Finance Associate | San Mateo, CA
BCI - Brokerage Consultants Inc.California, United States
Posted September 4, 2025
90000 - 150000 USD year
Full Time
About the Company
A privately owned boutique investment firm with an employee-owned culture and a collegial, entrepreneurial environment.
Job Description
A privately owned boutique investment firm is seeking a Financial Associate to support financial, legal, HR, and compliance functions.
Requirements
- Bachelor’s degree
- 3+ years of experience in accounting, operations, finance, administration, or a related role within the financial services industry
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Proficiency with Microsoft Office, particularly Word and Excel
- Experience with QuickBooks or other accounting software is preferred
Benefits
- Comprehensive benefits package
- Discretionary annual bonus