- Charles Schwab (Austin, TX)
- …services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Superior relationship management and client retention experience + ... Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized… more
- Maxwell Locke & Ritter (Austin, TX)
- …decision makers and help identify potential issues important to our clients' investment decisions. Professional writing skills and the ability to clearly document ... 4, national, regional or large local firm) + CPA, CFA , or eligible to sit for CPA or ...written and verbal communication skills + Aptitude for project management + Exposure or some experience with M&A transactions… more
- CyrusOne (Dallas, TX)
- …including financings and other strategic capital. This role will report to the Chief Investment Officer and will be a strategic partner to senior management . ... degree in Finance, Economics, Business or a related field; MBA/ CFA or relevant graduate degree preferred. + Minimum of...Minimum of 10 years of experience in capital markets, investment banking, or corporate finance, preferably with a real… more
- Deloitte (San Antonio, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... spectrum of tax services to a broad range of Investment Management companies. Our clients include ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- American Heart Association (Dallas, TX)
- …and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity ... Establish and execute core financial procedures (eg, AR aging, PO management , deal tracking, documentation, cash monitoring. + Champion process improvement… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …(FP& A), corporate development, mergers and acquisitions, investor relations, asset management , and strategic financial analysis. Reporting directly to the Chief ... Investment Officer, this position offers high visibility across the...organization, with regular interaction with the executive team, senior management , investors, and the board of directors. This position… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation techniques and… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled… more
- Deloitte (Houston, TX)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Charles Schwab (Houston, TX)
- …**Preferred** **qualifications** + Active and valid FINRA Series 24 license + CFP, CFA , CIMA, and/or AAMS + Strong leadership, management , and motivational ... role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch… more