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61 results for Investment jobs

Finance

Boston, MA
onsite
Permanent
130000 - 170000 USD / Yearly
Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments. This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.
2026-04-10T00:00:00Z

Finance

Boston, MA
onsite
Permanent
115000 - 150000 USD / Yearly
A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.
2026-04-10T00:00:00Z

Buyer

Garland, TX
onsite
Temporary
24.738 - 28.644 USD / Hourly
Key Responsibilities: • Maintain inventory levels and materials daily • Purchase materials in line with inventory targets • Following an effective and accurate system for monitoring purchase orders • Understand the Marketplace for your assigned products in order to successfully negotiate cost with Suppliers • Provide analysis on costs, new and existing and review cost reduction activities • Arrange transport of goods and track orders to ensure timely delivery. • Coordinate with inventory team, management, and stockroom as required • Oversee Defective Claims with RMA Team • Build, maintain and manage supplier relationships and keep up good communications • Contact suppliers to resolve price, quality, delivery or invoice issues • Assist with verifying accuracy of coding within Syspro in alignment with SOP’s • Any other reasonable duties or special projects that may be required by Management from time to time • Continuously evaluate the utilization of company resources to identify and implement improvements Skills and Attributes: • Able to build and maintain effective and productive relationships with staff, stakeholders and suppliers. • Good communication, negotiation, interpersonal and influencing skills • Analytical, numerically astute with strong demonstrated problem solving abilities • Able to manage time effectively, prioritize tasks and achieve set targets • Commercial and financial awareness with a full understanding of how failure impacts the production, manufacture and customer order fulfilment • Able to work well under pressure and handle emergency and stressful situations • Keen attention to detail and accuracy • Proficient in Word and Excel with regards to VLOOKUP’s, formulas, graphs, etc. • Ensure compliance to company guidelines, purchasing policies and procedures and OJEU guidance during supplier negotiations, • NetSuite experience is a plus. Our team members enjoy: • A friendly, fast-paced detail oriented environment. • Comprehensive benefit package including coverage for Medical, Dental, Vision and Life insurance.
2026-04-15T00:00:00Z

Buyer

Waukesha, WI
onsite
Permanent
65000 - 90000 USD / Yearly
Robert Half is looking for a Buyer for a Waukesha, WI area organization. The Buyer is responsible for the day-to-day procurement activities to support ongoing business operations. This role ensures materials and parts are purchased at competitive prices, meet delivery schedules, and are in alignment with company policies and quality standards. The Buyer collaborates closely with internal stakeholders, suppliers, and the supply chain team to resolve issues, optimize inventory levels, and maintain a reliable supply base. Key Responsibilities:<ul><li>Execute purchase orders for direct and indirect materials, parts, equipment, and services in accordance with company policies and procedures.</li><li>Monitor and manage supplier performance to ensure on-time deliveries and resolve order discrepancies.</li><li>Work with production, engineering, and inventory control teams to forecast material requirements and minimize stockouts or excess inventory.</li><li>Communicate regularly with suppliers to obtain quotes, negotiate pricing, and confirm order details.</li><li>Troubleshoot and resolve account, shipment, or quality issues with suppliers.</li><li>Maintain accurate records of orders, pricing, and supplier communications within ERP or procurement systems.</li><li>Support cost reduction and process improvement initiatives by seeking alternate suppliers or negotiating better terms.</li><li>Ensure all purchases follow compliance, quality, and audit requirements set by the company.</li><li>Assist with supplier selection and evaluation processes.</li><li>Participate in cross-functional meetings to address production or material-related challenges.</li><li>Stay current with market and industry trends impacting supply availability, lead times, and costs.</li></ul>
2026-04-09T00:00:00Z

