Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Fund Operations | Hedge Fund | East Bay
Join a highly regarded investment firm with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to sophisticated fund and investment operations.
The role is hands-on, varied, and flexible, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture.
Responsibilities
- Support daily trade and investment operations for open-ended funds
- Reconcile trades, positions, cash, and investment activity
- Partner with fund administrators, custodians, brokers, and other service providers
- Resolve discrepancies and ensure accurate, timely processing
- Support trade settlements, corporate actions, cash movements, and related activity
- Gain exposure to additional fund structures as the role develops
- Take ownership of ad hoc projects and process improvements
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- 5-7+ years of hedge fund experience
- Background in accounting, tax, finance, investment operations, or related areas
- Strong attention to detail and organization
- Excellent written and verbal communication
- Resourceful, analytical problem solver
- Comfortable working independently with minimal direction
- Curious, adaptable, and eager to take on new challenges
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.