Client Services, Hedge Fund
Green Key Resources
Job DetailExperience Level Mid LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000020744Salary Type AnnuallyIndustry Hedge FundSelling Points Excel in a hybrid role combining operational and client services expertise. Leverage AI tools to enhance financial processes and documentation accuracy. Collaborate with a high-performing financial team.Job DescriptionClient Services, Hedge Fund OverviewThe Client Services role within a hedge fund focuses on operational and client service tasks in a dynamic financial environment.Engage with administrative teams to ensure accurate transaction processing and documentation handling.Collaborate on capital activity processes, leveraging analytical and detail-oriented skills.Utilize AI tools to streamline operations and enhance efficiency in client services.Work within a hybrid environment, combining remote and on-site responsibilities.Support operational tasks with a focus on documentation accuracy and compliance.Ideal for candidates with accounting backgrounds from hedge funds or relevant financial firms.Opportunity to contribute to a high-performing team in the financial services industry.Client Services, Hedge Fund Key Responsibilities & DutiesManage client transactions and ensure proper documentation and compliance standards are met.Collaborate with administrative teams to support operational processes and reporting.Analyze financial data and provide insights to enhance client service efficiency.Utilize AI tools to optimize workflow and improve data management practices.Assist in capital activity processes, ensuring accuracy and timeliness.Maintain detailed records and documentation for internal and external audits.Provide support for operational tasks, including data entry and transaction reconciliation.Contribute to team initiatives aimed at improving service delivery and operational efficiency.Client Services, Hedge Fund Job RequirementsBachelor of Science (BS) degree in a relevant field is required.Minimum of 2 years of experience in financial services or hedge fund operations.Preferred 5 years of experience in client services or related roles.Strong analytical skills and attention to detail are essential.Experience with AI tools and data management practices is advantageous.Background in accounting or financial operations within hedge funds is preferred.Ability to work in a hybrid environment, balancing remote and on-site tasks.Proven ability to manage multiple tasks and prioritize effectively in a fast-paced setting.
$100k - $150k
..., and a commitment to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships built on trust... ...alternative investments, including private equity, hedge funds, and real estate. Ensure compliance with relevant...SuggestedFull timeWork at officeLocal area3 days per week- ...Trove is an administrative financial services company that understands the complex needs... ...end-to-end LOA execution processes with clients, fund managers, administrators, and internal teams... ...investments (private equity, hedge funds, etc.) Basic understanding of capital...SuggestedWork at office
- Our client, a leading financial services firm in Greenwich, CT, is seeking a Senior Accountant to join their growing team. This is a hands-on corporate... ...financial services (asset management, private equity, hedge funds, or similar) Strong management company / corporate...Suggested
- Client Delivery Specialist - Associate - Full Time - HybridAbout the RoleWe’re partnering... ...analysis of private equity and hedge fund statements for input into the systemWork... ...undergraduate programExcellent customer service skills and the ability to foster and maintain...SuggestedFull timeWork at officeRemote work
- ...financial technology (FinTech) organization Industry Financial Services Type Privately Held, Private Equity-backed Founded... ...platform alternative investments private equity and hedge funds private investor network private access vehicles custom...Suggested
- ...individual tax reportingDeep experience with Schedule K-1sBackground in investment management, private equity, hedge funds, asset management, or a related financial services environmentAbility to work independently, manage multiple deadlines, and thrive in a complex, fast-...Immediate start
- ...Analyst works across a range of clients, including Endowments &... ...guidelines, and making strategy and fund recommendations based on... ...retention through excellent client service as well as meeting all client... ...Private Equity, Private Credit and Hedge Funds. o Strong...Work at office3 days per week
- ...2’s Tax team sits at the center of a sophisticated global investment platform, overseeing tax compliance and planning across 30+ hedge funds, 75+ private equity and management companies, high-net-worth individuals, and tax-exempt organizations.The team partners closely...Work at office
- ...TeamPoint72’s Tax team sits at the center of a sophisticated global investment platform, overseeing tax compliance and planning across hedge funds, private equity and management companies, high-net-worth individuals, and tax-exempt organizations.The team partners closely with...Work at office
$85k - $115k
