<p>Robert Half is seeking an experienced <strong>Capital Markets Attorney</strong> to support a sophisticated legal team within a dynamic financial services environment. This role requires hands-on experience with securities offerings, capital markets transactions, and advising on U.S. securities laws. Ideal candidates will be able to work closely with underwriting, banking, and trading teams to deliver precise, business‑focused legal guidance.</p><p><br></p><p><strong>Schedule:</strong> 35–40 hours/week (Standard Business Hours)</p><p><strong>Location:</strong> Hybrid – 3 days on‑site / 2 days remote in NYC</p><p><strong>Pay Rate: </strong>$90-$110 per hour </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Advise on <strong>debt and equity securities offerings</strong>, including prospectuses, underwriting agreements, and 144A/Reg S transactions.</li><li>Draft, review, and negotiate capital markets and financing documentation.</li><li>Support <strong>derivatives, structured products, or trading desks</strong> with legal and regulatory analysis.</li><li>Interpret and advise on U.S. securities laws, including the <strong>’33 Act and ’34 Act</strong>.</li><li>Prepare or review offering documents, disclosure schedules, term sheets, and legal opinions.</li><li>Collaborate with internal stakeholders, issuers, bankers, and external counsel.</li><li>Ensure compliance with applicable regulatory, disclosure, and governance requirements.</li></ul><p><strong>What We’re Looking For</strong></p><p>Direct experience with:</p><ul><li>Securities offerings (debt, equity, public, private)</li><li>144A/Reg S transactions</li><li>Drafting and reviewing offering materials</li><li>Underwriting/dealer agreements</li><li>Derivatives or structured products</li><li>Strong knowledge of U.S. securities laws, including the <strong>Securities Act of 1933</strong> and <strong>Securities Exchange Act of 1934</strong>.</li><li>Experience supporting investment banks, issuers, capital markets groups, or trading desks.</li><li>Ability to provide concise, commercially‑minded legal advice.</li></ul>
<p>Robert Half is seeking an experienced <strong>Capital Markets Attorney</strong> to support a broad range of legal activities within a fast‑paced global financial services environment. This role will focus on advising business partners on complex capital markets transactions while navigating an evolving global regulatory framework. The ideal candidate will bring strong technical expertise, sound judgment, and a collaborative mindset to help structure and execute compliant, risk‑managed transactions.</p><p> </p><p><strong>Pay Rate:</strong> $60-$90 per hour</p><p><strong>Location:</strong> Remote</p><p><strong>Schedule:</strong> 40 hours per week, Standard Business Hours</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Contract Management</strong></p><ul><li>Draft, review, and negotiate a wide range of capital markets documentation, including <strong>ISDA Master Agreements, Credit Support Annexes (CSAs)</strong>, and related confirmation documents.</li></ul><p><strong>Regulatory Compliance</strong></p><ul><li>Advise on globally applicable regulatory frameworks, including <strong>SEC and CFTC regulations</strong>, <strong>Dodd‑Frank Act</strong> requirements, and other rules impacting swap dealers and capital markets activities.</li><li>Monitor regulatory changes and assess their impact on existing and proposed business activities.</li></ul><p><strong>New Product Support</strong></p><ul><li>Partner with business and legal stakeholders to support the development of new financial products.</li><li>Identify and address legal and regulatory considerations to ensure products are structured in compliance with applicable laws.</li></ul><p><strong>Client Onboarding & Ongoing Support</strong></p><ul><li>Collaborate with global legal and business teams to efficiently onboard new clients.</li><li>Provide ongoing legal guidance and strategic support to senior business colleagues.</li></ul><p><strong>Regulatory Liaison & Industry Engagement</strong></p><ul><li>Assist in responding to regulatory inquiries and examinations.</li><li>Represent the firm in industry forums, working groups, and regulatory discussions as needed.</li></ul><p><strong>Risk Mitigation & Legal Analysis</strong></p><ul><li>Conduct risk‑focused legal reviews, including <strong>netting, enforceability, and jurisdictional analyses</strong>, to mitigate legal and regulatory exposure.</li></ul><p><strong>External Counsel Management</strong></p><ul><li>Manage and coordinate with external counsel on complex or jurisdiction‑specific legal matters.</li><li>Review and evaluate legal advice to ensure alignment with business objectives and risk standards.</li></ul><p><strong>Training & Knowledge Sharing</strong></p><ul><li>Develop and deliver training to internal business teams on relevant legal, regulatory, and compliance topics.</li></ul>