Buyer

Westwego, LA
onsite
Temporary
35 - 43 USD / Hourly
We are looking for an experienced Buyer to join our team on the Westbank of New Orleans. This Buyer will be responsible for all procurement activities, supplier relationships, risk mitigation and category management. This is a long-term contract position that requires strategic thinking and a strong expertise in procurement. Key Responsibilities<ul><li>Design and execute logistics and procurement approaches that support business operations and drive efficiency across the organization.</li><li>Partner closely with internal teams to understand purchasing needs, evaluate current processes, and recommend enhancements where appropriate.</li><li>Direct supplier sourcing efforts, including the identification, evaluation, and selection of vendors capable of providing essential logistics and materials support.</li><li>Stay current on assigned procurement categories to ensure sourcing strategies remain aligned with long-term business goals and anticipated demand.</li><li>Develop and sustain strong supplier partnerships to strengthen subject-matter expertise and increase access to qualified resources.</li><li>Define and track performance indicators to assess supplier outcomes and category performance, proactively addressing gaps or risks.</li><li>Facilitate ongoing discussions with business stakeholders to ensure procurement plans adapt to changing organizational priorities.</li><li>Review, structure, and negotiate contract agreements to mitigate risk and secure commercially beneficial terms.</li><li>Leverage enterprise systems such as Maximo and Dynamics AX to manage purchasing workflows, materials, and related data.</li><li>Analyze spend and procurement activity to identify savings opportunities and implement cost-control initiatives enterprise-wide.</li></ul>
2026-04-07T00:00:00Z

Buyer

Charlotte, NC
onsite
Temporary
24 - 38 USD / Hourly
Robert Half client is in need of a Buyer for a long-term contract. The Buyer is responsible for sourcing, negotiating, and purchasing goods, materials, and services to meet the operational needs of the company. Responsibilities: <ul><li>Place and manage purchase orders to approved suppliers (price, quantity, delivery).</li><li>Maintain accurate inventory levels, forecasts, and reorder points in ERP.</li><li>Track order status and follow up to ensure on‑time material delivery.</li><li>Negotiate pricing and terms within established sourcing agreements.</li><li>Expedite materials as needed to support production schedules.</li><li>Monitor supplier performance (cost, delivery, quality) and resolve issues.</li><li>Support continuous improvement in purchasing and inventory processes.</li></ul>
2026-03-31T00:00:00Z

Buyer

Canonsburg, PA
onsite
Temporary
35 - 40 USD / Hourly
🚨 Ready to take the next step in your procurement career and make your mark in a large manufacturing environment?This is a hands-on Buyer opportunity with real responsibility, high visibility, and strong upside—apply now to move quickly. Buyer (Contract)Manufacturing / Engineering | South Hills, PA | Fully OnsiteWe’re partnering with a $50M+ manufacturing and engineering company in the South Hills that is seeking an experienced Buyer to support its procurement team for a 5-month contract, with the potential to extend up to one year.This role is ideal for a buyer with solid experience who’s ready for more ownership, complexity, and exposure within a larger manufacturing organization. What You’ll Do<ul><li>Purchase raw materials and components used in transformer production, including copper, steel, and insulation materials</li><li>Manage supplier communication, pricing, and delivery schedules</li><li>Support vendor negotiations and assist with contract execution</li><li>Ensure on-time material availability to support continuous production</li><li>Partner with operations and engineering to align purchasing with production needs</li><li>Identify opportunities to improve sourcing efficiency and cost control</li></ul>
2026-04-07T00:00:00Z

Buyer

Charlotte, NC
onsite
Temporary
27.7115 - 32.087 USD / Hourly
We are looking for an experienced Buyer to join our team on a contract basis in Charlotte, North Carolina. In this role, you will be responsible for procurement activities, ensuring the acquisition of goods and services aligns with organizational requirements and standards. Responsibilities:• Manage the procurement process for goods and services, ensuring compliance with organizational policies and standards.• Collaborate with internal teams to identify procurement needs and develop effective strategies.• Evaluate and select vendors based on quality, pricing, and reliability.• Monitor supplier performance and build strong relationships to ensure consistent delivery of goods.• Oversee purchasing activities for health information management systems, including EHR platforms and related technologies.• Ensure timely and accurate processing of purchase orders and invoices.• Utilize systems such as McKesson, IBM AS/400, and Armed Forces Health Longitudinal Technology Application (AHLTA) to support procurement operations.• Conduct market research to identify cost-effective and high-quality options.• Maintain detailed records of purchases, contracts, and supplier interactions.• Contribute to continuous improvement initiatives within the procurement process.
2026-04-17T00:00:00Z

