Investor Relations Specialist Job at Robert Half (Houston)

Investor Relations Specialist

Defines high-impact, long-term business strategies at the corporate, business, a...

Location

United States , Spring

Salary:

81500.00 - 187500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

2+ years experience in management consulting, investment banking, or market research
First level university degree
Recent MBA with pre-degree experience would be considered
Very strong analytical thinking and analysis skills
Extensive knowledge of Excel, PowerPoint, Access, statistical analysis, and financial modeling
Developed business acumen and technical knowledge within at least two business units
Strong verbal and written communication skills, including negotiation and presentation
Advanced group facilitation, and interviewing skills
Demonstrated project management skills
Good relationship management skills, including partnering

Job Responsibility

Defines high-impact, long-term business strategies at corporate, business, and/or regional level
Partners with senior management to identify existing operational and new business opportunities
Monitors external factors during strategic development
Works with and manages cross-functional project teams
Conducts rigorous, data-driven analyses to diagnose current state and model future outcomes
Develops recommendations for senior management based on competitive market, financial, statistical, and economic trend data
Manages corporate strategy initiatives and participates in communicating strategy
Researches businesses, industries, and competitors for multiple workstreams
Constructs financial and statistical models
Interprets and synthesizes data to identify major conclusions

What we offer

Health & Wellbeing benefits
Personal & Professional Development programs
Unconditional Inclusion environment
Comprehensive suite of benefits supporting physical, financial and emotional wellbeing

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Investor Services Specialist

We’re seeking an Investor Services Specialist to join a highly respected private...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Economics, Business, or a related field
3+ years of experience in investor services or a similar function
Strong organizational skills with the ability to manage multiple priorities simultaneously
Excellent written and verbal communication skills, including professional email and virtual meeting etiquette
Proficiency in Excel
familiarity with CRM and fund accounting platforms
Ability to quickly learn new systems and contribute to process improvements

Job Responsibility

Prepare and distribute quarterly and annual reports, capital account statements, and fund financials
Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors
Maintain accurate investor data across CRM and fund accounting platforms
Support system enhancements and implementations (Investorflow, Allvue, Sensr)
Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic projects
Coordinate AML/KYC documentation and tax forms with third-party service providers
Identify opportunities to enhance reporting templates, workflows, and investor portal experiences

What we offer

Competitive base salary + annual bonus
100% employer-paid medical, dental, and vision coverage
Generous retirement contributions and additional firm perks
Collaborative, hands-on manager who values clarity, structure, and organization
Free meals and a supportive, team-oriented culture

New

Finance & Donor Relations Specialist

The Finance & Donor Relations Specialist ensures a high level of personalized cu...

Location

United States , Albuquerque

Salary:

27.00 - 31.00 USD / Hour

United Way

Expiration Date

January 25, 2026

Requirements

Bachelor’s degree or 2 years’ experience in a financial/accounting role or administration
Experience in nonprofit donor stewardship, financial reporting, or accounting
Proficiency in all Microsoft Office products
Flexibility, independence, critical thinking and decision-making skills
Commitment to working in team settings, an understanding of internal and external customers, including staff and volunteer management
Excellent spelling and grammar, and good judgment
Ability to compile information, prepare reports and light bookkeeping
Effective time management, manage responsibilities independently and exercise initiative

Job Responsibility

Manages all donor and Tocqueville Society members’ accounts, including accurate data entry, record keeping, and reconciliation of pledges, payments, and financial adjustments
Tracks, completes and manages donor and Tocqueville Society members’ financial transactions
Reconciles adjustments to donor pledges and payments
Ensures accurate records of donors and Tocqueville Society members’ contact information, personal data and pledge/payment data in donor database
Tracks and manages member recommitments and recruitment of new members
Collaborates with Investor Relations, Finance and IT teams to establish, edit and follow donor database and finance procedures
Manages the acknowledgements of all Tocqueville Society pledges and payments through personal letters and statements
Distributes Tocqueville donors’ quarterly giving statements and annual tax letters/statements
Provides customer service, updates and communications for DonorLink and AgencyLink
Research returned agency checks and dissolved agencies

What we offer

Health, dental, life and long-term disability insurance
Retirement plan
Flexible spending account
Voluntary insurance programs
Tuition reimbursement plan
Volunteer time off
Generous leave time

Fulltime

!

Mid-Market Account Executive, Corporate

We are looking for an entrepreneurial, driven and accomplished new business sale...