<p>We are looking for an experienced <strong>Chief Financial Officer</strong> to join our executive leadership team in Hampton Roads, Virginia. This role is pivotal in driving financial strategy, overseeing capital markets activities, and ensuring compliance with regulatory and governance standards. The ideal candidate will excel in complex, fast-paced environments and bring a strategic mindset to enhance organizational growth and performance.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Develop and implement enterprise-wide financial strategies to support long-term goals and value creation.</p><p>• Manage capital markets activities, including debt and equity transactions, refinancing, and structured financing initiatives.</p><p>• Act as the primary liaison with financial institutions, investors, and capital providers, fostering strong relationships.</p><p>• Oversee financial planning processes, including budgeting, forecasting, liquidity management, and performance analysis.</p><p>• Ensure accurate financial reporting and maintain robust internal controls to safeguard organizational integrity.</p><p>• Monitor compliance with accounting standards, tax regulations, and financial reporting requirements.</p><p>• Provide strategic analysis for new initiatives, acquisitions, dispositions, and other business opportunities.</p><p>• Lead investor communications and deliver reports to the Board of Directors and external stakeholders.</p><p>• Optimize the organization’s capital structure to balance liquidity, cost of capital, and financial flexibility.</p><p>• Collaborate with cross-functional teams to instill financial discipline across all operational units.</p>
<p>We are looking for a motivated and detail-oriented Financial Analyst to join a team in Roseville, Minnesota. This is a contract-to-permanent opportunity, ideal for someone eager to grow their expertise in financial analysis and reporting. The role offers a chance to contribute to impactful financial projects while gaining exposure to financial markets and analytical tools.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support decision-making processes and organizational goals.</p><p>• Prepare and present financial reports, ensuring accuracy and clarity.</p><p>• Monitor and evaluate financial market trends to identify potential opportunities and risks.</p><p>• Utilize data analysis techniques to interpret complex financial information and provide actionable insights.</p><p>• Collaborate with team members to streamline reporting processes and enhance data accuracy.</p><p>• Work with financial tools and systems, such as Bloomberg Terminal, to gather and analyze market data.</p><p>• Assist in the development of forecasts and budgets to align with strategic objectives.</p><p>• Provide recommendations based on financial data to improve operations and profitability.</p><p>• Maintain compliance with company policies and industry regulations in all financial activities.</p>
<p>We are looking for an Entry-Level Financial Analyst to join our team in Winston Salem, North Carolina. In this long-term contract role, you will play an integral part in analyzing financial data, supporting decision-making processes, and gaining valuable experience in the financial sector. This position is ideal for individuals eager to develop their skills in financial analysis and market evaluation.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support planning and decision-making processes.</p><p>• Evaluate financial data and trends to provide actionable insights and recommendations.</p><p>• Prepare reports and presentations on financial findings for internal stakeholders.</p><p>• Support the monitoring of financial markets and assess their impact on company operations.</p><p>• Utilize tools such as Bloomberg Terminal to gather and interpret financial data.</p><p>• Collaborate with teams to ensure accurate and timely reporting of financial results.</p><p>• Assist in identifying opportunities for cost savings and process improvements.</p><p>• Perform routine data validation to maintain accuracy in financial records.</p><p>• Research and analyze market conditions to inform forecasting efforts.</p><p>• Provide support for ad-hoc financial projects as assigned.</p>
