<p><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking a <strong>Management Company Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p><br></p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p> </p>
<p>We are partnering with a top-tier Venture Capital firm located in Silicon Valley, specializing with early state and growth companies seeking an experienced <strong>Controller to lead the financial operations of the firm’s Management Company</strong>. This role will oversee the full close process, manage our outsourced accounting relationship, and partner closely with finance leadership to support reporting, controls, and scalable infrastructure.</p><p> </p><p><strong>General Ledger & Close</strong></p><ul><li>Own the general ledger and lead monthly, quarterly, and annual close processes for the Management Company</li><li>Prepare and review journal entries, account reconciliations, and supporting schedules</li><li>Ensure timely, accurate financial reporting in accordance with GAAP</li></ul><p><strong>Expense Allocation & Controls</strong></p><ul><li>Oversee expense allocations across Management Company entities, funds, and cost centers in accordance with partnership agreements</li><li>Maintain and enhance accounting policies, procedures, and internal control frameworks</li><li>Exercise strong review oversight to ensure accuracy and compliance</li></ul><p><strong>Outsourced Accounting Oversight</strong></p><ul><li>Serve as the primary liaison for our outsourced accounting partner, Consero</li><li>Review and approve invoices, general ledger coding, and payment batches prepared by Consero</li><li>Ensure timely processing, accurate coding, and adherence to internal approval workflows</li><li>Conduct periodic vendor activity reviews and resolve discrepancies</li><li>Evaluate service quality and drive continuous improvement across outsourced processes</li></ul><p><strong>Financial Reporting & Analysis</strong></p><ul><li>Prepare quarterly financial statements and management reporting packages</li><li>Support budgeting, forecasting, and variance analysis for Management Company expenses</li><li>Provide actionable financial insights to finance leadership and firm management</li></ul><p><strong>Systems & Strategic Support</strong></p><ul><li>Partner with finance leadership on accounting system optimization and reporting enhancements</li><li>Support cross-functional initiatives and special projects as the firm continues to scale</li></ul><p><br></p>
<p>Are you an <strong>Accountant with Big 4 auditing experience</strong>—particularly with private equity (PE) or venture capital (VC) clients—or a <strong>Fund Accountant</strong> for a PE firm? Are you ready to contribute to a <strong>fast-growing investment firm</strong> leading innovative financial strategies? We are seeking a <strong>Fund Accountant</strong> to help expand and enhance the firm’s accounting, reporting, and operations functions.</p><p>This role offers <strong>broad exposure</strong> to multiple aspects of finance and operations within a high-growth environment, allowing you to impact the firm's trajectory positively. Reporting directly to the <strong>CFO</strong>, the role works closely with leadership across all levels, making your contributions integral to organizational success.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee <strong>fund accounting operations</strong>, including capital calls, distributions, and quarterly/annual fund financial statements by working with fund administrators.</li><li>Support investment activities such as <strong>deal closings</strong> and realizations, ensuring smooth transaction execution.</li><li>Monitor compliance with <strong>credit facility requirements</strong> and coordinate with internal/external stakeholders.</li><li>Lead <strong>investment valuations</strong> and ensure consistent portfolio reporting standards.</li><li>Manage audit processes, prepare documentation, and provide timely support to auditors.</li><li>Review quarterly financial and capital account statements for accuracy.</li><li>Ensure annual <strong>federal and state tax compliance</strong>, coordinating with external tax preparers to meet deadlines.</li><li>Assist with <strong>regulatory filings</strong> and compliance reporting alongside the Chief Compliance Officer (CCO).</li><li>Lead budgeting, forecasting, and <strong>performance tracking</strong> for fund-level financial metrics.</li><li>Manage books and records for internal entities such as the management company and General Partner.</li><li>Address investor requests during <strong>fundraising</strong> and throughout fund lifecycles.</li><li>Partner on <strong>special projects</strong> alongside leadership, supporting growth and operational efficiencies.</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Collaborate with leadership to <strong>elevate financial strategies</strong> and drive growth at a dynamic investment firm.</li><li>Gain <strong>broad exposure</strong> across finance, operations, compliance, and investor relations in a high-growth, fast-paced environment.</li><li>Contribute to exciting <strong>projects and initiatives</strong>, making a direct impact on the firm’s success.</li><li>Work in a <strong>motivated and innovative team culture</strong> committed to excellence and collaboration.</li></ul><p><br></p>
