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Robert Half Analyst - Privately Held Wealth Manager in San Francisco, California


For faster consideration, please reach out to Steven Philipoff on LinkedIn with your resume or call me at 415.286.5698

Our client is a single family office that has evolved into a large wealth manager with both on shore and off shore investments funds. This Company is looking to add an analyst to their finance team due to growth. This individual will gain significant exposure to the entire business and will report to the Director of Operations.


  • Assist in the month end, quarter end and year end closing process including monthly financial close, data entry and workbook preparation

  • Manage depreciation, fixed asset ledgers, and reconciliation

  • Identify process and systems related opportunities within the accounting function and internal controls and leads implementing changes to drive scalability, efficiency and productivity

  • Assemble analyses for monthly balance sheets and income statements for management reporting including budgeting and forecasting

  • Assist with year-end, annual budget process and various Accounting/Finance projects

  • Review and update accounting policies and procedures as needed

  • Maintain written, wiki and video documentation and training

  • Optimize and centralize intake of data from various sources with a focus on efficiency and scalability

  • Efficiently validate and ensure data accuracy, integrity, and security

  • Support ongoing tagging and classification of client and investment data across various systems

  • Maintain financial planning models, identify and develop of improvements

  • Assist with the portfolio rebalance

  • Assist in maintaining data policies and procedures, inventory, and infrastructure

  • Interpret, analyses, and present data in a manner that enhances the internal/external interlocuter’s experience

  • Manage risk across responsibilities by closely adhering to firm and regulatory policy, procedures, and processes

  • Prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement

  • Welcome feedback and are quick to act on it

  • Operate with a positive, proactive, “no-job-is-too-small” attitude

  • Participate in special projects as needed


  • Bachelor’s degree with concentration in accounting or related (such as finance or economics)

  • 1-2 years of financial services or financial reporting experience

  • Excellent written/verbal communication and interpersonal skills

  • Work effectively in a collaborative and collegial team environment

  • Basic knowledge of financial markets and keen interest in deepening knowledge

  • Knowledge or deep interest in data management, operations, and technology

  • Able to quickly adopt to new technology platforms

  • Can tackle complex, multi-dimensional problems and come up with actionable solutions

  • Able to balance both a of strong process orientation and are willing and capable of “thinking outside of the box” in identifying solutions

  • Demonstrate a strong ability to multi-task and balance time-sensitive priorities while maintaining a high level of attention to detail and accuracy

  • Operate with excellent organizational skills, demonstrating the ability to handle pressure and work in a fast-paced, deadline driven environment

  • Prioritize strong customer/client service orientation

  • Highly responsive to internal and external requests; always willing to “go the extra mile”

  • Proficiency in Office 365. Advanced Excel skills are preferred

  • Knowledge of Advent APX, SQL, Power Query, Power Pivot, DAX, Power Bi a plus but not require

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

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