7 results for Investment Analyst in Austin, TX

Financial Analyst

Austin, TX
remote
Temporary
35.625 - 41.25 USD / Hourly
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. Responsibilities: • Conduct detailed financial analyses, including variance analysis and financial modeling, to support decision-making processes. • Manage and monitor loan portfolios, focusing on risk assessment, delinquency trends, and covenant compliance. • Prepare and submit structured reports related to collateral performance, securitization processes, and investor funding facilities. • Utilize advanced data mining techniques and tools, such as SQL and Python, to streamline reporting and enhance accuracy. • Collaborate with cross-functional teams, including credit, underwriting, treasury, and capital markets, to ensure compliance and resolve diligence exceptions. • Develop and maintain dashboards and automated reporting systems to improve data integrity and reconciliation. • Support audit and regulatory requirements by validating loan-level data and enforcing internal controls. • Analyze and interpret market trends to provide insights into Non-QM loan execution and secondary market operations. • Ensure adherence to financial regulations and internal policies while maintaining high standards of accuracy. • Partner with stakeholders to address portfolio surveillance and risk monitoring needs.
2026-03-02T00:00:00Z

Business Analyst

Austin, TX
onsite
Temporary
44 - 48 USD / Hourly
Robert Half is actively partnering with an Austin-based client to identify a Cloud Architect (contract). In this role, serve as the link between functional teams and technical stakeholders. In this role, you’ll help translate business needs into actionable technical requirements, keep work items organized within Jira, and support Agile team operations to enable the timely delivery of system improvements and enhancements. This role is onsite in Austin, Tx. Key Responsibilities: Agile Support & Team Coordination<ul><li>Lead or support recurring Agile ceremonies such as standups, sprint planning, and retrospectives.</li><li>Help manage day‑to‑day workflow, track team capacity, and highlight risks or blockers to ensure objectives stay on track.</li><li>Provide clear, consistent updates on sprint health and task progress for broader team visibility.</li></ul>Requirements Analysis & Documentation<ul><li>Partner with stakeholders to capture and clarify business requirements before development begins.</li><li>Draft functional and technical documentation, ensuring alignment between business expectations and the final solution.</li><li>Collaborate with engineers to verify that requirements are well understood and accurately translated into deliverables.</li></ul>Jira Management & Backlog Refinement<ul><li>Create detailed User Stories, Tasks, and Acceptance Criteria that reflect the intended functionality.</li><li>Keep the backlog organized and up‑to‑date by grooming tickets, coordinating estimates, and preparing items for future sprints.</li><li>Monitor ticket progression through stages, ensuring accurate status updates and visibility into team workload.</li></ul>Cross‑Team Partnership<ul><li>Coordinate work that spans multiple teams, including security, infrastructure, and business units.</li><li>Communicate changes in scope, risk, or timing to project leadership and impacted stakeholders.</li><li>Ensure dependencies between teams are clearly understood and managed.</li></ul>Risk & Issue Management<ul><li>Identify potential delays, resource constraints, or external vendor obstacles.</li><li>Help implement mitigation strategies and escalate issues when necessary.</li><li>Contribute to maintaining smooth project delivery by proactively removing friction points.</li></ul>
2026-02-24T00:00:00Z

Reporting Analyst

Austin, TX
onsite
Permanent
100000 - 130000 USD / Yearly
We are looking for a detail-oriented Reporting Analyst to join our team in Austin, Texas. In this role, you will be responsible for managing investor reporting processes, conducting in-depth financial analyses, and maintaining compliance standards for external documentation. This position offers an opportunity to collaborate with multiple departments and contribute to high-quality deliverables in a fast-paced environment. Responsibilities: • Prepare and review data for investor presentations, website updates, and property tour books in collaboration with cross-functional teams. • Coordinate with various departments to ensure timely completion and delivery of investor information requests. • Conduct comprehensive financial and real estate analyses on asset and fund-level performance using proprietary technologies. • Ensure all externally distributed materials comply with regulatory standards by working closely with the Chief Compliance Officer. • Generate customized reports based on management requests to support organizational needs.
2026-02-18T00:00:00Z

Treasury Analyst

Austin, TX
onsite
Permanent
125000 - 145000 USD / Yearly
We are partnering with an exciting, fast‑growing public company to hire a highly skilled and detail‑oriented Treasury Analyst. This hybrid role is ideal for someone who wants to make a meaningful impact on liquidity management, operational controls, and financial risk mitigation while working in a dynamic environment with strong executive visibility. The Treasury Analyst will collaborate cross‑functionally and help build scalable processes as the company continues to expand. Key ResponsibilitiesLiquidity & Cash Management<ul><li>Manage daily cash positioning and liquidity across multiple entities and accounts.</li><li>Build and maintain short‑ and long‑term cash flow forecasts, including variance analysis and scenario modeling.</li></ul>Banking Infrastructure & Treasury Controls<ul><li>Administer the company’s banking structure, including account setups, signers, access controls, and wire processes.</li><li>Ensure all documentation is current, accurate, and audit‑ready.</li></ul>Debt & Capital Structure Support<ul><li>Support activities related to debt compliance, borrowing base management, interest schedules, and repayment processes.</li><li>Provide visibility into obligations and assist with optimizing capital structure decisions.</li></ul>Risk Management & Compliance<ul><li>Monitor exposures related to FX, interest rate risk, and commodity risk, ensuring policy adherence.</li><li>Execute and maintain key treasury controls including approvals, reconciliations, and access reviews.</li></ul>Working Capital Optimization<ul><li>Track restricted cash, collateral requirements, and liquidity metrics.</li><li>Identify opportunities to improve working capital efficiency and cash conversion cycles.</li></ul>Strategic Initiatives & Reporting<ul><li>Support initiatives including new banking setups, system enhancements, and tax credit monetization.</li><li>Prepare polished monthly and quarterly treasury reporting for senior leadership, auditors, and external stakeholders.</li></ul>
2026-03-01T00:00:00Z

