- Bank of America (Baytown, TX)
- …them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment goals and recommended products such as stocks, bonds, mutual ... funds , banking, and managed money solutions; Engage and share...must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must… more
- Robert Half Finance & Accounting (Houston, TX)
- … Investment Portfolio, Individual Retirement Account (IRA), Annuities, Mutual Funds , Financial Planning, Brokerage Robert Half is the world's first and ... for immediate consideration! Constantly upgrading technology High-end office space Superior Investment Models Lead Generation provided to all advisors Higher Payouts… more
- Advancial (Dallas, TX)
- …transactions (or services) for members such as balance inquiry, transfer of funds , history information, stop payments or photocopy of check(s), etc. This includes ... with the basics and benefits of mortgage services and investment services in order to refer them to our...order to refer them to our Advancial Mortgage, and Investment department. + Be available to work during times… more
- Kestra Financial (San Antonio, TX)
- …financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds , annuities, insurance, ... to service models. + Research and resolve complex client issues, including investment product details and pricing inquiries. + Ensure that all documentation and… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …a unique opportunity to contribute to both private equity and hedge fund operations while collaborating with senior leadership to drive financial excellence. The ... liquidity for operational needs. * Collaborate with managing partners and investment teams to support financial strategy and decision-making. * Prepare and… more
- Dorsey & Whitney LLP (Dallas, TX)
- …and co- investment arrangements and principal terms. Familiarity with PE fund documentation and structures is a plus. The following qualifications are required: ... transaction documents and otherwise meeting the day-to-day requirements of private equity fund and portfolio company clients is expected. The ideal candidate will… more
- JPMorgan Chase (Plano, TX)
- JP Morgan Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our ... world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange,...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Serco (TX)
- …areas, and assess how to fund MIB efforts that produce optimal return on investment . + Work with the MIB team which is spread across the United States and is ... to Report to Congress regarding SIB spend goals and associated return on investment . + Travel to regional entities to meet with local stakeholders about workforce… more
- HCA Healthcare (Kingwood, TX)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... objectives. Prioritizes capital equipment needs. Determines projected return on investment for capital and growth initiatives. Monitors budget performance,… more
- Cherry Bekaert (Austin, TX)
- …financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other ... + Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund 's AMIS reporting preferred + Tax Credit Industry knowledge will be helpful +… more