<p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
<p>If you'd like to be considered, please apply here and feel free to reach out via LinkedIn as well to Jeffrey Abrams.</p><p><br></p><p><em>Join a lean team transforming the corporate finance and accounting function at a top performing VC firm. This role will direct the evolution of a QuickBooks and Google Sheets-led accounting and FP& A function into the future. Ideal candidates have led (or played a big role in) major accounting software implementation projects and significant "work smarter not harder" outsourcing initiatives. Familiarity with Fund finance and the interplay with Management Company is a plus.</em></p><p><br></p><p><strong>The Role: </strong></p><ul><li>Assist in managing day-to-day financial operations of the firm's Management Company including the General Ledger, Accounts Payable, Financial Statement preparation, and FP& A (budgeting, forecasting, general P& L management). </li><li>Assist with the preparation of the global consolidated management company budget, along with quarterly updates for forecasted numbers and associated variance analysis. </li><li>Assist in allocating expenses to the various entities and the automation of allocation processes.</li><li><strong>Lead the selection & implementation of new Accounting and FP& A software</strong> for the Management Company. Improve efficiency on AP/AR side (Bill.com) through outsourced or other solutions.</li><li>Cross functional communicator with commercial mindset. Can manage to a budget but also understand business needs and adeptly navigate competing priorities.</li></ul><p><strong>Keys & Pluses:</strong></p><ul><li>Ideal to have experience in accounting systems, outsourcing administrative work (i.e., work smarter not harder), invoice management, process documentation and system implementation / due diligence on system selection.</li><li>Management reporting and operational analytics. Extensive experience establishing and running budgets.</li><li>Experience working with and for key stakeholders across the organization with superior communication skills and ability to 'manage up' when needed.</li></ul><p><strong>Benefits and Highlights:</strong></p><ul><li>Excellent team culture with tenure and camaraderie. </li><li>Opportunity to have a voice and a seat at the table, making a meaningful impact on the operating company's performance.</li><li>Fully paid MDV premiums</li><li>Above market generous 401k plan(s)</li><li>Phantom Carry program</li><li>Meals and commute covered by firm</li><li>And more... it's a platinum level package. </li></ul><p><br></p><p><br></p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>Corporate Attorney</p><p><br></p><p>Our client, a leading Denver law firm is seeking a 3 plus years corporate M& A attorney to support their busy corporate and private equity group. As a Corporate Associate attorney at the firm, you will have the opportunity to work on a wide array of corporate matters, with an emphasis on mergers & acquisitions, private placements, private equity and venture capital transactions, corporate and partnership formation, and corporate governance. You will be part of a dynamic team of lawyers who pride themselves on creativity and integrity and practicing with compassion and respect.</p><p><br></p><p>They are looking to grow shareholders and help you realize your potential.</p><p><br></p><p>Key Responsibilities</p><p>Draft, review, and negotiate a variety of corporate and commercial agreements.</p><p>Manage and support M& A transactions, including due diligence, transaction structuring, and closing processes.</p><p>Advise clients on corporate governance, entity formation, and general business matters.</p><p>Conduct legal research and provide strategic counsel to clients on regulatory and compliance issues.</p><p>Collaborate with internal teams and external advisors across various practice areas.</p><p>Work directly with clients to understand their objectives and cultivate strong and lasting relationships.</p><p>If you are a Colorado licensed attorney who has demonstrated experience in M& A, private placements, corporate and partnership formation, and private equity, joint venture, and venture capital transactions, this position is for you! The client offers an excellent pay, bonus, and benefits package. If you are interested, please send your resume to Director, mala.saraogi@roberthalf[dot][com] for immediate consideration!</p>
