Senior Investment Associate Job at Robert Half (New York)

Senior Counsel-Associate General Counsel - Investments

At Allianz Life, we are driven by our mission – we secure your future – and by o...

Location

United States , Minneapolis

Salary:

141000.00 - 282000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

Law degree from ABA accredited law school
Licensed to practice in Minnesota or an active member in good standing with a state bar with the ability to be admitted in Minnesota within six months of hiring
9+ years of experience with a law firm or in-house corporate law department, in an in-house corporate law department of an institutional investment manager or for the internal investment department of an insurance company
Broad experience in providing legal counsel on sophisticated institutional and alternative investments, hedging and derivatives trading and general corporate governance matters
Experience in providing legal counsel on distressed assets or assets in workout arrangements
Initiative-taker with strong organizational, communication and people skills
Ability to navigate complicated and nuanced issues
Inquisitive and willing to learn and expand legal knowledge in unanticipated areas and take on new challenges
Ability to manage and prioritize multiple projects
Demonstrated success as a team member and in collaborating with business partners

Job Responsibility

Provide high quality legal services on a timely and cost-efficient basis
Provide comprehensive legal support in the investment space for a large life insurance company and its investment management subsidiary, including reviewing, negotiating, and drafting investment related agreements
Advise on legal and regulatory requirements, corporate policies and procedures, best practices, and strategies for managing risk as part of a multi-national organization
Analyze business plans and participate in project teams and corporate initiatives to identify legal risks, and advise clients on findings and mitigation strategies
Offer legal support to the investment governance, risk, and compliance team, by advising on laws, regulations, and corporate policies applicable to institutional investment advisers and insurance company investors
Assist with corporate governance and operational matters
Prepare legal memoranda, legal agreements, regulatory filings, and other documents
Collaborate cross functionally with other attorneys and outside counsel to provide holistic legal advice

What we offer

Choice of comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Generous annual paid leave
Outstanding 401(k) company match
Life insurance
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups

Fulltime

Senior Associate, Compliance

Heitman is currently looking for a Senior Associate to join our Compliance team ...

Location

United States , Chicago

Salary:

85000.00 - 100000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

2-4 years of compliance related experience within private equity, public equities, investment management, or financial institutions
Possess high attention to detail with an ability to effectively manage multiple deadlines
Highly motivated, intelligent, hardworking, team player with proven excellence in prior endeavors
Understanding of the investment management business and key processes typical to the industry including back-office processes or fund operations
Demonstrates substantive knowledge of the rules and regulations associated with the Securities Exchange Commission (SEC), the Securities Act Of 1933, the Securities Exchange Act of 1934, and the Investment Company and Investment Advisers Acts of 1940
Strong written and oral communication skills
Intermediate Microsoft Word, PowerPoint, and Excel skills
Positive attitude and ability to build relationships across the business

Job Responsibility

Promote and protect Heitman’s reputation for ethics, integrity and honesty
Hold Code of Ethics orientation meetings for new employees, manage employee certifications, pre-clear personal trade requests, monitor and test employee trading and manage COE logs
Maintain corporate governance for investment and corporate entities, including drafting consents and resolutions
Prepare client-mandated compliance reports/certifications
Prepare and submit regulatory filings, including Form ADV, Form PF, Form 13F, Form N-PX, TIC SLT, and others
Maintain compliance calendar and review/address regulatory changes as directed
Review processes for compliance with contractual provisions of client contracts
Perform periodic tests of procedures and/or transactions to monitor the effectiveness of the compliance programs
Prepare and conduct training programs
Liaise with various groups within the firm and external service providers as needed

What we offer

Competitive compensation
Annual bonus plan
Human-centric benefits package

Fulltime

Senior Associate

Meridiam recruits a Senior Associate to join the Johannesburg, South Africa team...

Location

South Africa , Johannesburg

Salary:

Not provided

Meridiam

Expiration Date

Until further notice

Requirements

Advanced degree in Economics, Finance or Engineering or another related field
From five to eight years’ relevant experience in project or infrastructure finance leading project finance bank, private equity firm, fund or investment group including due diligence and transaction execution experience is preferable
Experience working on energy, mobility and water infrastructure projects in Public Private Partnerships model would be an asset
Strong ability to work collaboratively in a small team, proactive and able to take initiatives
Solid coordination and organizational skills
Excellent interpersonal, written and oral communication skills
Strong analytical and negotiation skills
Ability to recommend practical ways using innovation, good judgment, creativity and strategic thinking.

Job Responsibility

Contribute to the collection of information for investor ad hoc requests and participate in legal and commercial due diligence for investors
Participate to the origination of new opportunities, including performing analysis of market sectors & industries, public sector clients and design, construction or operation partners
Participate to the development of Meridiam activities in the Southern Africa region, so as to identify and qualify markets and targeted project in line with fund documentation
Lead the preparation and timely submission of all deliverables required during each phase of the project (RFQ, RFP, closing)
Lead the general risk analysis of the project
Lead in the preparation of consortium arrangements including teaming agreements
Lead the review and negotiation of legal documents, including concession agreements, design-build agreements, operating agreements and finance documents
Manage the due diligence process, including liaising with respective advisers (legal, technical, insurance, model audit) and coordinating required input from construction and operation partners
Manage the debt raising process, including dealing with banks, capital markets providers and ratings agencies
Manage the financial analysis of the project and in the optimization of the project economics by: Performing detailed analysis of financial model

What we offer

comprehensive medical and life insurance benefits

Fulltime

Investment associate, renewable energy

Lead the investment strategy for a dynamic, rapidly growing renewable energy com...

