Sr. Associate, Portfolio Support Job at Robert Half (Boston)

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Sr Trading Support Associate

Execute specialized mutual fund and trade support activities for designated oper...

Location

United States , Southfield, Michigan

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Intermediate investment concepts, practices, procedures, and industry regulations related to Mutual Fund trading activities
Principles and practices of customer relations and communications
Accounting principles
Front-end system used in the assigned functional area and its relationship with the account history
Excel, Word, Outlook, and other applications as needed
Identifying financial events that affect orders
Reconciling and correcting transactions
Updating and maintaining information systems
Handling a high volume workload, phone calls, and various other requests within specified timeframes
Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence

Job Responsibility

Manually facilitates trade order processing when required
Ensures that trades are executed and confirmed in accordance with organizational policies and procedures
Facilitates the price adjustment and trade correction process
Ensures trades are confirmed and researches and resolves unconfirmed trades
Reviews trade problem, analyzes and interprets data, and determines appropriate corrective action
Contacts internal and external customers to resolve trading problems
Maintains currency in trading policies and procedures
Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products, and services
Establishes and maintains periodic orders
Resolves periodic order issues, cancels, and corrects as needed

What we offer

Hybrid Work Environment
In-office days will be 3 per week, averaging 12 days per month
People-first culture
Wide-ranging benefits
Support of leaders and colleagues
Development opportunities
Enriching networking groups
Prioritizing diversity, inclusion and the power of different perspectives

Fulltime

Senior Paralegal, Global Intellectual Property

We’re looking for a Senior Paralegal, Global Intellectual Property (“Senior Para...

Location

United States , Hershey

Salary:

Not provided

The Hershey Company

Expiration Date

Until further notice

Requirements

Bachelor’s Degree preferred
Paralegal Degree or Certification required
At least 7+ years of experience in law firm or corporate setting
Dedicated trademark paralegal experience managing US and global portfolios
Experience supporting enforcement matters and collecting evidence
Outstanding time-management and prioritization skills
Strong organization, communication, and cross-functional collaboration skills
USPTO filings (applications, Office Actions, ITU/SOU, Sections 8/15, renewals) and TTAB support
Experience coordinating and managing foreign associates and domain-name enforcement (UDRP/ICANN)
Technology Proficiency: Microsoft Office 365, Anaqua, TEAS/TMEP, SAEGIS/Corsearch

Job Responsibility

Manage the global trademark lifecycle for assigned brands: search & clearance (U.S./international), filings and prosecution, watch services, renewals/maintenance, and portfolio reporting
Review packaging, labeling, and advertising to reinforce brand usage standards and risk mitigation
Support enforcement: draft cease‑and‑desist letters, coordinate platform takedowns, assist TTAB oppositions/cancellations, manage UDRP/ICANN actions, and compile evidence
Own docketing, deadlines, and matter coordination
prepare IP evidence (use, sales, marketing)
Assist in IP aspects of M&A diligence, including assignments and recordals
Drive portfolio governance: audit IP records and SOP adherence
build KPI dashboards
Design and deliver training and practical playbooks for non‑legal stakeholders
Assist the Sr. Counsel, Global Intellectual Property as the business and brand team’s initial point of contact

Fulltime

Creative Manager of Marketing Campaigns

The Creative Manager of Marketing Campaigns is responsible for changing the cour...

Location

United States , Grand Rapids

Salary:

Not provided

Meijer

Expiration Date

Until further notice

Requirements

Degree in marketing, advertising and/or design
10+ years of experience leading teams in creative strategy, planning and/or design
Responsible for growth and development across a diverse group of team members
Capable creating big ideas and creative strategies linked to business and brand priorities to guide a team to creative solutions
Capable of assessing talent and skill set of creative team members, and assigning appropriate assignments, in partnership with project management
Communicates effectively at all levels - internal partners, agencies and staff
Juggles diverse and scope of work and priorities, with effective delegation
Rapidly and easily changes direction as priorities shift
High creative instinct and ability to effectively communicate purposeful feedback
Versed in cultural, creative and media trends

Job Responsibility

Brings the overall creative vision to life across our Meijer brand portfolio, through a large onsite creative team, marketing partnerships and external agencies
Responsible for hiring, coaching and leading growing and a large and diverse group of creative team members
Accountable for accurate, on-time completion of all creative
Owns team budget, supported by development and management of it through Associate Managers
Ability to work independently on strategic issues with different audiences, capable of managing complex projects
Ability to effectively manage multiple projects/tasks of varying complexities, meet deadlines and work well under pressure
Continually seeks new opportunities to advance creative design, process and team collaboration
Responsible for presenting new ideas to different levels of audiences and interpreting feedback to strengthen concepts across the team
Development as a leader, practice and development of other leaders in an agile work environment for creative design
Responsible for fostering outstanding collaboration with multiple external agency partners and/or internal teams to build, advance and execute the Meijer brand through business and brand campaigns creative agency, photography & video partners

