110 Results for Associate Wealth Advisor Jobs in Usa

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SOC/Assurance Advisory Consultant

New York, NY
remote
Temporary / Contract
85 - 100 USD / Hourly
Seeking a senior consultant to assess and recommend the most appropriate assurance framework for an alternative asset manager. The advisor will evaluate SOC 1 (Type 1 vs. Type 2), AUP, and internal assurance options, considering investor expectations, industry practices, operational risks, costs, and implementation effort.<ul><li>Assess the firm's operating model, control environment, and outsourced service provider arrangements.</li><li>Advise on the benefits, trade-offs, costs, and timing associated with SOC 1, AUP, and internal assurance approaches.</li><li>Provide market insights on assurance practices and investor expectations across the asset management industry.</li><li>Develop a recommendation and implementation roadmap, including key workstreams, stakeholders, risks, and dependencies.</li></ul>
2026-11-09T00:00:00Z

Associate Global Forwarding Agent

Southfield, MI
onsite
Temporary / Contract
19.95 - 22 USD / Hourly
We are looking for an Associate Global Forwarding Agent to support international shipment coordination and customer service activities. This is a Contract position offering the opportunity to work closely with customers, internal teams, agents, and vendors to keep freight moving accurately and on schedule. The ideal candidate is organized, responsive, and comfortable managing documentation, shipment updates, and service-related inquiries in a fast-paced environment. Responsibilities: • Coordinate day-to-day activities for international shipments, from purchase order receipt through final cargo delivery, while keeping milestones on track. • Review shipping instructions, routing details, Incoterms, documents, and key dates to maintain accurate and complete shipment records. • Respond to customer questions with timely, attentive communication and provide support using foundational knowledge of global forwarding processes. • Prepare and manage shipment-related documentation to help ensure compliance with customer procedures and operational standards. • Assist with pricing activities by developing straightforward customer quotations and supporting rate-related inquiries. • Work collaboratively with branch teams, overseas offices, external agents, and service providers to resolve issues and support shipment execution. • Follow established standard operating procedures and customer-specific instructions to maintain consistent service quality. • Monitor data accuracy across shipment files and update information promptly to support operational integrity. • Contribute to a positive team environment and take on additional logistics or administrative tasks based on business needs.
2026-10-28T00:00:00Z

Associate Global Forwarding Agent

Southfield, MI
onsite
Temporary / Contract
20 - 21 USD / Hourly
This is a contract position suited for someone who is organized, thorough, and comfortable managing shipment documentation, timelines, and communication across multiple parties. The person in this role will help keep freight moves on track from order initiation through final delivery while maintaining accurate records and providing timely updates. Responsibilities:• Coordinate international freight activities from purchase order release through final cargo delivery, ensuring each shipment progresses according to customer expectations and service requirements.• Review and maintain shipment records with a high degree of accuracy, including routing details, dates, documentation, and applicable trade terms.• Respond to customer inquiries with clear, attentive communication and apply foundational logistics knowledge to support day-to-day service needs.• Prepare straightforward to moderately complex pricing quotes by gathering shipment details and aligning them with established rate guidelines.• Work closely with internal teams, overseas offices, agents, and external vendors to keep shipments moving efficiently and resolve issues quickly.• Follow customer-specific standard operating procedures and help ensure compliance with documented processes throughout the shipment lifecycle.• Monitor milestones and take action on routine shipment tasks to support on-time execution and consistent service performance.• Contribute to a collaborative team environment and assist with additional logistics or administrative duties based on business needs
2026-11-03T00:00:00Z