Location

United Kingdom , London

Salary:

Not provided

AlphaSense

Expiration Date

Until further notice

Requirements

Experience selling into corporate vertical markets (e.g., Technology, Media and Telecoms (TMT), Consumer Packaged Goods (CPG), Life Sciences, Professional Services, Energy and Industrial markets)
Understanding of the 'science of sales' and activity leading to success
Experience in SaaS sales, preferably focused on financial information and/or research solutions
Hard-working with a 'never give up' attitude
Intellectually curious
Coachable and open to feedback
Strong communicator able to explain complex financial data to non-financial audiences
Knowledge of personas sold into (Corporate Strategy, Market Intelligence, Business Development, M&A, Investor Relations, research-related functions)

Job Responsibility

Cold call, prospect, conduct frequent technical demonstrations in a full 360 Sales role targeting corporate intelligence departments
Research opportunities, prospect, initiate discussions, build relationships, conduct demos, manage product trials, close deals
Forecast accurately and develop pipeline to meet/exceed quota
Work closely with Product Specialist team during trials to ensure client engagement and purchase
Gather and distribute product feedback from clients and prospects to sales and product teams

Enterprise Account Executive, Life Sciences

Enterprise Account Executive role focused on the Life Sciences Industry, selling...

Location

United Kingdom , London

Salary:

Not provided

AlphaSense

Expiration Date

Until further notice

Requirements

Proven track record selling with six- and seven-figure ACV wins
Preferably into life sciences enterprises (pharma, biotech, medtech, CRO/CDMO)
Demonstrated success in building executive credibility quickly and sustaining strategic relationships across R&D, commercial, and corporate functions
Exceptional skills in industry event networking, conferences, and panel participation to raise both personal and company profile
Proficient communication skills to explain complex financial data to non-financial audiences
Hard-working with a 'never give up' attitude
Coachable with openness to feedback
Knowledgeable and experienced with Life Science personas (Corporate Strategy, Market Intelligence, Business Development, M&A, Investor Relations, Research-related functions)
Intellectually curious in Life Sciences
3+ years experience selling to the Life Sciences Vertical in a full 360 closing role

Job Responsibility

Act as a trusted advisor to senior leaders across the life sciences value chain
Engage deeply with multiple stakeholder groups within pharma, biotech, medtech, and CRO/CDMO organizations
Conduct rigorous pre-call research to tailor conversations and establish credibility
Lead executive-level presentations and on-site workshops
Develop and present quantified business cases that tie AlphaSense adoption to measurable improvements
Represent AlphaSense at major industry events
Orchestrate complex enterprise sales cycles across regional and global teams
Collaborate closely with Product Specialists and Customer Success to design and execute proof-of-concept trials and onboarding strategies

Enterprise Account Executive

We are looking for an entrepreneurial, driven and accomplished new business sale...

Location

United Kingdom , London

Salary:

Not provided

AlphaSense

Expiration Date

Until further notice

Requirements

Accomplished sales professional
Open to sell into Corporate industry markets (Life Science, Technology Media and Telecoms, Professional Services, CPG, Energy and Industrial)
Perceives sales as both an art and science
Can articulate the 'science of sales'
Experience in pipeline building, managing a heavy volume of product trials, spearheading complex discussions
Ideally experience in SaaS sales, preferably focused on financial information and/or research solutions
Hard-working with a 'never give up' attitude
Intellectually curious
Coachable
Proficient communicator

Job Responsibility

Cold call, prospect, conduct frequent technical demonstrations in a full 360 Sales role
Target corporate intelligence departments selling into Corporate vertical markets
Research opportunities, prospect, initiate discussions, build relationships, conduct demos, oversee product trials, close deals
Forecast accurately and develop the necessary pipeline to meet/exceed quota
Work closely with Product Specialist team during trials to ensure client commitment and ultimate purchase
Gather and distribute product feedback from clients and prospects to sales and product teams

Senior Fund Accountant

This is fund accounting and administration at its finest. Where we pair end-to-e...

Location

Ireland , Cork

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Several years of experience in Private Equity, Real Estate or Debt Fund Administration, including NAV calculation, Transfer Agent and investor servicing, tax compliance, etc.
Experience of UK FRS and IFRS accounting standards
Strong academic background, qualified Accountant (ACCA/CIMA/ACA) preferred
Good communication skills, organised and flexible
You possess team spirit with the ability to work independently using your own initiative when appropriate
Ambitious with a high level of energy and commitment
Ability to work under pressure and meet a range of deadlines
High level of IT literacy with strong Excel and Word skills

Job Responsibility

Responsible for a portfolio of clients and will work as part of a team to achieve and meet their needs
Important link between management and junior staff, responsible for the quality of the work carried out for the client
Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process
Overseeing the preparation and collation of Know Your Customer and Client Due Diligence files
Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers
Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities
Preparing the funds’ periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports
Coordinate and arranging investor servicing, including investor on-boarding, capital calls, distributions as well as issuance of shareholder statements
Organising and participating in board meetings and shareholders' meetings
Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Investor Relations Specialist

Robert Half

Location:
United States , Houston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 19, 2026

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