Buyer

Birmingham, AL
onsite
Permanent
65000 - 82000 USD / Yearly
A growing organization is seeking a motivated and detail-oriented Buyer to support sourcing and purchasing activities within its Supply Chain team. This role plays a key part in identifying new suppliers, managing existing supplier relationships, and ensuring the organization has access to high-quality, cost-effective materials. The Buyer will be actively involved in market analysis, supplier evaluation, and cross-functional collaboration. The ideal candidate is hands-on, analytically minded, and comfortable sourcing products on a global scale while partnering closely with teams such as Quality, Accounting, and Product Innovation. Key Responsibilities<ul><li>Research and identify potential suppliers through market analysis, assessing cost, quality, reliability, and delivery capabilities</li><li>Maintain and update supplier data to support continuity of supply and reduce risk</li><li>Measure and evaluate supplier performance using defined KPIs</li><li>Negotiate pricing, terms, and contracts to support cost and quality objectives</li><li>Build and maintain strong supplier relationships, proactively addressing performance issues and improvement opportunities</li><li>Analyze supplier quotes, cost structures, and total cost to support informed sourcing decisions</li><li>Monitor market trends, industry developments, and emerging technologies to support sourcing strategies</li><li>Partner with internal stakeholders to align sourcing decisions with broader business goals</li><li>Ensure purchased materials and services meet required quality and specification standards</li><li>Prepare analysis and reporting to support supply chain leadership and planning teams</li><li>Identify and execute cost-savings initiatives through spend analysis, supplier management, and strategic sourcing</li><li>Support new product introductions and engineering change processes from a procurement perspective</li><li>Evaluate make-versus-buy decisions for new or existing products</li><li>Utilize MRP and ERP systems to forecast, track, and report on material requirements</li><li>Perform all duties in compliance with internal policies, ethical sourcing standards, and applicable regulations</li></ul> Attributes & Skills• Strong analytical, communication, and collaboration skills • Ability to manage multiple priorities in a fast-paced environment • Results-driven, proactive, and accountable • Curious, self-motivated learner with an interest in products and processes • Primarily in-office role with minimal travel Benefits<ul><li>401(k) with profit sharing</li><li>Medical, dental, and vision insurance</li><li>Life and disability coverage</li><li>Paid time off</li></ul> For immediate consideration, apply now or contact Bryan Rushing with Robert Half, Birmingham AL.
2026-03-31T00:00:00Z

Buyer

Tempe, AZ
onsite
Contract / Temporary to Hire
34.2 - 39.6 USD / Hourly
We are looking for an experienced Buyer to join our team in Tempe, Arizona. This Contract to permanent position offers an excellent opportunity to contribute to procurement processes while working with cutting-edge health information systems. The ideal candidate will have a strong background in health information management and familiarity with specialized technologies. Responsibilities: • Manage procurement activities to ensure timely and cost-effective acquisition of goods and services. • Collaborate with vendors and suppliers to negotiate contracts and secure favorable terms. • Oversee inventory levels and coordinate with internal departments to meet operational needs. • Utilize and maintain health information systems, including EHR systems and Armed Forces Health Longitudinal Technology Application (AHLTA). • Ensure compliance with organizational and regulatory guidelines in all purchasing activities. • Analyze purchasing trends to identify opportunities for cost savings and process improvements. • Maintain accurate records of purchases, contracts, and supplier relationships. • Provide support for system integration and optimization efforts, ensuring seamless functionality. • Communicate effectively with cross-functional teams to align procurement strategies with organizational goals.
2026-04-13T00:00:00Z

