The Right Skills at the Right Time

Whether you are a start-up firm or have been in business for decades, odds are that you have experienced a need for an expertise other than your own, or experienced staffing shortages where you needed an experienced professional to fill in on either a temporary or project basis.

Given Julia’s broad experience working in, and with, financial services firms, she has the expertise and the ability to meet your firm’s short-term staffing or project management needs. With strategic planning, you can put a plan in place to assist your team when extra help is needed or to allow your hard working staff to take vacations without worry.

You can count on personalized service and gain the confidence that you have the right skills available at the right time for your organization.

A wooden table with a closed laptop, a notebook with a pen, and a small glass vase with purple and pink flowers. A white table lamp with a cylindrical base is on the table, with beige and cream walls in the background.

TEMPORARY STAFFING*

  • Start-up Hedge or PE Firm - Interim COO/CFO

  • Hedge Fund Operations

  • Investment Manager Operations

  • Portfolio Accounting

  • Investor Relations

  • Compliance

  • Trade Support

Two people sitting at a table working on their laptops, with notebooks and pens in front of them, in a modern, minimalist space.

PROJECT MANAGEMENT*

  • Vendor RFPs

  • Vendor Onboarding (Fund Administrators, Technology Solutions, etc.)

  • OMS/PMS Implementations (Client Side - Experience with Enfusion & Eze/SS&C)

*Services are billed hourly or an a project basis.