Associate Attorney - Litigation

Minneapolis, MN
onsite
Permanent / Full Time
110000 - 135000 USD / Yearly
Growing boutique litigation firm in downtown Minneapolis is seeking a Litigation Associate Attorney to join its team. This is an excellent opportunity for an attorney with 2–4+ years of experience in commercial or civil litigation who is looking for greater hands-on responsibility, direct client engagement, and long-term growth. The firm fosters a collaborative, entrepreneurial environment where associates are entrusted with meaningful work. This role is ideal for an attorney with a solid litigation foundation and prior law firm experience who is ready to take the next step in developing their practice within a high-performing boutique environment. Overview of Responsibilities:<ul><li>Support all phases of litigation, from initial case assessment through trial and resolution</li><li>Draft pleadings, motions, briefs, and written discovery</li><li>Manage discovery processes, including taking and defending depositions</li><li>Appear in court for hearings and related proceedings</li><li>Assist with case strategy, trial preparation, and execution</li><li>Communicate directly with clients, opposing counsel, and the court</li><li>Collaborate closely with partners on case development and overall litigation strategy</li></ul>
2026-11-05T00:00:00Z

Senior Associate

Chicago, IL
remote
Permanent / Full Time
125000 - 140000 USD / Yearly
The salary range for this position is $125,000 - $140,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected]. The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. Job Description:<ul><li>Assist in preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns</li><li>Preparation and review of financial and investment deliverables</li><li>Execute a client service plan on complex engagements and work closely with the Directors in exceeding our client's expectations</li><li>Engage in planned and impromptu financial conversations with clients</li><li>Initiate continuous improvement through leverage of new or existing technology</li><li>Manage workflow of associates and administrative staff in conjunction with Director input</li></ul>
2026-10-23T00:00:00Z

Asset Manager

Troy, MI
remote
Temporary to Hire
42.75 - 49.5 USD / Hourly
We are looking for an Asset Manager to support the full lifecycle of technology assets for an organization in Michigan. This contract opportunity has the potential to become permanent and is ideal for a highly organized, detail-oriented individual who can bring structure, accountability, and consistency to hardware and software asset practices. The person in this role will help ensure devices and licenses are tracked properly, processes are followed, and end users understand the standards required for asset control. Responsibilities:• Oversee technology assets from initial request through deployment, tracking, recovery, and retirement to maintain accurate lifecycle management.• Maintain reliable records for laptops, installed software, and related equipment so inventory status and ownership are clearly documented.• Enforce asset governance procedures by guiding employees through established request, assignment, and return processes.• Use tools such as Intune and Freshservice to support asset discovery, inventory accuracy, service workflows, and reporting.• Partner with internal teams to confirm software usage, device allocation, and compliance with company standards across the organization.• Investigate and resolve inventory discrepancies, missing asset details, and process gaps to improve overall control of the environment.• Assist with evaluating and incorporating asset management tools or system enhancements when needed to strengthen operational visibility.• Produce regular updates and reports on asset counts, software tracking, and lifecycle status to support business decisions.
2026-11-05T00:00:00Z

Senior Family Law Associate

Reading, MA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
We are seeking a Senior Family Law Associate to join our team, based in Reading, Massachusetts. The role centers around handling various aspects of family law litigation in Probate and Family Court. As a Senior Family Law Associate, you will be responsible for managing a variety of tasks, from legal research and drafting to client relationship management and case administration. Responsibilities• Handle family law litigation in Probate and Family Court, ensuring all cases are managed in a timely and efficient manner.• Utilize exceptional verbal and written communication skills to interact with clients and other legal professionals, maintaining strong client relationships.• Conduct thorough legal research to support case proceedings and client consultations.• Draft and file legal documents, following all relevant legal procedures and regulations.• Utilize case management software and other tools like Adobe Acrobat and Conveyancer to maintain organized and accurate client records.• Apply critical thinking and strong time management skills to manage multiple cases simultaneously.• Handle complaint administration, ensuring all client concerns are addressed and resolved effectively.• Utilize knowledge of civil litigation and claim administration in managing and resolving cases.• Leverage skills in document management and briefing to prepare for and conduct trials.• Maintain good standing with the Massachusetts Bar, adhering to all detail oriented and ethical standards.
2026-10-23T00:00:00Z

