Jennifer Fukumae with Robert Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</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>Mid-sized law firm looking to hire a Senior Associate/ Counsel. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations and evaluations of potential legal claims.</p><p>• Draft and review legal documents such as complaints, briefs, and memoranda.</p><p>• Lead discovery processes, including managing document reviews and conducting depositions.</p><p>• Prepare for and actively participate in trials, ensuring strategic representation of clients.</p><p>• Negotiate settlements and collaborate on case resolutions in complex litigation matters.</p><p>• Supervise eDiscovery efforts and ensure compliance with legal standards.</p><p>• Coordinate with internal teams and external stakeholders to manage case progress.</p><p>• Stay informed on legal precedents and industry developments to strengthen case strategies.</p><p>• Contribute to the firm's mission-driven initiatives through innovative problem-solving.</p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via <strong>LinkedIn to JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Fund Accountant / Fund Manager</strong></p><p><strong>About the Firm</strong></p><p>Join a growing, niche‑focused investment firm specializing in alternative and non‑correlated asset classes. The team invests in uniquely positioned strategies outside traditional private equity—such as <strong>litigation finance, specialty agriculture, water rights, media finance, international arbitration</strong>, and other differentiated real‑asset and intangible opportunities.</p><p>With a tight‑knit culture and approximately <strong>$1.5B AUM</strong>, the firm is scaling quickly and preparing for additional fundraises. They manage both funds and underlying portfolios, offering rare exposure to diverse deal types, investment structures, and hands‑on asset management.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Senior Fund Accountant / Fund Manager</strong> will be a key contributor across fund operations, financial reporting, cash management, and investor support for 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; collaborate with auditors, tax advisors, and other service providers.</li><li>Monitor fund‑level cash positions, liquidity needs, and capital availability.</li><li>Calculate, record, and process capital calls and distributions.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li><strong>401(k)</strong> with <strong>6% firm contribution</strong> (not a match)</li><li>Generous <strong>annual bonus potential</strong></li><li><strong>100% employer‑paid</strong> medical benefits</li><li>Flexible time‑off policy (typically ~3 weeks, subject to manager approval)</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>
<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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Client Services Associate| Wealth Management| San Jose</strong></p><p> </p><p>Join a fast-growing investment advisory firm, known for client-driven growth and a strong commitment to professional development. You’ll gain hands-on experience in client relations, portfolio operations, and investment analysis while benefiting from mentorship, in a supportive environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Deliver exceptional service to sophisticated clients</li><li>Handle new accounts, transfers, closings, and client transactions accurately</li><li>Prepare trades, reports, and client meeting materials</li><li>Maintain client documentation and ensure compliance with firm guidelines</li><li>Monitor client communications and coordinate scheduling</li><li>Reconcile client accounts and support portfolio integrity</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 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>
We are looking for an experienced Senior Applications Engineer to manage the design, implementation, and maintenance of critical financial systems within our organization. This role requires collaboration with cross-functional teams to ensure the efficiency, scalability, and reliability of financial applications while supporting business objectives. The ideal candidate will possess strong technical expertise and leadership skills to drive innovation and continuous improvement in our financial software systems.<br><br>Responsibilities:<br>• Collaborate with finance teams, business analysts, and stakeholders to gather requirements and design technical solutions that meet business needs and regulatory standards.<br>• Manage the integration of financial applications with enterprise systems, ensuring secure, accurate, and efficient data flow across platforms.<br>• Monitor and optimize the performance of financial applications, addressing issues and identifying opportunities for system scalability and reliability.<br>• Implement robust security measures to protect sensitive financial data and ensure compliance with industry regulations.<br>• Lead projects from initiation to completion, coordinating resources, timelines, and priorities to deliver solutions on schedule.<br>• Create and maintain technical documentation for system configurations, workflows, and integrations to support future development and troubleshooting.<br>• Develop training materials and conduct sessions for end-users to ensure effective utilization of financial applications.<br>• Provide ongoing support to users by troubleshooting issues and addressing inquiries related to application functionality.<br>• Partner with product owners and other departments to align application capabilities with organizational goals.
