Jobs in California

Location: Fully Remote (Must reside in California)Industry: Health InsuranceEmployment Type: Full-TimeAre you an experienced actuarial professional looking to make an impact at a leading health plan? We are partnering with a nationally recognized organization dedicated to improving healthcare affordability and access. They are seeking an Actuarial ...

Key ResponsibilitiesAccounts Receivable & Client BillingOwn monthly/quarterly client billing, including fee calculations, invoicing, adjustments, and documentation.Coordinate custodian fee debits and reconcile postings to custodial statements.Maintain accurate billing data (AUM, fee schedules, households) across CRM and portfolio systems.Monitor A...

Key ResponsibilitiesBilling & Invoicing ManagementOversee quarterly billing cycles for clients and advisors, including preparation, execution, reconciliation, and adjustmentsEnsure accurate fee calculations, manage error resolution, rebates, and account closuresCoordinate fee collection efforts with third-party vendorsPartner with advisors to reso...

MD of ValuationsOur client is a highly respected independent valuation consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. The firm provides a comprehensive suite of services, enabling clients to navigate complex, contentious, and often catastrophic si...

Our client is seeking a highly motivated Associate with 2-4 years of experience to join their Software & Technology Direct Lending team. This is a lean team, where you would gain increased exposure to all aspects of the business across underwriting, origination's, and business development. Key Responsibilities:Identify and assess new investment opp...