- JPMorgan Chase (Plano, TX)
- …+ Ensure team members possess and continue to build on a broad range of investment products knowledge, with a primary focus on annuity products and account types, to ... client needs and developing advice and strategies to achieve clients' investment goals. + Promote strong connections between team members, colleagues, and… more
- CBRE (Houston, TX)
- …and portfolios. Present findings that will be used to drive potential investment opportunities. + Review preliminary screens of investment opportunities. Create ... financial models for investments, marketing materials, and investment memos. Perform valuations of properties. + Monitor investments and meet with management… more
- MetLife (Dallas, TX)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the ... and loan management efforts for the MetLife General Account, investment management clients, and MIM's higher-yielding lending strategies. Key Responsibilities:… more
- CBRE (Houston, TX)
- …with data compilation for client decisions. + Help with preliminary screens of investment opportunities that will allow the team to create financial models for ... investments, marketing materials, and investment memos. + Monitor investments and meet with management...notes and update fund models. + Help create client investment plans and maintain target portfolio spreadsheets. + Coordinate… more
- Wells Fargo (Irving, TX)
- …treasury and tax management. The group also supports the company's investment portfolios, regulator interactions and production of external materials for earnings ... + Consumer Banking & Lending Finance + Wealth & Investment Management Finance + Commercial Banking Finance + Corporate...Management Finance + Commercial Banking Finance + Corporate & Investment Banking Finance + Corporate & Strategic Finance +… more
- CBRE (Dallas, TX)
- …Transformation** CBRE is the world's largest commercial real estate services and investment firm, and we are at the forefront of leveraging cutting-edge technologies ... various business functions, from property management and leasing to research and investment . You will be a thought leader, evangelist, and hands-on contributor,… more
- Zions Bancorporation (Houston, TX)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession ... Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a **_Wealth… more
- Bank of America (Fort Worth, 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
- Bank of America (The Woodlands, 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
- Deloitte (Fort Worth, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...of Investment Management companies. Our clients include investment advisers and administrators from every sector of the… more