- Deloitte (Austin, TX)
- …real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- Deloitte (Westlake, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range… more
- Neuberger Berman (TX)
- …+ Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent ... client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + Minimum of 5 years' client-facing experience,… more
- Charles Schwab (Austin, TX)
- …extensive financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. **Managing change** - The Senior Regional Manager ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… more
- JPMorgan Chase (Plano, TX)
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the ... Defense, Airlines, Natural Resources, and Energy + MBA or CFA designation is a plus. JPMorganChase, one of the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Scotiabank (Houston, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- CIBC (Houston, TX)
- … management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic ... endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate… more
- Baylor Scott & White Health (Dallas, TX)
- …Analyst ( CFA ) is preferred. 3-5 years of corporate treasury, investment banking or capital markets experience preferred Ability to quickly understand complex ... treasury operations and support the Baylor Scott & White Health system-wide cash, investment and debt programs. Provides back up to other Treasury team members.… more
- Edward Jones (Dallas, TX)
- …and other internal home office subject matter experts (ie- tax, estate, investment management , business owner, executive compensation, insurance) and external ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- Truist (Dallas, TX)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more