Robert Half Corporation Jobs

Job Information

Robert Half Financial Analyst in Dallas, Texas


Robert Half has teamed up with a billion dollar plus investment firm to assist in the recruitment of an Investment Reporting Analyst. The role will support an underwriting team primarily focused on investments in the credit space. Open to CPAs, CFAs and public accounting professionals.

IMPORTANT – to be considered for this job you can call Chris Willhite at 469-458-9031 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)

Position Summary: The Investment Financial Analyst is responsible for supporting the acquisition of new investments and quarterly financial reporting for current portfolio investments.

essential Functions:

• Conduct primary and secondary research on governing documents and documentation necessary to support the valuation and resulting advance rate for potential acquisitions of new portfolio investments

• Provide quantitative and analytical support for valuing the existing portfolio of investments comprising the credit collateral during the quarterly financial statement reporting process

• Interface with multiple groups within the firm during each of these processes, including Originations, Risk, and Accounting

• Assist in the development of a proprietary data system that will serve as the repository for investment level history and derivative calculations necessary to monitor the portfolio to comply with internal and regulatory requirements

• Assist Underwriting with ad hoc modelling projects relating to valuation or advance rate analyses

• Develop the knowledge and technical understanding over several cycles to become a candidate for promotion to Underwriting Associate Knowledge, Skills, Abilities and Competencies:

• Ability to review and analyze accounting, financial, investment, and regulatory statements 2

• Strong qualitative skills such as possessing a firm analytical framework for assessing and describing the requirements of a complex task and the detailed steps need to complete it

• Comfortable in a team-oriented environment, with the ability to coordinate data-flow across multiple groups

• High focus on attention to detail and the commitment to produce error free work

• Must have the endurance, grit, and discipline to produce quality deliverables

• Additional qualities: strong communication skills, self-motivated, integrity, intellectual curiosity Qualifications:

• Bachelor’s Degree required

• CPA, or working towards CPA is helpful

• 2+ years as an auditor in public accounting or industry experience in fund administration or financial reporting for investment funds

• Well-developed, or advanced, Excel skills

• Proven instances of coordinating multiple teams through a data-flow process with a demonstrable final product

IMPORTANT – to be considered for this job you can call Chris Willhite at 469-458-9031 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)


  • BA/BS degree in finance or a related field

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .