Investment Executive Job at Robert Half (Cambridge)

Executive Assistant – Investment Management

Executive Assistant – Investment Management We are currently seeking candidates...

Location

United States , Boston

Salary:

50.00 - 60.00 USD / Hour

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor's degree (required)
5-8+ years of executive, administrative, and office assistant experience in investment management, financial services, or related professional services
Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, and Outlook)
Fluency in English and Spanish, with the ability to communicate professionally in both written and verbal contexts (preferred, but not required)
Strong organizational, time management, and prioritization skills
High degree of professionalism, discretion, and sound judgement
Exceptional follow-through skills with strong attention to detail

Job Responsibility

Provide executive support to the CEO and C-Suite leaders, while overseeing day-to-day office operations
Manage complex calendars, meetings, and domestic and international travel
Prepare and manage executive correspondence, presentations, and briefing materials
Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
Track priorities and ensure timely follow-through on action items
Oversee office operations, including vendor management (IT, facilities, supplies, security), onboarding support, and workspace logistics
Serve as the primary point of contact for office needs and a trusted liaison for internal and external stakeholders
Handle confidential information with discretion and support special projects as needed
Perform additional responsibilities as needed

Fulltime

Sr. Financial Analyst

Kimberly Casey with Robert Half is looking for an experienced Sr. Financial Anal...

Location

United States , Salem

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance or Accounting
At least 5 years of experience in financial planning and analysis
Demonstrated expertise in advanced financial modeling and scenario analysis
Hands-on experience with reporting tools and platforms, and strong capability in building reporting and visualization solutions
Proven ability to improve and automate finance workflows using Power Query, AI, and other modern tools
Strong analytical and problem-solving skills, with the ability to turn large data sets into meaningful insights
Excellent communication skills and the ability to explain financial information to non-financial stakeholders

Job Responsibility

Direct budgeting, forecasting, long-range planning, and monthly performance reviews to support financial decision-making
Create and refine detailed financial models that evaluate business performance, investment opportunities, and operational outcomes
Design interactive dashboards and reporting tools that help leaders monitor trends and act on key metrics
Extract, organize, and transform financial and operational data using modern reporting tools, including Power Query, to improve accuracy and efficiency
Identify manual finance activities that can be simplified or automated through updated tools and AI-enabled solutions
Work closely with cross-functional leaders to provide analysis for strategic initiatives, planning efforts, and performance management
Evaluate financial results, business drivers, and emerging trends, then translate findings into actionable recommendations
Prepare executive-level presentations and reporting materials for leadership discussions
Deliver ad hoc financial analysis related to growth planning, capital allocation, and overall business performance

What we offer

medical
dental
401K with match
PTO
holiday & floating holiday pay

Client Partner, Retail

Meta is seeking an ambitious, customer centric and relationship-focused Client P...

Location

United States , New York

Salary:

177000.00 - 247000.00 USD / Year

Controller

We are looking for an accomplished Controller to lead financial oversight for a ...

Location

United States , Flushing

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience leading finance and accounting functions within real estate, property operations, or development environments
Strong knowledge of budgeting, forecasting, financial reporting, and performance analysis
Background in investment analysis, financial modeling, and evaluating project or portfolio returns
Experience managing cash flow, capital planning, and construction or project accounting activities
Ability to interpret financial data clearly and present actionable recommendations to senior leadership
Solid understanding of accounting principles, internal controls, and process documentation standards
Strong organizational skills with the ability to manage multiple priorities in a fast-paced setting

Job Responsibility

Direct financial planning activities, including annual budgets, rolling forecasts, and long-range capital planning for real estate assets and development work
Produce timely and accurate financial reports that highlight portfolio results, project performance, and key business trends for leadership review
Oversee accounting operations across property and development activities, ensuring records are complete, well organized, and aligned with reporting standards
Monitor cash flow, liquidity, and funding needs to support ongoing operations, construction activity, and investment priorities
Evaluate acquisitions, developments, and other investment opportunities through financial modeling, return analysis, and risk assessment
Manage project-level accounting for construction and development initiatives, including cost tracking, variance analysis, and budget oversight
Partner with executives to provide financial insights that support operational decisions, performance improvement efforts, and strategic planning
Establish and maintain strong financial controls, documentation practices, and reporting processes across the organization

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan

Fulltime

Manager, Demo Engineering

The Manager, Global Demo Engineering leads the Global PreSales (GPS) team within...

