Investment Officer Job at Robert Half (Dallas)

Lead Finance Officer

The Lead Finance Officer, Senior Vice President is a senior professional role re...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience within financial services
Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
Consistently demonstrates clear and concise written and verbal communication skills
Proficient computer skills with a focus on Microsoft Office applications
Demonstrated presentation skills
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred

Job Responsibility

Responsible for financial reporting and analytics to clearly summarise financial trends and provide insight to senior management
Advise on directional strategy and provide guidance on significant business/product decisions
Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams
Prepare analytics in support of CEO Reviews, including business initiatives
Execute analysis of product profitability and provide guidance on significant business and product decisions
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
Prepare presentations and analysis for the team supporting the CFO
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members

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

Depositary Bank Oversight Senior Officer

Acting as a trusted partner for more than 400 Investment Sub-Funds, Quintet Luxe...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Further professional Education (Masters / Professional qualification)
Between 3 and 5 years experience in a similar role
Attention to Detail
Critical Thinking & Problem Solving
Adaptability & Learning Agility
Client-Centric Mindset
Decision Making
MS Office
Strong knowledge of Luxembourg Investment Fund Legislation and depositary duties/responsibilities in particular related to AIFM Directives
Strong understanding about alternative investments

Job Responsibility

Drive initial and ongoing assessments of the risks associated to the nature, scale and complexity of the fund’s strategy and the organization of the Investment Fund Manager to define how to apply Depositary function appropriately
Ensuring compliance with regulatory Depositary requirements related to Safekeeping, Recordkeeping, Cash Flow Monitoring and Oversight duties
Cash Flow Monitoring - Conduct ongoing monitoring of the Fund’s cash flows, including the detection and analysis of significant or unusual cash movements, and perform reconciliations with the Fund’s records to confirm completeness and consistency
Oversight duties - Perform oversight on the duties under the responsibility of the Funds Manager and its delegates (valuation, income distribution, subscriptions/redemptions, and timely settlement), through ex-post controls, ongoing due-diligence reviews and on-site visits
Investment Compliance Monitoring - Conduct regular checks to ensure compliance with UCITS, AIFMD, and fund-specific investment rules. Monitor portfolios against regulatory and prospectus guidelines. Report and document potential investment breaches. Lead complex compliance checks across various asset classes, including alternative / illiquid investments / ESG related restrictions
Prepare internal and external reporting to provide regular status on the Depositary controls and activities
Acting as point of contact for all depositary matters and for any issues escalated to Depositary Bank Oversight
Participate in team development activities and transversal projects impacting the scope of the Depositary Bank
Provide support and guidance to Depositary Bank Oversight officer in their day to day tasks

Investment Banking Summer Associate

The 10-week Summer Associate Program is designed for MBA students between their ...

Location

United States , Washington D.C.

Salary:

138500.00 - 287600.00 USD / Year

Wells Fargo

Expiration Date

January 31, 2026

Requirements

2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
MBA with an expected graduation date of December 2026 to June 2027
Strong verbal and written communication skills
Ability to operate effectively both independently and in teams
Advanced Microsoft Office (Excel, PowerPoint, Word) skills
Track record of leadership or involvement in professional or academic initiatives

Job Responsibility

Building valuation models and supporting transaction execution
Conducting company and industry research
Preparing client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers on engagements across sectors and geographies
Supporting the development of junior team members

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Vp, Global Investment

Our client is a corporate client listed in HK, with a strong base in Asia-Pacifi...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Randstad

Expiration Date

January 23, 2026

Requirements

Bachelor degree in Business or Finance
Professional qualification e.g. CFA or equivalent
Minimum 6 years of experience with demonstrated track record of achievement in executing M&A and corporate finance transactions, typically acquired through experience at a leading investment banking firm, private equity fund, or corporate investment team
Superior technical proficiencies in the areas of financial modeling and company valuation
Strong communication abilities, including the capability to articulate ideas clearly and persuasively to senior management and international stakeholders
Must exhibit resourcefulness, flexibility, and a readiness to undertake frequent business travel to North America for deal-related activities
Good commands in English and Chinese is required

Job Responsibility

Serve as the main driver for identifying potential deals, utilizing an established and extensive network among banks, private equity firms, and corporations throughout the United States to generate transaction prospects
Spearhead the complete deal lifecycle, with a primary concentration on the identification, valuation, and successful conclusion of transactions
Develop clear and impactful financial models and prepare comprehensive presentations for the review of the senior leadership and the Investment Committee
Contribute to defining and advancing the long-term corporate finance strategy that supports the organization's international growth ambitions, focusing heavily on expansion within North America at this stage
Manage and coordinate all third-party collaborators, such as external legal counsel and due diligence specialists, throughout the entire transaction execution phase

Fulltime

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Investment Banking Summer Associate

The 10-week Summer Associate Program is designed for MBA students between their ...

