Investments Accounting Manager Job at Robert Half (Dallas)

PR Account Manager or PR Senior Account Manager

Spa Communications is an award-winning PR, Podcasting, Content Marketing and Soc...

Location

United Kingdom , Tunbridge Wells

Salary:

Not provided

Spa Communications

Expiration Date

Until further notice

Requirements

A minimum of 2-4 years’ experience in professional client relationship management, either in an agency or in-house
Strong book of B2B technology, IT, Channel and national media contacts
High levels of communication – both presentation, verbal and written skills
A passion for the media, including, PR and social media
The ability to plan, budget and strategise at a senior level
A persuasive and confident approach to creative projects
Effective team management capabilities
A keen attention to detail and budgetary restraints
Full awareness of creative processes and techniques, including digital platforms
An ability to demonstrate return on investment (ROI) to senior client stakeholders

Job Responsibility

Managing the cornerstone agency client
Liaising with client marcoms on press campaigns, creative projects and PR solutions
Briefing and updating the client on press campaigns
Analysing PR coverage and providing feedback to the client
Maintain a high level of performance on all deliverables
Ensure strong planning, service delivery and maintain a solid client/agency relationship
Support the agency’s new business and growth strategy
Execute duties and assignments as directed in compliance with objectives, KPIs and budgets
Act as the main point of contact internally to Account Directors and other senior management stakeholders
Developing industry, sector and product-focused PR campaigns

What we offer

Competitive pay
Health insurance package upon successful completion of probation
50% off Pure, Virgin Active or Nuffield Health Gyms via Vitality
Hybrid working environment
Company pension scheme
Personal development and opportunities to attend training courses
Up-to five weeks paid paternity leave for new Dads
20 days annual leave, plus Christmas Eve to January 2nd off each year at the Directors discretion
Birthdays off
Bank Holidays observed

Fulltime

Media Enablement Manager, Strategic Investment Management

T-Mobile is seeking a strategic minded individual with a partnerships and media ...

Location

United States , Bellevue

Salary:

78500.00 - 141600.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's Degree Marketing, Business or Related Field
6+ years of experience in media partnerships, investment strategy, vendor management, or a related field
Deep understanding of the media landscape, including digital, TV, and audio channels, as well as industry trends
Proven ability to manage large-scale, cross-functional programs with multiple team members
Strong organizational and program management skills with the ability to prioritize multiple priorities
Excellent negotiation, communication, and relationship-building capabilities
Proficiency with project management tools (e.g., Asana, Smartsheet) and team member coordination platforms

Job Responsibility

Lead Strategic Media Partnerships: Act as the primary liaison between T-Mobile and key media partners to co-develop and implement Joint Business Plans that drive mutual business value
Investment Roadmap Management: Create and maintain comprehensive investment roadmaps that align with strategic priorities across business units, ensuring coordination across all media channels
Marketplace Management: Collaborate with cross-functional teams to develop forward looking perspectives on marketplace dynamics to shape the overarching investment strategy
Program Management & Governance: Oversee the full lifecycle of partner investment programs—including planning, timeline tracking, partner alignment, and risk mitigation
Performance Tracking & Reporting: Define and manage robust reporting frameworks to evaluate partner performance, ensuring clear accountability against achievements and critical metrics
Stakeholder Collaboration: Partner closely with Communications Planning, Media Strategy, and In-House Channel Leads to synchronize investment activity across the enterprise
Data-Driven Optimization: Use performance data, partner insights, and marketplace intelligence to inform media investment decisions and adjust plans as needed

What we offer

medical, dental and vision insurance
flexible spending account
401(k)
employee stock grants
employee stock purchase plan
paid time off
up to 12 paid holidays
paid parental and family leave
family building benefits
back-up care

Fulltime

Project Manager – Investment Domain

We are seeking a skilled Project Manager with extensive experience in the Invest...

Location

United States , Whippany, New Jersey

Salary:

Not provided

Realign

Expiration Date

Until further notice

Requirements

8+ years of experience as a Project Manager in the Investment domain (e.g., Asset Management, Investment Management, Wealth Management, Institutional Investing)
Proven experience working with major U.S.-based investment institutions such as BlackRock, Vanguard, Fidelity, JPMorgan Asset Management, Goldman Sachs Asset Management, etc.
Deep understanding of investment products (mutual funds, ETFs, fixed income, equities, alternatives)
Solid knowledge of investment operations and front-to-back office workflows
Excellent stakeholder engagement and communication skills
Hands-on experience using tools like JIRA, MS Project, Excel, and Confluence
Familiarity with Agile or hybrid project methodologies

Job Responsibility

Lead the delivery of strategic projects in the investment management domain, such as portfolio accounting, asset allocation, compliance, performance reporting, and client reporting initiatives
Collaborate closely with Portfolio Managers, Operations, Compliance, IT, and other stakeholders to ensure business objectives are met
Drive end-to-end project management: planning, budgeting, execution, risk management, and reporting
Manage multiple concurrent projects and deliverables within tight timelines and regulatory expectations
Coordinate cross-functional teams, including both onshore and offshore resources
Ensure alignment of project goals with overall investment business strategy
Present status updates to senior leadership and manage project governance routines

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , Stamford

Salary:

60000.00 - 75000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

National Account Manager

At Joseph Joseph, we are driven by a simple yet powerful belief — that intellige...

