• Portfolio Operations Analyst at Investment Firm

    Robert Half Finance & Accounting (Menlo Park, CA)


    Description

    Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

     

    Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits

     

    Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.

     

    What You’ll Do

     

    + Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations

    + Support portfolio analysis, reporting, and valuation work

    + Manage quarterly financials, cap tables, insurance details, and other key data

    + Assist with recurring valuations and portfolio tracking

    + Prepare materials for strategy discussions, performance reviews, and board meetings

    + Support fundraising initiatives, including RFP responses and dataroom management

    + Maintain and analyze portfolio company data for reporting and marketing

    + Draft content for newsletters, website, and events

    + Track investment pipeline and help coordinate deal closings

    + Identify opportunities to streamline processes and improve efficiency

     

    For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

    Requirements

    + 1–3+ years of audit, tax, fund accounting, or fund operations experience

    + MUST have financial services experience

    + Basic understanding of valuation concepts and an inquisitive mindset

    + Strong Excel and PowerPoint skills

    + Clear, confident communication and writing ability

    + Organized, detail-oriented, and comfortable working through ambiguity

    + Curious, proactive, and eager to learn

    + Interest in building scalable processes or automation

    + Ability to pick up investment concepts quickly

    + Desire to take ownership and grow into broader responsibilities

     

    Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

     

    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.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .