- Raymond James Financial, Inc. (Dallas, TX)
- …risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, ... the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment … more
- Cherry Bekaert (Austin, TX)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community ... and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income… more
- SitusAMC (Dallas, TX)
- …a global and independent investment management firm, manages over $1.8 trillion in Investments on behalf of clients worldwide and is a top 20 real estate manager ... legal, due diligence and closing process for loan originations and other credit investments . The Transaction Manager participates as a key team member in the overall… more
- S&P Global (Dallas, TX)
- …Private Equity professionals assist clients in the post‑trade valuation of alternative investments , specifically for debt and equity positions where no active market ... deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure,… more
- S&P Global (Dallas, TX)
- …Market Valuation professionals assist clients in the post-trade valuation of alternative investments , specifically for debt and equity positions for which there are ... deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure,… more
- TD Bank (Dallas, TX)
- …for this role. **Job Description:** We are looking for candidates interested in Investment Banking to join TD Securities as an **M&A Analyst (** **Full-Time** **)** ... starting July 2026. ** Investment Banking Overview** TD Securities is a market leader...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- Pedernales Electric Cooperative (Austin, TX)
- …performance with stakeholders to assess results and adjust priorities, strategy, and investments + Identify key strategic outcomes and success measures for ... teams are aligned with business objectives and company strategy, that portfolio investments are focused on highest value opportunities for our business, and that… more
- Cherry Bekaert (Austin, TX)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit ... investments , and helped create over 7.1 million square feet...likelihood of successful outcomes + Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit… more
- Bank of America (Dallas, TX)
- …guidance by identifying broader product and service solutions that meet their investment , savings and liability management solutions. FSAs demonstrate knowledge of ... investments and financial markets and apply key principles appropriately...and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of… more
- Wells Fargo (Rockwall, TX)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and … more