<p><em>The salary range for this position is $200,000- $250,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Responsibilities</strong></p><ol><li>Lead and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting</li><li>Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making</li><li>Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis</li><li>Draft clear and compelling reports outlining key takeaways</li><li>Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients</li><li>Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting</li><li>Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights</li><li>Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations</li><li>Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions</li><li>Provide coaching and mentorship to junior team members</li><li>Lead internal trainings and best practice sharing</li><li>Contribute to a high-performing, inclusive and values-driven culture</li></ol>
We are looking for a dynamic and results-oriented Business Development Officer to drive growth through strategic partnerships and innovative solutions. This role focuses on expanding business opportunities, fostering collaboration, and creating impactful strategies that support the organization's mission. The ideal candidate will excel in building relationships and leading initiatives that enhance community development and financial solutions.<br><br>Responsibilities:<br>• Identify and pursue new business opportunities to support organizational growth and strategic objectives.<br>• Develop and maintain partnerships with key stakeholders, including community organizations, financial institutions, and investors.<br>• Lead initiatives to increase the flow of capital and resources, ensuring alignment with the organization's mission.<br>• Collaborate with internal teams to design and implement impactful programs and projects.<br>• Facilitate complex negotiations and agreements to secure funding and expand organizational reach.<br>• Conduct market research and analysis to identify trends and opportunities in community development finance.<br>• Create and execute strategies to enhance fundraising and grant-writing efforts.<br>• Represent the organization at industry events, conferences, and meetings to build visibility and connections.<br>• Manage multiple projects simultaneously, ensuring timely execution and measurable outcomes.<br>• Travel as needed to engage partners and support organizational goals.
We are looking for an experienced Chief Financial Officer (CFO) to provide strategic financial leadership for a dynamic real estate and land development company in San Diego, California. The ideal candidate will excel in managing complex financial operations, driving investment strategies, and overseeing capital markets. With a focus on long-term growth, this role requires expertise in financial planning, compliance, and team leadership within the real estate and construction sectors.<br><br>Responsibilities:<br>• Develop and implement financial strategies to align with the company’s real estate and investment objectives.<br>• Collaborate with leadership teams to assess new land acquisitions, project feasibility, and portfolio performance.<br>• Lead financial modeling for acquisitions, construction, entitlements, and disposition scenarios.<br>• Oversee corporate and project-level financial reporting, ensuring accuracy and compliance.<br>• Manage budgets, forecasts, and cash flow planning to support land acquisition and construction projects.<br>• Establish and monitor KPIs and dashboards to track financial health and project outcomes.<br>• Build and maintain relationships with banks, lenders, and equity partners to secure financing for development projects.<br>• Negotiate and structure financing agreements, including construction loans, land loans, and joint ventures.<br>• Implement financial controls, policies, and compliance measures tailored to real estate operations.<br>• Mentor and lead a high-performing finance team to support multi-phase development projects.
