Investor Services Specialist Job at Robert Half (San Francisco)

Investor Relations Specialist

We are looking for a detail-oriented Investor Relations specialist to join a fin...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of relevant experience in investor relations, investment management, hedge funds, or a similar financial services environment
Strong proficiency in Microsoft Word, PowerPoint, and Excel
Experience supporting business analysis activities, document review, or process-focused workstreams
Ability to manage investor communications and service requests with professionalism and attention to detail
Comfortable coordinating across teams and tracking multiple deadlines in a fast-paced setting

Job Responsibility

Respond to investor requests and help maintain clear, timely communication across multiple channels
Prepare recurring and ad hoc reports, presentations, and meeting materials to support investor-facing activities
Coordinate due diligence activities for prospective investors, including scheduling discussions, organizing documentation, and following up on outstanding questions
Partner with internal teams to collect and validate information used in investor reporting, compliance support, and performance updates
Maintain and enhance content within the firm's content management tools as part of ongoing investor relations support
Update investor records and databases to ensure information remains accurate, complete, and accessible
Keep diligence materials and frequently requested documents current and ready for distribution
Complete investor questionnaires and work with fund administration contacts to help resolve onboarding-related issues
Support the creation of marketing collateral for a global investor audience, including institutional and private capital groups
Oversee website content related to investor relations, ensuring disclosures and published information remain accurate and aligned with best practices

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Senior Fund Accountant - Real Estate

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

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Degree level educated in a relevant area such Finance, Accounting or Economics
5-9 years of existing relevant experience in the fields of fund administration, audit or fiduciary services
Knowledge of fund industry, valuation, and accounting
Basic knowledge in accounting for investment products
Understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference, options, and futures
Team spirit
Capacity to build strong client relationships
Take initiative to act without waiting for direction

Job Responsibility

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
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
Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities
Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
Pro-actively take on additional responsibilities and administrational tasks as required by your managers or clients

What we offer

Support for professional accreditations such as ACCA and study leave
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

New

VP, Business Development (Asset Class)

The VP, Business Development (Asset Class) will be a key member of Waystone's ne...

Location

United Kingdom , London

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

10–15+ years of senior-level business development experience within private markets, asset management, or financial services
Proven success managing complex pursuit cycles, orchestrating cross-functional teams, and closing high-value engagements in private equity or private debt/credit
Deep knowledge of private markets fund structures, investor mandates, regulatory considerations, and multi-product commercial models
Exceptional ability to build relationships across executive, investment, operational, and advisory stakeholders
Strong commercial acumen with demonstrated ability to shape, position, and negotiate tailored solutions
Excellent communication, presentation, and negotiation skills
Bachelor’s degree in Business Administration, Finance, or related field (MBA preferred)

Job Responsibility

Lead and orchestrate complex pursuits across private equity and private debt/credit, managing multiple stakeholders and touchpoints throughout each engagement
Partner with executives, subject-matter experts, product teams, and market leads to structure custom, multi-product private markets solutions tailored to client needs
Manage the end-to-end pursuit process from initial qualification through to proposal development, pricing, negotiation, and close
Develop and execute a commercial strategy aligned with the objectives of the Asset Class Hub, targeting high-value opportunities across LPs, GPs, institutional investors, fund managers, and intermediaries
Identify new prospects and expand wallet share within existing client accounts by identifying opportunities across Waystone's private markets offering
Build strong, multi-level relationships across client organisations, ensuring multi-peer engagement across investment, operations, legal, and executive teams
Serve as the central point of orchestration for complex engagements, ensuring alignment across all internal and external stakeholders
Facilitate collaborative, strategic conversations that uncover client needs and translate them into tailored, scalable solutions
Work collaboratively with internal product teams, distribution, investment, operational specialists, and marketing to shape solutions that span multiple product lines
Own and manage forecasting, pipeline discipline, and opportunity planning for complex private markets pursuits

Fulltime

New

Key Account Manager

Reporting to the SVP of Key Account Management, you are an experienced and highl...