...indicators, volume-based inputs and activity and client level detail, while evaluating overall... ...experience within the financial services industry and/or FP&A experience with a top... ...Investments such as Private Equity, Hedge Funds, Structured Investments is preferred, but...Full timeWork at officeRemote work- ...Reference 0000020599Salary Type AnnuallyIndustry Asset Management;Hedge FundSelling Points Step into a dynamic role at a fast-growing... ...Tax Associate will support the tax function for private credit funds, public RICs, CLOs, and management companies.Collaborate with various...Work at office
$100k - $125k
Our client is a rapidly growing real estate investment asset manager... ...will play a key role in fund and management accounting, financial... ...• Coordinate with third-party service providers, including mortgage... ...Real estate fund accounting, hedge fund, PE, credit products • Experience...$110k - $130k
...Mission Staffing Associate/Senior – Fund Accountant (Public Vehicles)... ...(mortgage REIT or fund clients) or fund accounting experience within mortgage REITs or hedge funds. CPA or parts passed preferred... ...Industries: Accounting, Financial Services, and Venture Capital and...Full time$100k - $140k
...expenses, sales-based inputs and activity, and client level detail. Develop key financial... ...experience within the financial services industry and/or FP&A or strategic finance... ...market investments such as private equity, hedge funds, and/or structured investments are...Full timeWork at officeRemote work- ...Chief Financial Officer (CFO) About the Company Small, high-performance hedge fund seeking a CFO to lead finance and strategy. Industry Investment Management Type Privately Held About the Role The Company is in search of a Chief Financial Officer...
- ...days per week in the office We are looking for an experienced Senior Fund Accountant to join a high-performing fund accounting team in Stamford, CT. This is a hands‑on role working across complex hedge fund strategies and financial instruments , with a particular focus...Work at office
- ...Job Description Job Description We are seeking two HEDGE FUND tax specialists for our expanding in-house tax function. Analyze and consolidate Schedule K-1s received from outside investments · Review and coordinate federal and multi-state corporate and partnership...Local areaRemote work
- ...investment and private markets products and private securities transactions. This highly visible role involves advising on complex funds, feeder funds, private equity, private credit, hedge funds, co-investments, and direct private securities #J-18808-Ljbffr Morgan Stanley
- ...brokerage firms, serving individual investors, hedge funds, proprietary trading groups, financial... ...and automation, IBKR provides clients with access to over 150 markets across 2... ...assessments, health coaches and counseling services through an Employee Assistance Program (...Work at officeRemote work
$115k - $140k
...The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable...Work at office- ...confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an... ...depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate...Temporary workWork experience placementLocal area
$170k - $250k
...to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.... ...experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66... ...and alternative investments, including Hedge Funds, Private Equity and Real Estate Benefits...Full timeTemporary workWork experience placementLocal area$95k - $190k
...Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities... ...for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting...Full timeContract workTemporary workWork at office$70k - $95k
...who thrives on variety. Why Stamford? This financial services hot spot is home to major hedge funds, private equity firms, and family offices-making it an... ...who want to build expertise across a variety of clients. You'll get big-city opportunity with a small-town feel...Flexible hours- ...Job Description Job Description Software Engineer - hedge fund in Greenwich, CT **if interested please send a resume to: ****@*****.*** Position Summary: We are seeking a skilled and motivated Associate, Developer to join our team. The successful...
- ...Firm Overview: Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies... ...investment, asset management, or financial services experience strongly preferred. Bachelor's degree...
- Our client is a leading hedge fund. The firm is seeking a Controller to cover their credit funds. Investments include performing and nonperforming corporate debt, private debt, high-yield, and developed and emerging markets government bonds. The Hedge Fund Controller...
$150k - $200k
...Research Into Real-World Impact. At Trexquant, we believe exceptional research belongs in the real world. We're a systematic hedge fund that applies cutting-edge machine learning, statistics, and large-scale data analysis to global financial markets. Every day, our...Casual work- ...Mondrian Alpha, a global multi-strategy hedge fund, is seeking an experienced tax professional to lead the tax framework for new private credit funds and structures as the platform scales. The role sits close to investment teams and senior leadership, combining technical...
- ...Bachrach Group in Greenwich, CT seeks a well-educated, confident Executive Assistant to support a very Senior Executive at a top hedge fund. You will manage complex calendars, organize board meetings, and prepare materials while coordinating domestic and international...
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