<p>We are looking for an Attorney with expertise in Corporate and Securities law to join our team in Seattle. This role is ideal for someone who excels at advising startup companies, negotiating venture capital deals, and managing mergers and acquisitions. The successful candidate will have a solid track record of working with venture-backed technology startups and emerging growth companies at various stages of development. This role is targeted for 1-4 YOE in Corporate Finance/Securities Law.</p><p><br></p><p>Responsibilities:</p><p>• Represent startups or investors in equity financings, including seed, Series A, and later stages, as well as convertible instrument transactions.</p><p>• Prepare and review critical financing documents, including term sheets, stock purchase agreements, and voting agreements.</p><p>• Ensure compliance with securities laws, including exemptions under the Securities Act of 1933 and Blue Sky filings.</p><p>• Counsel clients on regulatory compliance for equity crowdfunding, Regulation A+, and other securities offerings.</p><p>• Manage mergers, acquisitions, and restructuring transactions, including conducting due diligence and drafting transaction documents.</p><p>• Serve as outside general counsel to startup clients, advising on commercial contracts, cap table management, and equity compensation plans.</p><p><br></p><p>Firm offers full benefits including multiple healthcare plans, 401K, profit sharing, flexible PTO, free parking, hybrid work, generous bonus plan, and more!</p><p><br></p><p>To submit your resume confidentially please send to Sam(dot)Sheehan(at)RobertHalf(dot)(com)</p>
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
We are looking for a skilled and dedicated Executive Assistant to provide exceptional support to senior investment professionals at a distinguished private equity firm in Boston, Massachusetts. In this pivotal role, you will act as a key business partner, ensuring seamless operations and contributing to the overall success of the team. This position requires a proactive, detail-oriented individual who can thrive in a dynamic, fast-paced environment while maintaining a meticulous and collaborative approach.<br><br>Responsibilities:<br>• Manage complex calendars for senior executives, ensuring all appointments, meetings, and deadlines are coordinated efficiently.<br>• Organize and facilitate high-level meetings with portfolio company leaders and Limited Partners, ensuring smooth communication and logistics.<br>• Coordinate and oversee intricate domestic and international travel arrangements, including accommodations, itineraries, and transportation.<br>• Plan and execute logistics for board meetings, including preparation of materials and management of schedules.<br>• Provide hospitality services to ensure a welcoming and well-maintained office environment for all visitors.<br>• Prepare and maintain event spaces, oversee catering arrangements, and assist with firm-wide gatherings such as investor meetings and offsite events.<br>• Handle expense reporting and tracking for executives, ensuring accuracy and timely submissions.<br>• Act as a steward of the office environment, ensuring it consistently reflects the firm’s high standards.<br>• Collaborate with team members to uphold a culture of excellence and high standards.<br>• Serve as a point of contact for various administrative needs, ensuring timely resolution of issues.
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p><br></p><p>Our client is a <strong>Silicon Valley, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>We are looking for an experienced Investment Accountant to join our team in Chapel Hill, North Carolina. In this role, you will oversee the financial management of investment portfolios, ensuring accuracy and compliance with regulations. This position offers an excellent opportunity to contribute to the success of our organization through detailed analysis and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the administration of investment funds, including accurate record-keeping and reporting.</p><p>• Monitor and reconcile investment accounts to ensure proper alignment with financial objectives.</p><p>• Analyze and evaluate investment portfolios, providing insights to optimize performance.</p><p>• Prepare and review financial statements related to equity investments.</p><p>• Collaborate on month-end close processes, ensuring timely completion of accounting tasks.</p><p>• Maintain compliance with financial regulations and standards across all investment activities.</p><p>• Identify and resolve discrepancies in investment data or transactions.</p><p>• Support audit processes by providing thorough documentation and analysis.</p><p>• Communicate with stakeholders to provide updates and insights on investment performance.</p><p>• Assist in developing strategies to improve financial and operational efficiency.</p>
<p>We are looking for a dedicated Sr. Investment Accountant to manage critical operational functions related to investment portfolios. This role involves working collaboratively with internal teams and external partners to ensure accurate valuations, seamless transaction processing, and compliance with regulatory standards. The ideal candidate will demonstrate exceptional attention to detail, analytical skills, and the ability to work independently while contributing to the success of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Calculate and validate investment valuations for the Long Term and Short Term Pools with minimal supervision.</p><p>• Oversee cash flow planning and processing for investment transactions and shareholder distributions.</p><p>• Provide audit support for investment-related activities and assist in preparing financial statements, regulatory filings, and tax reports.</p><p>• Manage assigned operational processes, ensuring accuracy and timely completion.</p><p>• Maintain a thorough understanding of operational timelines and responsibilities, adapting to shifting priorities when necessary.</p><p>• Conduct detailed analysis of fund reporting, interpreting manager terms and valuation policies to perform due diligence.</p><p>• Identify and implement process improvements to optimize workflows and mitigate risks.</p><p>• Monitor changes proposed by investment managers, analyzing their impact on operational processes.</p><p>• Collaborate with internal teams to develop and execute strategic projects.</p><p>• Support the investment team with operational data and provide ad hoc reporting or assistance with special projects.</p>