What we offer

Weekly pay
Scheduling flexibility
Paid parental leave
Paid education assistance
Team member discount
Development programs for advancement and career growth

Fulltime

Loan Agency Services, Sr. Associate (Private Credit)

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

Location

United States , Chicago

Salary:

60000.00 - 105000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or economics (or commensurate work experience)
3+ years of investment management operations experience or bank loan agency/syndication experience
Ability to quickly learn new concepts and independently research and resolve issues
Ability to collaborate with internal groups and external clients
Strong verbal/written communication skills
Ability to excel in a deadline-driven environment
Excellent organizational skills with exceptional attention to detail and follow-through
Demonstrated analytic skills, strong working knowledge of fundamental financial/accounting/business concepts, and a proactive interest in learning and mastering new concepts
Strong Microsoft Excel skills and experience
Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools

Job Responsibility

Act as a primary owner of assigned deals
Work with Loan Agency support staff to manage and communicate deal information to the borrower and lending group
Review and negotiate administrative issues within credit agreements
Oversee the maintenance of the agency system to reflect attributes of each credit agreement and related governing documents
Oversee the calculation, invoicing, and disbursement of all deal-related fees
Assume responsibility for the coordination of funds movement related to initial funding and closing, managing closings for lenders, transferring positions by assignment, and working closely with the borrower and lending group
Oversee ongoing maintenance of facility commitments and processing of loan/facility-related activity, including rollovers, rate settings, conversions, prepayments, assignments, amendments, waivers, et cetera
Oversee accurate and timely collection and disbursement of interest/principal/fee payments to lenders
Ensure collection of new borrowings from lenders and disbursement to borrower
Act as senior liaison between borrowers and lenders, ensuring compliance with the terms of the credit agreement and other governing documents

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

CRE Credit Products Portfolio Manager Sr

The CRE Credit Products Portfolio Manager Sr, is a strategic advisor responsible...

Location

United States of America , Hicksville

Salary:

117185.00 - 193355.00 USD / Year

Flagstar Bank

Expiration Date

Until further notice

Requirements

Undergraduate Degree (4 years or equivalent) Bachelor’s degree in Finance, Accounting, Economics, or a related field or 12+ years of equivalent experience
Minimum experience required: 10+ Years in commercial credit analysis/structuring, underwriting, portfolio management and risk analysis
Deep expertise in structuring and negotiating complex credit agreements
Strong leadership skills with the ability to influence credit strategy and policy
In-depth understanding of macroeconomic factors and their impact on credit risk
Proven ability to manage large portfolios and advise senior executives
Exceptional communication and stakeholder management skills
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients

Job Responsibility

Complex Credit Structuring & Underwriting: Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs
Portfolio Strategy & Risk Oversight: Proactively monitor portfolio risk, identifying industry trends and economic factors impacting credit quality
Client & Executive Leadership Engagement: Serve as a strategic partner to RMs and senior leadership, offering expertise in credit negotiations and deal execution
Credit Agreement Negotiation: Work directly with clients, legal counsel, and internal teams to structure and negotiate credit agreements
Team Leadership & Mentorship: Mentor junior credit professionals, providing training and leadership in credit risk best practices. Proactively identifies and raises to senior leadership improvement areas in credit processes and procedures
Uses independent judgement and discretion to make decisions regarding assigned portfolio
Analyzes and resolves problems pertaining to the assigned portfolio
Performs special projects, and additional duties and responsibilities as required
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations

What we offer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program

Director, Audience Insights & Segmentation

We are looking for a remote Director, Audience Insights & Segmentation (Contract...

Location

United States , New York

Salary:

50.00 - 55.00 USD / Hour

Solomon Page

Expiration Date

Until further notice

Requirements

Any former Associate Director, Director or head of consumer insights serving as a consultant or fractional leader. Both consumer insights research agency (Quant and Qual), or social listening research startup experience welcome. Preferably someone with more senior experience leading and commissioning projects end to end and managing analysts or vendors to complete the work.
8+ years marketing experience with 5+ years' experience audience insights and/or social listening research
Need someone who can build highly visual (almost editorial) and impactful decks quickly and efficiently while coaching a junior team on the work of the work
Strong understanding of methodology, data, and systems best leveraged for research
High ability to create visualization of data and find the ways to improve data with various sources of second and third party information is a plus
Diverse-minded, curious, creative and solution-oriented
Demonstrated ability to generate strategic insights from rigorous analysis
Experience in a highly complex, matrixed organization with a proven track record of working cross-functionally to drive change
Exceptional communication and interpersonal skills, with the ability to collaborate and drive consensus across multiple teams and functions

