Investment Officer Job at Robert Half (Dallas, Texas)

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

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

Vice President, Business Risk Officer

Citi’s Wealth Control organization enables to achieve sustainable client-driven ...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

University graduate with at least 8-10 years of experience with strong strategic, analytical and product management skills
Must have exposure to 3-4 years of Risk, Control, Audit or Compliance roles
Working-level knowledge of core end-to-end processes performed in the Consumer and Private Bank business
Prior experience and exposure in Investment Products across Capital Markets and Manage Investments
Experience with governance, risk and control management, risk approvals, as well as engaging with 2nd/3rd lines of defense
Understanding / familiarity with new product development (e.g. first and second line of defense risk/control mechanisms
Ability to move from granular detail to strategic level, with effective executive presentation skills
Comfortable operating with limited guidance and under significant time pressure

Job Responsibility

Proactively work with Investment Products teams across Capital Markets and Managed Investments on identifying risks in existing process and mitigate through appropriate controls
Working with countries and product teams to continuously evaluate and drive the maintenance of the regulatory inventory linkage in supporting controls in Citi’s system
Work with ICRM and key stakeholders from business on implementation of Regulatory changes involving gap analysis of regulatory change vis-vis current process in CRC system
Supporting the business in review of Product Programs, Desktop Procedures across Capital Markets and Manage Investments to identify risks in current process
Assess each new product or process rolled out have effective controls embedded as part of the process
Work with global controls team in managing RNDIP Coordination across CG/CPC and Private Bank for inclusion of agenda items in respective BRCMs
Assess the effectiveness of existing controls through horizontal process-based reviews out of lesson learned activity on internal events or external events faced by industry
Actively collaborating with business to identify, evaluate, and manage regulatory adherence risks arising from the definition of business strategy, development of new products and services, changes in regulations or internal policies, or from business-led changes
Developing strong relationships with Business, Operations & Technology and partners in 2nd and 3rd line of defense to reduce and mitigate regulation risk
Engage with stakeholders in designing Issues and CAPs with control owners to mitigate the risk including overseeing its completion on time

What we offer

Access to telehealth options, health advocates, confidential counseling
Programs and services for physical and mental well-being
Financial well-being programs and future planning assistance

Fulltime

Sales Development Officer

As a world leading provider of integrated solutions for the alternative investme...

Location

United States , Chicago; New York

Salary:

45000.00 - 90000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Knowledge and experience within the alternative industry, the business and service needs of industry participants, and an understanding of the global service delivery models with specific reference to alternative vehicles
Excellent verbal and written communication skills and the ability to foster positive interaction with internal parties
Sales-oriented thought processes and skills
Project Management skills
Strong analytical skills and cross functional knowledge to assess opportunities and implement process improvements
Ability to adapt quickly to changing priorities in a fast-paced working environment
Familiarity with MS Office programs
Experience with Salesforce
Excellent attention to detail

Job Responsibility

Work with the global Sales team to aid and analytics for potential New Logo targets
Be proficient in identifying targets for cold calling
Record activity on cold calling and pass active opportunities to team members
Utilize market data for lead generation, i.e. Prequin
Creating central hub of new opportunity logos for further consideration
Map trends of upcoming fund launches
Generate, update, and provide lead generation reports to the global Sales & RM team
Analyze sales data to identify trends and key points
Centralize general industry, regulatory, and information on new target logos
Update and maintain campaign lists

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Fulltime

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

Investment Officer

Robert Half

Location:
United States , Dallas, Texas

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 14, 2026

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