Location

Ireland , Dublin

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Extensive experience in sales and key account management within the financial services industry, with a successful track record of nurturing and growing client relationships
An extensive understanding of the asset management industry, including market trends, regulatory environment, and competitive landscape
Adept at developing and executing comprehensive account growth strategies, including setting ambitious revenue targets, and formulating actionable plans to achieve them
Strong focus on achieving measurable results and exhibit the drive to meet or exceed sales targets while maintaining high levels of customer satisfaction
Excellent communication, presentation, and negotiation skills, both written and verbal
The capacity to conduct market research, analyse data, hypothesise solutions, and identify trends
Understanding and addressing the unique needs of potential clients
Extending and nurturing strong relationships with key stakeholders, including institutional investors, investment funds, and asset managers
Open to innovation, adaptable to change, and willing to explore innovative approaches
Upholding high ethical standards

Job Responsibility

Build and maintain strong relationships with key decision-makers within financial services companies, fostering long-term partnerships and ensuring client satisfaction
Identify upselling and cross-selling opportunities within key accounts to drive revenue growth and increase Waystone's market share, utilizing established account management methodologies
Understand clients' unique needs, objectives, and challenges, ensuring Waystone's services align with their requirements, and leveraging proven account management frameworks
Collaborate with the Sales and Legal teams to negotiate contracts, pricing, and terms for key accounts, ensuring mutually beneficial outcomes and adherence to best practices
Develop and implement strategic account plans using leading methodologies such as Miller Heiman to maximize revenue contributions from key clients and achieve growth targets
Stay updated on industry trends, regulatory changes, and competitor activities, providing valuable insights to clients and internal teams through data-driven analyses
Work closely with internal teams, including Relationship Managers and Operations, to ensure seamless service delivery and address client concerns promptly
Provide regular updates on key account management activities, revenue contributions, and client feedback using established methodologies for comprehensive reporting
Proactively identify and mitigate risks associated with key account management, ensuring compliance with industry regulations and standards while employing proven frameworks
Represent Waystone at industry events, conferences, and webinars to enhance the company's reputation as a trusted provider of specialist services

Fulltime

New

Key Account Manager

Reporting to the SVP of Key Account Management, you are an experienced and highl...

Location

United Kingdom , London

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Extensive experience in sales and key account management within the financial services industry, with a successful track record of nurturing and growing client relationships
An extensive understanding of the asset management industry, including market trends, regulatory environment, and competitive landscape, is crucial for effectively positioning Waystone's services and staying ahead in the market
You should be adept at developing and executing comprehensive account growth strategies, including setting ambitious revenue targets, and formulating actionable plans to achieve them
You will have a strong focus on achieving measurable results and exhibit the drive to meet or exceed sales targets while maintaining high levels of customer satisfaction
Excellent communication, presentation, and negotiation skills, both written and verbal, to effectively engage with clients and key stakeholders
The capacity to conduct market research, analyse data, hypothesise solutions, and identify trends to inform sales strategies and decision-making
Understanding and addressing the unique needs of potential clients are essential to develop tailored proposals that align with their goals and build trust in Waystone's services
Extending and nurturing strong relationships with key stakeholders, including institutional investors, investment funds, and asset managers, is vital for establishing Waystone as a trusted partner in the industry
The asset management industry is constantly evolving, and you should be open to innovation, adaptable to change, and willing to explore innovative approaches to enhance the company's sales performance
Upholding high ethical standards in all interactions, reinforcing Waystone's reputation as a trustworthy partner in the industry

Job Responsibility

Build and maintain strong relationships with key decision-makers within financial services companies, fostering long-term partnerships and ensuring client satisfaction
Identify upselling and cross-selling opportunities within key accounts to drive revenue growth and increase Waystone's market share, utilizing established account management methodologies
Understand clients' unique needs, objectives, and challenges, ensuring Waystone's services align with their requirements, and leveraging proven account management frameworks
Collaborate with the Sales and Legal teams to negotiate contracts, pricing, and terms for key accounts, ensuring mutually beneficial outcomes and adherence to best practices
Develop and implement strategic account plans using leading methodologies such as Miller Heiman to maximize revenue contributions from key clients and achieve growth targets
Stay updated on industry trends, regulatory changes, and competitor activities, providing valuable insights to clients and internal teams through data-driven analyses
Work closely with internal teams, including Relationship Managers and Operations, to ensure seamless service delivery and address client concerns promptly
Provide regular updates on key account management activities, revenue contributions, and client feedback using established methodologies for comprehensive reporting
Proactively identify and mitigate risks associated with key account management, ensuring compliance with industry regulations and standards while employing proven frameworks
Represent Waystone at industry events, conferences, and webinars to enhance the company's reputation as a trusted provider of specialist services

Fulltime

Hud Compliance Specialist

The HUD Compliance Specialist ensures that affordable housing properties and pro...

