Top Tech Jobs & Startup Jobs

Provide high-level administrative and executive support to the Private Client Team: manage communications, scheduling, travel, meeting logistics, prepare presentations and reports, maintain Salesforce data integrity, leverage AI/tools to improve efficiency, and build strong internal and external relationships while handling confidential matters with discretion.

Manage portfolios for sophisticated clients, providing investment insights, ensuring financial analysis, and fostering client relationships. Oversee portfolio management activities and support investment strategies alongside team members.

Serve as the finance business partner for a firm business line: provide strategic financial advice, build models, lead reporting and planning, analyze performance drivers, support investment cases, create executive/board presentations, champion automation and AI, and collaborate cross-functionally with Finance, Accounting, and Corporate FP&A.

The Operational Due Diligence Analyst evaluates operational risks for various funds, conducts financial document reviews, and generates due diligence reports while working in a team and communicating with fund managers.

Provide on-site executive and reception support in the San Francisco office: manage communications, calendar, travel, expense reports, and Salesforce CRM; operate reception and mailroom; handle vendor/inventory and catering; set up meeting rooms and technology; coordinate events and assist the broader team.

Designs, maintains, and troubleshoots enterprise networking and cloud security across on-prem, data center, and Azure environments. Supports switching, routing, firewalls, SASE/SSE, Zero Trust, hybrid connectivity, monitoring, and automation. Responds to escalations, develops runbooks and architecture documentation, and participates in modernization and security reviews.

The Private Client Relationship Advisor will handle client service activities for high net worth families, collaborate with outside advisors, manage client communication, and ensure trust administration.

Support portfolio management for individual, family, trust, and institutional clients by analyzing equities, fixed income, and alternative investments; develop and implement client-specific strategies; prepare reports and materials; assist trading, reporting, and client communications; cultivate client and internal relationships; and identify process improvements and technology enhancements including AI-enabled tools.