Location

United States , Boston

Salary:

Not provided

Seismic

Expiration Date

Until further notice

Requirements

3 or more years of experience in presales, solutions engineering, or technical sales enablement at a B2B SaaS company, with at least 1 year in a leadership role
Demonstrated, hands-on experience with demo automation technology and platforms, including designing, configuring, and scaling demo environments for enterprise go-to-market motions
Fluency in enterprise AI concepts, including agentic AI, AI orchestration, governance frameworks, and the practical application of AI in sales and marketing technology
Proven project management skills, including the ability to run multiple concurrent workstreams, manage cross-functional dependencies, and deliver on time in a fast-moving environment
Excellent written and verbal communication skills, with the ability to present complex technical material clearly to both technical and executive audiences
Strong analytical mindset, with experience defining and tracking KPIs related to demo utilization, SE efficiency, and buyer experience outcomes
Experience working across product, engineering, and marketing organizations, with a track record of building productive cross-functional relationships
Knowledge of SaaS architecture, integration models, and enterprise buying cycles, with specific experience in sales or marketing technology considered a strong advantage
Bachelor's degree in a relevant field or equivalent professional experience

Job Responsibility

Lead, mentor, and grow a team of demo engineers, setting clear goals and creating a culture of quality, innovation, and continuous improvement
Partner closely with SE leadership to align the GPS roadmap with go-to-market priorities and the SE team's most pressing needs
Serve as a visible advocate for the GPS function across the organization, communicating progress, impact, and investment needs to senior stakeholders
Own the strategy, architecture, and maintenance of Seismic's demo environments, ensuring they accurately and compellingly represent the platform across all target verticals and buyer personas
Maintain a demo environment roadmap aligned with the product release schedule and sales training calendar, so that new capabilities reach the field quickly and with high quality
Establish and run a disciplined maintenance cadence, keeping environments current, stable, and stocked with realistic, segment-specific data
Evaluate, select, implement, and continuously improve the demo automation platforms and tooling that the SE organization relies on to scale buyer interactions
Drive adoption of automation best practices across the SE team, targeting a meaningful improvement in the prep-to-production ratio so SEs can spend more time in front of customers
Champion a consistent, persona-driven demo narrative across all automation assets, reducing variance in buyer experience and strengthening the SE team's collective story
Lead the integration of AI capabilities into the GPS team's demo environments and tooling, ensuring Seismic's agentic AI features are showcased with accuracy, depth, and strategic framing

Fulltime

Executive Assistant

We are looking for an Executive Assistant to provide high-level administrative s...

Location

United States , Elon College

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience supporting senior leaders in an executive assistant or similar administrative role
Strong calendar management skills with the ability to coordinate multiple priorities and time-sensitive meetings
Proficiency with Microsoft Office and confidence learning and using internal technology platforms
Experience arranging travel, coordinating executive meetings, and managing related logistics
Excellent interpersonal skills with a welcoming, detail-focused, and service-oriented approach
Ability to work effectively as a collaborative team member in a fast-paced office setting
Strong organizational skills and attention to detail when handling events, approvals, and administrative processes

Job Responsibility

Manage complex calendars and coordinate scheduling for executive leadership, ensuring priorities are aligned and meetings run efficiently
Support the Associate Vice President and assist with administrative needs across a leadership team that works closely with multiple departments
Organize committee, trustee, and investment-related meetings, including logistics, preparation, and follow-up as needed
Oversee office operations by handling purchase orders, prior approvals, and other administrative processes that keep the function running smoothly
Plan and coordinate events, retreats, and recurring staff gatherings, including biweekly meetings and seasonal programs
Welcome guests and serve as a detail-oriented point of contact for visitors entering the office suite
Supervise and provide direction to a student worker, helping delegate routine tasks and maintain daily workflow
Arrange travel and related meeting logistics using Microsoft Office tools and internal scheduling or space-booking systems
Maintain an organized onsite presence during regular 8:00 a.m. to 5:00 p.m. business hours and respond to in-person needs throughout the day

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training

Fulltime

New

Lead, FP&A Analyst

Xometry is looking for a Lead, FP&A Analyst to serve as a strategic architect of...

