Investment Accounting Advisory Specialist Job at Robert Half (Bellevue)

Securities Advisory & Trading Specialist

Our Wealth Markets Group is dedicated to providing bespoke, institutional-grade ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Good track record of progressive execution and advisory experience within financial services, with a significant portion dedicated to private client wealth management and demonstrable leadership in Fixed Income
Proven track record of actively delivering and executing across equity, fixed income, and credit products, including specific expertise with equity derivatives and light exotic products (e.g., listed derivatives, delta one, OTC accumulators, barrier options)
Demonstrable experience in client origination and relationship management for high-net-worth private clients and family offices
Bachelor's/University degree required
Master's degree preferred
RDR Level 4 minimum required
Expert commercial awareness and a proactive mindset, with the ability to identify client needs and match them to service delivery capabilities
Deep understanding of financial market developments and their application to private wealth strategies, with advanced knowledge of Fixed Income market mechanics and valuation
Excellent interpersonal and communication skills essential for effective engagement with internal staff and external clients
Strong IT skills essential, with an ability to assist in the development and improvement of trading platforms

Job Responsibility

Serve as the leading Fixed Income specialist for the desk, driving advanced advisory and trading solutions, and setting strategic direction within this asset class
Achieve significant P&L and revenue targets from Fixed Income mandates, employing sophisticated trading, hedging, and client-focused strategies
Provide authoritative market commentary, in-depth research, and actionable trade ideas that influence both internal desk positioning and client investment decisions in Fixed Income
Directly manage and aggressively grow a dedicated client base of 20-30 long-term accounts consisting of high-net-worth private clients and family offices, ensuring comprehensive advisory and execution across Fixed Income, Equities, Derivatives, and Credit products
Deliver expert advice and execute effectively on Equities (cash, listed derivatives, OTC exotic products) and Credit products, demonstrating a strong understanding of their market dynamics and client applications
Drive both internal and external sales initiatives, leveraging deep product knowledge to cross-sell and up-sell across all asset classes within the firm and to our client base
Actively market, originate, and close complex investment proposals and new account pitches as a core member of the integrated client team
Deliver expert ideas and investment strategy recommendations for private clients, integrating insights from Citi Research and CPB research functions across all covered products
Maintain a rigorous risk management approach with clients on their exposures, ensuring alignment with client risk tolerances and firm-wide standards across all asset classes
Appropriately assess risk in all business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets

Fulltime

Securities Advisory & Trading Specialist

Location

Luxembourg , Bertrange

Salary:

100000.00 - 160000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

A good track record of execution experience
Proven sales and trading experience in financial services across equity, fixed income, including experience with equity derivatives and light exotic products
Excellent interpersonal skills to deal with both internal staff and external clients
Self-motivated
Exposure to High-Net-Worth Private clients and Family Offices would be beneficial
Good interpersonal and communication skills essential
Strong IT skills essential
Ability to develop strong working relationships across functional and geographical lines
Ability to work to tight deadlines
Fluent spoken and written English

Job Responsibility

This role is based within the Wealth Markets Group, covering direct and indirect client activity in equity products (including cash, listed derivatives, and light OTC exotic equity products such as delta one, OTC accumulators, and barrier options), fixed income products
This position will be as a member of the team involved in covering private clients directly
Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior Citi Private Bank trading clients across equity, fixed income, and credit products directly and indirectly
Actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives
Identify client needs and objectives within overall investment objectives and match to service delivery capabilities
Develop and update market intelligence to introduce equity, fixed income, and credit ideas and strategies through Citi Research and CPB research functions
Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances
Responsible for increasing sales across the product set from equity products (including cash equities, listed derivatives, and OTC equity derivatives such as vanilla, barrier, worst-of, delta one, accumulators, and Deccumulators), fixed income, and credit instruments
Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model

Fulltime

Investment Banking Analyst II - Capital Structure Advisory

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

Location

United States , Palm Beach

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 - 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 to express ideas, request actions and formulate plans or policies
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, while also providing guidance and training to others
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives
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
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature

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

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

New

Senior Sustainability Specialist

Job Overview: This role supports McDermott’s Global Sustainability & Governance ...

