<p>Follow Shad on LinkedIn at #chalkboardtalk or Instagram at shadliraRH for videos on his open roles! Shad and his team at Robert Half is working with a public traded client in the Energy Corridor in Houston that is looking for an Investor Relations Specialist. This role will be reporting to a supportive and proven leadership team that has a number of years of industry experience that will provide a foundation for success. This candidate will be working closely with the C-Suite and be a pivotal infrastructure piece for the teams continued success. A detailed outline for this role will be given to candidates that meet the minimum requirements. Candidate must have a Bachelor’s Degree with an advanced degree a plus, 2 plus year’s investment banking with working knowledge of SEC requirements or 3 plus year’s public accounting or transaction advisory experience with SEC clients, a mastery of Microsoft Excel, can demonstrate a strong collaborative approach to working with all levels in the organization. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Investor Relations in the subject line.</p>
<p>About the job</p><p><br></p><p>My client, a well-established and growing real estate investment firm based in Austin, Texas, focused on acquiring, developing, and managing high-quality commercial Real Estate throughout Central Texas and select U.S. markets. Our firm partners with institutional and high-net-worth investors to deliver strong, risk-adjusted returns through disciplined investment strategies and operational excellence.</p><p><br></p><p>Position Overview</p><p>The Investor Relations Associate will support the firm’s capital raising, investor communications, and reporting efforts. This individual will serve as a key point of contact for existing and prospective investors while ensuring a best-in-class investor experience. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced real estate investment environment.</p><p><br></p><p>This role is ideal for someone with 1–2 years of experience in investor relations, real estate private equity, investment management, financial services, or a related field.</p><p><br></p><p>Key Responsibilities</p><p>Investor Communications & Relationship Management</p><ul><li>Serve as a primary point of contact for investor inquiries and requests</li><li>Maintain regular communication with investors regarding fund performance, capital calls, distributions, and updates</li><li>Assist in onboarding new investors and managing subscription documentation</li></ul><p>Reporting & Analytics</p><ul><li>Coordinate quarterly and annual reporting materials, including performance summaries and investor letters</li><li>Work closely with asset management, accounting, and finance teams to gather accurate reporting data</li><li>Maintain and update investor databases and CRM systems</li></ul><p>Capital Raising Support</p><ul><li>Assist in preparing investor presentations, pitch decks, and marketing materials</li><li>Support due diligence requests from prospective investors</li><li>Help coordinate investor meetings, webinars, and events</li></ul><p>Administrative & Compliance Support</p><ul><li>Track capital commitments, contributions, and distributions</li><li>Ensure compliance with internal policies and regulatory requirements</li><li>Maintain organized digital and physical records of investor documentation</li></ul><p>Compensation & Benefits</p><ul><li>Competitive base salary (commensurate with experience)</li><li>Performance-based bonus</li><li>Health, dental, and vision insurance</li><li>401(k) with company match</li><li>Professional development opportunities</li><li>Dynamic and collaborative team environment in Austin, TX</li></ul><p>Benefits found in job post</p><p>Vision insurance, 401(k)</p><p>bRequirements added by the job poster</p><p>• Bachelor's Degree</p><p>• 1+ years of work experience with Investor Relations</p>
<p>We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth.</p><p><br></p><p>Responsibilities:</p><p>• Perform administrative duties to support investment operations and ensure team efficiency.</p><p>• Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs.</p><p>• Assist in preparing and verifying financial reports to maintain accuracy and compliance.</p><p>• Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service.</p><p>• Collaborate with team members to streamline operational processes and enhance productivity.</p><p>• Maintain detailed documentation and records to support auditing and operational requirements.</p><p>• Identify discrepancies and propose solutions to improve data accuracy.</p><p>• Conduct periodic reviews of financial data to ensure compliance with internal and external standards. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services.</p><p><br></p><p>Key Responsibilities:</p><p>Perform general administrative functions to support investment operations and team efficiency.</p><p>Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to organize and analyze financial data.</p><p>Assist with operational tasks and ensure accuracy in financial reports.</p><p>Communicate with internal and external stakeholders via phone and email.</p><p>Provide exceptional service and build relationships while handling inquiries in both English and Spanish.</p><p><br></p><p><br></p>
<p><strong>Overview:</strong></p><p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><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>
<p>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.</p><p><br></p><p>Responsibilities:</p><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>
<p>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.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
