Client Onboarding Lead for Private Equity Funds
$85k - $105kStandish Management
A specialized fund administration firm in San Francisco is seeking a Fund Controller. This role is essential for managing the client onboarding process and ensuring the smooth operation of day-to-day tasks. The ideal candidate has a Bachelor's degree in Finance, Accounting, or Economics, along with 2-3 years of public accounting experience. You will collaborate with managers and have a strong organization skill set. The annual compensation range is $85,000 - $105,000, highly dependent on experience and qualifications. #J-18808-Ljbffr
$85k - $105k
Standish Management is seeking a Client Onboarding Fund Controller to manage the onboarding process for new clients in our fund accounting... ...information. The ideal candidate will have a Bachelor’s degree, private equity experience, and 2-3 years of public accounting experience....Employment EquityPrivate$85k - $105k
A fund administration firm in San Francisco is looking for a Fund Controller to manage day-to-day client onboarding processes. Ideal candidates will have a Bachelor's degree in Finance, Accounting, or Economics and at least 2-3 years of public accounting experience. Proficiency...Employment EquityPrivateWork at office$85k - $105k
Client Onboarding Fund Controller San Francisco, California, United States We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy?out, Venture Capital, Real Estate and Fund?of Funds. For...Employment EquityPrivateWork at office$85k - $105k
...are a provider of specialized fund administration services for... ...Managers and General Partners of private equity funds, specifically: Buy‐out,... ...: Exciting opportunity for a client services professional to join... ...a key role in helping to onboard new clients to Standish’s fund...Employment EquityPrivateContract workFor contractorsFor subcontractorH1bWork at officeWork visa- ...San Francisco is seeking an experienced leader in tax services for Private Equity clients. Candidates should have over 15 years in tax compliance and consulting, particularly with Private Equity funds, and possess strong management skills. The role involves overseeing...Employment EquityPrivate
$34.32k - $90k
...Client Service Associate Client Service Associates... ...Advisor(s)/Private Wealth Advisor(s)/teams... ...trusted relationships. Leading with a client first... ...requests Onboard and maintain client... ...but not limited to equities, bonds, options, mutual funds, annuities, insurance...Employment EquityPrivateTemporary workWork at officeLocal area$34.32k - $90k
...Registered Client Service Associate Registered... ...Advisor(s) (FAs)/ Private Wealth Advisor(s)... ...relationships. Leading with a client... ...account balances (e.g., funds due and margin... ...eAuthorization) Onboard and maintain client... ...not limited to equities, bonds, options, mutual...Employment EquityPrivateTemporary workWork at officeLocal area$100k - $130k
...providers relating to client inquiries, problem resolutions... ...within Blackstone Private Wealth to enhance... ...procedures for ongoing fund maintenance on various... ...inquiries related to client onboarding, servicing and client retention... ...also be eligible for equity and other incentive...Employment EquityPrivateLocal area- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory... ...identification of new business opportunities, leading and assisting in client management, and... ...deal team members at private equity funds. The ideal candidate will be self-...Employment EquityPrivate
$88.9k - $168.3k
RSM US LLP seeks a Manager to join their Fund Services practice in San Francisco, CA. This role involves managing day-to-day fund administration engagements for private equity clients, overseeing capital calls, distributions, and reporting processes. The ideal candidate...Employment EquityPrivate$132k - $180k
...capital markets. Our clients can access our investment... ...accounts, mutual funds and other pooled investment... ..., and the industry-leading iShares® ETFs. Our... ...we are revolutionizing private markets data and technology... ...your learning and onboarding experience here at BlackRock...PrivateWork at officeLocal areaWork from homeFlexible hours1 day per week$32 - $44.71 per hour
Private Wealth Non Registered Client Associate - San Francisco, CA Be the First to Apply... ...transactions, assist with client onboarding procedures, and maintain... ...Service Diversity, Equity, Inclusion, and Belonging... ...Records Management Mutual Funds Operational Excellence About...Employment EquityPrivateHourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursShift work$130k - $160k
...tasked with supporting our clients in a wide range of interim... ...venture capital firms, hedge funds and private equity firms. As a DLC Consultant,... ...process. Act as functional lead or liaison in... ...balance and comprehensive onboarding and on-going personal and career...Employment EquityPrivateFull timeTemporary workInterim roleWork at officeRelocation$88.9k - $168.3k