Estate Planning Partner

Los Angeles, CA
remote
Permanent / Full Time
300000 - 400000 USD / Yearly
Our client, a well-established probate firm in Southern California is seeking a Partner-level Estate Planning Attorney to launch, lead, and scale the firm’s new Estate Planning division. This is a practice-leadership role, not solely a client-service position. The Division Lead will set the division’s legal and client-service standards; supervise all estate planning work; build and manage the team, workflows, and quality-control systems; partner with the firm’s business departments to develop a scalable operating model; and take an active role in intake, conversion, business development, and referral-source growth. This Partner can work hybrid remote or 100% remote in California. Responsibilities<ul><li>Launch and lead firm’s Estate Planning division, with responsibility for its legal work, client experience, people, processes, growth strategy, and overall performance.</li><li>Serve as the supervising attorney for all estate planning matters, regardless of origination, and establish standards for legal analysis, drafting, review, execution, funding, documentation, and follow-up.</li><li>Personally lead sophisticated matters involving trusts, wealth transfer, tax-sensitive planning, business succession, asset protection, and complex family or ownership structures.</li><li>Supervise, mentor, and evaluate attorneys and legal support staff; establish clear roles, capacity expectations, quality controls, and accountability within the division.</li><li> Work with internal teams to document the division’s procedures, forms, templates, decision trees, and training materials</li><li>Partner with internal teams to design standardized, measurable workflows; improve document automation and task templates; and use data and responsible technology to increase consistency, capacity, and efficiency.</li><li>Partner with internal teams to define ideal client profiles, intake criteria, consultation protocols, pricing, engagement terms, and follow-up processes, and remain actively involved in converting qualified prospects into clients.</li><li>Develop the division’s book of business through professional referral relationships, networking, speaking, thought leadership, strategic partnerships, and collaboration with Marketing. The firm will put its full institutional support behind the Division Lead’s professional profile in the legal community, including pursuing speaking opportunities, awards and other recognition, strategic introductions, and high-value networking opportunities.</li><li>Work with accounting and firm leadership to develop and monitor the division’s budget, pricing, revenue, collections, staffing leverage, capacity, matter economics, and profitability.</li><li>Collaborate with firm’s Litigation and Administration divisions on planning and tax issues, cross-referrals, potential disputes, administration considerations, and conflict-sensitive transitions across the client lifecycle.</li><li>Participate in firm’s leadership and goal-setting, including partnership meetings, retreats, and cross-department initiatives.</li></ul>BillablesThe position includes a 1,650-hour annual billable expectation, with the final structure subject to agreement based on the anticipated mix of client work, supervision, business development, and division-management responsibilities.
2026-11-06T00:00:00Z

Associate Advisor $140K Potential 1 Day in Office

San Francisco, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Associate Advisor | $120K–$140K Stretch + DOE 🔥 Want to build a career as a Financial Planner without sacrificing your work-life balance? I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.They’re looking for an Associate Advisor to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently. This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in tax, estate, retirement, and investment planning while following a clear path toward becoming a Lead Advisor. 💡 What You’ll Do<ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul>
2026-11-09T00:00:00Z

Associate Advisor $140K Potential 1 Day in Office

Oakland, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Associate Advisor | $120K–$140K Stretch + DOE 🔥 Want to build a career as a Financial Planner without sacrificing your work-life balance? I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.They’re looking for an Associate Advisor to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently. This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in tax, estate, retirement, and investment planning while following a clear path toward becoming a Lead Advisor. 💡 What You’ll Do<ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul>
2026-11-09T00:00:00Z

Assurance Senior Associate - Real Estate

Chicago, IL
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
The salary range for this position is $100,000-$110,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Job Description<ul><li>Serve as the engagement lead on specific client accounts </li><li>Take responsibility for pre-engagement planning, execution, and final deliverables </li><li>Develop detailed engagement work plans </li><li>Illustrate budgets and schedules </li><li>Actively participate in proposals </li><li>Manage a team of staff associates, including interns, while providing regular performance coaching and feedback </li><li>Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership </li></ul>
2026-11-03T00:00:00Z

