Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Controller | Investment Firm | Orinda; HybridJoin a highly regarded investment firm with a thoughtful, long-term investment approach and strong reputation in the market. This is a high-visibility, hands-on role with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests.Ideal for someone who enjoys wearing multiple hats, solving problems, and taking ownership in a sophisticated investment environment. Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture.ResponsibilitiesSupport daily trade and investment operations for open-ended fundsReconcile trades, positions, cash, and investment activityPartner with fund administrators, custodians, brokers, and other service providersResolve discrepancies and ensure accurate, timely processingSupport settlements, corporate actions, cash movements, and related activitySupport additional fund structures as the role evolvesTake ownership of operational projects and process improvementsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
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