<p>Robert Half is seeking an experienced <strong>ABS Attorney (Asset-Backed Securities)</strong> with a strong background in <strong>structured finance and securitizations</strong>. This position supports a high-volume capital markets team and focuses on transactions related to asset-backed securities issuances. The ideal candidate will have direct experience drafting securitization documents, analyzing asset pools, and working with rating agencies and regulatory compliance teams.</p><p><br></p><p><strong>Location:</strong> New York, NY — Hybrid (3 days on-site / 2 days remote)</p><p><strong>Schedule:</strong> 35–40 hours per week (Standard Business Hours)</p><p><strong>Compensation:</strong> $60-$80 per hour </p><p><strong>Duration:</strong> 6+ months (w/ potential to extend)</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support or lead structured finance and securitization transactions from structuring through closing.</li><li>Draft, review, and negotiate securitization documentation, including:</li><li>Pooling & Servicing Agreements (PSAs)</li><li>Indentures</li><li>Trust agreements</li><li>Offering memoranda and related transaction documents</li><li>Work on transactions involving various asset pools such as auto loans, credit card receivables, mortgages, equipment finance receivables, student loans, and other consumer or commercial receivables.</li><li>Provide or support true sale and/or non-consolidation analysis.</li><li>Assist with Reg AB II compliance, reporting, and documentation.</li><li>Interact with rating agencies and respond to diligence and documentation requests.</li></ul>
<p><em>The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Financial Reporting Senior Manager position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong><u>Job Description</u></strong></p><ul><li>The primary responsibilities of this role will be assisting in the management of the consolidated financial statements for public, lender and joint venture reporting under both a GAAP and IFRS basis</li><li>This role will present opportunities to work on unique/complex transactions requiring technical accounting assessments and cross-department coordination</li><li>Assist in the review of consolidated financial statements for reporting to our parent entity and third parties, which includes balance sheet, income statement, cash flows and other supporting schedules</li><li>Assist in the review of footnotes and disclosures required in our quarterly and annual reporting to bondholders</li><li>Coordinate with other groups with the Accounting Department, as well as Finance, Tax, Capital Markets, Investments and Legal to manage reporting solutions</li><li>Manage and coach staff accountants by delegating work and reviewing finished products to ensure they meet stated deadlines</li><li>Assist in performing technical research on significant transactions including preparation of the quarterly significant transaction log on both a GAAP and IFRS basis</li><li>Work with auditors to assist in quarterly and year-end audit procedures including audit requests</li><li>Maintain SOX compliance and coordinate responses to requests made by internal and external auditors</li><li>Take part of the Company's implementation and transition of new enterprise system</li><li>Research financial statement analytics to include in our quarterly results package to our parent entity</li><li>Assist with special accounting and financial reporting projects, as needed</li></ul><p><br></p>
<p><em>The salary range for this position is $135,000 - $180,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Job Description </strong></p><p>The TAS Senior Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.</p><p><br></p><p><strong>Responsibilities</strong></p><ol><li>Work directly with senior personnel at the Company and their clients to develop comprehensive solutions to complex transactional challenges </li><li>Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis</li><li>Draft clear and compelling reports outlining key takeaways and participating in management meetings</li><li>Review transaction agreements, customer and vendor contracts</li><li>Collaborate closely with performance improvement, restructuring and investment banking colleagues</li><li>Support internal trainings and best practice sharing</li><li>Support talent acquisition and firm-building initiatives</li><li>Contribute to a high-performing, inclusive and values-driven culture</li></ol>
<p><em>The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Job Description:</strong> </p><ol><li>Main contact for the company who are responsible for the accounting of stabilized properties</li><li>Reviews all the company's deliverables and communicates any applicable adjustments, process changes, and/or improvements</li><li>Responsible for coordination of uploading business plan budgets into Yardi Voyager</li><li>Reviews lease agreements and ensures applicable information is accurately uploaded</li><li>Prepares cash distributions for operating properties not outsourced to the company.</li><li>Reviews quarterly/annual common area expense reconciliations</li><li>Primary liaison with Asset Management team to assist with needs related to new tenants and 3rd party property managers</li><li>Prepares and distributes debt refinancing analysis on an as needed basis</li><li>Responsible for lender reporting in collaboration with Capital Markets team</li></ol><p><br></p>
