- Truist (Webster, TX)
- …manager role. 3. Advanced knowledge of a broad range of personal financial planning/ advisory /insurance and investment management/asset allocation concepts ... within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for… more
- Robert Half Finance & Accounting (Dallas, TX)
- …Requirements + 1-3 years of experience performing quality of earnings and/or other financial advisory engagements (eg, valuation) at a Big Four or other ... Description A healthcare-focused advisory firm is seeking a Financial ...earnings engagements, with opportunities to assist on other healthcare advisory projects such as mergers and acquisitions ,… more
- Raymond James Financial, Inc. (Houston, TX)
- …financial products, including public and private debt and equity financings, mergers and acquisitions , and financial advisory for a specified period of ... and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to...Banking Summer_ _Analysts_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility… more
- CIBC (Houston, TX)
- …placements, mergers, asset or company divestitures or acquisitions , and other financial products and advisory services + Organize presentations to potential ... TX-1001 Fannin St **Employment Type** Regular **Weekly Hours** 40 **Skills** Acquisitions , Advisory Services, Analytical Thinking, Company Due Diligence,… more
- Deloitte (Austin, TX)
- …associated with a wide range of transactions - including acquisitions , divestitures, minority investments , recapitalizations, joint ventures, carve-outs, ... summarizing key findings, risks, and recommendations + Review and advise on financial and accounting considerations within investment models, bank finance… more
- CIBC (Houston, TX)
- …placements, mergers, asset or company divestitures or acquisitions , and other financial products and advisory services + Organize presentations to potential ... Energy, Infrastructure & Transition (EIT) team is the largest investment banking team at CIBC and focuses on clients...other emerging low-carbon solutions. CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure… more
- Deloitte (Austin, TX)
- Mergers and Acquisitions Product Technology Diligence Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Scotiabank (Houston, TX)
- …including investment grade lending, project and infrastructure finance, leveraged and acquisition finance, and M&A financial advisory . 2. Provides ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
- Deloitte (Austin, TX)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at… more
- Nuveen Investments (Dallas, TX)
- The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate ... provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of...several goals that have a direct impact on client acquisition and retention including but not limited to: referral… more
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