Fund & Financial Operations - Investment Management; Hybrid
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Fund and Financial Operations | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks
A highly regarded investment management firm with a strong reputation across alternative investments is seeking a Finance professional to join its collaborative and highly organized team. Known for offering top-tier benefits and a culture that genuinely prioritizes work-life balance, the firm provides a rare combination of sophistication, stability, and long-term growth within investment operations.
The team operates in a well-structured environment with strong processes already in place. This role will focus heavily on reviewing outsourced work from fund administrators, overseeing operations across multiple alternative investment products, and partnering cross-functionally with internal teams in a high-impact oversight capacity.
Responsibilities
- Review NAV packages and outsourced accounting work from fund administrators
- Oversee financial operations across alternative investment products
- Support investor reporting, compliance filings, and annual audits
- Review expense allocations and monitor managed accounts
- Partner with finance, legal, investments, and client service teams
- Assist with operational improvements and oversight processes
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- 5-7+ years of experience in fund accounting, financial operations, public accounting, or asset management
- Experience within private equity, venture capital, hedge funds, or alternative investments
- Strong partnership accounting and technical accounting knowledge
- Experience overseeing third-party administrators strongly preferred
- Detail-oriented, organized, and comfortable managing multiple priorities
- Collaborative mindset and strong communication skills
- CPA is a plus, but not required
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Compensation
$140,000.00-$200,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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