Buyer

Canton, OH
onsite
Temporary
25 - 27 USD / Hourly
Our team is seeking an experienced Buyer with a strong background in procurement and manufacturing. In this key role, you will drive effective supplier management, support cost-saving initiatives, and help ensure the continuity and efficiency of purchasing processes. This is an excellent opportunity to contribute directly to supply chain success and build lasting relationships, with the potential for a permanent position.Key Responsibilities:<ul><li>Supplier Communication: Engage proactively with suppliers to negotiate pricing, discuss lead times, monitor order statuses, and resolve performance concerns.</li><li>Cost Optimization: Identify and pursue cost-saving opportunities via improved pricing strategies, alternative sourcing, and value-added solutions.</li><li>Supplier Performance Management: Monitor vendor performance and assist in the resolution of operational issues as they arise.</li><li>Invoice Reconciliation: Partner with Accounts Payable to research and resolve discrepancies such as variances in price, quantity, and missing receipts.</li><li>Document Management: Coordinate with suppliers to secure revised invoices, updated pricing, or credit memos as needed.</li><li>Aging Invoice Resolution: Take ownership of clearing outstanding invoices by proactively resolving blocked or on-hold payments.</li><li>Procurement Processing: Execute purchasing activities, including issuing purchase orders and maintaining accurate transaction records.</li><li>Operational Support: Ensure timely and cost-effective sourcing of materials to support ongoing manufacturing operations.</li><li>Data Analysis: Utilize Microsoft Excel for account analysis and tracking of contract pricing.</li><li>Vendor Relationships: Participate in vendor evaluations and support sourcing strategies to strengthen supplier partnerships.</li></ul>
2026-04-10T00:00:00Z

Buyer

New Orleans, LA
onsite
Temporary
20 - 22 USD / Hourly
We are looking for an experienced Buyer to join our team on a contract basis in Harahan, Louisiana. This position is ideal for someone with strong attention to detail who excels in procurement, shipping coordination, and documentation management. As part of the construction industry, you will play a pivotal role in ensuring the seamless acquisition and delivery of materials and supplies. Responsibilities: • Oversee the creation, processing, and management of purchase orders to ensure timely acquisition of materials and supplies. • Work closely with internal teams to gather and approve purchase requests while adhering to company policies. • Maintain accurate records of procurement activities, including purchase order details and approvals. • Coordinate inbound and outbound shipments, ensuring delivery accuracy and resolving discrepancies with suppliers. • Monitor delivery schedules to confirm items received align with purchase orders in terms of quality and quantity. • Facilitate communication with vendors to address issues related to delays, missing items, or damaged goods. • Organize and maintain procurement files to streamline reordering processes and improve efficiency. • Support special projects and assignments as directed by the purchasing manager. • Ensure compliance with industry standards and organizational guidelines during all procurement activities.
2026-04-06T00:00:00Z

Buyer

Union City, CA
onsite
Temporary
31.35 - 36.3 USD / Hourly
We are looking for a skilled Buyer to join our team on a contract basis in Union City, California. This position plays a vital role in managing procurement activities, supplier relationships, and cost optimization within the manufacturing industry. If you are detail-oriented and have a strategic mindset, this is an excellent opportunity to contribute to supply chain operations. Responsibilities: • Oversee sourcing activities for indirect spend categories, including supplier evaluation, contract negotiations, and vendor selection. • Identify and implement cost-saving strategies to optimize supplier performance and procurement efficiency. • Build and maintain strong relationships with suppliers, ensuring compliance with company policies and alignment with objectives. • Collaborate with internal teams to streamline procurement processes and address operational requirements. • Analyze procurement data to provide actionable insights and support strategic supply chain decisions. • Manage purchase orders, monitor delivery schedules, and address any vendor-related issues. • Partner with cross-functional teams to ensure timely resolution of supply chain challenges. • Conduct market research to identify new suppliers or alternative sourcing opportunities.
2026-04-09T00:00:00Z

Buyer

Kent, OH
onsite
Contract / Temporary to Hire
27 - 32 USD / Hourly
We are seeking an experienced Buyer to join our team on a contract-to-permanent basis. This role provides an excellent opportunity to work in a fast-paced, collaborative environment where you will play an integral part in managing procurement activities that impact our overall business operations.Key Responsibilities:<ul><li>Oversee purchasing activities for a wide range of product lines to ensure timely and cost-effective procurement.</li><li>Evaluate demand forecasts and inventory levels to maintain optimal stock availability.</li><li>Negotiate pricing, terms, and supplier contracts to secure favorable agreements for the organization.</li><li>Build and maintain strong relationships with suppliers and vendors to drive supply chain reliability.</li><li>Collaborate closely with internal departments, including Customer Service, Operations, and Accounting, to align procurement strategies with business objectives.</li><li>Identify and implement initiatives for cost reduction and supply chain improvements.</li><li>Utilize AS400 systems effectively to manage purchasing processes and maintain accurate data.</li><li>Ensure compliance with internal purchasing policies and organizational standards.</li></ul>
2026-04-17T00:00:00Z