IT Audit Associate Director

Philadelphia, PA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
We are looking for an accomplished IT Audit Associate Director to guide technology risk and audit engagements for a client in the greater Philadelphia area. This position combines client leadership, delivery oversight, and team development, making it ideal for someone who can translate complex technical risk topics into practical business recommendations. The role also offers the opportunity to strengthen client partnerships, support growth initiatives, and promote high-quality audit and advisory outcomes across a range of technology-focused projects. Responsibilities:• Direct IT audit and technology risk engagements from initial scope definition through final reporting, ensuring quality, timeliness, and alignment with client objectives.• Evaluate technology environments and advise clients on strengthening controls, governance practices, compliance readiness, and risk management processes.• Review and refine key engagement materials such as audit programs, process documentation, control narratives, testing results, and final reports.• Build trusted relationships with client stakeholders, including business and technology leaders, by providing practical guidance on complex audit and risk matters.• Recognize opportunities to expand services with current and prospective clients and contribute to proposal development, scoping conversations, and market-facing activities.• Lead, coach, and support engagement teams by fostering accountability, collaboration, and continued growth across staff members.• Apply data analytics, automation, AI-enabled approaches, and other technologies to improve audit effectiveness and delivery efficiency.• Present technology risk findings and recommendations clearly to executives and other stakeholders, tailoring communication to varied audiences.• Support client work across areas such as IT general controls, compliance, cybersecurity, cloud assurance, data privacy, enterprise applications, technology resilience, and emerging risk topics.
2026-11-09T00:00:00Z

Employment Associate Attorney

Sacramento, CA
onsite
Permanent / Full Time
15000 - 210000 USD / Yearly
We are looking for an Employment Associate Attorney to join a collaborative legal team in Sacramento, California. This hybrid position is well suited for a lawyer who is confident handling employment disputes and enjoys working in a detail-oriented, office-based environment. The role offers the opportunity to support a range of litigation matters, including proceedings involving arbitration, mediation, and public sector employment issues. Responsibilities: • Represent clients in employment-related disputes through all phases of litigation, from case assessment to resolution. • Conduct and defend depositions, gather witness testimony, and develop factual records to support case strategy. • Prepare motions, pleadings, briefs, and other legal documents with strong attention to detail and persuasive analysis. • Manage matters involving arbitration and mediation, including case preparation, participation, and follow-up actions. • Advise on employment law issues affecting public sector organizations and help address complex workplace disputes. • Collaborate with attorneys and internal stakeholders in a hybrid work setting while maintaining an active presence in the office. • Analyze legal risks, evaluate claims and defenses, and recommend practical litigation strategies aligned with client objectives.
2026-10-22T00:00:00Z

Financial and Advisor Specialist

New Gloucester, ME
onsite
Temporary / Contract
21 - 24 USD / Hourly
We are looking for a Financial and Advisor Specialist to support students through key academic and financial planning conversations in New Gloucester, Maine. This Long-term Contract position is ideal for someone who combines strong customer service instincts with the ability to explain financial aid information, help students navigate course planning, and discuss educational pathways with confidence. The person in this role will work closely with students in an office setting, offering clear guidance that helps them make informed decisions about their programs and future career options. Responsibilities: • Guide students through course selection and scheduling by identifying options that align with their academic goals. • Respond to questions related to financial aid and explain funding processes in a clear, student-friendly manner. • Discuss academic programs and possible career paths so students can better understand available opportunities. • Deliver attentive front-line support through phone and in-person interactions, ensuring a positive service experience. • Assist with account-related activities and maintain accurate administrative records tied to student support services. • Help process payment-related inquiries and direct students to the appropriate resources for financial matters. • Partner with the advising team to provide consistent support for students throughout their decision-making process.
2026-11-10T00:00:00Z

