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The Private Equity Department Specialist at Forge is responsible for processing various investments, liquidations, in-kind exchanges, and expense requests received from clients. The role involves cross-training between transaction types, ensuring timely completion of transactions, and communicating with investors and internal departments to resolve service requests.
Seeking an Executive Administrative Assistant/Senior Executive Administrative Assistant to support C-Level Executives at Forge. Responsibilities include managing schedules, travel arrangements, meeting coordination, and special projects. Onsite presence required in San Francisco, CA office 2-3 days a week. Ideal for individuals with entry-level experience in administrative roles.
VP, CCO role at Forge overseeing compliance for Broker-Dealer and RIA. Responsibilities include managing compliance programs, regulatory examinations, SEC and FINRA interactions, and risk mitigation.