Buyer

Albany, NY
onsite
Contract / Temporary to Hire
21 - 26 USD / Hourly
Buyer (Temp-to-Hire)Location: Albany, NYSchedule: Full-time, onsite Job SummaryUnder the direction of the Purchasing Manager, the Buyer is responsible for procuring goods, services, and equipment to support the operational needs of multiple departments. This role manages the end-to-end purchasing process, including purchase order creation, order confirmation, and resolution of receiving and invoice discrepancies. The Buyer serves as a key liaison between internal departments and suppliers, providing responsive customer service while ensuring purchases align with approved inventories, contracts, and organizational policies. This position is ideal for a detail-oriented procurement professional seeking a temp-to-hire opportunity within a complex healthcare environment. Key Responsibilities<ul><li>Create and issue accurate purchase orders in a timely manner using the ERP system, including handling urgent and priority requests.</li><li>Ensure all purchases comply with policies, approvals, contracts, preferred vendors, and inventory standards to support cost-effective procurement.</li><li>Obtain and document order confirmations and expected delivery dates; monitor open orders and follow up as needed.</li><li>Communicate promptly with stakeholders regarding contract changes, pricing updates, lapses, renewals, or product discontinuations.</li><li>Track and verify deliveries, coordinating with Receiving to ensure accurate system receipts.</li><li>Identify and assist in resolving purchasing issues such as backorders, allocations, shortages, and discontinued items.</li><li>Collaborate with departments to identify acceptable substitutes or alternative sourcing options, escalating to Sourcing & Contracting or Value Analysis teams when required.</li><li>Build and maintain effective working relationships with departmental contacts to understand operational needs.</li><li>Establish and maintain supplier relationships to stay informed on product availability, shipping delays, and supply constraints.</li><li>Respond to inquiries and requests for assistance in a timely, professional manner and support departments with supply chain processes, including new item and new vendor requests.</li><li>Review and resolve receiving and invoice discrepancies, including quantity variances, pricing issues, shipping charges, and credits or returns.</li></ul>
2026-03-20T00:00:00Z

Investment & Cash Manager

Minneapolis, MN
onsite
Temporary
55 - 75 USD / Hourly
We are looking for an experienced Investment & Cash Manager to join our team in Minneapolis, Minnesota. This long-term contract position offers the opportunity to manage complex investment and treasury operations within a dynamic portfolio environment. The ideal candidate will play a critical role in ensuring financial accuracy, operational efficiency, and seamless collaboration between internal and external stakeholders. Responsibilities:• Oversee monthly close processes in collaboration with the custodial bank, ensuring the accuracy and timely completion of financial data for a portfolio encompassing hundreds of funds and managers.• Validate wire instructions and serve as the primary point of contact for wire-related documentation and verification.• Prepare and review monthly and quarterly financial reports for rating agencies, utilizing operating pools to manage liquidity.• Partner with internal accounting services and custodial banking teams to reconcile statements, validate NAVs, and resolve discrepancies.• Address missing statements and reconcile fund accounting data, working directly with fund managers to resolve data-related issues.• Analyze and organize investment data using AI-enabled systems, ensuring proper processing and manual intervention when necessary.• Collaborate on operational restructuring efforts to streamline processes and enhance efficiency.• Coordinate with Directors overseeing investment and treasury operations to ensure smooth cross-functional execution.• Support fiscal year-end activities and audit processes, ensuring compliance and readiness.• Train and onboard team members, facilitating knowledge transfer and operational continuity.
2026-03-20T00:00:00Z

Investment Executive

Cambridge, MA
onsite
Permanent
55000 - 80000 USD / Yearly
We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-04-10T00:00:00Z

