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ONE Carmel
Finance AssociateONE Carmel • Palo Alto, CA, United States
Finance Associate

Finance Associate

ONE Carmel • Palo Alto, CA, United States
12 days ago
Job type
  • Full-time
Job description

Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market. Our operations are defined by three core strategic pillars: Real Estate Investment & Management: A full-lifecycle approach to developing and managing ultra-luxury residential communities and investment-grade assets. Family Office Services: Providing bespoke global asset allocation, comprehensive wealth management, and legacy planning for high-net-worth clients. Global Investment: Facilitating cross-border capital deployment and strategic financial advisory. We are dedicated to connecting global vision with local expertise to drive long-term value. Position Overview DL Investments / Carmel Reserves is seeking a Finance Associate to support the COO and senior leadership team in real estate development, investment management, and financial operations across multiple entities. This role is well-suited for an early-career professional with a strong foundation in finance or accounting who is eager to grow in a dynamic, high-exposure environment. The ideal candidate is detail-oriented, analytically capable, and comfortable supporting financial reporting, investment tracking, and operational coordination across multiple projects. This role is expected to exercise sound judgment and independent discretion in organizing priorities, supporting complex financial matters, and resolving issues with minimal supervision. We operate in a lean, fast-moving environment. The right candidate is proactive, organized, and willing to take ownership of tasks while learning directly alongside the COO and senior leadership. This position offers significant exposure to real estate investment, family office operations, and cross-border financial strategy. Responsibilities Assist with accounts payable and accounts receivable tracking across multiple legal entities. Support month-end close processes, including organizing journal entry documentation and expense records. Help prepare financial reports and summaries (income statements, balance sheets, cash flow statements) under COO/senior guidance. Track and categorize expenses; code transactions in accordance with GAAP and company chart of accounts. Reconcile bank accounts, investment accounts, and credit card statements; flag discrepancies for review. #J-18808-Ljbffr

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Finance Associate • Palo Alto, CA, United States

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