Investor Services Associate Job at Robert Half (San Francisco)

Investor Services Associate

We’re seeking an Investor Services Associate 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, manage investor communications, and support onboarding for new funds and investors
Maintain accurate investor information across CRM and fund accounting systems
Contribute to system enhancements and new technology initiatives (Investorflow, Allvue, Sensr)
Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic initiatives
Coordinate AML/KYC documentation and tax forms with third‑party administrators
Identify opportunities to streamline reporting templates, improve workflows, and enhance investor portal experiences

What we offer

Competitive base salary + annual performance bonus
100% employer‑paid medical, dental, and vision coverage
Strong retirement contributions and additional firm‑wide perks
A collaborative, supportive manager who values clarity, structure, and organization
Free meals and a positive, team‑oriented culture

Investor Services Associate I

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

United States , Carmel; Salt Lake City

Salary:

45000.00 - 55000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance
or relevant experience
Exceptional written and verbal communication skills
Excellent organizational and time management skills
Impeccable customer service skills
Ability to multitask and prioritize daily workload.

Job Responsibility

Autonomy and ability to lead an assigned workflow/work product
or be a subject matter expert on it
Ability to lead team projects or inter-department projects or meeting calls
Assist with training/mentoring incoming team members
Cross-trained in team functions
and/or able to quickly cross-train for other departments for projects
May serve as a back-up/ point person to Sr. Associate/Lead
Process Investor Subscription documentation with accuracy
including entering the appropriate information either by data entry or upload to the record keeping system
Work to identify all possible information included in a Subscription Document that may need to be reported to a client, regulator, auditor or internal management

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

Office Manager

Location

United States , Maui

Salary:

Not provided

Architectural Design & Construction, Inc.

Expiration Date

Until further notice

Requirements

Report to the Administration Manager
Work with all Managers and Employees of ADC and NAI in any way to achieve the goals and vision of the Company
Support staff to Architects, Construction, and Administration with all daily operations and clerical functions
Protect information that is confidential and proprietary
Assist all Managers and Employees in facilitating confidential business matters
Protect the financial interests and integrity of the Owner, Company, employees, investors, and associates
Adhere to all professional, municipal, and Company policies, requirements, and procedures
Proactively provide outstanding customer service to all
Conduct all Company business in a way that conveys ADC’s ethics and integrity
and builds a relationship of trust and respect

Finance Operations Associate

Fast-Track Career Advancement Opportunity (This position is expected to advance ...

Location

United States , Chicago

Salary:

100000.00 - 105000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

BS/BA in Accounting
2-3 years of experience Public Accounting Audit and/or Private Fund background
Bank Debt/Private Credit product knowledge a plus

Job Responsibility

Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics
Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties
Perform representative daily activities that include: Maintain data integrity within borrowing bases for effective administration of credit facilities
Process waterfalls for accurate tracking and payment of principal and interest collections
Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure
Establish dashboards and processes to satisfy a variety of reporting needs
Compile and monitor key portfolio ratios and metrics
and Monitor fund liquidity and manage fund cash positions
Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis
Liquidity management and cash forecasting for the Funds

What we offer

medical, vision, dental, life, and disability insurance
bonus
access to top jobs, competitive compensation and benefits, and free online training
eligible to enroll in our company 401(k) plan

Accounting Manager

This role offers a high-paying job that respects work-life balance and provides ...

Location

United States , Chicago

Salary:

120000.00 - 140000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, with at least five years of professional work experience in accounting
public and/or CPA is preferred
Understanding of Partnership tax returns and overall tax experience is preferred
Highly developed interpersonal, written, and verbal communication skills
Approaches cross-departmental relationships with a customer service mentality and works well with associates of all levels
Acute attention to detail
Works well independently and as a member of various teams
Manages multiple projects and meets goals and deadlines timely and consistently
Requires minimal guidance to accomplish general tasks
Versatile, flexible, and thrives in an environment where there are constantly changing priorities

Job Responsibility

Collaborates and shares responsibility for the monthly close process to prepare, or review, financial statements, which encompasses maintaining all accounting records, designing, executing financial controls, and preparing financial reports for management
Analytically reviews monthly reported results against previous periods, plan and forecast to identify unusual activity and/or transactions
Preparation of capital call and distribution calculations and related notices to investors
Journal entries to record capital contributions and distributions
Oversee the monitoring of investment-in and capital balances, including investor statements and internal rate of return calculations
Respond to ad hoc investor requests
Prepare wire and ACH payment requests
Assist with the development of the investor portal and ongoing monitoring of documents and communications
Supervision of new entity setup and new joint ventures ensuring all Owner/Entity requirements are documented and met
Support the external auditors and tax preparers to assist in their completion of an efficient audit and tax returns of the entities

What we offer

medical
vision
dental
life
disability insurance
PTO
fast-track career advancement opportunity
401(k) plan

Fulltime

New

Tax Manager

As a Tax Manager, you will be working on variety of clients and will specialize ...

