Client Associate/Sr. Client Associate

Our client needs a Client Associate and a Sr. Client Associate. This is an opportunity to work for a reputable RIA down in the peninsula. We are looking for a polished candidate capable of sophisticated client services through complex estate trust and financial planning. The Client Associate is 60-75k and the Sr. Client Associate is 75-100k depending on experience. There is growth potential for both roles.

Requirements (include, but are not limited to):

• BA in Finance or related field

• Previous RIA experience preferred

• Strong collaborative skills

• Candidates in the south bay or peninsula preferred

  • Client will not look at candidates with a commute longer than 1 hour

• For Client Associate: will look at stellar new-grade

• For Sr. Client Associate: 1-4 years of experience

Please submit your resume for additional details and full job description.

Sr. Associate/Manager

Our client needs a Sr. Associate/Manager. This is an opportunity to work with Accounting Residency and a Leadership Advisory Firm. We are looking to fill multiple roles in San Francisco, San Jose, and Los Angeles.

Requirements (include, but are not limited to):

• BA in Accounting, Economics, or related field/experience

• At least 3 years in Big 4 – two busy seasons in Audit, regardless of industry of focus

• Big 4 preferred, public accounting welcome

  • More senior candidates welcome

  • CPA preferred

  • Our client will consider (and potential sponsor) candidates who intend to obtain their CPA

• Competitive salary with travel reimbursement and paid overtime

• Paid credentialing programs for leadership development

Please submit your resume for additional details and full job description.

Fund Accountant

Our client is seeking a Fund Accountant. This role will assist with daily fund operations and reconciliations. This position is also responsible for interacting and liaising with fund administrators and prime brokers.

  Requirements (include, but are not limited to):

• A degree in accounting, finance, or economics

• The candidate will have a minimum of 1-3 years of experience in hedge fund accounting, general accounting, tax, or audit

• Excellent written and verbal communication skills

• Proficient in Microsoft Office Suite -- specifically Excel

Please submit your resume for additional details and full job description.

Compliance Analyst

Innovations PSI is working with two clients in need of Compliance candidates. These are amazing opportunities to work on buy-side compliance. We are interested in seeing all levels of experience. 

Qualifications may include (but are not limited to):

• Undergraduate degree

• Proficiency with Microsoft Office, including strong Excel skills

• Exceptional organizational skills with a strong attention to detail

• Strong written and oral communication skills

• Able to balance long-term projects against daily tasks

• Proven ability to work within and meet deadlines

• Excellent interpersonal skills: ability to work well in a cross-functional team

• Detail-oriented, proactive, organized 

• Hedge Fund experience is a plus (for one of the two roles)

Please submit your resume for additional details and full job description.