<p>Our Philadelphia based law firm is seeking a Corporate & Securities attorney with up to 8 years of experience. The role requires hands-on experience structuring investment transactions under Regulation D and preferably other exemptions like Regulation S/K, S, A, and CF. This attorney typically serves as outside general counsel for venture-backed companies and investment professionals, providing comprehensive, creative, and high-level support.</p><p><br></p><p>If you are interested in being considered immediately, please reach out to Tiffany Novak with Robert Half in Philadelphia.</p><p><br></p><p>This role is hybrid onsite 3 days per week in office, 2 days WFH in Philadelphia.</p><p><br></p><p>Job Duties</p><p>• Manage entire lifecycle of a deal, from client in-take, counseling on deal structures,</p><p>drafting investment documents and overseeing deal teams.</p><p>• Ensure compliance with securities laws and regulations, including those related to private</p><p>placements, investment advisors, and broker-dealer activities.</p><p>• Ability to thrive in a fast-paced, highly-collaborative, team environment while juggling</p><p>multiple deadlines and managing junior attorneys.</p><p>• Assist clients with drafting and reviewing offering documents, negotiating and drafting</p><p>investment documents, and structuring both investment and corporate infrastructure</p><p>documents.</p><p>• Oversee due diligence on potential investment opportunities to identify risks and ensure</p><p>alignment with the fund's investment strategy.</p><p>• Draft and review contracts, including those related to investment management, service</p><p>providers, and investor agreements.</p><p>• Provide ongoing legal advice and support to fund managers and investors throughout the</p><p>fund's lifecycle while minimizing risk.</p><p>• Advise on joint ventures and other investment arrangements and structures.</p>
<p><strong>Fund Accountant | Hybrid (Fairfield County, CT)</strong></p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013380157</p><p><br></p><p>Amazing opportunity with a fast-growing, privately held asset management firm in Fairfield County that specializes in exchange-traded products and alternative investment strategies. The firm has seen significant AUM growth over the past year and continues to expand its platform. This is a great opportunity to join a small, collaborative fund accounting team with real flexibility, strong leadership, and long-term upside.</p><p><br></p><p><strong>The role</strong></p><ul><li>Fund accounting support across exchange-traded investment products</li><li>NAV calculations, financial statements, and month-end close</li><li>High exposure working closely with Fund Controllers and senior leadership</li></ul><p><strong>What they’re looking for</strong></p><ul><li>1–4+ years of fund accounting experience</li><li>NAVs, financial reporting, investment products</li><li>CPA a plus (not required)</li></ul><p><strong>Why people like it</strong></p><ul><li>Hybrid schedule </li><li>Reasonable hours family-first environment, supportive team (no micromanagement)</li><li>Firm has seen significant growth recently</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013380157.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</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>Job Title: Senior Analyst, FP& A</p><p>Location: Southfield, MI</p><p>Reports To: Vice President, FP& A</p><p><br></p><p>About Our Client</p><p>Our client is a private national real estate firm with a strong track record of growth, disciplined capital management, and long-term value creation. With a diversified portfolio and a collaborative, high-performance culture, the firm partners across investment, legal, accounting, and asset management teams to execute complex transactions nationwide.</p><p><br></p><p>Position Overview</p><p>The Senior Analyst, FP& A will play a highly visible, transaction-focused role supporting acquisitions, dispositions, refinancings, joint venture buyouts, and other strategic capital events. This individual will work cross-functionally with Legal, Transactions, Acquisitions, Asset Management, and Accounting teams to ensure financial accuracy, timely execution, and seamless closings.</p><p><br></p><p>This role is ideal for a driven professional who thrives in a fast-paced environment, brings strong business acumen, and enjoys coordinating complex financial processes from start to finish.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Transaction Management (Approx. 75%)</p><p><br></p><p>Track and communicate status of all active transactions.</p><p><br></p><p>Maintain detailed closing trackers and provide updates to stakeholders.