Investment Executive Job at Robert Half (Cambridge)

Executive Assistant

The Executive Assistant will support the investment team and operations team of ...

Location

United States , New York

Salary:

85000.00 - 95000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1-3 years of related experience supporting senior executives or investment teams
Proficiency in Microsoft Office
Ability to manage and prioritize requests from multiple parties simultaneously
High level of attention to detail and organization

Job Responsibility

Manage multiple calendars
schedule meetings and appointments, prioritize conflicting demands and accommodate last-minute changes
Provide “gatekeeper” service setting executives up for daily success
Coordinate complex and detailed travel plans, itineraries, and agendas
Organize and arrange both onsite and offsite meetings
Prepare meeting materials including agendas, minutes, and presentations
Successfully complete projects including research and drafting assignments
Coordinate client meetings, dinners, and events
Organize and facilitate team engagements, social activities, and outings
Provide backup admin support where needed

Executive Assistant

About the Company: Our client is an investment firm with over $13 billion in AUM...

Location

United States , New York

Salary:

110000.00 - 135000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
2-4 years of related admin experience
Prior experience supporting senior executives at an investment firm preferred
Strong Microsoft Office skills
Experience coordinating and booking travel preferred

Job Responsibility

Manage and maintain complex calendars
Coordinate and schedule internal and external meetings and events
Schedule conference rooms, AV support, catering, and manage guest check-in
Coordinate travel arrangements including flights, hotels, ground service, dinner reservations, and other necessary items
Manage, track, and submit expenses for team members
Prepare and print presentations, memos, documents, and booklets
Provide coverage to other executives when necessary

Executive Assistant

Location

United States , New York

Salary:

100000.00 - 130000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
3-5 years of related EA experience
Experience scheduling meetings across different time zones
Experience booking travel arrangements
Prior experience in real estate a plus
Must be able to handle highly sensitive and confidential information with the utmost discretion

Job Responsibility

Managing calendar and scheduling/rescheduling appointments
Coordinating travel arrangements, meetings, team scheduling and expense reports
Manage correspondence and emails acting as the main point of contact
Maintain e-filing systems
Organize and prepare for meetings
Provide coverage for other EA’s when needed
Assist with ad hoc projects as assigned

Executive Assistant

Executive Assistant to provide exceptional support to the Senior Managing Direct...

Location

United Kingdom , London

Salary:

65000.00 GBP / Year ▼

Office Angels

Expiration Date

Until further notice

Requirements

Minimum of 8 years in similar roles
Proficiency in MS Word, Outlook, Excel, and Teams
Strong verbal and written communication skills
Professional and polite demeanour
Handle sensitive information with discretion
Ability to work collaboratively
Cyber awareness against phishing and social engineering attacks

Job Responsibility

Manage diaries for Senior MD and MD
Schedule meetings and appointments
Book travel arrangements via Concur
Organise transport
Liaise with staff and clients
Organise meetings and events
Print, bind, and prepare documents
Implement and maintain administrative systems
Submit expenses
Cover reception when needed

What we offer

Opportunities for professional development and growth
Supportive work environment
Competitive salary and benefits package

Fulltime

Executive Assistant

Executive Assistant to provide exceptional support to the Senior Managing Direct...

Location

United Kingdom , London

Salary:

65000.00 - 70000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Minimum of 8 years in similar roles
Proficiency in MS Word, Outlook, Excel, and Teams
Strong verbal and written communication skills
Professional and polite demeanour
Handle sensitive information with discretion
Ability to work collaboratively
Cyber awareness against phishing and social engineering attacks

Job Responsibility

Manage diaries for Senior MD and MD
Schedule meetings and appointments
Book travel arrangements via Concur
Organise transport
Liaise with staff and clients
Organise meetings and events
Print, bind, and prepare documents
Implement and maintain administrative systems
Submit expenses
Cover reception when needed

What we offer

Bonus
Professional development opportunities
Supportive work environment
Competitive benefits package

Fulltime

Executive Assistant

Executive Assistant to support the head of the IR team at an SEC-registered alte...

Location

United States , New York

Salary:

130000.00 - 150000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
5-10 years of high-level admin experience
Experience at a financial services firm preferred
Prior experience with Salesforce a plus

Job Responsibility

Manage calendars and coordinate scheduling with internal and external stakeholders
Book extensive domestic and international travel including itinerary preparation
Compile receipts and prepare expense reports
Maintain team budgets for conferences and team building expenses
Maintain efficient and accurate record keeping in Salesforce
Run fundraising pipeline and activity reports through Salesforce
Assist with coordination of internal team events and external client events
Assist with personal needs as needed

Executive Assistant

About the Company: Our client is a premier global independent investment banking...

Location

United States , Miami

Salary:

100000.00 - 110000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
2-4 years of related admin/EA experience
Proficient in Microsoft Office applications
Exceptional attention to detail

Job Responsibility

Maintain calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
Update and edit slide decks, correspondences, invitations, long form writings
Arrange all aspects of travel, keeping travel profiles up-to-date, arrange flights, hotels, rental car
Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
Navigate firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed with phone coverage and other office needs

CTI Business Execution Lead

The CTI Business Execution Lead at Citi will be a key member of the Treasury Fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7+ years of experience with significant time spent in Financial Analysis / Strategy / Product Control or Middle Office role within a global financial services organization
Experience in investment portfolio analytics, reporting and monitoring
Comprehensive understanding of product knowledge of securities, debt, derivatives, and funding instruments
Communicates effectively
develops and delivers multi-mode communications that convey a clear understanding of needs of different audiences
Demonstrates a sense of urgency, passion for results and personal accountability for achievement
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information
Accounting knowledge of FAS133, AFS, HTM, MTM a plus
Exceptional analytical and problem-solving skills with proven track record of managing and converting large data sets into business decision making tools
Ability to work well within a diverse team, as well as independently.

Job Responsibility

Accountable to lead Business Execution activities including desk support, P&L and Economic Value affirmation, process and control enhancements
Responsible for monitoring of all investments including securities, funding and derivatives with additional responsibility for oversight of the daily Economic Value and PAA
Be a Team Leader in facing off with Internal Audit, Compliance, Legal, Product Control, Operations, and Technology on industry initiatives, issues, MCA, data issues and enhancements.
Analysis and explanation of Front Office P&L for CTI AFS/HTM investments, Swaps, Transfer Pricing including attribution analysis using DV01 partials and risk metrics
Establish a strong working relationship with the Product Control and FP&A teams, review the daily desk level P&L and Balance Sheet reports and published daily CTI’s Cost to Close and EV.
Help develop and refine existing policies and procedures, ensure control and compliance of CTI trading mandates and MCAs
Daily interaction with all teams to provide real-time analysis and support
Find opportunities for process and infrastructure improvement
Assist in broader firm/business projects and initiatives.

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources.

Fulltime

Investment Executive

Robert Half

Location:
United States , Cambridge

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 04, 2026

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