Location

India , Gurgaon

Salary:

Not provided

McDermott

Expiration Date

Until further notice

Requirements

Minimum 6–8 years of experience in human rights, social sustainability, or responsible supply chains within energy, infrastructure, engineering, or industrial sectors
Demonstrated experience implementing Human Rights Due Diligence frameworks aligned with the UN Guiding Principles
Experience supporting or implementing SA8000, ISO management systems, or labour rights compliance programmes
Experience conducting human rights risk assessments, supplier assessments, or social audits
Familiarity with international frameworks such as: UN Guiding Principles on Business and Human Rights
ILO Core Conventions
OECD Due Diligence Guidance
IFC Performance Standards
SA8000 Social Accountability Standard

Job Responsibility

Support the implementation and continuous improvement of McDermott’s Human Rights Due Diligence (HRDD) framework across corporate functions, projects, and supply chains
Conduct human rights risk assessments covering operations, suppliers, and project locations
Support development and maintenance of human rights policies, procedures, and implementation tools aligned with the UN Guiding Principles
Support integration of human rights risk management into project lifecycle processes (bid, FEED, EPC execution)
Monitor emerging global human rights legislation and reporting frameworks including Modern Slavery, CSRD, and supply chain due diligence regulations
Support SA8000 certification readiness, implementation, and maintenance across McDermott entities
Assist in establishing and maintaining Social Accountability Management Systems (SAMS) aligned with SA8000 requirements
Support internal assessments, corrective action management, and audit preparation for SA8000 certification
Coordinate with internal stakeholders to ensure compliance with the nine SA8000 performance elements, including worker representation, grievance mechanisms, and labour conditions monitoring
Support post-certification surveillance audits and continuous improvement initiatives

Fulltime

New

VP, Business Development (Asset Class)

The VP, Business Development (Asset Class) will be a key member of Waystone's ne...

Location

United Kingdom , London

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

10–15+ years of senior-level business development experience within private markets, asset management, or financial services
Proven success managing complex pursuit cycles, orchestrating cross-functional teams, and closing high-value engagements in private equity or private debt/credit
Deep knowledge of private markets fund structures, investor mandates, regulatory considerations, and multi-product commercial models
Exceptional ability to build relationships across executive, investment, operational, and advisory stakeholders
Strong commercial acumen with demonstrated ability to shape, position, and negotiate tailored solutions
Excellent communication, presentation, and negotiation skills
Bachelor’s degree in Business Administration, Finance, or related field (MBA preferred)

Job Responsibility

Lead and orchestrate complex pursuits across private equity and private debt/credit, managing multiple stakeholders and touchpoints throughout each engagement
Partner with executives, subject-matter experts, product teams, and market leads to structure custom, multi-product private markets solutions tailored to client needs
Manage the end-to-end pursuit process from initial qualification through to proposal development, pricing, negotiation, and close
Develop and execute a commercial strategy aligned with the objectives of the Asset Class Hub, targeting high-value opportunities across LPs, GPs, institutional investors, fund managers, and intermediaries
Identify new prospects and expand wallet share within existing client accounts by identifying opportunities across Waystone's private markets offering
Build strong, multi-level relationships across client organisations, ensuring multi-peer engagement across investment, operations, legal, and executive teams
Serve as the central point of orchestration for complex engagements, ensuring alignment across all internal and external stakeholders
Facilitate collaborative, strategic conversations that uncover client needs and translate them into tailored, scalable solutions
Work collaboratively with internal product teams, distribution, investment, operational specialists, and marketing to shape solutions that span multiple product lines
Own and manage forecasting, pipeline discipline, and opportunity planning for complex private markets pursuits

Fulltime

New

System Engineering Specialist Advisor

Location

India , Noida

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

15+ years of progressive experience in enterprise endpoint management with at least 8+ years in senior/lead roles
Minimum 10 years of hands-on SCCM/MECM administration and architecture experience
Minimum 5 years of Microsoft Intune / Modern Endpoint Management design and delivery experience
Demonstrated experience leading technical teams of 5+ engineers across multi-client delivery contexts
Track record of successful client-facing engagements at Director / VP-IT level
Prior experience in managed services, IT outsourcing, or SI/consulting delivery models preferred
B.E. / B.Tech in Computer Science, Information Technology, or a related engineering discipline
MCA or equivalent postgraduate qualification considered in lieu of engineering degree with commensurate experience

Job Responsibility

Serve as the definitive technical authority for MECM/SCCM CB (Current Branch) design, architecture, and governance across client environments
Lead greenfield SCCM infrastructure deployments, CB upgrade programmes, and site hierarchy redesigns for enterprise-scale clients
Architect and govern Software Update (SUP), Application Management, OS Deployment (OSD), and Endpoint Protection workloads at scale
Define and enforce patch compliance frameworks, WSUS topology, ADR and maintenance window policies aligned to client SLAs
Lead complex OSD and task sequence engineering for Windows 11 migrations, hardware refresh cycles, and golden image pipelines
Govern SCCM boundary, boundary group, and content distribution architecture for geographically dispersed enterprise estates
Act as the escalation authority for all Priority-1/Priority-2 SCCM incidents, driving root cause analysis and permanent resolution
Lead SCCM-to-Intune co-management or full migration engagements — discovery, roadmap development, phased execution, and post-migration stabilisation
Review and approve all significant SCCM change requests (CRs) within client change management processes
Lead Modern Endpoint Management (MEM) architecture across Microsoft Intune for Windows 10/11, iOS, Android, and macOS device fleets

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Investment Accounting Advisory Specialist

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