- Innovapptive (Houston, TX)
- …Freshworks and many more!. Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"), a leading global investment ... Tiger Global Management also participated in the round. Vista is a leading global investment firm with more than $96 billion in assets under management as of… more
- Bank of America (Austin, 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
- 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...in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs… more
- JPMorgan Chase (Plano, TX)
- …a diverse client base + Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide ... needs and provide advice and strategies to achieve their investment goals + Maintain a high level of personal...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Republic Finance, LLC (Plano, TX)
- …deep dives, and special studies to identify cost drivers, savings opportunities, and investment needs. Project & Investment Management Track and analyze budgets ... to improve forecasting processes, financial controls, and return on investment . Recommend cost-saving initiatives and efficiency improvements across IT and… more
- Public Storage (Plano, TX)
- …Ensure all models reflect the latest assumptions, market dynamics, and internal investment criteria, providing reliable and timely analyses to guide informed ... investment decisions. + Pro Forma & Post-Mortem Analysis: Lead...Minimum 4-6 years of relevant experience in financial analysis, investment modeling, or strategic planning, preferably within the energy,… more
- Manulife (TX)
- …supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the ... requirements, customer experience delivery of plan set-up, payroll set-up and investment mapping of client assets. Additional responsibilities to manage ongoing… more
- Charles Schwab (Houston, TX)
- …10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + ... Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs,...managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills.… more
- Principal Financial Group (Dallas, TX)
- …(strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Boardwalk Pipeline Partners (Houston, TX)
- …development through early commercial alignment, technical scoping, permitting strategy, and investment readiness. You will drive projects from ideation to Sanction / ... Final Investment Decision, which can include those exceeding $1 billion...the company's portfolio. You will be responsible for delivering investment decision support packages, including scope, schedule, cost, risks,… more