Location

United States , Chicago

Salary:

150000.00 - 160000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s Degree and preferably a Master’s Degree in Taxation
Minimum of 7 years of Tax experience
Experience with clients within and extensive knowledge of the financial services industry
CPA in Illinois
Exemplary client service and communication skills
Experience with Pass Through or Flow Through entities
Extensive exposure to federal, state and local income taxation of financial service clients

Job Responsibility

Work on variety of clients and specialize in the taxation of financial products and investment vehicles providing both tax consulting and tax compliance services to: Proprietary/High Frequency Trading Firms
Broker-Dealers
Commodity Pools and Hedge Funds
as well as high-net-worth individuals associated with these types of entities and other investors focused in the financial services industry
Deal with complex financial products including OTC derivatives, futures, options, swaps, fixed income, convertible debt, asset-backed securities, and other derivative products
Work closely with our Tax Partner to research new tax rules, prepare and review tax returns, and to develop our tax practice within the financial services industry
Coach, develop and lead tax professionals, and build a team of dedicated tax specialists

What we offer

medical, vision, dental, life, and disability insurance

Fulltime

New

Technical Service Manager

We’re looking for a strategic Technical Service Manager (TSD) to lead our Techni...

Location

Salary:

Not provided

Antech Diagnostics

Expiration Date

Until further notice

Requirements

Proven experience in technical service management, preferably in the medical devices or veterinary technology industry, with a track record of success in managing complex organisations
Strong understanding of service delivery models including hotline support, field service, and in-house repair
Excellent interpersonal skills, with the ability to build and maintain strong relationships with customers, investors, and other stakeholders
Excellent communication skills, with the ability to clearly and effectively convey information and ideas to a variety of stakeholders
Good leadership skills, including the ability to motivate and engage direct reporting teams
Strong analytical skills with extreme attention to detail
Outstanding analytical and problem-solving abilities
Ability to work well under time constraints
Strong diplomacy and adaptability attributes
Fluent in English and French

Job Responsibility

Drive operational excellence and deliver a world-class customer experience across technical support, field service, and in-house repair for Antech’s innovative veterinary medical devices
Build, inspire, and develop a high-performing team of technical specialists, field engineers, and repair technicians, ensuring seamless service delivery, rapid issue resolution, and a strong culture of customer focus and continuous improvement
Partner with the General Manager NEC on long-term strategy, budgeting, and forecasting for Technical Services operations
Collaborate with NEC executive staff to deliver strategic goals, manage workflows, and ensure operational efficiency and exceptional customer service
Build and lead a multi-country Technical Service team across the North European Cluster
Recruit, train, and develop technical support and field engineering teams
Oversee daily operations across technical support (1st/2nd line), field service, and in-house repairs
Ensure fast response and resolution of technical issues to minimise downtime and maximize customer satisfaction
Develop and implement service strategies, pricing, and KPIs for performance, quality, and customer experience
Align with cross-functional teams to standardise and improve service processes

Fulltime

Housing Solicitor - Senior Associate

An outstanding opportunity has arisen for a Senior Associate to join the thrivin...

Location

United Kingdom , Birmingham

Salary:

60000.00 - 80000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor, Chartered Legal Executive or Licensed Conveyancer
Strong experience with housing associations, especially in the affordable home ownership space
Comfortable managing site set-ups and advising developers and investors (desirable but not essential)
Passionate about team collaboration, client service, and mentoring junior colleagues
Able to work well under pressure, managing a busy caseload and meeting deadlines with a calm, proactive approach
Excellent written and verbal communication skills with the ability to build strong client relationships
A positive, forward-thinking mindset and a commitment to professional development

Job Responsibility

Manage a varied caseload of shared ownership, new build, and after-sale transactions, including lease extensions, disposals, RTB/RTA, deeds of variation and more
Provide high-quality legal advice to a range of real estate clients, particularly housing associations and developers
Contribute to business development initiatives and the continued expansion of the team
Ensure compliance with all regulatory and internal policies
Actively support junior team members and contribute to their ongoing development
Engage with internal training and external networking opportunities
Manage billing and work towards income and profitability targets

What we offer

Flexible working
Hybrid options
Ongoing technical and career development support
Strong culture of mentoring

Fulltime

Investor Services Associate

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 16, 2026

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