Collecting information
Organizing data
SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency.. 2+ years’ experience in Accounting; a focus on alternative investments, Private Equity/Real Assets experience or Hedge Funds, is a plus. Sign in to set job alerts for “Private Equity Associate” roles.. Investment Associate (Private Equity), Family Office. Private Equity Associate | Technology | +$1B RAUM | San Mateo
This role is ideal for someone with a strong network in the venture ecosystem—ideally a former VC principal or senior associate—who thrives in fast-paced, high-accountability environments. Fundraising Strategy: Partner closely with the CEO and CFO to map, source, and build relationships with future Series C investors; track firm-level coverage and drive warm introductions.. Stakeholder Engagement: Strategically deepen relationships with potential investors, board members, and strategic partners, ensuring Wander is top of mind for top-tier VCs. 4–8 years of experience in venture capital (principal or senior associate level strongly preferred), investment banking, or strategic finance at a growth-stage startup.. Wander is reinventing the vacation rental experience through a vertically integrated platform that combines luxury smart homes, seamless booking, and proprietary property management software.
Harmonic Finance Inc | Certified B Corp is looking for a Strategic Finance (FP&A), Senior Manager in San Francisco, CA. This role offers a unique opportunity for a dynamic individual who excels in financial modeling, thrives in a fast-paced environment, and is passionate about joining a values-driven organization.. Reporting to the VP Finance, you will support the build-out of the FP&A and Strategic Finance function.. Work with the VP Finance to produce mid and long-term strategic planning. Experience in a VC backed SaaS, Fintech, or Edtech start-up. Experience establishing FP&A processes in a VC Backed Tech or Fintech start-up
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO).. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.. You will oversee Asset Management tax compliance accounts for Hedge Funds and or Private Equity Funds which involves the ability to review extensive securities analysis, make appropriate tax adjustments, and provide final sign off for the production and delivery of K-1's and partnership tax returns.
In FTI Consulting's Corporate Finance & Restructuring segment we focus on our clients' strategic, operational, financial, and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.. We are an established technology advisory firm focused on IT modernization, digital transformation, machine learning / artificial intelligence, enterprise data and an extensive transactions services offering.. Experience with building, deploying or migrating solutions on cloud platforms such as AWS, Azure, and/or Google Cloud Platform. Family care benefits, including back-up child/elder care. Make an impact in our communities through company sponsored pro bono work
Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.. Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors.. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries.. Other specialty groups include syndications, TMT, Commercial Real Estate, Energy, Healthcare, Equipment Finance, and Sponsor Finance.. The Senior Managing Director leads large-scale teams in Tech & Healthcare Banking, focusing on acquiring, growing, and managing client and ecosystem relationships.
This is a highly visible strategic position in Equinix’s Treasury Department, reporting to the Assistant Treasurer / Global Head of Cash Management and Treasury Operations.. The Director of Treasury Operations will oversee corporate treasury functions, notably investments, cash flow forecasting, SOX controls and reporting, and provide leadership and direction to the Americas’ Treasury Operations team.. They will be directly involved with real estate financing, M&A, greenfield expansion, Treasury Digital Transformation projects, intercompany financing and repatriation, capital planning requirements, and security management.. They can directly influence the policies and procedures established for the Global Treasury Operations function.. Develop and present both ad-hoc and prepared presentations on treasury operations initiatives to senior management
Senior Regulatory Reporting Analyst, Vice President. The Senior Regulatory Reporting Analyst reports to the Regulatory Reporting Manager and is responsible for the timely and accurate preparation and filing of various financial regulatory reports in compliance with all legal and regulatory requirements, company policies and procedures, and generally accepted accounting principles.. Co-ordinate the dissemination of information or procedures to business units and ITG. Independently work with business units and/or ITG to clarify regulatory reporting requirements and test new data provided to ensure timely regulatory compliance.. Provide ongoing advice and training on regulatory reporting issues to all levels and areas of the Bank as it relates to Deposits and the FDIC Assessment.. Proficiency in Excel: must be able to complete vlookup, sumif, count, countif, averageif, multiple if statements within one formula, concatenate, and pivot tables
Develop and maintain prospect lists for existing and new private equity and venture capital funds along with their portfolio companies, and building relationships with portfolio company management teams.. Manage sales and marketing efforts to sell finance/accounting staffing and financial consulting services to companies and venture capital firms.. Sell finance staff augmentation, project, consultant and recruiting services to new and existing clients through cold calling, outbound sales presentations, and networking activities. Experience working in a Private Equity and Venture Capital Services environment is preferred.. General understanding of Venture Capital Fund Administration
Backed by top-tier investors, including Airbnb, Thrive Capital, and 8VC, Samara is positioned for significant growth and market impact.. As a member of our Strategic Finance team, you'll work closely with the CFO and executive team, providing support on fundraising, pricing strategy, unit economics, and resource allocation to help guide high-stakes decisions.. This is an opportunity to build and hone your strategic finance skillset in a dynamic startup environment, with mentorship from experienced leaders.. Support project capital asset management and investor reporting. Preferred Tools: Excel/Google Sheets, NetSuite, SQL, Python, Databricks, Promt engineering and automation
The Head of Investor Relations will lead all aspects of the company's investor communications and capital markets strategy.. This role involves shaping a strong investment narrative, maintaining relationships with current and potential investors, supporting fundraising efforts, and driving strategic positioning in the energy and cleantech sectors.. Collaborate with the CFO and executive team on capital-raising strategies (venture, growth equity, or strategic investors).. 8+ years of experience in investor relations, investment banking, equity research, or corporate finance in cleantech, energy storage, or hardware-based technology sectors.. Bachelor's degree in finance, economics, business, or a related field (MBA or CFA preferred).
