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Description

Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!

Senior Fund Operations & Data Analyst

About the Role

We’re seeking a Senior Fund Operations & Data Analyst to join a high-performing finance and operations team. This role sits at the intersection of fund operations, technology, and data analytics, ensuring systems and processes scale effectively as the organization grows. The ideal candidate combines financial expertise with strong technical skills in data management, automation, and platform implementation.

Key Responsibilities

+ Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.

+ Build and maintain data pipelines and integrations across multiple systems for accuracy and efficiency.

+ Develop dashboards and reporting frameworks to deliver actionable insights.

+ Drive process optimization through workflow automation in finance and operations.

+ Execute data migrations and platform upgrades as needed.

+ Ensure compliance and risk management best practices across all processes.

Benefits & Perks

+ 100% employer-paid medical, dental, and vision coverage.

+ 401(k) match up to 10% + annual profit sharing.

+ Paid holidays and year-end office closure.

+ Annual commuter benefits and wellness reimbursements.

+ Daily catered lunch and collaborative culture.

Requirements

Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

What We’re Looking For

+ Bachelor’s degree in Finance, Accounting, Information Systems, or related field; CPA, CFA, or PMP a plus.

+ 4+ years of experience in finance, operations, or technology roles;

+ MUST HAVE exposure to private equity or venture capital.

+ Hands-on experience with SQL, data migration, and workflow automation.

+ Familiarity with reporting tools (e.g., Tableau, Power BI) and APIs.

+ Strong analytical, organizational, and communication skills.

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) .