- Ankura (Dallas, TX)
- …Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory . Our ... Requirements . Minimum 12+ years of relevant experience in financial due diligence, M&A advisory , or transaction services. . Minimum 10+ years of experience… more
- Truist (Houston, TX)
- …comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide ... general market and business issues impacting affluent clients. Serve as a personal financial planning/ advisory resource for clients, their attorneys and CPAs. *… more
- Raymond James Financial, Inc. (Houston, TX)
- …including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Associates will ... **Raymond James Overview ** **One of the largest independent financial services firms in the country could be the...Banking Summer_ _Associates_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility… more
- Huron Consulting Group (Dallas, TX)
- …all industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim ... years of experience with restructuring & turnaround work, investment banking, financial advisory /consulting, public accounting or audit-related consulting + Deep… more
- Regions Bank (Houston, TX)
- …segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary ... to provide a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk… more
- Deloitte (San Antonio, TX)
- …accountability and transparency throughout the asset management lifecycle + Provide financial advisory assistance in mergers, acquisitions, divestitures, and ... to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design… more
- Robert Half Finance & Accounting (Irving, TX)
- …* Conduct variance analysis to assess discrepancies between actual and projected financial outcomes. * Perform transaction advisory tasks, ensuring alignment ... Description We are looking for a detail-oriented Senior Financial Analyst to join our team in Irving,...This role is ideal for someone who excels in financial modeling, forecasting, and budgeting. You will play a… more
- Kestra Financial (Grapevine, TX)
- …(CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ... who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various… more
- Bank of America (San Antonio, TX)
- …Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Educational Testing Service (Austin, TX)
- …(market analysis, prospecting, deal sourcing, due diligence negotiations, legal documentation, financial modeling, financial advisory and valuation of ... business enterprise, with core activities including corporate strategy, competitive analysis, financial planning and investment management. The position will be part… more