Investment Accounting Advisory Specialist Job at Robert Half (Bellevue)

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Results oriented with proven track record
Excellent written and oral communication skills
Ability to explain financial and economic topics in easy to understand language
Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Team player, collaborative and team oriented work
Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Self-starter with high work ethic and willingness to go the extra mile
High level analytical skills with in-depth knowledge on financial markets

Job Responsibility

Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
Efficiently support the front line sales team efforts by providing them timely responses on product related requests
Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes

Fulltime

Investor Relations Specialist

This role will be reporting to a supportive and proven leadership team that has ...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance a must
2 plus year's of investment banking experience or 3 plus year's of transaction advisory experience or public accounting experience with SEC Clients
Experience in investor relations, finance, or similar functions preferred
Strong proficiency with Microsoft PowerPoint and CRM systems
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
Mastery of Microsoft Excel
Can demonstrate a strong collaborative approach to working with all levels in the organization

What we offer

Company's compensation make up is base salary, bonus potential and benefits
Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan

Investor Relations Specialist

This role will be reporting to a supportive and proven leadership team that has ...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance a must
2 plus year's of investment banking experience or 3 plus year's of transaction advisory experience or public accounting experience with SEC Clients
Experience in investor relations, finance, or similar functions preferred
Strong proficiency with Microsoft PowerPoint and CRM systems
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
Mastery of Microsoft Excel
Can demonstrate a strong collaborative approach to working with all levels in the organization

What we offer

Base salary
Bonus potential
Benefits
Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Investment Banking Associate I - Capital Structure Advisory

Play an integral role in the department's activities with a high level of respon...

Location

United States , Palm Beach, Florida

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - 3 to 6 years
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations

Job Responsibility

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team
Formulating new business proposals
Developing company forecasts and valuations
Evaluating merger and acquisition scenarios
Preparing documents related to the public issuance of stock
Develop and/or deliver a plan for significant aspects of the financial management and/or control process
Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite
Undertake tactical risk modeling
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business
Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice

Fulltime

Investment Banking Analyst II/III (Capital Structure Advisory)

Formulate new business proposals, develop company forecasts and valuations, eval...

Location

United States , New York

Salary:

80000.00 - 125000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - 13 months to 3 years
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making
Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations

Job Responsibility

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios
Advise managers how to apply a wide variety of existing procedures and precedents
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy
Edit document in line with organizational style guidelines and prepare information for publication
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching
gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential
Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing t...

Location

Singapore , Singapore

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Several years of experience in financial services, fintech, or SaaS, preferably in a client-facing role such as Client Success, Relationship Management, or Implementation
Strong understanding of the investment and wealth management landscape in Southeast Asia, including client workflows, regional challenges, and operating norms
Proven ability to build and deepen client relationships, with a history of driving strong adoption, advocacy, and satisfaction metrics
Confident communicator with the ability to engage senior stakeholders and influence across client and internal teams
Comfortable working independently and navigating ambiguity in a fast-paced, entrepreneurial environment
Analytical mindset with the ability to distill complex problems into clear action plans
Familiarity with MAS regulations and PDPA, particularly in the context of financial data handling, is a strong advantage
Bachelor’s degree required
a background in finance, economics, or a technical discipline is a plus
Willingness to travel within the region as client needs dictate

Job Responsibility

Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design scalable client success processes for the Singapore and broader APAC market, supporting our growing regional footprint
Ensure awareness of and adherence to regulatory requirements and local norms, including MAS guidelines and Singapore’s Personal Data Protection Act (PDPA), particularly in areas like data privacy, client reporting, and cross-border engagement

What we offer

Global flexible workforce model
Equal opportunity employer
Reasonable accommodation for individuals with disabilities

Fulltime

AI Business Consultant

As an AI Business Consultant at NTT DATA, you will collaborate with clients to d...

Location

United Kingdom , London

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Proven experience in a consulting or advisory role within a customer-facing environment
Understanding of AI concepts including machine learning, natural language processing, generative AI and Agentic AI
Advisory experience in AI for example readiness assessments, use case prioritisation, ROI modelling, ethical AI, and compliance
Experience in product ownership or business analysis within agile delivery teams including business process analysis and the ability to articulate clear, concise user stories
Skilled in stakeholder engagement, workshop facilitation, and executive communication
Familiarity with tools such as JIRA, Confluence, and data visualisation platforms
Willingness to travel to client sites as required
Eligibility to work in the UK and undergo necessary background checks
Excellent verbal and written communication skills in English
A proactive, self-starter mindset with a strong sense of ownership and accountability

Job Responsibility

Conduct detailed business analysis to identify opportunities for AI adoption and innovation
Lead AI readiness assessments, use case discovery, and prioritisation workshops with clients
Develop business cases and ROI models to support AI investment decisions
Define and document user stories, acceptance criteria, and process flows for AI solutions
Collaborate with technical specialists to ensure feasibility and alignment with business goals
Facilitate stakeholder engagement sessions and cross-functional alignment
Support user research, prototyping, and testing to validate AI solutions in real-world contexts
Support compliance with ethical AI principles, data privacy regulations, and public sector service standards
Contribute to the development of AI strategy, governance frameworks, and operating models
Act as a trusted advisor to clients, guiding them through AI transformation journeys

What we offer

Tailored benefits that support physical, emotional, and financial wellbeing
Continuous growth and development opportunities
Flexible work options

Investment Accounting Advisory Specialist

Robert Half

Location:
United States , Bellevue

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 01, 2026

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