Location

United Kingdom , London

Salary:

Not provided

Joseph Joseph

Expiration Date

Until further notice

Requirements

Established experience within a similar sales environment, operating at a National Account Manager level or Buying background
Proven track record of achieving business development and revenue growth
Experience of implementing sales plans, developing customer account plans and JBPs and managing budgets
Excellent communication and negotiation skills with the ability to influence at all levels whilst providing a quality customer orientated approach
Demonstrate excellent analytical, planning, problem solving, presentation and organisational skills
Proactive, ambitious and results oriented
Ability to work effectively both independently and as part of a team
Occasional travel within the UK

Job Responsibility

Meet and exceed all KPIs for your customer account portfolio
Maintain and grow existing accounts and other selected customers
Effectively manage all new product launches to drive initial listings and maximise availability and revenue growth
Devise and execute comprehensive and cost-effective account plans, JBP’s and promotional plans and regularly review with each individual key account
Monitor and report on competitor activity in the market, identify changes and emerging trends in customer and consumer buying patterns
Deploy category management principles to ensure fair share of space in-store and online for our core range and NPD
Collaborate with other internal departments on customer projects to ensure we maximise our return on investment and act as a best-in-class commercial function
Complete all specified administration including business plans, reports, promotional proposals, presentations, evaluations and pricing controls
Enhance the Company profile through undertaking a range of promotional activities to include attendance at relevant trade shows and exhibitions

What we offer

Competitive salary and holiday allowance
Company performance related bonus
A pension contribution
An exclusive staff discount
24/7 healthcare appointment support
Hybrid working – 3 days in office & 2 days from home and flex start/finish times
External private employee wellbeing support
Access to Perkbox
Volunteer days
Team Recognition scheme

Fulltime

Investment Accountant

This role revolves around ensuring timely and accurate accounting for a portfoli...

Location

United States , Charlotte

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possesses solid experience in Public Accounting
Has a background in Public Accounting Audit
Proficient in using Yardi software
Has a deep understanding of the Investment Company Act
Experienced in managing Investment Portfolios
Demonstrates strong knowledge of General Ledger Accounting
Skilled in Property Accounting practices

Job Responsibility

Accurately process and maintain records of a portfolio of investments
Perform financial analysis including balance sheet reconciliations and variance reports
Facilitate a timely and accurate monthly close of property general ledgers and creation of property-level financial statements
Collaborate with the Investment Accounting leadership and Asset Management teams on budgeting and reforecasting processes for all properties
Review accounts receivable detail along with operations teams to determine required bad debt reserves and ensure all income is billed in accordance with lease terms
Participate in departmental projects aimed at deploying updated processes and technology to create efficiencies and automate manual tasks
Assist with special projects or tasks to support the overall company’s goals
Contribute to the development of procedures around financial reporting and internal controls

What we offer

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

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , San Francisco

Salary:

67000.00 - 80000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
30 days paid time off each year including Vacation and Holidays

Fulltime

Fund Accounting Manager

Our client, an innovative venture capital firm based in Menlo Park, is dedicated...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or a related field
6+ years of experience in public audit or in-house roles within the venture capital or private equity industry
STRONG Investment Valuation skills
Proven ability to drive the accounting close process and manage yearly audits in a hands-on capacity
Advanced Excel modeling skills for data analysis and reporting
Experience with ERP systems such as Investran, Intacct, or QuickBooks is a plus

Job Responsibility

Review weekly transactions and manage investment documentation
Calculate capital call allocations
Track and report cash and stock distributions
Analyze partners’ quarterly and year-to-date capital allocations
Mentor and develop the accounting staff
Conduct and document technical research for complex transactions
Update limited partner interest transfers and contact information
Prepare and document quarterly valuation analyses for portfolio companies
Stay informed on industry best practices and valuation guidance
Identify key assumptions in valuation models and communicate findings

What we offer

Competitive benefits package
Comprehensive insurance
Phantom share plan
Unlimited PTO

Fulltime

Investments Accounting Manager

Robert Half

Location:
United States , Dallas

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 12, 2026

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