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.
TEMPORARY STAFFING*
Start-up Hedge or PE Firm - Interim COO/CFO
Hedge Fund Operations
Investment Manager Operations
Portfolio Accounting
Investor Relations
Compliance
Trade Support
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.