Leasing Associate

Bedford, NH
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
Launch Your Career in Commercial Real EstateAre you outgoing, driven, and eager to build a career in commercial real estate? We're seeking a Leasing Associate to support a growing portfolio of commercial properties while working directly alongside senior leasing leadership and ownership. This role will be fully onsite. 3 days in Bedford, 2 days in Lowell, MA. This is an excellent opportunity for someone early in their career who wants hands-on exposure to leasing strategy, market analysis, deal execution, and relationship building on the ownership side of the business. You'll play an active role in business development efforts, market research, tenant outreach, and lease administration while learning from a highly experienced team. Responsibilities:• Conduct proactive outreach to brokers and prospective tenants to generate interest, identify opportunities, and expand leasing activity.• Monitor active deals and maintain organized records of proposals, tours, follow-ups, and transaction progress for leadership review.• Research competing properties, rental trends, availability data, and leasing activity to support pricing strategy and market positioning.• Partner with internal teams and outside brokers to coordinate property tours, listing updates, and presentation materials.• Prepare leasing packages, market summaries, stacking plans, rent roll reports, and other documents used in weekly leasing discussions.• Build and update Excel-based reports by connecting data from multiple sources, creating tables, charts, and occupancy tracking tools.• Assist with letters of intent, lease support materials, and other documentation tied to ongoing negotiations and deal execution.• Help organize leasing information across properties and support the development of a more centralized internal data structure over time.
2026-10-26T00:00:00Z

Associate Attorney (Medical Malpractice)

Sacramento, CA
onsite
Permanent / Full Time
110000 - 170000 USD / Yearly
We are looking for a dedicated Associate Attorney specializing in medical malpractice to join our team in Sacramento, California. This hybrid role offers the opportunity to work both in-office and remotely while contributing to significant legal cases. The ideal candidate will excel in providing legal counsel, managing litigation, and collaborating effectively with senior attorneys. Responsibilities: • Provide legal advice and guidance to clients, ensuring their rights and interests are protected. • Conduct thorough legal research to support case strategy and decision-making. • Draft and prepare pleadings, motions, briefs, and other legal documents with precision and clarity. • Represent clients in court proceedings, advocating effectively on their behalf. • Handle labor and employment law cases, including negotiating settlements and resolving disputes. • Collaborate with senior attorneys on complex litigation matters to develop comprehensive legal strategies. • Review medical records and other case-related documents to identify key information. • Manage discovery processes, including depositions and evidence gathering. • Maintain responsibility for multiple cases simultaneously, ensuring timely progress and resolution. • Build strong relationships with clients through clear communication and attentive representation.
2026-10-22T00:00:00Z

Bankruptcy Associate

Columbia, SC
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
🚨 Bankruptcy & Creditor's Rights Associate | Columbia, SC | Hybrid Opportunity 🚨 Are you a litigation-minded attorney looking for earlier courtroom exposure, meaningful client interaction, and a clear path to becoming a trusted advisor to financial institutions, lenders, and corporate clients? I'm partnering with a highly respected South Carolina law firm on a search for a Bankruptcy & Creditor's Rights Associate Attorney in Columbia, SC. This is an outstanding opportunity for an attorney who wants more than document review and back-office support. You'll gain hands-on experience handling creditor's rights matters, commercial transactions, bankruptcy proceedings, foreclosure work, collections litigation, and business law matters while working alongside a well-established practice representing sophisticated financial and corporate clients. 💰 Compensation: $110,000 - $145,000 base salary (depending on experience)💰 Bonus: Annual performance bonus opportunity📍 Location: Columbia, South Carolina Why Attorneys Are Taking Calls About This Opportunity✅ Diverse and sophisticated practice mix✅ Significant client exposure early in your career✅ Direct involvement in hearings, trials, depositions, and court appearances✅ Opportunity to build expertise in bankruptcy, foreclosure, creditor's rights, and business law✅ Collegial environment with experienced attorneys invested in mentorship✅ Strong platform for long-term career growth and partnership development Many attorneys reach a point where they want more responsibility, stronger client relationships, and a practice that provides genuine business development opportunities. This role offers exactly that. What You'll Be DoingYou'll work across a broad range of matters involving:⚖️ Bankruptcy proceedings🏦 Creditor and lender representation📑 Commercial transactions🏠 Mortgage foreclosures💳 Collections and recovery matters📋 Contract and lease review and drafting🔍 Legal research and strategic analysis🤝 Client counseling and dispute resolution🎯 Litigation support from case inception through resolution You'll have the opportunity to draft pleadings, motions, discovery, and briefs; participate in hearings and trials; collaborate on depositions; and develop the practical skills that help attorneys advance quickly within a growing practice.
2026-11-05T00:00:00Z

