- Vanguard (Dallas, TX)
- …+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies ... planning knowledge to help preserve client's wealth. + In-depth knowledge of financial planning, investment strategies, and industry regulations. + Positive and… more
- ONEOK, Inc (Dallas, TX)
- …but not limited to: + Forecasted verses actual expense + Projections/forecasts + Financial ratios + Investment opportunities + Working capital requirements + ... Thursday Remote - Wednesday and Friday Supports in understanding the financial performance of assets and enabling informed decision-making and strategic planning.… more
- Lincoln Financial (Austin, TX)
- …management, financial analysis, or a related field, preferably within the financial services or investment banking industry. Experience working in a second ... an AVP & Actuary, Risk Management to join the Financial Risk oversight team, which is a part of...of risk management as they relate to the various financial risks, such as reinsurance and liquidity. This is… more
- Robert Half Finance & Accounting (Houston, TX)
- …correlations. * Collaborate with internal teams to establish critical assumptions for financial and investment models. * Perform sensitivity analyses to assess ... Description We are looking for an experienced Senior Financial Analyst to join our team in Houston,...play a pivotal part in designing and maintaining complex financial models and systems to support commercial operations. Your… more
- City National Bank (Houston, TX)
- … Financial Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors ... to the City National Rochdale (CNR) Private Investment Counseling Service including the CNR portfolio analysis and proposal process (Galaxy Software). Assist the… more
- First National Bank of Omaha (Plano, TX)
- …Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet ... or related field or equivalent experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65)… more
- TIAA (Dallas, TX)
- …Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, ... Portfolio Overlay & Quantitative Analyst role will support the overlay investment management functions for our Managed Account programs including rebalancing, tax… more
- Citigroup (Dallas, TX)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- PNC (Houston, TX)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- CIBC (Austin, TX)
- …expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while ... years of experience in portfolio management, wealth management, personal tax, or financial planning. + ** Investment knowledge:** You have a strong understanding… more