<p><strong><em>Robert Half is partnering with our client, a global, customer-focused technology organization known for delivering innovative products and high-visibility experiences, to bring on a highly organized and proactive Public Relations Event Specialist for a 6-month contract supporting communications and event initiatives tied to key product and brand moments.</em></strong></p><p><br></p><p><strong>Location: </strong>Seattle, WA (Onsite)</p><p><strong>Duration: </strong>6-month contract</p><p><strong>Hours:</strong> 40 hours/week</p><p><strong>Pay Rate: </strong>$55–58/hour</p><p><br></p><p><strong>Position Overview:</strong></p><p>The PR Events Specialist will lead the planning and execution of high-impact communications events, serving as the central coordinator across cross-functional teams. This role blends public relations, event management, and project management to drive seamless execution from concept through delivery. Partnering with communications, marketing, creative, and product teams, you will manage timelines, oversee logistics, and ensure alignment across stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead cross-functional coordination across communications, marketing, creative, and product teams to ensure alignment on event deliverables, timelines, and priorities</li><li>Build and manage detailed workback schedules, proactively tracking milestones and ensuring deadlines are met</li><li>Own end-to-end event logistics, including venue coordination, staffing, catering, scheduling, and attendee management</li><li>Manage travel logistics and accommodations, including hotel room blocks and executive-level arrangements</li><li>Develop and distribute briefing materials for internal stakeholders and leadership participating in events</li><li>Oversee onsite event execution to ensure smooth, efficient operations</li><li>Track action items, follow-ups, and deliverables across teams, ensuring accountability and timely completion</li><li>Support event reporting, performance tracking, and post-event analysis</li><li>Manage event budgets and forecasting for large-scale activations</li><li>Coordinate leadership reviews, meetings, and communications across event and project workstreams</li></ul>
<p>We are looking for a dedicated Investigator with employee relations experience to join a growing company.</p><p><br></p><p>This role focuses on conducting thorough investigations into employee relations issues, such as harassment and discrimination, and managing a caseload independently. <strong>This is not an entry-level position.</strong> A minimum of <strong>2+ years of prior investigations and/or employee relations experience is required</strong>, but ideally more. Spanish speakers are strongly encouraged to apply!</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Conduct investigations (ideally, also in Spanish) into employee relations matters, including harassment and discrimination claims.</p><p>• Interview witnesses across various time zones to gather accurate and detailed information.</p><p>• Identify patterns and trends within complaints to provide meaningful insights.</p><p>• Collaborate with HR partners to manage and maintain confidential complaint files.</p><p>• Draft clear and well-organized reports summarizing findings and incidents.</p><p>• Present investigation findings to senior operations and HR leaders with confidence and clarity.</p><p>• Utilize EthicsPoint by Navex or similar software to support investigation processes.</p><p>• Build and maintain strong relationships with HR and other stakeholders to facilitate effective case management.</p><p><br></p><p><em>Pay is contingent upon experience above, stability of jobs, and caliber of companies worked at (larger companies preferred).</em></p><p><br></p><p><strong><u>Perks of Company</u></strong><u>:</u></p><p>· I placed this investigator’s boss, who is amazing at what she does, plus another two investigators who report to her. They, plus the 2 jr. paralegals I placed, are doing fantastic. </p><p>· Because they are owned by a large, national enterprise, this shop has the resources of a big company with the benefits of a smaller company (autonomy, not much bureaucracy, autonomy). </p><p>· Lots of ownership and growth. For someone who is a go-getter, this is a great place to be! </p><p>· Free gym membership (you get 9 options of local gyms!).</p><p>· Cell phone and laptop provided by company (for company work, even though it’s 100% in office)</p><p>· The GC and AGC take culture seriously, and build one based on trust, excellence, and still have fun together!</p><p>· Company is rolling out some aggressive ESG goals (100% landfill waste elimination by 2030!). </p>
<p>For consideration, please reach out to <strong>Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p><strong>RELOCATION OFFERED for this role!!! </strong></p><p><br></p><p>We are looking for a highly skilled and experienced Director of Investment Accounting to lead and oversee the accounting and reporting functions for the company's consolidated investment portfolio and its subsidiaries. This Director of Investments role is pivotal in ensuring accurate financial reporting, compliance with regulatory requirements, and fostering collaboration with internal and external stakeholders. The ideal candidate will bring expertise in investment accounting, leadership capabilities, and a commitment to process improvement.</p><p><br></p><p><strong>Director of Investments Responsibilities:</strong></p><p>• Oversee the investment accounting operations, ensuring accurate Statutory and GAAP reporting across all asset classes in the company’s portfolio.