</p><p><br></p><p>Review and interpret legal and loan documents to ensure accuracy of settlement statements and funding schedules.</p><p><br></p><p>Coordinate with title companies and lenders to finalize closing statements and disbursements.</p><p><br></p><p>Prepare detailed sources and uses schedules with full support.</p><p><br></p><p>Review third-party, title, lender, and joint venture invoices for accuracy and reasonableness.</p><p><br></p><p>Reconcile closing costs and funding with underwriting models.</p><p><br></p><p>Coordinate with Accounting and Asset Management on prorations, funding, and operating accounts.</p><p><br></p><p>Review draw packages related to development and preferred equity structures.</p><p><br></p><p>Lender Reporting & Portfolio Support (Approx. 25%)</p><p><br></p><p>Prepare monthly lender reporting and covenant compliance calculations.</p><p><br></p><p>Assist with loan paydown analyses and ad hoc reporting.</p><p><br></p><p>Support annual lender audit coordination.</p><p><br></p><p>Aggregate data for third-party valuation processes.</p><p><br></p><p>Assist with financial modeling, portfolio analytics, and strategic project analysis.</p><p><br></p><p>Prepare Variable Interest Entity (VIE) memorandums related to transactions.</p><p><br></p><p>Support month-end close for applicable entities and funds.</p><p><br></p><p>This is an excellent opportunity to join a respected private real estate platform and gain exposure to high-impact transactions in a collaborative, growth-oriented environment.</p><p><br></p><p>For immediate consideration, or your questions, please call Jeff Sokolowski directly at (248)365-6131.</p>
<p>The Fund Accounting Manager is responsible for overseeing the preparation, review, and delivery of accurate financial reporting for registered investment companies. This role requires deep technical accounting expertise, strong industry knowledge, and the ability to manage multiple deadlines in a fast‑paced environment. The ideal candidate brings hands‑on fund accounting experience, exceptional attention to detail, and strong communication skills, along with the leadership ability to support high‑quality client service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Fund Accounting</strong></p><ul><li>Prepare and review <strong>investment company financial statements</strong>, footnotes, and supporting schedules in compliance with regulatory requirements.</li><li>Compile and deliver <strong>financial data for fund prospectuses</strong> and shareholder reports.</li><li>Ensure accuracy of daily, monthly, and quarterly NAV calculations and related accounting records.</li><li>Maintain GAAP‑compliant accounting policies and procedures related to registered funds.</li></ul><p><strong>Audit & Compliance</strong></p><ul><li>Coordinate with independent auditors during annual audits, providing supporting documentation and responding to audit inquiries.</li><li>Ensure compliance with SEC, GAAP, and industry regulations applicable to registered investment companies.</li></ul><p><strong>Client Service & Deadline Management</strong></p><ul><li>Manage timelines for deliverables and meet <strong>tight client deadlines</strong> with precision and organization.</li><li>Communicate proactively with clients, fund administrators, and internal teams to ensure timely resolution of issues.</li><li>Provide subject matter expertise and guidance to internal and external stakeholders.</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Support process improvements designed to streamline reporting workflows and increase efficiency.</li><li>Assist in managing relationships with third‑party service providers, including fund administrators and custodians.</li><li>Oversee junior staff or team members where applicable, supporting development and quality control.</li></ul><p>This role offers a lot of flexibility to WFH. But to be considered, you need to live in Colorado. </p><p><br></p>
<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>Head of Accounting & Finance – Private Credit</strong></p><p><strong>Locations: Dallas, TX </strong></p><p>A prominent and rapidly growing alternative investment platform is seeking a <strong>Head of Accounting & Finance</strong> to provide senior financial leadership for its private credit business. This highly visible role will partner directly with executive leadership and investment professionals to support strategic growth, optimize capital management, and ensure best-in-class financial infrastructure.</p><p>This is a strategic leadership position focused on oversight, technical guidance, and scalability, supported by an experienced accounting and operations team.</p><p>W</p><p><br></p><p><strong>Position Overview</strong></p><p>The selected leader will serve as the senior accounting authority for private credit strategies, providing expertise on complex transactions, fund structures, treasury operations, and investor reporting. This individual will help ensure financial reporting integrity, operational efficiency, and alignment between investment activity and financial outcomes.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</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>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>
