<p>We have an exciting opportunity for a Senior Risk Manager to join a leading Global Commodities Trading company located in Houston! Must have at least 5 years of experience in Product Control, Market Risk or similar functions. You will lead risk coverage of trading books, and oversee a team of risk managers. Competitive salary + bonus and 100% paid medical for entire family. Please email your resume to Alyssa.white@roberthalf for immediate consideration!</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead risk coverage of trading book(s)</li><li>Oversight of the daily production of P& L, exposures and physical cargoes hedging ensuring the accuracy of the book of records – cargo valuation and daily pricing, complex hedging of financial exposure – in a context of high financial markets volatility.</li><li>Leading in the development of new and existing systems, processes, and controls.</li><li>Proactively communicate to senior traders and senior risk management, in particular escalation of issues and material changes in the portfolio.</li><li>Participate in the risk assessment of new business and/or large transactions, including quantification of risk appetite and helping to define hedging strategies.</li><li>Define and monitor risk control framework in cooperation with the central Market Risk team.</li><li>Managerial responsibility for a team of risk managers based in US and Mexico:</li><li>Mentor each individual and ensure their personal development in a competitive environment while maintaining good mental health</li><li>Actively participate in recruitment for risk graduates and commercial talents</li><li>Work closely with other groups within the Risk organization (Market Risk, Market Data, etc) and outside of it (Trading, Operations, Accounting in particular).</li><li>Active participation in the centrally led Global Risk projects e.g. UK Corporate Reform central workstream</li><li>Any other ad hoc duties that may be required from time to time.</li></ul>
<p>We have an opportunity for a Data & Reporting Specialist to join a large wealth management company near the Downtown Houston area! Hybrid 4/1 schedule. We are looking for a candidate who has experience with a PMS (portfolio management system) such as APX, Tamarac, or Addepar, ideally with industry experience in financial services or wealth management. This position will be responsible for duties such as data analytics, data mining, data reconciliation, client activity reporting and analytics, and handling data requests. Experience with SQL is a plus. For immediate consideration, please email alyssa.white@roberthalf.</p><p><br></p><p>Responsibilities:</p><p><br></p><p><strong>Maintain Internal Systems:</strong></p><ul><li>Maintain Portfolio Management System (PMS) and all relevant Data and Reporting datapoints in the CRM</li><li>Overseeing PMS account lifecycle activities (opening, closing, transfers, renaming) within the PMS</li><li>Identify, understand, and provide input related to enhancements, system integrations and data transformation requirements</li><li>Ensure data integrity. Deploy efficient audits through use of available tools for daily, monthly, and quarterly reconciliation of PMS data against custodian records and statements</li><li>Uploading and verifying cost basis data for security transfers</li><li>Monitoring and resolving undefined/missing sectors, prices, and security data</li><li>Reviewing and managing corporate actions (e.g., splits, spin-offs) within the PMS</li><li>Troubleshooting TWR/IRR performance discrepancies, including FX impacts</li><li>Benchmark maintenance across accounts</li><li>Documenting and testing PMS automations to enhance processes</li><li>Reconciling and maintaining manual accounts and incoming asset data</li><li>Coordinating with custodians to onboard new interfaces, ensuring all documentation is complete</li><li>Attend webinars, workshops, and conferences to remain current on product releases and roadmaps</li></ul><p><strong>User Support:</strong></p><ul><li>PMS data and reporting liaison between business unit, corporate, and vendors </li><li>Managing the client portal, including user access, uploads, troubleshooting, and vendor communication</li><li>Manage user experience including creating, updating, and terminating users as well as setting up appropriate profiles and permission sets to adhere to firm’s compliance guidelines</li><li>Provide users with support/training on PMS and its related information in CRM</li><li>Support bulk data and reporting deliverable needs across the organization (transfer and renames of account records in PMS, uploading documents to client portal)</li></ul><p><strong>Reporting and Billing:</strong></p><ul><li>Maintain client performance reports within the PMS</li><li>Provide business intelligence by creating/maintaining reports and dashboards</li><li>Generate timely monthly/quarterly corporate data extract reports</li><li>Generate ad hoc reports for internal and external stakeholders’ requirements</li><li>Work with Billing team to maintain and clean billing -related data in PMS</li></ul>
<p>A leading global investment banking firm in Downtown Houston is hiring for an Accounting Associate. Hybrid schedule, 3 remote days/week. The ideal candidate will have a Degree, a CPA or pursuing, and 2+ years of relevant accounting experience. Prior public accounting experience is a plus. Competitive compensation plan, excellent benefits and generous PTO. Please email your resume to alyssa.white@roberthalf for immediate consideration!</p><p><br></p><p>About the Role -</p><ul><li>Perform day to day full cycle accounting, including month-end close, daily journal entries and reconciliations</li><li>Perform monthly variance analysis</li><li>Execute on the accounting and reconciliation process for cash, receivables, compensation, accruals, prepaids, investments, fixed assets, leases, equity, debt and shared expense allocations</li><li>Assist with the preparation of financial reporting footnote schedules and tax requests on a quarterly and annual basis</li><li>Assist with budget and forecasting requests</li><li>Assist with monthly management reports, specifically perform ad hoc expense analysis for various business units</li></ul>
