Our services

Chief Financial Officer (CFO)

  • Financial Planning and Analysis

  • Financial Reporting/Legal Entity Control

  • Fund Accounting

  • GP Accounting

  • Investor Reporting

  • Management Company Accounting

  • Management Reporting

  • Portfolio Finance

  • SEC Reporting

  • Tax (Partnership, Corporate, M&A)

  • Accounting Services (AP/AR/Cash Management/Bookkeeping)

  • Internal Audit

  • Payroll

  • Product Control

Chief Human Resources Officer (CHRO)/
Chief Talent Officer (CTO)

  • HRBP

  • Compensation, Benefits & Total Rewards

  • HR Operations

  • Talent Acquisition

  • Learning and Development

  • Organizational Development

  • People Analytics

  • Executive Assistant

  • Administrative Assistant

  • Executive Coordinator

  • Facilities

  • Office Manager

Chief Operating Officer (COO)

  • Middle Office

  • Fund/Investment Operations

  • Trade Support

  • Company Valuations

  • Product Valuations

  • Performance Analytics

  • Investor Relations

  • Legal and Compliance

  • Risk

  • Technology

  • Treasury/Liquidity

  • Data Analytics

  • Project Management

Temporary Staffing and
Consulting Services

  • We have the ability to cover all opportunities listed under the CFO, COO, CHRO and CTO.

  • Clients receive immediate access to experienced talent, helping maintain business continuity, manage workload spikes, and fill critical skill gaps.

  • Useful while awaiting headcount approval, to cover special projects, employee leave coverage, or niche expertise that may not require a permanent hire

Our services

  • CFO - Finance, Accounting & Tax

  • COO - Middle Office, Operations, Risk & Technology

  • CHRO/CTO - HR, Talent Management & Administration

  • Temporary Staffing and Consulting Services