<p>Robert Half is seeking an accomplished <strong>Corporate Transactional Tax Attorney</strong> to support high‑level corporate, partnership, and M& A matters on a part-time, remote basis. This role is ideal for an attorney with deep experience advising on the tax implications of complex transactions—including mergers and acquisitions, leveraged buyouts, restructurings, financings, and private equity deals. The ideal candidate will demonstrate strong command of U.S. federal income tax, corporate tax planning, and partnership taxation, including capital accounts and allocation methodologies.</p><p> </p><p><br></p><p><strong> Location: </strong>White Plains, NY (Remote)</p><p><strong> Schedule: </strong>10–20 hours per week</p><p><strong> Compensation: </strong>$140-$150 per hour</p><p><strong> Engagement: </strong>Part-Time / Contract</p><p><strong> </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide tax structuring and analysis for:</li><li>Asset purchase agreements</li><li>Equity purchase agreements</li><li>Mergers and acquisitions</li><li>Joint ventures, reorganizations, and similar transactions</li><li>Advise on tax considerations related to corporate and LLC formation, capitalization, and governance.</li><li>Support deal teams on tax‑driven structural decisions, including entity selection, rollover equity, earnouts, and post‑closing tax issues.</li><li>Draft and review tax provisions and related sections within corporate transactional documents.</li><li>Provide broad tax support on issues commonly arising in corporate transactional practices.</li><li>Collaborate with partners on outside general counsel matters involving tax‑sensitive business issues.</li><li>Conduct tax research and prepare client‑facing memoranda outlining risks, analysis, and recommendations.</li></ul>
<p><em>The salary range for this position is $100,000 to $105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>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</li><li>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</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting & special projects for internal stakeholders as needed</li></ul><p><strong> </strong></p>
<p><em>The salary range for this position is $140,000-$180,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong><u>Job Description </u></strong></p><p>The Senior Associate role at the company represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes and bring a strategic lens to support buyers and sellers through the transaction process and beyond. The Senior Associate will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, execute discrete workstreams, collaborate closely with senior leaders and interact directly with CFOs (and their respective multidimensional teams), sponsors and other key stakeholders.</p><p><br></p><p><strong>Responsibilities</strong></p><ol><li>Support client engagements across core controllership and finance operations, including the development of solutions across procure-to-pay, order-to-cash and record-to-report processes</li><li>Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting</li><li>Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making</li><li>Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis</li><li>Draft clear and compelling reports outlining key takeaways</li><li>Apply and interpret complex accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) under the direction of engagement leaders, translating technical conclusions into clear, actionable client recommendations</li><li>Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency</li><li>Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights</li><li>Collaborate with senior team members to evaluate client performance, diagnose root cause issues, identify improvement opportunities and prepare actionable recommendations</li><li>Participate in client meetings, helping translate findings into actionable insights and supporting the execution of proposed solutions and building trusted relationships with management teams and sponsors</li><li>Support talent acquisition and firm-building initiatives</li><li>Contribute to a high-performing, inclusive and values-driven culture</li></ol>
We are looking for an experienced Financial Analyst to join our team in Austin, Texas. This is a long-term contract position offering the opportunity to work remotely while contributing to high-level financial operations. The ideal candidate will excel in analyzing complex financial data, managing risk, and supporting loan structures within a dynamic and regulated market environment.<br><br>Responsibilities:<br>• Conduct detailed financial analyses, including variance analysis and financial modeling, to support decision-making processes.<br>• Manage and monitor loan portfolios, focusing on risk assessment, delinquency trends, and covenant compliance.<br>• Prepare and submit structured reports related to collateral performance, securitization processes, and investor funding facilities.<br>• Utilize advanced data mining techniques and tools, such as SQL and Python, to streamline reporting and enhance accuracy.<br>• Collaborate with cross-functional teams, including credit, underwriting, treasury, and capital markets, to ensure compliance and resolve diligence exceptions.<br>• Develop and maintain dashboards and automated reporting systems to improve data integrity and reconciliation.<br>• Support audit and regulatory requirements by validating loan-level data and enforcing internal controls.<br>• Analyze and interpret market trends to provide insights into Non-QM loan execution and secondary market operations.<br>• Ensure adherence to financial regulations and internal policies while maintaining high standards of accuracy.<br>• Partner with stakeholders to address portfolio surveillance and risk monitoring needs.