We are the leading provider of professional services... ...change, empowering our clients and people to realize... ...knowledge of complex fund terms, technical accounting... ...structures in the private equity industry? Are you looking... ...role in the onboarding process, including the...Employment EquityPrivateWork experience placementInternshipWork at officeLocal area- Unlock your potential as a Client Associate at J.P. Morgan Advisors... ...Responsibilities Own client onboarding and account maintenance, collecting... ...firm offerings, and execute equity trades, mutual‑fund orders, fixed‑income trades, and private investments. Provide support...Employment EquityPrivateLocal area
$140k
...in venture capital and private markets. You'll work with... ...shape how startups are funded and built, this is the... ...: offsites, travel, onboarding weeks, and the recurring... ...as the primary on-site lead for the SF hub, owning... ...salary, benefits, and equity package. The base salary...Employment EquityPrivateWork at officeWork from home2 days per week- ...Investment Funds Mid/Snr Associate | San Francisco A top-tier... ...formation and fundraising of private investment funds • Work across... ...strategies, including private equity, private credit, hedge funds,... ...Strong drafting, technical and client management skills •...Employment EquityPrivateWork at officeRelocation package
- ...Senior Fund Accountant: Venture Capital Fund Admin For over two decades, Kranz... ...consulting services to our VC Fund Admin clients. The Senior Fund Accountant position, working with our Venture Capital and Private Equity clients, is an operational and financial...Employment EquityPrivateFull timePart timeWork at officeLocal areaRemote work
- ...Tax Principal - Private Equity Fund Level Are you looking to join an entrepreneurial firm which is one of... ...fastest growing in the US? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT)...Employment EquityPrivatePrivate practiceLocal area
- ...your goals. We are seeking a Senior Fund Accountant to join our Real Estate... ...Group (RESIG), the largest real estate private equity fund administrator by funds administered... ...in a growing environment and providing clients with exceptional services. What it...Employment EquityPrivateLocal area
- ...Services, Inc. seeks a candidate to advise venture capital and private equity funds throughout their formation stages. Responsibilities include drafting key fund documentation and managing investor onboarding processes. The ideal candidate should possess prior experience...Employment EquityPrivate
$175k - $215k
...the needs of our growing client base. Hamilton Lane is... ...leader in providing Private Markets Solutions to clients... ...capital and growth equity platform consists of approximately... ...accounts, comingled funds and other client... ...successful candidate will lead the client-facing...Employment EquityPrivateFlexible hours$90k - $140k
...As a leading financial services and healthcare technology... ...Associate Manager, Fund Accounting - Private Markets Locations:... ...knowledge Review client deliverables,... ...the implementation, onboarding and setup of new client... ...investments funds ~ Private Equity/Real Assets...Employment EquityPrivateOngoing contractCasual workWork at officeLocal areaFlexible hoursShift work$152k - $190k
...beyond. This unique value is leading to unparalleled growth; in 2... ...full engagement lifecycle (onboarding, delivery, QBRs, expansions,... ...tier firms, with significant client leadership and project... ...similar) Investment banking or private equity backgrounds that transitioned...Employment EquityPrivateFull timeFreelanceLive inWork at officeRemote workFlexible hours- ...seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work... ...services sector, such as hedge funds, private equity, and other investment-related...Employment EquityPrivateTemporary workPrivate practiceWork at officeLocal area
$90k - $110k
A finance recruitment agency is seeking a Fund Accountant to join their San Francisco client’s team. In this high-impact role, you'll handle fund operations, performance reporting, and compliance for an investment firm. Candidates should have 2-5 years of experience in...Employment EquityPrivateLocal area- ...Citizens Bank in San Francisco, California, is seeking a Private Wealth Non-Registered Client Associate to support our clients and wealth managers. The role involves addressing client inquiries, facilitating transactions, and ensuring high-quality client service. Successful...Private
- Overview Baker Tilly is a leading advisory, tax and assurance firm with a global presence... ...Lead tax services for Private Equity clients, serving as a trusted business advisor... ...market to multinational Private Equity funds. Consult on technical matters and special...Employment EquityPrivateLocal area
- Responsibilities Advise venture capital, growth equity, and other private equity funds through all stages of formation Draft and negotiate key fund documentation Manage investor onboarding and subscription processes Advise on day-to-day fund operations, fund structuring...Employment EquityPrivate
$200k - $300k
...culture that puts its clients and associates first: a... ...'ll Be Doing Stifel Fund Banking is the business... ...commercial banking services for private investment funds across... ...capital, private equity, private credit, and... ...Director position will be the lead business development...Employment EquityPrivateFlexible hours
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