- UWorld, LLC (Dallas, TX)
- …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- Regions Bank (Dallas, TX)
- …of financial services industry experience in commercial banking, consumer banking, trust investment , wealth management , or related **Skills and Competencies** + ... section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the… more
- American Airlines (Dallas, TX)
- …you'll love this job** + As an integral part of the Treasury organization, Investment Management oversees over $40 billion in various retirement and benefit plan ... assets. Investment Management is also responsible for advising...classes **Preferred Qualifications- Education & Prior Job Experience** + CFA charter holder or progress toward attaining a … more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business … more
- PNC (Houston, TX)
- …, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client ... an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
- City National Bank (Houston, TX)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * Minimum 7 years of financial experience preferably in Investment Management * 3 years of experience...* 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …known for its collaborative culture and long-standing excellence in the investment management industry. For additional information and consideration, contact ... financial advisory firm-managing over $20 billion in assets under management (AUM)-in the search for a Senior Investment...plus. Familiarity with GIPS standards is strongly preferred. CPA, CFA , or progress toward designation is a plus. Strong… more
- Zions Bancorporation (Houston, TX)
- …with internal teams to prepare materials for review and approval by senior management and/or committee(s) + Significant knowledge of investment banking products, ... finance, accounting, or a similarly related field. MBA and/or CFA is a plus + 5+ years of experience...management and/or committee(s) + Significant knowledge of applicable investment banking regulations + High level of focus on… more
- Mill Creek Residential (Dallas, TX)
- …Mill Creek Residential ("MCR") is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas office. This position will ... interaction with Mill Creek's Joint Venture Finance, Development, Acquisitions, Portfolio Management , and Asset Management teams including responding to… more
- Entergy (The Woodlands, TX)
- **Job Title:** Financial Analyst (Corporate Investment Risk Assessment) **Work Place Flexibility:** Hybrid **Legal Entity:** Entergy Services, Inc.-ESI (OLD) This ... review of corporate transactions that are subject to the company's Investment Approval Process (IAP). **Job Duties/Responsibilities:** + Partners with business units… more