- TIAA (Dallas, TX)
- **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... mindset in pursuit of growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose… more
- Comerica (Frisco, TX)
- …new investment opportunities and assisting in the formulation of Comerica's investment strategy. Responsible for the execution and management of Comerica's ... identifying appropriate hedging alternatives. Coordinating the work of the Investment Subcommittee and the asset management of...years of experience in fixed income portfolio or financial management + Chartered Financial Analyst ( CFA ) or… more
- Mill Creek Residential (Dallas, TX)
- …Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis and reporting support for MCR portfolio investments ... Finance Team. This position will have regular interactions with executive management , including responding to direct inquiries, communicating results, and providing… more
- USAA (San Antonio, TX)
- …in a corporate treasury, investment or finance, OR an advanced degree or CFA and 2 years' experience in a corporate treasury, investment or finance. + ... special and impactful. **The Opportunity** As a dedicated Asset Liability Management Analyst, you will perform financial and analytical activities, including… more
- Truist (Fort Worth, TX)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...* 8 or more years of sales and client management experience in Wealth Management and a… more
- Deloitte (Dallas, TX)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- CIBC (Austin, TX)
- …such as MBA, CFA , CPA, or CFP are preferred. + **Wealth management expertise:** You bring 8+ years of experience in portfolio management , wealth ... management , personal tax, or financial planning. + ** Investment knowledge:** You have a strong understanding of investment products and strategies designed… more
- Zions Bancorporation (Houston, TX)
- …of the Utah Money Management Act is a plus; familiarity with state investment codes in other states is also important to ensure that our investment ... jurisdiction. **_Education & Experience Requirements:_** + Bachelor's degree required, CFA or MBA a plus. + A minimum of...of 10 or more years of fixed income portfolio management and/or trading experience, preferably with investment … more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …exceptional analytical skills, and is proficient in Excel and portfolio management systems. Responsibilities: * Calculate and evaluate investment performance ... Description We are looking for a skilled Investment Analyst to join our dynamic investment...Manage and validate performance data using Excel and portfolio management systems, such as Indata. * Collaborate with portfolio… more
- Deloitte (Houston, TX)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more