Treasury Associate

the Woodlands, TX
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for a motivated Treasury Associate to join a rapidly expanding company in The Woodlands, Texas. This role offers a unique opportunity to work closely with the Assistant Treasurer, providing key support in treasury operations, cash flow analysis, and accounts receivable functions. Ideal candidates are eager to grow their expertise and contribute to the company’s dynamic financial strategies. Responsibilities: • Conduct in-depth analysis of cash flow activities and accounts receivable operations to support financial decision-making. • Prepare detailed reports such as incoming cash statements, aging analysis for accounts receivable, and related financial documents. • Perform account reconciliations, ensuring accuracy and resolving discrepancies promptly. • Assist in debt-related tasks, including the creation and maintenance of amortization schedules and related reporting. • Support liquidity analysis and treasury operations to optimize cash management processes. • Collaborate with the Assistant Treasurer on strategic initiatives and financial reporting. • Present financial insights and analysis to senior leadership to guide business decisions. • Contribute to process improvement initiatives within cash management and accounts receivable functions.
2026-10-29T00:00:00Z

Associate Director of Finance

Philadelphia, PA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Robert Half is partnering with a Philadelphia-based organization to identify an accomplished Associate Director of Finance to lead accounting, budgeting, and financial reporting functions. As Associate Director of Finance, you will play a key role in shaping financial strategy, delivering meaningful analysis, maintaining compliance, and improving operational effectiveness. This position also serves as a steward of internal controls, audit readiness, and grant compliance to support the organization's continued success. Responsibilities:<ul><li>Direct financial planning activities, including annual budgeting, reforecasting, and resource allocation guidance to support organizational priorities.</li><li>Lead the preparation and review of recurring and on-demand financial reports, including variance analysis, operating results, and presentations for leadership and governing bodies.</li><li>Monitor financial performance across programs and departments, working with internal teams to investigate variances and recommend corrective action.</li><li>Oversee core accounting operations such as accounts payable, accounts receivable, payroll postings, journal entries, and the timely completion of month-end and year-end close.</li><li>Manage balance sheet reconciliation review processes and ensure the accuracy and integrity of financial records.</li><li>Maintain compliance with applicable accounting standards, research emerging guidance, and apply updates to organizational practices when needed.</li><li>Design, implement, and periodically refine internal controls and financial procedures to reduce risk and strengthen accountability.</li><li>Coordinate external audit preparation by organizing schedules, supporting documentation, and auditor communications while resolving questions efficiently.</li></ul>
2026-10-28T00:00:00Z

Finance Associate at VC Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven businesses. This is a high-visibility, high-ownership role within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations. Ideal for someone who thinks critically, works independently, and wants meaningful responsibility and growth within a sophisticated investment platform. Strong team culture, process improvement focus, and exposure to AI and automation. Responsibilities<ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for AI and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Senior Finance Associate at Reputable PE Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Associate Attorney - 1st Party Property Coverage

Chicago, IL
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
We're partnering with a large, national AV-rated law firm who is seeking to hire an Associate Attorney with at least 4+ years of experience to join their first party property coverage group in Chicago. This firm specializes in insurance coverage and defense litigation with 8 offices across the US. The ideal candidate should have a strong understanding of the insurance business with prior experience handling insurance coverage, preferably first-party property coverage. Responsibilities of the position include assessing coverage issues, drafting coverage opinions, litigating coverage disputes, taking/defending depositions, and drafting other legal documents. Our client offers a highly flexible hybrid WFH schedule and a great team culture. The position is paying between $110-130K with very strong bonus potential of up to $36K per year in bonus' (total compensation in the range of $150-160K). This position offers tremendous growth potential with the opportunity for partner-track and one on one mentorship. In addition, the firm offers a comprehensive benefits package including medical, dental, vision, 401K (plus match), PTO, LT/ST Disability, Life Insurance, and more. For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half com
2026-10-12T00:00:00Z

