Provide expert compliance consulting to alternative asset firms and family offices, including developing action plans and implementing robust control measures. Collaborate with management to ensure regulatory alignment, manage risk assessments, and oversee compliance testing and training programs.
The Controller will manage day-to-day accounting and finance functions, including financial statement preparation, month-end close, and audit processes. They will also provide senior leadership with vital financial data, pro forma modeling, and strategic advice on policies and internal controls.
The consultant will perform ongoing fund accounting tasks, including pricing portfolios, processing accounting entries, and preparing financial statements for hedge funds and family offices. They will also liaise with administrators, auditors, and tax preparers while ensuring accurate reconciliation of positions and cash.
Provide expert consulting and strategic guidance to alternative investment firms regarding their business development, marketing, and fundraising efforts. Oversee the development of marketing collateral, lead sourcing, and the implementation of sales management policies to maximize client growth.
The Director of Tax will provide expert consulting services to alternative asset firms and family offices, overseeing tax compliance, reporting, and policy development. They will manage relationships with third-party service providers, lead tax audits, and advise leadership on the business impact of new tax legislation.
The consultant will provide expert advice to alternative asset firms and family offices regarding trading desk infrastructure, operations, and risk management. Responsibilities include overseeing trade execution, managing sell-side relationships, and implementing policies to ensure profitable trading activities.
Provide expert consulting and portfolio management advice to alternative asset firms and family offices. Develop investment programs, perform fundamental research, and optimize portfolio performance through data-driven analysis.
The AI Product Engineer will design, develop, and optimize web properties, internal tools, and client-facing applications. This includes building full-stack experiences, managing Airtable bases, and integrating AI services and workflow automations.
Provide strategic, project-based compliance and governance leadership for hedge funds, private equity firms, and family offices. Responsibilities include designing compliance programs, managing regulatory reporting, and supporting audits and examinations.
Provide strategic, project-based leadership for AI initiatives, automation, and digital transformation for alternative investment clients. This includes developing AI roadmaps, evaluating tools, and driving organizational adoption across investment and operational functions.
Provide strategic, project-based technology leadership for hedge funds, private equity firms, and family offices. Focus on modernizing infrastructure, overseeing cybersecurity, and aligning technology initiatives with business objectives.
Provide strategic, project-based leadership to hedge funds, private equity firms, and family offices. Focus on building, scaling, and optimizing operating infrastructure and overseeing cross-functional alignment.
Provide strategic, project-based financial leadership to hedge funds, private equity firms, and family offices. Focus on optimizing finance infrastructure, overseeing accounting, and partnering with senior leadership on growth initiatives.
Provide strategic, project-based leadership to alternative investment firms focusing on growth strategy and market positioning. Develop business expansion initiatives and manage institutional relationships for hedge funds, private equity firms, and family offices.
Design and implement treasury operations frameworks, including cash management, collateral optimization, and NAV oversight for alternative investment clients. Develop reconciliation processes, counterparty management systems, and treasury reporting tools to ensure operational control.
Serve as a strategic legal advisor to principals and founders of alternative asset firms and family offices. Lead fund formation, manage regulatory compliance with SEC and FINRA, and oversee complex investment transactions and corporate governance.
Provide expert cybersecurity advice and consulting to alternative asset firms and family offices. Build, maintain, and operate full cybersecurity programs on a project-based basis.
Act as a strategic advisor to principals and founders of alternative investment firms to manage administrative functions and scalable infrastructure. Responsibilities include overseeing HR strategy, corporate governance, compliance frameworks, and technology optimization.
Establish and oversee operational risk management activities for hedge funds and family offices, including reporting KRIs and conducting risk assessments. Develop risk management reports, implement control measures, and advise on vendor selection and regulatory developments.
Design and manage competitive, performance-driven compensation programs for clients in the alternative investment industry. Conduct market analysis and collaborate with senior management to align compensation structures with business objectives.
Provide expert risk management consulting to hedge funds and family offices, focusing on investment and portfolio management activity. Develop risk frameworks, perform quantitative analysis, and design periodic risk reports for senior stakeholders.
Provide strategic, project-based leadership to hedge funds, private equity firms, and family offices. Focus on overseeing investment strategy, portfolio construction, and risk management frameworks.
Provide expert consulting and operational support to hedge funds and family offices to improve process flow and execute action plans. Implement policies, control measures, and track goal actualization through KPIs and scoring matrices.
Develop data infrastructure and production-ready models to accelerate the investment process for hedge funds and family offices. Partner with investment teams to turn large datasets into actionable insights and build portfolio company dashboards.
Provide expert consulting to alternative asset firms and family offices on investment research frameworks and methodologies. Develop financial modeling tools, due diligence processes, and performance monitoring systems for client investment teams.
Provide expert cybersecurity consulting and operational support for hedge funds and family offices. Responsibilities include implementing security programs, monitoring network traffic, and managing vulnerability assessments and incident responses.
Provide expert legal support to alternative asset firms and family offices, focusing on fund formation, regulatory compliance, and corporate governance. Coordinate with General Counsel and outside counsel to manage investor onboarding, regulatory filings, and legal documentation.
Provide expert consulting and operational support to alternative asset managers and family offices regarding the full trade life cycle. Responsibilities include managing trade booking, settlement, regulatory reporting, and coordinating with prime brokers and custodians.
Provide expert strategic and operational technology advice to alternative asset firms and family offices. Support the CTO in managing the full tech stack, overseeing cybersecurity, and implementing technology roadmaps.
Provide expert consulting to alternative asset firms and family offices on investor relations processes and strategic execution. Manage client onboarding, create marketing materials, and handle RFPs and DDQs to ensure a positive investor experience.
Conduct comprehensive investment and operational due diligence on fund managers and strategies for alternative asset firms and family offices. Prepare detailed reports and investment memos while monitoring existing manager relationships to ensure alignment with objectives.
Provide expert operational advisory and management for alternative asset firms and family offices on a project basis. Oversee the full trade life cycle, manage operations teams, and ensure compliance with securities laws and internal controls.
Provide expert HR consultancy and fractional leadership to alternative asset firms and family offices on a project basis. Develop and execute people practices, compliance frameworks, and compensation strategies to maximize human capital assets.
Provide expert talent acquisition consulting for alternative asset firms and family offices, managing the full recruitment lifecycle for investment and operations roles. Responsibilities include developing hiring plans, managing recruiters or third-party firms, and implementing KPIs to measure hiring success.
Provide advisory-based planning and relationship management to help Family Office clients improve operational flow and execute action plans. Implement policies, procedures, and control measures while tracking progress through KPIs and scoring matrices.