Primary Investment TeamThe Primary Investment Team at Adams Street invests in premier buyout and venture capital funds at the time they are being raised.. Responsibilities:The Primary Investment Associate will be responsible for supporting activities involving sourcing, analyzing, and monitoring investment opportunities.. The Associate will work closely with our US Primary Investments Team, and the role offers a diversified exposure to private equity and venture capital investing.. 1-2 years of work experience in a top-tier investment banking, private equity or financial consulting organization is ideal, but not required.. Good understanding of the private equity and venture capital industry.
Associate Director, Corporate Strategic Finance. The Corporate Strategic Finance team is responsible for leading the consolidation of the Long Range Plan (LRP), peer benchmarking analysis and special projects including but not limited to corporate valuation workstreams, financial analysis to drive major initiatives to grow revenue, reduce expenses, and manage P&L volatility.. Associate Director, Corporate Strategic Finance , you will be an integral member of the Corporate Strategic Finance team and must have a strong track record of strategic thinking leveraging rigorous financial analysis, distilling insights into clear and cohesive executive presentations, and influencing senior leadership to act on key recommendations.. The Corporate Strategic Finance team is responsible for a range of activities.. Collaborate with Treasury on an integrated financial strategy to support the Corporate Strategy, facilitating trade-off discussions across internal investments, mergers and acquisitions (M&A), and shareholder returns.
Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields. The Derivatives Trader will be responsible for managing a portfolio, developing trading strategies, and risk management decisions for a variety of derivative products including options, futures, and swaps. Develop and execute trading strategies in various derivatives markets, including but not limited to equity options, commodity futures, and listed swaps. Stay abreast of macroeconomic indicators, company news, and other market-moving information. Minimum of 5 years of experience in a similar role, preferably at a proprietary trading firm, hedge fund, or investment bank (or equivalent experience).
Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective Government Contracting clients with $75MM to $500MM in annual sales.. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles.. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc).. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
As a Legal & Operations Associate, you will be instrumental in building our legal and operations programs to support a growing company and build a world-class knowledge sharing platform. Partnering closely with the General Counsel and other key business stakeholders, you will be responsible for developing and managing new processes to drive efficiency and impact across legal, operations, compliance, and compliance programs. Partner with the General Counsel to support customers across venture capital and private equity investors, management consulting firms, healthcare and bio firms, and emerging growth companies. Prior experience in operational roles, which may include supporting legal, compliance, HR, finance, and trust & safety departments. Familiarity with venture capital, private equity, hedge fund, and other regulated financial industries.
Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields. The Derivatives Trader will be responsible for managing a portfolio, developing trading strategies, and risk management decisions for a variety of derivative products including options, futures, and swaps. Develop and execute trading strategies in various derivatives markets, including but not limited to equity options, commodity futures, and listed swaps. Stay abreast of macroeconomic indicators, company news, and other market-moving information. Minimum of 5 years of experience in a similar role, preferably at a proprietary trading firm, hedge fund, or investment bank (or equivalent experience).
Caminar is a leading behavioral health organization that supports youth and adults across multiple counties in Northern California and the San Francisco Bay Area. Caminar builds strength and stability through comprehensive mental health and substance use treatment, and wrap-around services, delivered through evidence-based, whole-person care.. Our mission is to build strength and stability through comprehensive mental health and substance use treatment delivered through evidence-based, whole-person care.. the Senior Director of Finance and Accounting will lead and manage the finance and accounting departments, including teams responsible for financial reporting, planning, analysis and compliance.. Develop and maintain effective internal controls to safeguard the company’s assets and ensure accuracy in financial reporting. by California Code, Welfare and Institutions Code - WIC § 5405
The Primary Investment Team at Adams Street invests in premier buyout and venture capital funds at the time they are being raised.. The Primary Investment Associate will be responsible for supporting activities involving sourcing, analyzing, and monitoring investment opportunities.. The Associate will work closely with our US Primary Investments Team, and the role offers a diversified exposure to private equity and venture capital investing.. 1-2 years of work experience in a top-tier investment banking, private equity or financial consulting organization is ideal, but not required.. Good understanding of the private equity and venture capital industry.
Stockbridgeis a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience.. The Associate will gain direct exposure to fund- and asset-level financial analysis, investor reporting, and valuation processes.. Build and maintain detailed financial models in Excel at the property and fund levels, including commercial and multifamily property underwriting, debt modeling, and joint-venture waterfalls.. Support quarterly valuations, collaborating with asset management teams to review cash flow projections and market assumptions using Argus and Excel.. 3-5 years of relevant experience in real estate finance, including investment sales, debt placement, acquisitions, dispositions, development, asset management, and/or commercial real estate valuation.