Job Responsibility

Leverage first- and third-party data sets to generate audience strategies, deploy those learnings to refine audience segments, and accelerate effectiveness across brands
Partner with Brand counterparts to provide analytical expertise to enable the audience data strategy and insights that empower performance media initiatives
Utilize proprietary and syndicated tools to create and present analyses across the company's portfolio that convey a clear audience story that can be translated into insights / segments for marketing campaigns
Work with a team of brand-aligned embedded resources to ensure audience insights and trends are effectively infused into brand vision, positioning, and growth strategies
Work in close collaboration with brand marketing leaders to ensure their audience needs are being met and manage priorities
Craft audience insights into compelling narratives that inform and drive to key business decisions
Act as key collaborator and resource for brands during planning process with 360-degree view of portfolio-wide insights to improve go-to-market approach
Serve as the engine of brand's insight generation activities and support the Sr. Director of Audience Intelligence in effectively communicating how to integrate learnings into media and marketing activities swiftly
Partner with Media Agency partners to generate and infuse key takeaways into activation activities
Collaborate with Audience Data team to bring together holistic strategy across brand portfolio and enable successful campaigns

What we offer

medical
dental
401(k)
direct deposit
commuter benefits

Fulltime

Sr Business Development Manager / Associate Director

Alpine Macro, a leading global investment research firm located in Montreal, Can...

Location

United States

Salary:

Not provided

Oxford Economics

Expiration Date

Until further notice

Requirements

2-5 years of prior relevant work experience in research sales, business development, marketing or customer service in a financial institution or relevant work environment
Keen interest and knowledge of global financial markets
Experience in prospecting, qualifying and closing
Proactive with strong attention to detail
Ability to work independently and with a team in a fast-paced, high stress environment
University Degree required, preferably in Economics and/or Finance
CRM applications (Salesforce experience is an asset)
Excellent communication skills
Perfectly fluent spoken and written English

Job Responsibility

Drive new business by sourcing and engaging qualified buy-side prospects (CIOs, Strategists, Directors of Research, Portfolio Managers, and Analysts) within a defined sales region
Lead the full sales cycle from initial outreach and evaluation setup through to negotiation and close of research access agreements
Develop and execute sales and marketing strategies to generate leads, meet sales targets, and support corporate growth objectives
Manage client and prospect relationships, including scheduling meetings and events with Alpine Macro strategists (virtual and in-person), and representing the firm domestically and internationally as required
Respond to inquiries related to Alpine Macro’s research products and strategy offerings, ensuring clear communication of value
Partner with the account management team to grow and retain existing client relationships through cross-selling and joint marketing initiatives
Oversee sales operations, including reporting on performance metrics and supporting the development and training of sales team members

Fulltime

Executive director prospect development

The Executive Director (ED) oversees prospect management and prospect research a...

Location

United States of America , Rochester

Salary:

96860.00 - 145290.00 USD / Year

University of Rochester

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
Advanced degree preferred
A minimum of 8 years of related experience, particularly in advancement research, development, fundraising, or financial analysis required
or equivalent combination of education and experience
Previous management experience required.
Strong staff management, team building, and training skills.
Proven ability to interact with varied constituencies in a professional manner.
Ability to set priorities and manage several projects simultaneously and exercise critical thinking skills to determine the best use of resources for reaching goals to support the University’s mission.
Excellent analytical, interpersonal, and communication skills, including strong written and verbal skills preferred.
Must understand the need to maintain the confidentiality of donor and prospect information.

Job Responsibility

Develop and implement best practices for research to foster an innovative, creative, cutting-edge, and results oriented research enterprise.
Oversee the identification of new high-capacity prospects, and volunteer leaders through proactive research projects.
Oversee strategies for identifying and rating the capacity of potential prospects, including analyzing hard and soft financial data in the context of gift capacity.
Actively identify new major gift and planned giving prospects through data mining techniques, push technology, demographic, and other searches.
Work closely with the Fundraisers and Development Events team to develop solicitation strategies.
Partner with the data analytics to implement a plan for identifying new and emerging prospects specific to the Institute’s current and future fundraising goals and priorities.
Ensure proper system and data maintenance are in place to support the fundraising efforts of Advancement.
Provide effective leadership of the Prospect Management and Research team to help ensure successful fundraising efforts.
Develop, implement, and maintain a prospect management program that ensures the placement of high-quality prospects in dynamic major gift officer portfolios.
Ensure that all research requests are completed accurately and in a timely manner.

Fulltime

Sr. Associate, Portfolio Support

Robert Half

Location:
United States , Boston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 14, 2026

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