<p>We are high-growth startup in the SaaS/AI space looking for an experienced Accounting Manager to oversee financial operations and ensure accuracy in all accounting processes. This role is based in San Francisco, California, and offers an opportunity to lead key functions such as general ledger management and month-end closings. The ideal candidate will bring a strong attention to detail and a commitment to maintaining compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional deliverables.</li><li>Review journal entries and account reconciliations prepared by internal teams and external partners.</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI reconciliations.</li><li>Ensure the accuracy and completeness of the general ledger across revenue, equity, expenses, and assets.</li><li>Oversee accounting for foreign entities, ensuring compliance with local GAAP and alignment with U.S. GAAP.</li><li>Review intercompany reconciliations and consolidation entries.</li><li>Collaborate with the Controller to prepare consolidated financial statements.</li><li>Support foreign currency remeasurement, translation adjustments, transfer pricing, and intercompany analyses.</li><li>Support technical accounting assessments related to revenue, equity, capitalization, and leases.</li><li>Draft technical accounting memos and compile supporting documentation.</li><li>Ensure accounting policies are effectively implemented within systems and operational workflows.</li><li>Support revenue processes and consistent application of ASC 606.</li><li>Review schedules and analyses prepared by senior accountants or external consultants.</li></ul>
<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| SF Bay Area| Remote</strong></p><p> </p><p>Join a boutique financial advisory firm serving high-net-worth clients, executives, and entrepreneurs. The firm offers comprehensive planning beyond traditional investment management, a collaborative environment, and direct exposure to high-level workstreams. Competitive salary and benefits include 401(k) with 5% match, medical, dental, and vision coverage.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as first point of contact for clients and prospects, providing prompt, high-touch service</li><li>Support client meetings, communications, presentations, and transactions</li><li>Liaise between advisors and middle/back-office teams, including trading, portfolio management, and reporting</li><li>Place trades across equities, mutual funds, and fixed income using custodial and portfolio platforms</li><li>Handle administrative tasks, scheduling, meeting logistics, and follow-ups</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>San Francisco Civil Litigation Firm Seeks Associate Attorney</p><p><br></p><p>We are a civil litigation firm seeking a motivated and detail-oriented attorney to join our team. We offer a diverse caseload with opportunities to gain experience in various areas of civil litigation, including public entity defense and construction defect. </p><p><br></p><p>Responsibilities:</p><ul><li>Handle all aspects of assigned cases, including drafting pleadings, conducting and defending depositions, managing discovery, and attending court hearings.</li><li>Provide timely and accurate advice and counsel to clients.</li><li>Work independently and collaboratively with senior attorneys and support staff.</li><li>Maintain a high level of organization and efficiency while managing a diverse caseload.</li><li>Additional responsibilities may include document review, legal research, and motion practice.</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>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>If you are searching for a prominent firm to join as an Land Use & Environmental Associate or Senior Counsel, you're in luck! Come be an integral part of a high-performing team where you will have numerous opportunities to learn and contribute. This rewarding Attorney position may be for you. =</p><p><br></p><p>Key responsibilities</p><p><br></p><p>- Analyze and summarize legal documents</p><p><br></p><p>- Correspond with clients and opposing counsel</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p><p><br></p><p>- Legal research and drafting of a wide range of legal document</p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor| Wealth Management| Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to work-life balance.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a Litigation Associate to join a growing law firm based in San Mateo, California, particularly in the field of complex intellectual property litigation. </p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases, with a focus on patent and intellectual property disputes</p><p>• Conduct comprehensive legal research and prepare detailed legal documents</p><p>• Engage in discovery and motion practice, managing a substantive portion of litigation matters</p><p>• Develop and maintain strong professional relationships with clients and understand their business needs</p><p>• Collaborate with team members to strategize and execute litigation processes effectively</p><p>• Take the lead in preparing for oral arguments and depositions</p><p>• Ensure all litigation activities comply with the applicable laws and regulations</p><p>• Utilize your technical aptitude to understand and manage cases related to intellectual property</p><p>• Work efficiently and creatively to resolve disputes in favor of our clients</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</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>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</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>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
