- Toyota (Plano, TX)
- …we're looking for** Toyota Financial Services (TFS) Treasury provides daily liquidity to fund all aspects of the business for TMCC, its subsidiaries, and affiliates ... settlement, and servicing of the company's $100B+ debt portfolio and $10B investment portfolio. The Financial Analyst for Treasury Operations is a key participant… more
- Marex (Houston, TX)
- …Oil products + Directly corresponding with clients. Clients include banks, hedge funds , market makers, fund managers, institutional, trading houses, other ... across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a...the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 35 offices… more
- Affinius Capital (Dallas, TX)
- …leadership team to synthesize and interpret performance of Affinius Capital's investment programs and underlying investments. This position will own identification, ... implement and monitor the necessary performance-based workflows amongst the Fund Administrator, Asset Management, Portfolio Management, Global Investors Group (GIG),… more
- Zions Bancorporation (Houston, TX)
- …bonds, commercial paper, fixed and floating rate corporate bonds, money market mutual funds , and certificates of deposit. Since our investment portfolios are ... change in credit spreads. + Trade Treasuries, agencies, commercial paper, and investment -grade corporate bonds. + Develop new, and support existing, high value… more
- S&P Global (Dallas, TX)
- …community including private equity, private credit, real estate, infrastructure, hedge funds , banks, institutional investors and fund administrators, in ... connection with provision of post-trade valuations for their alternative investment positions. The Principle will use valuation techniques and technology-enabled… more
- US Bank (Houston, TX)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager/ fund /security research, and due diligence + Portfolio ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- Cherry Bekaert (Austin, TX)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
- Bank of America (Houston, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Neuberger Berman (Dallas, TX)
- …+ Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent ... client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + Minimum of 5 years' client-facing experience,… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more