- Charles Schwab (Westlake, TX)
- …in implementing firm wide sales strategies and in developing strategies at the community level . As the leader of a Charles Schwab Branch, you will inspire the sales ... is the most critical role at the local market level , providing the service, advice, and leadership that have...24 is preferred + Additional designations are preferred: CFP, CFA , CIMA, and/or AAMS + Demonstrated leadership, management and… more
- Deloitte (Dallas, TX)
- …Securities (RMBS) and Collateralized Loan Obligations (CLO). Our services include asset- level file review, cash flow modeling, asset and bond analytics, and ... + Execute collateral analysis and stratification and develop detailed loan and pool- level analytical reports using proprietary or Excel-based models. + Model and… more
- Bank of America (Dallas, TX)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... + Undergraduate degree in Finance, Marketing or Business Administration ( CFA , CAIA or MBA a plus) is preferred +...for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based… more
- Truist (Webster, TX)
- …services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish ... Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner… more
- NTT America, Inc. (Plano, TX)
- …lifecycle. * Conduct transition governance forums, risk and readiness reviews, and executive- level status reporting. * Ensure AMS teams are operationally ready with ... * Financial services or risk certifications such as CISA, CRISC, CPA, or CFA . * Cloud certifications (AWS, Azure, or GCP) supporting regulated environments. * Strong… more
- Huron Consulting Group (Houston, TX)
- …and ability to identify key operational performance drivers + Demonstrate a high- level of proficiency with: 13 week cash flow forecast, 3-statement financial models, ... and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ( CFA ) The estimated base salary range for this job is $120,000 -… more
- Bank of America (Houston, TX)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... Qualifications:** + MBA or Post-Graduate Degree + CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:**...for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based… more
- ExxonMobil (Spring, TX)
- …assess and advise on risk profiles from the trade to portfolio level (eg, risk reward trade-off, optimization of constrained risk, liquidity, market fundamentals, ... risk management approach + Bachelor's degree or above (Master's, MBA, CFA , or Ph.D.) in Economics, Finance, Mathematics or Statistics **Preferred Qualifications/… more
- Ankura (Dallas, TX)
- …stabilize, rehabilitate, and restructure the situation, Ankura experts bring a level of stability to unstable situations, allowing for successful resolutions focused ... or financial concepts (taxes, impairments, pensions, currencies, etc. + Prepares high level valuation, with guidance + Understands common bankruptcy terms and key… more
- Vaco (Houston, TX)
- …performance objectives relating to activity and individual Gross Margin according to job level and line of business. + Collaborate with teammates to fulfill open ... and confident manner; listens attentively. + Emotional Intelligence: Maintains a high level of self-awareness and the ability to appropriately identify, manage, and… more
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