- Truist (Webster, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Citigroup (Dallas, TX)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...+ Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- Vontier (Austin, TX)
- …Simplify and prioritize programs in alignment with profit & loss (P&L) investment expectations across the solution stack and regions. + Enable rapid decision-making ... Improvement frameworks for integrated solutions. + Ability to manage complex investment decisions and resource trade-offs. + Excellent communication and stakeholder… more
- JPMorgan Chase (Plano, TX)
- …to our ReEntry Overview page for further information regarding the Program. **Commercial & Investment Bank** The Commercial & Investment Bank is a global leader ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Deloitte (Dallas, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… 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
- CBRE (Houston, TX)
- …Houston - Texas - United States of America **About the Role:** As a CBRE Investment Sales Analyst on the land team, you will develop business and negotiate the ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- SitusAMC (Dallas, TX)
- …of debt originations and will work closely with members of the investment teams, including originations, asset management, research, portfolio management, legal and ... all aspects of debt origination, including due diligence, loan structuring, and investment analysis + Assist in preparing investment memoranda and presentations… more
- Humana (Austin, TX)
- …Primary Care Organization (PCO) clinics-including early-stage due diligence, investment planning, integration execution, and transition to enterprise operations. ... clinician productivity and patient experience. **Key Responsibilities** **Due Diligence & Investment Planning** + Perform IT due diligence to identify risks,… more
- Citizens (Houston, TX)
- …each of your sponsors, including senior partners and firm management, investment teams, business development (where applicable), capital markets (where applicable) ... partners. Proactively cover relevant individuals, their portfolio companies and key investment focus areas to drive strategic dialogue and position Citizens to… more