Location

India , Bangalore

Salary:

Not provided

Cherry Ventures

Expiration Date

Until further notice

Requirements

5+ years of progressive experience in FP&A, Corporate Finance, or Investment Banking, ideally within a high-growth or public company environment
Bachelor’s Degree in Finance, Accounting, Economics, or a related quantitative field (MBA or CFA a plus)
Advanced Financial Modeling: Expert-level Excel skills with the ability to build scalable, complex, and error-proof models
Technical Proficiency: Strong working knowledge of BI tools (e.g., Tableau, Looker)
Business Partnership: Proven track record of influencing senior stakeholders and translating financial data into actionable business strategy
Operational Excellence: Demonstrated ability to manage multiple workstreams in a startup-like environment while maintaining a meticulous eye for detail
Problem-Solving: A proactive mindset that identifies bottlenecks before they occur and implements structural solutions

Job Responsibility

Strategic OpEx Ownership: Lead the end-to-end operating expense forecasting process, acting as a financial consultant to department heads, conducting monthly BvA reviews, managing headcount strategy, and driving the annual planning cycle
Advanced Cash Flow Modeling: Drive complex cash flow forecasting and develop sophisticated models to analyze liquidity movements and working capital trends over time
Consolidated Global Forecasting: Own and evolve the global forecast models, synthesizing inputs from across the FP&A team to provide a cohesive, high-level view of variances and business drivers to the CFO and executive team
Systems & Process Architecture: Lead the charge on automation, optimizing planning and reporting tools, ensuring the finance tech stack scales with the company’s growth
Insights over Data: Move beyond running extracts to building dynamic reports and analytical frameworks that provide preliminary close insights and long-term trend analysis
Strategic Advisory: Conduct high-impact ad hoc analysis to support contract negotiations, M&A due diligence, and new productivity or cost-saving initiatives

Fulltime

Training Manager

Reporting to the Director of Talent Management, the individual in this role will...

Location

Canada , Etobicoke

Salary:

85000.00 - 90000.00 USD / Year

Woodbine Entertainment Group

Expiration Date

Until further notice

Requirements

2+ years of experience working with Workday Learning module
2+ years of experience designing and developing integration solutions in Workday using Core Connectors, Workday Studio, Custom Reports, or RaaS solutions
Solid understanding of communication strategies and processes
Excellent understanding of employee engagement, organizational culture and change management concepts
Demonstrated experience in content determination, creation, design and optimal layout
Creative and innovative thinker to develop ideas for content and approaches for delivery of messages
Knowledge of adult learning theory and training/learning methodologies
Knowledge in leadership behaviour
Experience consistently raising the bar and not settling with the status quo
Experienced self-starter who has demonstrated their ability to take initiative

Job Responsibility

Live Our Values & Beliefs: Exhibit and demonstrate the culture and values of the corporation in execution of the daily responsibilities of the job
Support the Strategy, Mission & Vision: Create and support the development and implementation of a company-wide training programs that motivate and align employees with the company mission, vision and values
Content Development: Support the activities of the learning function by the development of high quality, engaging, and multi-faceted learning programs to meet current business demands and to enable us to respond effectively to organizational change. Content includes in-class training programs, online training programs - utilizing our Workday LMS. Also provide materials, including participant and instructor guides, job aids, and support tools to ensure employees and managers are set up for success
Training Implementation: Ability to embed the training into the current work environment through effective change management techniques and approaches
Vendor Management: When required, source, direct, and manage the vendors selected to create the content needed to address our business needs. Manage the associated budget to ensure smart and effective spending, ensuring the return of investment intended
Training Facilitation: Share in the duty of content facilitation and deliver corporate training programs like Orientation, Manager 101 training programs and more, to employees and Managers on-site and virtually. Review the programs regularly to ensure they are up-to-date and fresh in their delivery
Workday LMS: Support the development and management of the Workday Learning Management System (LMS). Create and upload content to support our employees learning path. Ensure the employee's online experience is world-class, and that the results are meeting the business needs.

Fulltime

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Investment Executive

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