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- Any US State
new job!

Multiple Locations available across the U.S.! Call or email for a location close to you. Actively interviewing - short interview process. Growing Company! Our client seeks a skilled Client Service Associate to provide full support to one or more Financial Planners, ensuring and enhancing client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering to regulatory standards. Base salary plus discretionary bonus. Responsibilities:Coordinate....

- Palo Alto, CA
new job!

If you are looking for a place to call home, this may be a perfect fit for you. This is a very collegial and collaborative environment where titles are not important. The environment is rather laid back and not always in frantic mode like other firms. You will have multiple responsibilities as the Controller of this hedge fund including but not limited to; NAV process, reconciliation, allocations and capital account statements for investor entities. You will maintain internal books and records


An SEC-Registered Investment Adviser seeks a full-time operations and accounting analyst for its Century City office who will be responsible for day-to-day accounting, financial reporting, portfolio analyses, and related operational controls for the Firm’s funds. The analyst will interact directly with the Firm’s operations and accounting, investor relations, trading, prime brokerage and fund administration personnel on a daily basis. In addition to accounting and analytical skills and....

- San Francisco, CA

Our client is a highly respected growing investment firm in the Bay Area. Their Private Client Group (PCG) serves high net worth individual investors, family offices, and non-profit organizations across the United States through separately managed accounts. Through regular communication, a client’s investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced Portfolio Manager (PM) and Client Service Associate (CSA). The CSAs work closely with the PMs to....

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