Operations Associate, Finance
Robert Half Palo Alto
Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**
Job Posting: Operations Associate, FinanceEmployment Type: Full-Time
Location: Palo Alto, CA; Hybrid (2 days in office)
Comp: $75-100k (DOE)
A Venture Capital Firm specializing in early-state and growth state investments is looking for an Operations Associate to join their Finance team. This is a great opportunity to be exposed to venture capital and work with entrepreneurs! If you are someone who like to roll up their sleeves and get it done, apply today!
Some Job Duties Include:
- Support Family Office and Venture Capital Firm in preparing of documentation and delivery of invoices to clients.
- Prepare and submit documentation for quarterly reviews.
- Communicate and liaise with other teams as needed.
- Assist with weekly timesheets for employees.
- Manage Beneficial Ownership Reporting and oversee stock communications with brokerages.
- Administer internal trading policy updates and maintain trading window calendars.
- Ensure compliance with AML program requirements.
Requirements:
- 1-2 years of experience in an administrative or operations role in Wealth Management.
- 1 years of experience in accounting/accounts payable
- Proficient in Excel
- Bachelor's degree in accounting, economics or finance
- Some exposure to Venture Capital is a huge plus!
- Willing to take on additional responsibilities as needed
- Great communication skills and a team player!
Robert HalfPalo Alto (CA)
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title:
Finance Operations Associate
Location:
Palo Alto, CA (Hybrid; 2 days per week in office)
Salary:
$85,000 - $100,000 base + bonus (~1 month salary) + 25% profit share...
MFS TalentPalo Alto (CA)
Shift: Day - 8 hours, 40hrs/week-
Work location: Hybrid, Palo Alto, CA-
Compensation: $25 to $27 per hour
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Robert HalfWalnut Creek (CA), 29 mi from Palo Alto (CA)
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title:
Investment Operations Associate
Location:
Walnut Creek, CA (In-office, non-remote position)
Salary:
$80,000 - $120,000 base + bonus
About the Company:
A well...