Process new account openings and maintain client accounts with major custodians like Charles Schwab, Fidelity, and Raymond James.
Handle money movements, documentation review, and communication with advisors and internal teams.
Work with investment performance reporting platforms such as Black Diamond and Orion.
The client is an established outsourcing company providing operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They work behind the scenes to deliver high-quality, efficient back-office services that allow advisors to focus on their clients.
Oversee fund operations and financial reporting for leading private equity clients.
Prepare and review journal entries, capital calls, distributions, and performance metrics like IRR.
Manage audits, tax requests, and train junior staff while driving process improvements.
IQ-EQ is a leading investor services group providing administration, accounting, reporting, and compliance worldwide. With 6,500+ employees and US$857B in AUA, it emphasizes ESG, technology, and inclusive culture.
Own day-to-day fund operations across financial accounting, capital calls and distributions, and investor reporting.
Prepare and review quarterly and annual financial statements and investor-level allocations.
Interpret fund legal documents and apply economic terms to allocations, waterfalls, and fee calculations.
Allocate is building the operating system for private markets, helping wealth advisors and their clients access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $5B+ in assets on the platform.
Own daily customer fund segregation and secured amount calculations under CFTC regulations.
Manage daily cash positioning, wire transfers, and liquidity across customer withdrawals and exchange margin requirements.
Build treasury policy, banking relationships, and controls as the function scales in a regulated FCM environment.
Underdog makes sports more fun with fantasy sports, sports betting, and prediction markets in one app. Founded in 2020, the fast-growing remote-first team values care, collaboration, and speed, with regular in-person gatherings.
Own the company's weekly operating rhythm, including leadership meetings, KPI scorecards, and follow-through.
Drive conversion of a $3M+ backlog of sold-but-uninstalled professional services into revenue-recognized projects.
Direct support and delivery teams through managers, manage CRM and automation, and own SLA and SOC 2 compliance.
CFS Solutions is a profitable, growing fintech that delivers automation to simplify banking operations for more than 500 financial institutions. It is part of Banyan Software, which operates 120+ portfolio companies and values an inclusive workplace.
Lead quarterly and annual financial reporting and close processes across LFM-managed funds.
Oversee third-party fund administration, treasury management, and loan servicing providers.
Coordinate financial workstreams for audits, SEC examinations, and strengthen fund finance policies.
LISC is one of the country’s largest community development organizations, helping forge vibrant, resilient communities across America. LISC works with residents and partners to close gaps in health, wealth, and opportunity so that people and places can thrive.
Lead the post-sale customer lifecycle including implementation, support, and health monitoring.
Build and lead customer support and implementation functions, establishing service levels and automation.
Partner with engineering on escalations and drive customer health metrics and reporting.
Atomic is an API-first B2B software company whose customers embed its products into their own applications. They are a remote-first organization with a focus on automation and operational excellence, currently building out their customer operations function.
Manage cash reporting, forecasting, and banking operations across corporate and fund entities.
Execute transactions for deal fundings, intercompany reimbursements, and corporate credit programs.
Collaborate with finance team to improve treasury processes and systems.
Fundrise is a financial technology company democratizing private investments, with over 2 million users and $3B in assets. Recognized by CNBC and Inc. 5000, we offer a remote-first culture with significant equity and benefits.
Own the front-line support queue, investigating and resolving retail investor tickets related to accounts, money movements, and applications.
Review money movement requests, troubleshoot account-level issues, and apply Atomic's policies consistently across cases.
Maintain clean records of each ticket's investigation and flag recurring pain points to improve workflows.
Atomic Vest builds financial infrastructure that lets companies offer investing experiences, including ESG and multi-currency trading across 60 global markets. They are a fast-growing, mission-driven team from tech, banking, finance, and law, with a remote-first culture.
Execute day-to-day transfer agency operations including transaction processing, KYC/KYB, and shareholder support.
Ensure compliance with SEC rules and DTCC systems, handle reconciliations and escalation with precision.
Support issuer onboarding, corporate actions, proxy season, and legacy data migration with meticulous attention to detail.
Vinyl Equity is a U.S. stock transfer agency providing transfer agency, compliance, and shareholder services. The company is building an India operations team and emphasizes precision, escalation judgment, and SOP discipline.
Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy-side advisory firm based in Kansas City. We serve private equity sponsors and family-owned businesses on platform sourcing, bolt-on acquisitions, and select sell-side mandates. Our model pairs investment banking execution with senior operating expertise.
Serve as the first point of contact for all Family Office requests from shareholders, owning intake and prioritization.
Design and lead the Family Office service model, including request delivery, service catalog, and performance measurement.
Build a trusted network of external advisors and coordinate with corporate functions to deliver high-quality service.
Boosta is a holding tech company that creates, develops, and invests in digital businesses with global potential. We collaborate with over 800 specialists worldwide, and millions of users use our products and services.
Own the trading operations and supervisory framework, providing licensed principal oversight and managing operational controls, reconciliations, and escalations.
Lead trade surveillance and operational control frameworks, including supervisory reviews, pre- and post-trade controls, and best execution monitoring.
Manage trading-related reporting obligations, including CAT, CAIS, and TRACE, and serve as the operational escalation point for trade errors and settlement issues.
Mercury is building a complete finance stack for startups, providing banking and financial services. The company values diversity and belonging, and offers a competitive total rewards package including base salary, equity, and benefits.
Own and improve critical business workflows across customer onboarding, transaction execution, and account servicing.
Identify operational bottlenecks and build scalable processes, controls, and documentation to address them.
Analyze business performance and recommend changes to improve growth, efficiency, and customer experience.
Arbol is a global climate risk coverage platform and FinTech company offering full-service solutions for analyzing and mitigating climate risk. It is a high-growth startup with a culture of innovation, collaboration, and a low-ego, high-ownership approach.
Manage full general ledger and month-end close in QuickBooks Online, including journal entries, accruals, and intercompany activity.
Ensure GAAP-compliant policies for revenue recognition, capitalized software costs, and stock-based compensation.
Support strategic finance, fundraising, and M&A activities including due diligence and post-close integration.
Balor Games is a "Triple I" independent game publisher dedicated to long-term stewardship of high-quality creative works. Formed by former leaders of Humble Games, it oversees an expansive catalog of acclaimed indie games with a remote-first culture.
Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy-side advisory firm based in Kansas City. We serve private equity sponsors and family-owned businesses on platform sourcing, bolt-on acquisitions, and select sell-side mandates. Our model pairs investment banking execution with senior operating expertise, bringing in industry advisors with deep domain experience to support deal sourcing, due diligence, and sponsor engagement.