Investment Executive

Hyannis, MA
onsite
Permanent
60000 - 90000 USD / Yearly
We are looking for a skilled and client-focused Investment Executive to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals. Responsibilities:<ul><li>Develop and implement personalized investment strategies that align with clients' financial objectives.</li><li>Manage and grow a portfolio of client relationships by delivering exceptional service and advice.</li><li>Execute investment transactions with precision while adhering to compliance and regulatory standards.</li><li>Identify opportunities to expand business through proactive networking and relationship-building.</li><li>Collaborate with internal teams to ensure a seamless and efficient client experience.</li><li>Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.</li><li>Prepare and present detailed financial plans and investment strategies to clients.</li><li>Facilitate insurance solutions that complement clients' overall financial plans.a</li></ul>
2026-03-25T00:00:00Z

Manager, Investments Data

West Des Moines, IA
onsite
Permanent
100000 - 135000 USD / Yearly
Overview:Robert Half is working with a Des Moines based insurance company seeking to hire a motivated Manager of Investments Data who will lead efforts in managing and enhancing investment data, accounting processes, and systems. This role requires expertise in statutory accounting and investment systems (e.g., PAM systems) and offers an opportunity to drive team collaboration across various functions within a dynamic environment. The ideal candidate will demonstrate exceptional problem-solving abilities, leadership skills, and meticulous organizational standards in all aspects of the role. Key Responsibilities:<ul><li>Manage and optimize investment accounting systems to ensure accuracy and operational efficiency.</li><li>Evaluate and oversee investment data by leveraging knowledge of GAAP and statutory accounting principles.</li><li>Develop and nurture effective working relationships with Corporate Accounting and Asset Management partners.</li><li>Conduct system audits, implement key controls, generate reports, and utilize data analysis tools proficiently.</li><li>Mentor team members to foster a culture of continuous improvement, critical thinking, and teamwork.</li><li>Stay informed on various investment instruments to ensure accurate data reporting and analysis.</li><li>Maintain compliance with accounting standards and controls while meeting strict deadlines.</li><li>Participate in organizational change initiatives, contributing insights to improve team adaptability and overall effectiveness.</li></ul>
2026-04-13T00:00:00Z

Financial Investment Analyst/Manager

Minneapolis, MN
onsite
Permanent
110000 - 140000 USD / Yearly
Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions. Responsibilities:• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.• Analyze financial statements, financial models, and industry research to assess financial performance and risks.• Evaluate the financial health, historical performance, and operational controls of investment firms.• Compare program performance to market conditions and industry peers to provide actionable insights.• Identify and prioritize potential risks associated with complex investment structures.• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.• Represent the company at client meetings to share expertise and build relationships.• Collaborate with internal teams to manage multiple projects effectively and efficiently.• Stay informed about developments in capital markets and alternative investment trends to enhance analysis. If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm then contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply to the link provided.
2026-04-10T00:00:00Z

Finance Lead

Olympia, WA
onsite
Permanent
60000 - 65000 USD / Yearly
A local nonprofit organization is seeking a finance professional to serve as the organization’s finance lead. This individual‑contributor position partners with senior leadership, supports development staff with clear financial reporting, maintains financial controls and procedures, and ensures overall fiscal health. DUTIES & RESPONSIBILITIES: <ul><li>Lead financial strategy, annual budgeting, and forecasting with senior leadership; monitor organizational performance and provide insights for informed decision‑making.</li><li>Oversee day‑to‑day financial operations, including accounting, cash management, reconciliations, payroll, AP/AR, and management of restricted funds, while ensuring adherence to internal controls and policies.</li><li>Manage the full financial reporting cycle, including monthly closes, dashboard creation, maintenance of financial schedules, audit preparation, and coordination of the annual Form 990.</li><li>Ensure organizational compliance with grant requirements, donor intent, cost allocations, tax filings, reserve policies, and obligations related to loans and property taxes.</li><li>Maintain and continually improve financial procedures, documentation, and systems to support operational efficiency and organizational effectiveness.</li><li>Translate financial data into clear, concise materials tailored for senior leadership, board members, and committees to support understanding and decision‑making.</li><li>Execute grant‑related financial tasks such as billing, invoicing, and financial tracking in coordination with program staff who manage applications and programmatic requirements.</li></ul>Hybrid role based in Olympia, WA (primarily remote, but requires in-office work).Pay Range: $60,000–$65,000 (Full‑time, Non‑Exempt)Benefits Summary:<ul><li>100% employer‑paid health, dental & vision for employees and spouse</li><li>Employer retirement contributions</li><li>Hybrid schedule with flexible hours</li><li>11 paid holidays, accrued sick leave, and 2–6 weeks of PTO based on tenure</li></ul>
2026-04-01T00:00:00Z