Senior Financial Analyst

Florence, TX
onsite
Permanent
120000 - 175000 USD / Yearly
We are looking for a results-driven Senior Financial Analyst or FP&A Manager to join our team in Northern Austin Texas. This role is pivotal in driving financial planning, analysis, and reporting to support strategic decision-making. The ideal candidate has a strong analytical mindset, excellent communication skills, and the ability to collaborate with cross-functional teams. Responsibilities:• Lead the development and execution of annual budgets, quarterly forecasts, and long-term financial plans across all business units.• Conduct in-depth analyses of actual financial results versus budgets and forecasts to identify trends, risks, and opportunities.• Create and maintain comprehensive financial models to support scenario planning, capital investments, and strategic initiatives.• Collaborate with leaders from various departments, such as Sales, Operations, and HR, to ensure alignment between financial goals and organizational strategies.• Oversee cash flow projections, working capital management, and operational expense tracking to ensure financial stability.• Prepare and deliver detailed financial performance dashboards and reporting packages to executive leadership.• Analyze cost structures and resource allocation to identify opportunities for improved profitability and efficiency.• Support the enhancement of financial systems and tools to streamline forecasting and reporting processes.• Develop and monitor key performance indicators (KPIs) to assess and improve business performance.• Mentor and guide analysts who are early in their careers, fostering a culture of continuous learning and growth within the finance team.
2026-03-02T00:00:00Z

Investor Relations Associate

Austin, TX
onsite
Permanent
90000 - 100000 USD / Yearly
About the job My client, a well-established and growing real estate investment firm based in Austin, Texas, focused on acquiring, developing, and managing high-quality commercial Real Estate throughout Central Texas and select U.S. markets. Our firm partners with institutional and high-net-worth investors to deliver strong, risk-adjusted returns through disciplined investment strategies and operational excellence. Position OverviewThe Investor Relations Associate will support the firm’s capital raising, investor communications, and reporting efforts. This individual will serve as a key point of contact for existing and prospective investors while ensuring a best-in-class investor experience. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced real estate investment environment. This role is ideal for someone with 1–2 years of experience in investor relations, real estate private equity, investment management, financial services, or a related field. Key ResponsibilitiesInvestor Communications & Relationship Management<ul><li>Serve as a primary point of contact for investor inquiries and requests</li><li>Maintain regular communication with investors regarding fund performance, capital calls, distributions, and updates</li><li>Assist in onboarding new investors and managing subscription documentation</li></ul>Reporting & Analytics<ul><li>Coordinate quarterly and annual reporting materials, including performance summaries and investor letters</li><li>Work closely with asset management, accounting, and finance teams to gather accurate reporting data</li><li>Maintain and update investor databases and CRM systems</li></ul>Capital Raising Support<ul><li>Assist in preparing investor presentations, pitch decks, and marketing materials</li><li>Support due diligence requests from prospective investors</li><li>Help coordinate investor meetings, webinars, and events</li></ul>Administrative & Compliance Support<ul><li>Track capital commitments, contributions, and distributions</li><li>Ensure compliance with internal policies and regulatory requirements</li><li>Maintain organized digital and physical records of investor documentation</li></ul>Compensation & Benefits<ul><li>Competitive base salary (commensurate with experience)</li><li>Performance-based bonus</li><li>Health, dental, and vision insurance</li><li>401(k) with company match</li><li>Professional development opportunities</li><li>Dynamic and collaborative team environment in Austin, TX</li></ul>Benefits found in job postVision insurance, 401(k)bRequirements added by the job poster• Bachelor's Degree• 1+ years of work experience with Investor Relations
2026-02-18T00:00:00Z

Senior FP&A Analyst

Austin, TX
onsite
Permanent
120000 - 150000 USD / Yearly
Our client is seeking a Financial Planning & Analysis (FP&A) Analyst to join their growing team in Austin. This position offers the chance to influence strategic decisions through data-driven insights and forward-looking analysis. You’ll work closely with leadership and cross-functional teams to ensure financial objectives are achieved and business performance stays on track. What You’ll Do:<ul><li>Deliver accurate and timely financial reporting, including monthly performance reviews and ad hoc analysis.</li><li>Support budgeting, forecasting, and long-range planning by consolidating data and validating assumptions.</li><li>Build dashboards and visual tools (Power BI, Tableau, Adaptive) to make complex data accessible for stakeholders.</li><li>Partner with business leaders to define KPIs, monitor trends, and identify risks or opportunities.</li><li>Prepare executive-level presentations summarizing financial results, forecasts, and strategic initiatives.</li><li>Identify and implement automation opportunities to streamline reporting and planning processes.</li><li>Provide actionable insights that drive transparency and informed decision-making at all levels.</li></ul>
2026-03-02T00:00:00Z