We are looking for a skilled VP Investments Officer to join our team in Dallas, Texas. In this role, you will oversee trading activities, portfolio management, and asset-liability strategies, ensuring optimal financial performance and adherence to regulatory standards. This position requires a deep understanding of financial markets, advanced analytical capabilities, and strong leadership skills to drive effective decision-making.<br><br>Responsibilities:<br>• Execute trades in agency markets with a focus on achieving competitive pricing and maintaining liquidity.<br>• Manage and analyze specified pass-through pools, evaluating characteristics such as prepayment risk, convexity, and cash flow dynamics.<br>• Develop and implement hedging strategies involving interest rate futures, swaps, and repo transactions to mitigate risks.<br>• Collaborate with the investments team to assess market trends and develop strategic investment approaches.<br>• Monitor portfolio performance metrics, conduct scenario analyses, and recommend adjustments based on market conditions.<br>• Provide detailed analysis of prepayment behaviors, spread movements, and risk-reward considerations within the market.<br>• Model and manage interest rate and liquidity risks across the balance sheet in collaboration with Treasury and Finance teams.<br>• Design and improve internal models using advanced analytical systems to streamline processes and enhance decision-making.<br>• Stay informed on market trends, macroeconomic factors, and pricing dynamics to inform investment strategies and reports.<br>• Build relationships with broker-dealers to ensure efficient trade execution and access to market insights.
<p>Robert Half Financial Services are hiring for a Senior Finance Associate role for a global Asset Management firm located in midtown Manhattan New York. Our client requires 2+ years Audit or Accounting experience within Big 4 Financial Services Group or a publicly traded Asset Management or Capital Markets firm. Must have active CPA license, with knowledge of SEC Reporting and 10-Q / 10-K filings. The role requires 3 days per week in the midtown Manhattan office and 2 days work from home.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>10-Q and 10-K SEC filings</li><li>Analytical review of quarterly balance sheets and income statements</li><li>Weekly performance reporting including returns, positioning, and attribution analysis</li><li>Weekly dividend estimate</li><li>Review and reconciliation of outside Administrator’s NAV package</li><li>Close interaction with Portfolio Management team to address issues surrounding investment objectives and constraints within each fund’s investment mandate. </li><li>Understanding of asset classes owned within each fund, which may include bank loans, equities and structured products.</li><li>Application of provisions described in complex legal documents for Joint Ventures (e.g. PPMs/LPA/IMAs) including: Capital Call Provisions, Capital Allocations, Carried Interest Allocations, Distribution Provisions, Management Fees, Expenses.</li><li>Work with Investor Relations to prepare investor decks and earnings release</li><li>Close interaction with outside accountants to assist in their audit work</li><li>Close interaction with legal team to ensure compliance with regulatory requirements</li><li>Materials for Board of Directors</li><li>Capital reporting to investors of Joint Ventures</li></ul><p><br></p>
<p>We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies.</p><p><br></p><p>Major Responsibilities</p><p>· Provide financial analysis, forecasting and reporting </p><p>· Develop strategic initiatives</p><p>· Budgeting & Forecasting</p><p>· Variance Analysis</p><p>· Generate periodic asset allocation reports</p><p>· Maintain knowledge of regulations and policies</p><p>· Integrate financial data</p><p>· Prepare financial reports with key metrics</p><p>· Establish financial trends and make recommendations</p><p>· Resolve data discrepancies</p><p>· Ensure compliance with relevant financial regulations</p>
<p>Join a pioneering technology company that’s redefining how global financial systems connect and operate. If you’re excited about the intersection of finance, technology, and blockchain innovation, this is your opportunity to make an impact at the frontier of capital markets. Our client is looking for a highly analytical and forward-thinking FP& A Analyst to join their Finance & Operations team. In this role, you’ll play a key part in driving financial strategy and insights across both traditional and crypto-native business lines. You’ll collaborate closely with leaders in Product, Engineering, and Sales to translate complex financial and blockchain data into actionable business decisions that shape the future of finance.</p><p><br></p><p>Responsibilities will include:</p><p>· Develop and maintain financial models, forecasts, and scenario analyses to support company strategy and investment decisions.</p><p>· Prepare and deliver management reporting—covering performance summaries, variance analysis, and key insights for leadership, board, and investors.</p><p>· Partner cross-functionally to translate financial and blockchain data (including token economics) into actionable business recommendations.</p><p>· Support monthly close and reporting cycles, ensuring accurate reconciliations</p><p>· Identify and implement process improvements, automation opportunities, and efficiency initiatives to enhance financial operations.</p><p>· Conduct ad hoc research on market trends, policy shifts, and new product initiatives to inform strategic planning.</p><p><br></p><p>For immediate consideration please email Ben.Turnbull@roberthalf.</p>