Location

United States , San Francisco; Los Angeles

Salary:

175000.00 - 287600.00 USD / Year

Wells Fargo

Expiration Date

January 31, 2026

Requirements

2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
MBA with an expected graduation date of December 2026 to June 2027
Strong verbal and written communication skills
Ability to operate effectively both independently and in teams
Advanced Microsoft Office (Excel, PowerPoint, Word) skills
Track record of leadership or involvement in professional or academic initiatives

Job Responsibility

Building valuation models and supporting transaction execution
Conducting company and industry research
Preparing client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers on engagements across sectors and geographies
Supporting the development of junior team members

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Investment Banking Summer Associate

The 10-week Summer Associate Program is designed for MBA students between their ...

Location

United States , Charlotte

Salary:

175000.00 USD / Year

Wells Fargo

Expiration Date

January 31, 2026

Requirements

2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
MBA with an expected graduation date of December 2026 to June 2027
Strong verbal and written communication skills
Ability to operate effectively both independently and in teams
Advanced Microsoft Office (Excel, PowerPoint, Word) skills
Track record of leadership or involvement in professional or academic initiatives

Job Responsibility

Building valuation models and supporting transaction execution
Conducting company and industry research
Preparing client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers on engagements across sectors and geographies
Supporting the development of junior team members

What we offer

Comprehensive training
Hands-on coaching
Mentorship
Networking opportunities across business lines

Fulltime

Chief Financial Officer

DISQO is not just an analytics platform for marketers – we are the catalyst for ...

Location

United States , Glendale

Salary:

275000.00 - 325000.00 USD / Year

DISQO

Expiration Date

Until further notice

Requirements

Proven experience in driving business growth with a strong history of financial transactional successes
Background that combines investment banking acumen with robust FP&A expertise, ideally within high-growth software/platform companies
Passion for developing best-in-class teams and fostering an environment where high performance and collaboration thrive
Ability to mentor and empower your team while maintaining a focus on the overall enterprise’s success
Entrepreneurial mindset, a self-starter who thrives in challenging, fast-paced environments and embraces change as an opportunity for growth
Comfortable working in both strategic and tactical roles
Exceptional analytical, problem-solving, and project management skills with an eye for detail
Superior communication and presentation abilities, capable of translating complex financial data into clear, actionable insights for diverse audiences
Proven capability to thrive in dynamic environments where priorities shift and agile decision-making is key
Experience in driving efficiencies through innovative systems and process improvements within matrixed organizations

Job Responsibility

Partner closely with the CEO, board, and executive team to craft and execute both long-term and short-term financial strategies that accelerate DISQO’s growth
Lead board discussions, providing deep insights into financial performance, risk management, and growth opportunities
Oversee agile and effective planning, budgeting, forecasting, and cash flow management processes
Identify and implement state-of-the-art systems and software to drive operational efficiency and deliver real-time, actionable financial insights
Manage all facets of equity, debt, and banking relationships including cap table strategy, investor relations, and financial institution negotiations
Develop and maintain robust financial models to support strategic decision-making and funding initiatives
Lead, mentor, and grow a high-performing Finance and Accounting team, fostering a culture of collaboration, excellence, and continuous improvement
Champion process improvements and agile methodologies that enhance team performance and drive business outcomes
Utilize forward-looking models and activity-based analyses to inform strategic business plans, ensuring that every financial decision aligns with DISQO’s mission and market dynamics
Collaborate cross-functionally to integrate financial insights into broader business strategies

Fulltime

Chief Operating Officer

The COO will play a critical leadership role in overseeing all Investment relate...

Location

Australia , Melbourne

Salary:

Not provided

Frontier Advisors

Expiration Date

Until further notice

Requirements

10+ years’ senior leadership experience in financial services, ideally in superannuation, investment management, custody, or platform businesses
Deep understanding of investment operations, custody operations, investment platforms, and institutional client servicing
Proven experience in vendor management, operational transformation, and regulatory engagement
Strong leadership, commercial acumen, and stakeholder management skills
Familiarity with regulatory frameworks including APRA and ASIC
Tertiary qualifications in finance, economics, law, or a related field

Job Responsibility

Oversee day-to-day operations across investment operations, custody, investment platforms, client onboarding and data reporting
Provide leadership in managing investment operational risk, market risk exposures, and associated control frameworks
Ensure appropriate risk governance is in place across trade execution, settlement, valuation, and portfolio monitoring
Manage the delivery, enhancement and integration of custody and investment platforms to support business growth and client outcomes
Partner with the CEO and CIO to align operations with business strategy, ensuring seamless execution and reporting
Manage third-party service providers including custodians, platform providers, administrators and technology vendors
Ensure full compliance with APRA, ASIC, and other regulatory requirements
Drive operational efficiency through system improvements, automation, and scalable processes
Oversee business continuity, operational risk management and service-level governance

Investment Officer

Robert Half

Location:
United States , Dallas

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 16, 2026

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