- Lincoln Financial (Houston, TX)
- …**Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- Scottish Rite for Children (Dallas, TX)
- …equities, fixed income, and alternatives including private equity, private credit, and hedge funds . The position supports senior investment office staff and has ... committed to giving children back their childhood! Job Posting Title: Investment Operations Analyst Location: Dallas - Shared Services Additional Posting Details:… more
- CBRE (Dallas, TX)
- Associate, Commercial Asset Management- CBRE Investment Management Job ID 216570 Posted 09-May-2025 Service line REI Segment Role type Full-time Areas of Interest ... Investment Management Location(s) Dallas - Texas - United States...in accordance with different portfolio strategies (three CBRE IM funds and various separate accounts). In conjunction with property… more
- Deloitte (Houston, TX)
- …specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact on organizations ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more
- Charles Schwab (Westlake, TX)
- …for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co. Inc. As an ... this role, you will support both clients and the Senior Alternative Investment Consultants (AICs) by delivering a white-glove experience to eligible clients… more
- Bank of America (Dallas, TX)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... loan products (marketable securities, commercial real estate, fine art, hedge fund , yacht, unsecured and subscription finance) * Synthesize appropriate financial… more
- Neuberger Berman (Dallas, TX)
- …complementary strategies: + **Private Investment Portfolios:** Creating customized investment portfolios of private equity funds within multiple asset ... with the most senior members of the team. In addition to these existing funds , the group manages other private equity-related fund strategies and products… more
- Mill Creek Residential (Dallas, TX)
- …flow projections, variance analysis, benchmarking, market intelligence, pipeline, and other Fund reporting** **Provide investment modeling support and perform ... Funds ** **Assist with refinancing and disposition strategies for SMA/ Fund communities** **Prepare summaries, reports, recommendations and other interpretive… more
- Deloitte (Dallas, TX)
- …and administrators from every sector of the industry, including hedge funds , private equity, investment partnerships, alternative products, family offices, ... mutual funds , broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: + Ability to perform job responsibilities… more
- ADP (El Paso, TX)
- …can expect on a typical day: * Establish investments on the platform through underwriting, fund releases and set up at the fund families * Participate in, ... support, and monitor trading investment events and business initiatives * Ensure all investments...Set up all client investments internally and externally: Mutual Funds , CIT's, Stable Value, Stock, Unitized Investments, Brokerage, etc.… more