Institutional-quality outsourced CFO, regulatory compliance, fund/advisor launch, and operations support services.
Denver, CO
PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations. Serving investment advisers and fund managers, PINE delivers institutional-quality outsourced CFO, compliance, fund officers, distribution, and operational support. With deep industry expertise and a high-touch partnership approach, we streamline complexity so clients can innovate, scale, and succeed with confidence. Services Offered: *Private Fund CFO Services *Adviser Compliance Support *Registered Fund Officers *Fund Distribution *Operations Support
Hybrid · Quinte West
The Associate Director will provide regulatory and compliance oversight for registered fund clients, including preparing CCO reports and conducting annual due diligence. They will also lead process improvement initiatives by leveraging AI and technology to enhance compliance workflows and operational efficiency.