Private Investment Fund Attorney

Stamford, CT
onsite
Permanent
171000 - 290000 USD / Yearly
We are looking for a motivated Private Investment Fund/Investment Management Attorney to join our team in Stamford, Connecticut. This role is ideal an attorney who is eager to contribute to fund formation and investment management matters. The successful candidate will work closely with clients and senior attorneys, advising private investment fund sponsors and institutional investors. Responsibilities:• Assist with the establishment of private investment funds, including private equity, hedge funds, and other alternative investment vehicles.• Draft, review, and refine essential fund documents such as private placement memoranda, partnership or operating agreements, subscription agreements, and side letters.• Facilitate negotiations with investors and analyze investor-related documentation, including co-investment materials.• Ensure compliance with securities laws by addressing exemptions under federal and state regulations.• Conduct in-depth legal research on regulatory issues related to funds.• Coordinate fund launch processes, including managing timelines and overseeing closings.• Collaborate with senior attorneys, clients, and fund administrators to ensure seamless project execution.
2026-04-13T00:00:00Z

Investment Officer

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an Investment Officer to join our team in Dallas, Texas, and contribute to enhancing our relationships with credit unions while expanding our market presence. This role involves driving sales of diverse investment products and representing our organization at industry events to strengthen brand recognition. The ideal candidate will excel in building client relationships and strategically managing accounts to achieve sales goals. Responsibilities:• Build and nurture relationships with credit union clients to foster trust and increase business opportunities.• Identify new prospects and effectively communicate the value of investment products to expand the client base.• Manage assigned accounts strategically to meet individual sales targets and contribute to market growth.• Promote investment opportunities through both virtual and in-person communication channels.• Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients.• Collaborate with internal teams to align sales strategies with organizational goals and market trends.• Stay updated on market developments and financial instruments to provide clients with informed recommendations.• Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt.• Monitor client needs and feedback to ensure satisfaction and long-term partnerships.• Prepare detailed reports and analyses to track sales performance and identify areas for improvement.
2026-04-01T00:00:00Z

Investment Manager

Minneapolis, MN
onsite
Temporary
59.375 - 68.75 USD / Hourly
This role offers the chance to work in a dynamic environment focused on hedge fund and private equity transactions in the energy transition sector. The Senior Associate will collaborate with the commercial team, managing the full lifecycle of energy transition investments. Responsibilities cover operational management, transaction oversight, deal structuring, and coordination with internal and external stakeholders.Key Responsibilities:<ul><li>Oversee day-to-day operations for energy transition transactions</li><li>Evaluate complex situations and propose solutions</li><li>Interpret and manage legal documents related to transactions</li><li>Update financial models and perform cash flow valuations</li><li>Manage and monitor financing agreements, construction draws, fundings, and distributions</li><li>Set up and administer new and ongoing deal structures</li><li>Complete due diligence and audit requests</li><li>Track and report on transaction status</li><li>Respond to inquiries from internal and external parties</li><li>Partner with commercial teams and external project stakeholders</li><li>Review collateral and project milestones</li><li>Identify and communicate potential transaction issues</li></ul>Qualifications: Required:<ul><li>Bachelor’s degree in accounting, business, finance, or related field</li><li>Minimum 3 years of accounting or finance experience</li><li>Advanced Excel skills, including modeling and analysis</li><li>Understanding of lending instruments, legal documents, and structures</li><li>Strong work ethic and attention to accuracy</li><li>Ability to manage multiple assignments independently</li><li>Excellent verbal and written communication</li><li>Analytical and problem-solving skills</li><li>Collaborative mindset and ability to partner with commercial teams</li><li>Willingness to travel</li></ul>Preferred:<ul><li>Certified Public Accountant</li><li>Experience with renewable energy investments or asset management</li><li>Background in alternative investment fund management or financial services</li><li>Public accounting experience</li><li>Strong initiative and communication skills across multiple groups</li><li>Experience with audits and due diligence</li></ul>
2026-04-15T00:00:00Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent
70000 - 80000 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-03-27T00:00:00Z