Investor services Job at Robert Half (San Francisco)

Investor Services Technology Outsourcing Enablement Manager

The role is critical to ensure compliance of Investor Services Technology initia...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 5 years’ experience in a Compliance or Risk & Control function
knowledge of the regulatory environment pertaining to technology outsourcing and versed with outsourcing documentation such as TRM (Technology Risk Management)
strong coordination skills to work across various functions in Citi – Technology, Business, Legal, Compliance, Procurement, Finance, and respective Country offices
strong oral, written, presentation, and people skills
self-drive, with a passion for change, acts with extreme sense of urgency and is passionate about delivering
meticulous planner with a tremendous attention to detail, managing through complexity and dependency
ability to work across all levels of the organization

Job Responsibility

Ensuring that outsourcing approvals are obtained for Asia Pacific Investor Services Technology outsourcing initiatives and that Citi is compliant to all the in-country regulatory requirements and Citi policies pertaining to outsourcing
responsible for the annual due diligence of approved outsourcing arrangements and for centralized monitoring and tracking
applies comprehensive understanding of how multiple areas collectively integrate to contribute towards achieving outsourcing approvals
provides evaluative judgment based on analysis of information in complicated and unique situations
exhibits sound and comprehensive communication and diplomacy skills to exchange complex information
support and facilitate discussions with internal auditors to address identified areas and potential risks
appropriately assess risk, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating issues with transparency

Fulltime

Experienced Recruitment Consultant - Investor Relations

Dartmouth has been placing professionals into Investor Relations functions for m...

Location

United Kingdom , London

Salary:

Not provided

Kernel

Expiration Date

Until further notice

Requirements

At least three years in recruitment, ideally recruiting into IR, sales, marketing or financial services more generally
Intellectually curious and keen to keep learning
Very high standards of written and verbal communication skills and a desire to recruit for very corporate firms who like a structured recruitment process
A values-driven approach to your work and a real focus on long-term relationship building
A good sense of humour
Ability to adapt in a continuously evolving and innovative environment

What we offer

Personalised training from our in-house Performance & Development team
Competitive salary & commission structure up to 50%
Incentives such as lunch clubs, afternoon tea and trips abroad
Private healthcare, wellness and mental health support including access to free counselling services
Friends in the office, regular team nights out and socials
International secondment and relocation opportunities
Flexible work arrangements (option to work four days in the office)

Fulltime

Principal Recruitment Consultant - Investor Relations

We are looking for a Senior-Principal Consultant(+) to join our team and lead th...

Location

United States , New York

Salary:

Not provided

Kernel

Expiration Date

Until further notice

Requirements

Agency experience recruiting Investor Relations and a developed network of candidates and clients
Alternatively, agency experience in adjacent fields such as Private Equity and Credit, or another financial services discipline
Alternatively, experience in-house rather than in an agency, for example, on campus, recruiting for IR, PE, or other financial services positions
360 experience is preferred
Strong attention to detail
Committed to delivering excellence
Professional
Kind, fun, and a team player
Ideally based in New York or Charlotte, or have ambitions to relocate there

Job Responsibility

Lead the growth of our Investor Relations practice
Build our IR desk with a focus on in-house IR across private equity and credit
Networking and connecting with candidates and clients in a 360 capacity
Have a direct impact on growing our team and brand in the US

What we offer

Personalised training from our in-house Performance & Development team
Progression pathways to management and leadership
Competitive salary and commission structure up to 50%
LTIP
Incentives such as lunch clubs and management bonuses
Health, vision, and dental plans
Commuter benefits
20.5-25.5 days holiday + 9 federal holidays
Friends in the office, regular team nights out and socials
International secondment and relocation opportunities

Fulltime

Business Office Head

The Business Office Head within Investor Services Operations at Citi Service Cen...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

English and Polish are a must
5-7 years of relevant experience, preferably in the Financial Services environment
Knowledge of Fund and Custody Products desired
Demonstrable ability to interact with senior management
Strong numerical, logical and analytical skills
Good organizational skills with the ability to work under pressure and prioritize
Effective communication skills
Positive and dynamic attitude to work

Job Responsibility

Act as a primary liaison between the Investor Services Poland Site Head and the broader management team
Provide comprehensive support for communications, monitoring, reporting, people strategy
Develop and maintain standard presentation materials
Assist the Global Business Office with critical activities such as headcount activity tracking and analysis
Oversee the administration & executive support and training teams
Coordinate the production of all necessary submissions for the business review decks
Participate in and influence management discussions
Lead the business communications strategy
Manage and address ad-hoc queries from senior management

What we offer

Competitive salary connected with annual salary review and discretionary annual performance bonus
Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)
Hybrid model of work
Flexible working hours
Working in a friendly, dynamic, supportive and diverse environment
Structured onboarding process and extensive training offering
Unlimited development opportunities within Citi global network
Exposure to a wide range of internal stakeholders as well as to senior management

Fulltime

Investor Retirement Specialist

The Investor Retirement Specialist is responsible for delivering a world-class o...

Location

United States , St Augustine

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Proven interpersonal, team-oriented skills
Strong understanding of qualified accounts (IRAs, 401Ks, etc.)
Results oriented team player

Job Responsibility

Collect all required information for new IRA related investments and additions
Assist with collecting all required information for new cash related investments and additions as needed
Verify custodian transfer exchanges and wire receipts when requested
Hold "onboarding" communication with new investors to review subscriptions to the funding process
Provide up to date communication with all investors regarding the status of their investment with the custodian
Maintain internal DLP file requirements across all technology platforms
Understand all custodian processes from account opening, funding the investment to servicing the accounts to ensure timely funding
Escalate investments to the assigned Investor Success Manager when there are delays in communication with investors or investors have not executed within the specified timeline
Respond to any investor account servicing inquiry
Provide notes and details within CRM for team transparency

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

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

Investor Services Specialist

We’re looking for an Investor Services Specialist to join a highly respected pri...

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 operational function
Strong organizational skills with the ability to manage multiple priorities effectively
Excellent written and verbal communication skills, including professional email and virtual‑meeting etiquette
Proficiency in Excel
Ability to quickly learn new systems and contribute to workflow and process enhancements

Job Responsibility

Prepare and distribute quarterly and annual reports, capital account statements, and fund financials
Monitor shared inboxes and coordinate timely investor communications
Assist with onboarding new funds and investors
Maintain accurate investor data across CRM and fund accounting systems
Support enhancements and implementations across platforms such as Investorflow, Allvue, and Sensr
Partner with Investor Relations, Finance, and external consultants on strategic and ad hoc projects
Coordinate AML/KYC documentation and tax forms with third‑party service providers
Identify and implement enhancements to 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 valuable firmwide perks
Supportive, organized, and hands‑on manager who prioritizes clarity and structure
Free meals and a collaborative, team‑focused culture

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

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 25, 2026

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