Location

United States , Davis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience in affordable housing compliance, property management, or related field
In-depth knowledge of HUD regulations, LIHTC, Section 8, and Fair Housing laws
Preferred: Certified Occupancy Specialist (COS), HOME Compliance Specialist (HCS), or equivalent certification
Strong attention to detail, organizational skills, and proficiency in Microsoft Office and housing software
Excellent written/verbal communication and customer service abilities
Ability to work independently and collaboratively in a fast-paced environment

Job Responsibility

Perform initial, annual, and interim tenant certifications and recertifications
Verify income, assets, and household eligibility using HUD guidelines and systems like EIV
Maintain accurate, audit-ready resident files and process leases, rent calculations, move-ins/outs, and transfers
Monitor regulatory updates (e.g., HUD Handbook 4350.3) and implement changes
Prepare reports, 50058 forms, rent rolls, and submissions to HUD, PHAs, or investors
Conduct internal audits and prepare for/respond to external reviews (e.g., Management Occupancy Reviews)
Ensure compliance with Fair Housing, civil rights, and accessibility requirements
Provide training and support to staff while delivering excellent customer service to residents

What we offer

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

Regulatory Compliance Specialist

Our parent company, Quintet Private Bank, is a leading private bank in the wealt...

Location

United Kingdom , London

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Good working knowledge of the Brown Shipley and UK regulatory environment in the RCC topics as listed above.
Ability to interpret rules and regulation and communicate the requirements clearly and effectively to a diverse range of stakeholders.
Experience of drawing up and maintaining policies on regulatory requirements
Proven relevant experience in an Tier 1 private bank/ wealth or asset manager/ regulator/ legal or professional services firm.
Excellent written, verbal, numeric and comprehension skills and IT proficient
Higher Education (University / Bachelor)
MS Office

Job Responsibility

Supporting the Brown Shipley, Head of Compliance, in ensuring that the team delivers high quality compliance advice to colleagues across the UK in the areas of: Conduct of Business, Investor Protection, Market Abuse, and Cross-Border regulations
Contributing to regulatory interactions
Supporting the effective management of compliance risk
Providing clear, pragmatic guidance to the business
Identifying, assessing and managing regulatory risk
Drafting and reviewing Quintet's RCC policies and procedures
Supporting the business with the implementation of new relevant initiatives from the local regulator and other UK regulators
Assisting Brown Shipley's Head of Compliance as well as RCC Head of Compliance in the production of technical analyses and reports related to regulatory risk
Partner with other teams within the Compliance Function to achieve Compliance's function strategic objectives

Fulltime

Corporate Services Senior Officer (SPV Accounting)

We’re determined to define best practice for the future of corporate services. A...

Location

Lithuania , Vilnius

Salary:

2670.00 - 3670.00 EUR / Month

Alter Domus

Expiration Date

Until further notice

Requirements

Strong academic background, preferably with a degree in Accounting, Finance, Audit or Economics
Relevant experience within the fields of accounting or audit, ideally within a corporate service provider or audit firm
Fluent in English
High level of IT literacy with strong Excel and Word skills

Job Responsibility

Acting as the main point of contact for all matters relating to the account, linking the client and other junior staff working on the account
Reviewing work before it is submitted to senior management
Participating in the set-up of funds/ SPVs and implementation of complex international structures as part of restructuring plans, mergers and acquisitions
Coordinating contact with independent tax specialists, lawyers and notaries
Taking care of the day-to-day operations of funds/ SPVs, following up with clients and investors as appropriate
Maintaining books and records and preparing periodic reports, including reviewing regulatory reports for the funds/ SPVs as well reviewing financial statements and consolidated accounts
Preparing statutory financial statements, coordinating audits and maintaining contact with auditors
Preparing periodic tax and VAT returns and maintaining contact with the relevant tax authorities and tax advisers
Assisting in the organisation of board meetings and shareholders’ meetings

What we offer

Support for professional accreditations such as ACCA and study leave
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

Fulltime

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Investor Services Specialist

Job Description

Job Responsibility

Requirements

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What we offer

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