Accountant | Investment Management

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an Accounting Analyst to join its growing finance team.

The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.

Key Responsibilities

• Manage investment accounting, cash reconciliations, and financial reporting.

• Support month-end close, investment valuations, and general ledger reviews.

• Prepare portfolio analysis, performance reports, and financial schedules.

• Assist with audits and quarterly/annual reporting.

• Partner with investment teams and external providers to ensure accurate financial data.

• Analyze large datasets and identify discrepancies across accounting systems.

• Leverage automation, technology, and AI tools to streamline accounting processes.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.

• 2–3+ years of accounting or financial services experience; audit or investment accounting preferred.

• Advanced Excel skills and experience working with large datasets.

• Exposure to investment accounting, fund administration, or financial reporting.

• Strong systems aptitude; Investran experience is a plus.

• Knowledge of SQL, Power Query, VBA, Python, or Power BI is beneficial.

• Familiarity with AI tools such as Claude or Copilot.

• Strong analytical skills, attention to detail, and problem-solving abilities.

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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