Location

Japan , Tokyo

Salary:

13000000.00 - 17000000.00 JPY / Year

Randstad

Expiration Date

September 01, 2026

Requirements

Bachelor's degree
3-4 years of experience in finance
Finance and Accounting skills
Financial modelling skills
Business-level Japanese and English
High communication skills (speaking & writing)

Job Responsibility

Lead the origination and execution of investments in renewable energy projects
Conduct thorough due diligence on potential investments, including financial modeling and risk assessment
Develop and maintain investment theses for various renewable energy sectors
Manage the firm's portfolio of existing investments, monitoring performance and identifying opportunities for optimization
Build and maintain relationships with key stakeholders, including developers, lenders, and government officials
Prepare comprehensive investment memos and presentations for senior management

What we offer

健康保険
厚生年金保険
雇用保険
土曜日
日曜日
祝日

Fulltime

Investment Banking Associate

The Investment Banking Associate is an intermediate-level position responsible f...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous Investment Banking experience
Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
Experience in evaluating corporate transactions and structures
Experience creating financial analyses
Demonstrated problem solving and organizational skills
Consistently demonstrates clear and concise written and verbal communication skills
Experience assisting with client development
Ability to work with teams and track business development (collect research, analyze industry trends)

Job Responsibility

Work with senior officers in developing and maintaining client relationships, identifying new business opportunities and pitching tailored solutions
Lead and manage day-to-day transaction execution across M&A and strategic advisory assignments
Monitor industry trends, company performance, and competitive dynamics to support client dialogue and idea generation
Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
Contribute to building Citi’s franchise
Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
Appropriately assess risk when business decisions are made, demonstrating particular 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Equal opportunity employer
Inclusive and diverse work environment
Opportunity to grow your career
Community involvement programs

Fulltime

Investment Banking Associate

Selby Jennings is partnering with a boutique Investment Bank/Private Equity firm...

Location

United States , Las Vegas

Salary:

120000.00 USD / Year

Selby Jennings

Expiration Date

Until further notice

Requirements

Minimum 2 years of experience in investment banking, commercial banking, or real estate lending (strong Analysts considered)
Strong technical skills in financial modeling and valuation
Excellent communication and presentation skills
Ability to work in a fast-paced environment and manage multiple priorities

Job Responsibility

Support senior bankers in executing M&A and capital markets transactions
Build and maintain financial models, perform valuation analyses, and prepare client presentations
Conduct industry and company research to support deal origination and execution
Participate in due diligence and coordinate with clients, legal teams, and other stakeholders
Assist in managing relationships with investors and strategic partners

Senior Associate, Mergers & Acquisitions - Real Estate

Senior Associate, Advisory - Real Estate is an intermediate level position respo...

Location

Australia , Sydney

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of relevant experience
Experience creating financial analyses
Demonstrated problem solving and organisational skills
Clear and concise written and verbal communication skills
Ability to work with teams
Bachelor’s degree/University degree or equivalent experience

Job Responsibility

Assist in the execution of Citi’s Advisory business activities
Leverage past Advisory or related experience to enhance M&A execution and capital raising capabilities
Contribute to building Citi’s franchise
Manage and mentor analysts by providing detailed guidance and feedback
Appropriately assess risk when business decisions are made, demonstrating particular 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Senior Associate, Asset Management

We are seeking an experienced Asset Manager to join our London-based team. The i...

Location

United Kingdom , London

Salary:

Not provided

Heitman

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ experience in real estate asset management, with a focus on residential and/or student accommodation assets
Proven track record in driving asset performance through strategic planning and operational oversight
Detail-oriented, with strong experience in budgeting, forecasting, and performance analysis
Advanced financial modelling and analytical skills, with proficiency in Excel
Excellent communication and stakeholder management skills, with the ability to influence cross-functional teams
Highly organized and experienced in managing capital projects, leasing strategies, and day-to-day asset operations
Self-motivated and adaptable, with the ability to work independently and collaboratively in a fast-paced, entrepreneurial environment
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license

Job Responsibility

Manage a portfolio of residential and student accommodation investments across the UK and Europe to drive performance and long-term value creation
Take full ownership of assigned investments and lead the execution of business plans, including leasing strategies, capital projects, ESG initiatives, and value-add activities
Lead the preparation of annual budgets in collaboration with internal stakeholders and operating partners
Manage internal and external valuation processes, working closely with Finance, operating partners and external valuers, and present recommendations to the Valuation Committee
Monitor investment performance and regularly update financial model projections, including the incorporation of actuals, supporting strategic decision-making and informing revisions to business plans
Deliver quarterly reporting to Portfolio Management and Finance teams, including variance analysis and updated projections aligned with evolving business plans
Present key performance insights, strategic developments, and investment updates to senior leadership as part of the quarterly investment review process
Conduct regular site visits and oversee third parties—including operating partners, property managers, and leasing teams—to ensure alignment with asset strategies and operational goals
Perform financial modelling to support strategic decision-making, conduct scenario analysis, and optimize asset performance
Collaborate with internal teams to perform detailed hold/sell analyses, manage refinancing processes, and execute exit strategies, including presenting recommendations to senior leadership

What we offer

Competitive compensation
Annual bonus plan
Human-centric benefits package
Focus on personal and professional growth

Senior Investment Associate

Robert Half

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

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