- Mill Creek Residential (Dallas, TX)
- …teams to complete assignments **Certifications (Optional but preferred):** + CFA-Chartered Financial Analyst (or aspiring candidate) + Other relevant corporate ... ("MCR") is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas...a variety of activities including but not limited to: financial modeling; project underwriting and analysis; market research; and… more
- Truist (College Station, TX)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to … more
- Robert Half Finance & Accounting (Mckinney, TX)
- Description We are looking for a skilled Investment Accountant/ Analyst to join our team in McKinney, Texas. In this role, you will focus on analyzing ... financial data, preparing detailed reports, and supporting strategic investment decisions for our subsidiaries. The ideal candidate will have a strong background… more
- USAA (San Antonio, TX)
- …part of what truly makes us special and impactful. **The Opportunity** Our ** Investment Analyst ** is responsible for providing analytical and operational support ... and Third Line of Defense (TLOD)data requests related to investments management, such as audits. Supports Risk Control Self...lieu of degree. + 4 years of experience in financial analysis within the investment industry or… more
- Deloitte (Houston, TX)
- …+ Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Turnaround Professional (CTP), or Certified ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Citigroup (Houston, TX)
- …if, but when. Citi is looking for Summer Analysts to join the Houston Investment Banking team. The Investment Banking group provides sector expertise and ... acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. **We provide you...committed to teaching you the ropes. The 10-week Summer Analyst Program starts in June and begins with a… more
- Raymond James Financial, Inc. (Houston, TX)
- …key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... to match the needs and expectations of each audience. Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good… more
- MUFG (Irving, TX)
- …an accredited university; Master's degree preferred, professional qualification such as Certified Financial Analyst (CFA), Financial Risk Manager (FRM), ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...Office of the Comptroller of the Currency (OCC) and Investment Industry Regulatory Organization of Canada (IIROC) rules, and… more
- Huron Consulting Group (Dallas, TX)
- …Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this ... of three years of experience with restructuring & turnaround work, investment banking, financial advisory/consulting, public accounting or audit-related… more
- Regions Bank (Houston, TX)
- … Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more