</p><p>• Manage month-end, quarter-end, and annual reporting processes for investment assets, liabilities, income, and expenses.</p><p>• Establish and maintain strong external relationships with auditors, vendors, and other business partners.</p><p>• Collaborate effectively with internal teams, including financial reporting, tax, treasury, and investment operations, to address organizational needs.</p><p>• Develop and implement strategies for process improvement, automation, and enhanced reporting while strengthening internal controls.</p><p>• Assist in the creation and communication of key business metrics, analytics, and investment strategies to senior leaders and stakeholders.</p><p>• Monitor changes in financial reporting and regulatory standards, ensuring compliance and timely adaptation to new requirements.</p><p>• Lead and manage a team of investment accounting professionals, providing guidance, setting goals, and ensuring adherence to corporate policies and practices.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Build and nurture relationships with credit union clients to foster trust and increase business opportunities.</p><p>• Identify new prospects and effectively communicate the value of investment products to expand the client base.</p><p>• Manage assigned accounts strategically to meet individual sales targets and contribute to market growth.</p><p>• Promote investment opportunities through both virtual and in-person communication channels.</p><p>• Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients.</p><p>• Collaborate with internal teams to align sales strategies with organizational goals and market trends.</p><p>• Stay updated on market developments and financial instruments to provide clients with informed recommendations.</p><p>• Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt.</p><p>• Monitor client needs and feedback to ensure satisfaction and long-term partnerships.</p><p>• Prepare detailed reports and analyses to track sales performance and identify areas for improvement.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• 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.</p><p>• Validate wire instructions and serve as the primary point of contact for wire-related documentation and verification.</p><p>• Prepare and review monthly and quarterly financial reports for rating agencies, utilizing operating pools to manage liquidity.</p><p>• Partner with internal accounting services and custodial banking teams to reconcile statements, validate NAVs, and resolve discrepancies.</p><p>• Address missing statements and reconcile fund accounting data, working directly with fund managers to resolve data-related issues.</p><p>• Analyze and organize investment data using AI-enabled systems, ensuring proper processing and manual intervention when necessary.</p><p>• Collaborate on operational restructuring efforts to streamline processes and enhance efficiency.</p><p>• Coordinate with Directors overseeing investment and treasury operations to ensure smooth cross-functional execution.</p><p>• Support fiscal year-end activities and audit processes, ensuring compliance and readiness.</p><p>• Train and onboard team members, facilitating knowledge transfer and operational continuity.</p>
<p>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.</p><p>Key Responsibilities:</p><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><p>Qualifications: Required:</p><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><p>Preferred:</p><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><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Assist with the establishment of private investment funds, including private equity, hedge funds, and other alternative investment vehicles.</p><p>• Draft, review, and refine essential fund documents such as private placement memoranda, partnership or operating agreements, subscription agreements, and side letters.</p><p>• Facilitate negotiations with investors and analyze investor-related documentation, including co-investment materials.</p><p>• Ensure compliance with securities laws by addressing exemptions under federal and state regulations.</p><p>• Conduct in-depth legal research on regulatory issues related to funds.</p><p>• Coordinate fund launch processes, including managing timelines and overseeing closings.</p><p>• Collaborate with senior attorneys, clients, and fund administrators to ensure seamless project execution.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><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><p>Preferred Qualifications:</p><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><p>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.</p><p>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. </p>
<p>We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.</p><p>• Analyze financial statements, financial models, and industry research to assess financial performance and risks.</p><p>• Evaluate the financial health, historical performance, and operational controls of investment firms.</p><p>• Compare program performance to market conditions and industry peers to provide actionable insights.</p><p>• Identify and prioritize potential risks associated with complex investment structures.</p><p>• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.</p><p>• Represent the company at client meetings to share expertise and build relationships.</p><p>• Collaborate with internal teams to manage multiple projects effectively and efficiently.</p><p>• Stay informed about developments in capital markets and alternative investment trends to enhance analysis.</p><p><br></p><p>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.</p>