• Investment Account Support…

    Citigroup (San Antonio, TX)
    …trades for Stocks, Mutual Funds, ETFs, Brokerage CDs, Treasuries, and other Fixed Income products. Trades may include more complex investing solutions ... can provide strategies to help them meet their goals. As an Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you will… more
    Citigroup (09/20/25)
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  • Sr Specialist - Balance Sheet Forecasting…

    Charles Schwab (Westlake, TX)
    …up to our Treasury Capital Markets (TCM) organization, which includes ALM and fixed income investing. Reporting to the Senior Manager, Balance Sheet Forecasting ... relevant experience with an emphasis on a mix of the following: ALM, fixed income analytics, capital markets, interest rate risk or relevant Treasury-related… more
    Charles Schwab (09/17/25)
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  • Sr. Manager, Tax, Trust & Estate Specialist

    Charles Schwab (Westlake, TX)
    …built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing ... financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist more
    Charles Schwab (09/28/25)
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  • Application Writer & Community Engagement…

    Cherry Bekaert (Austin, TX)
    …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... and a mission to help make a difference in low- income communities. About SFS: SFS has been involved in...+ Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
    Cherry Bekaert (09/10/25)
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  • Finance Professor- CFA Content Specialist

    UWorld, LLC (Dallas, TX)
    …economics, financial reporting and analysis, corporate finance, equity investments, fixed income investments, derivatives, alternative investments, and portfolio ... UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time,...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
    UWorld, LLC (09/08/25)
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