[ref. q78464102] Company Management Accountant , Hedge Fund

apartmentRobert Half placeSan Francisco calendar_month 

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Title:

Company Management Accountant

Location:

San Francisco, CA

Salary:

120k-170k base + bonus + 401k contributions

About the Company:

A boutique investment firm specializing in delivering long-term value through meticulous research and innovative investment strategies. Working within a collaborative and high-performing atmosphere, the company is committed to operational excellence, integrity, and fostering team success.

Key Responsibilities:

Accounts Payable Management:

  • Oversee and manage firm books using QuickBooks.
  • Process vendor invoices, set up wire payments, and manage investment research contracts.
  • Reconcile banks and accounts, ensuring accuracy of journal entries and monthly reconciliations.
  • Integrate data from expense systems into the accounting system for seamless reporting.

Investment & Operations Support:

  • Collaborate with COO/CCO to monitor portfolio holdings, thresholds, and filings.
  • Review portfolio corporate actions, including mergers, acquisitions, and restructurings.
  • Maintain logs for expert networks, political contributions, private investments, and consultant calls.
  • Reconcile stock trading records for personal trading and support due diligence efforts (e.g., NDAs, alternative data providers).

Ad Hoc Projects:

  • Assist senior management in executing special projects and conducting various analytical processes.

Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • Experience with accounting software such as QuickBooks.
  • Detail-oriented individual with strong analytical, organizational, and communication skills.
  • Proficient in managing operational and financial compliance tasks.
  • Ability to manage multiple responsibilities and meet deadlines with minimal supervision.

Unique Selling Points:

  • Work in a collaborative and intellectually engaging environment at a leading investment firm.
  • Gain valuable experience in investment and operational functions with significant growth opportunities.
  • Opportunity to work closely with senior management and be a key contributor to the firm's success.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

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