Finance Associate at Venture Capital Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | Venture Capital Firm | San Francisco; Hybrid (3 days onsite) | Strong Comp (Base + Bonus + Carry!) Join a leading venture capital firm investing in innovative companies across AI, automation, and other transformative sectors. The firm offers a collaborative, entrepreneurial culture and the opportunity to work closely with both finance and investment teams. This is a high-visibility role on a lean finance team, providing exposure to fund accounting, valuations, investor reporting, transactions, and fund operations. Ideal for someone who enjoys AI, automation, process improvement, and taking ownership in a fast-growing platform. Competitive compensation, bonus potential, carry participation, schedule flexibility, and strong long-term growth opportunities. Responsibilities<ul><li>Manage monthly and quarterly close processes across funds and SPVs</li><li>Prepare NAV calculations, capital account activity, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting and investor communications</li><li>Assist with valuations, portfolio analysis, and performance reporting</li><li>Support investment transactions and cash movement activity</li><li>Maintain fund and operational reporting trackers</li><li>Drive process improvements, systems enhancements, and automation initiatives</li><li>Identify opportunities to leverage AI across finance operations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Asset Liability Management Officer - Banking

New York, NY
onsite
Permanent / Full Time
200000 - 220000 USD / Yearly
Robert Half Financial Services are hiring for an Asset Liability Management (ALM) Officer role at an International Bank located in midtown Manhattan New York. Our client requires 10+ years Asset Liability Management (ALM), Money Market Trading or Treasury Dealer experience at a Bank. Must have knowledge of ALM strategy, Portfolio Management, Liquidity, Risk, FX, and Fixed Income. The role is full time in office 5 days per week in the midtown Manhattan office, requiring a 7am EST start time. Responsibilities:<ul><li>Strategy Development: develop liability-driven investment strategies to support the bank’s growth product and services offerings </li><li>Manage liquidity risk indicators and operating limits.</li><li>Analyze and monitor interest rate risk (IRR) exposures in various stress testing environments </li><li>Conduct duration gap analysis, sensitivity analysis, and other market value analytics</li><li>Reporting & Analysis: Produce reports summarizing balance sheet forecasts, net interest income (NII) sensitivity profiles, and interest rate risk metrics </li><li>Data & Modeling: Design and specify data mapping processes to transform source system data into standardized ALM staging structures</li><li>Collaboration: Serve as the main point of contact for Investments, Risk, Finance, and Pricing within the markets we serve coordinate with business units, risk, and group finance/actuarial on ALM and market risk issues</li><li>Hedging Programs: Design, implement, and manage derivative hedging programs to mitigate interest rate and currency risks</li><li>Assumption Management: Partner with business units to create, support, and document modeling assumptions; review and challenge assumptions for accuracy</li><li>Regulatory & Stress Testing: Assist with CCAR modeling and testing as needed</li><li>Balance Sheet Monitoring: Track and analyze investment, loan, deposit, and long-term debt portfolios, identifying key drivers of interest rate risk </li></ul>
2026-10-15T00:00:00Z

Sr. Asset Management Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Sr. Asset Management Analyst to support portfolio performance across a real estate platform in Dallas, Texas. This role blends financial oversight, strategic planning, and cross-functional collaboration to strengthen asset value and improve operational results. The ideal candidate will bring strong analytical capabilities, commercial real estate insight, and the ability to turn data into practical recommendations for leadership and stakeholders. Responsibilities:• Guide and support analysts or interns by providing direction, coaching, and day-to-day leadership on asset management assignments.• Lead portfolio budgeting, forecasting, and capital planning activities to align investment decisions with business objectives.• Create and refine performance measurements that help evaluate asset results, identify issues, and shape corrective action strategies.• Review financial results, property conditions, and operational activity across assets, then communicate key findings to management.• Establish annual cash flow expectations for the portfolio and partner with asset management leadership to keep properties on track to meet performance goals.• Advise on portfolio-level and property-specific strategies for current holdings as well as potential development opportunities.• Improve asset management effectiveness by helping design and implement policies, tools, and collaborative processes across real estate, facilities, and program teams.• Maintain strong working knowledge of financial reporting systems, including the ability to extract data, build reports, and support analysis needs.• Prepare recurring monthly, quarterly, and annual reporting packages for a range of internal and external stakeholders. If interested, please email your resume to Derek Kemp at [email protected]
2026-10-29T00:00:00Z

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