<p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>· Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>· Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>· Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p>Robert Half is looking for an experienced Attorney with expertise in commercial real estate transactions to join a growing real estate investment firm in Chicago, Illinois. This role focuses on managing complex acquisitions, dispositions, leasing agreements, and financing structures across a diverse portfolio. You will collaborate closely with multiple teams to ensure smooth deal execution while mitigating risks.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and oversee nationwide commercial real estate transactions, including acquisitions, sales, leasing agreements, and financing projects.</li><li>Draft, negotiate, and review key legal documents such as purchase and sale agreements, loan contracts, leases, and joint venture documents.</li><li>Coordinate due diligence processes, including title and survey reviews, clearing exceptions, and ensuring timely closings.</li><li>Advise on capital market strategies by evaluating financing structures and negotiating debt agreements.</li><li>Provide expertise on leasing matters for retail, industrial, office, and ground leases while addressing tenant concerns and ensuring compliance with agreements.</li><li>Develop standardized templates and policies to streamline transactional processes and enhance efficiency.</li><li>Collaborate with acquisitions, asset management, property management, and finance teams to identify risks and optimize transaction outcomes.</li><li>Stay informed about industry regulations and legal trends impacting commercial real estate transactions.</li></ul>
<p>Our Philadelphia based law firm is seeking a Corporate & Securities attorney with up to 8 years of experience. The role requires hands-on experience structuring investment transactions under Regulation D and preferably other exemptions like Regulation S/K, S, A, and CF. This attorney typically serves as outside general counsel for venture-backed companies and investment professionals, providing comprehensive, creative, and high-level support.</p><p><br></p><p>If you are interested in being considered immediately, please reach out to Tiffany Novak with Robert Half in Philadelphia.</p><p><br></p><p>This role is hybrid onsite 3 days per week in office, 2 days WFH in Philadelphia.</p><p><br></p><p>Job Duties</p><p>• Manage entire lifecycle of a deal, from client in-take, counseling on deal structures,</p><p>drafting investment documents and overseeing deal teams.</p><p>• Ensure compliance with securities laws and regulations, including those related to private</p><p>placements, investment advisors, and broker-dealer activities.</p><p>• Ability to thrive in a fast-paced, highly-collaborative, team environment while juggling</p><p>multiple deadlines and managing junior attorneys.</p><p>• Assist clients with drafting and reviewing offering documents, negotiating and drafting</p><p>investment documents, and structuring both investment and corporate infrastructure</p><p>documents.</p><p>• Oversee due diligence on potential investment opportunities to identify risks and ensure</p><p>alignment with the fund's investment strategy.</p><p>• Draft and review contracts, including those related to investment management, service</p><p>providers, and investor agreements.</p><p>• Provide ongoing legal advice and support to fund managers and investors throughout the</p><p>fund's lifecycle while minimizing risk.</p><p>• Advise on joint ventures and other investment arrangements and structures.</p>
<p>We are looking for a dedicated licensed <strong>Financial Advisor </strong>to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.</p><p>• Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.</p><p>• Analyze market trends and investment opportunities to recommend effective portfolio strategies.</p><p>• Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.</p><p>• Expand the client base through networking, referrals, and community outreach efforts.</p><p>• Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.</p><p>• Provide clients with education and guidance on financial strategies, investment options, and market trends.</p><p>• Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.</p><p>• Utilize financial tools and software to streamline planning and investment processes.</p>
