- Comerica (Dallas, TX)
- …will be responsible for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately responsible ... for the results of the Investment Strategists which includes asset growth, strategy and research...This position will be accountable for ensuring the consultative investment management process serves as the foundation for providing… more
- Mill Creek Residential (Dallas, TX)
- …Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis and reporting support for MCR portfolio investments ... to direct inquiries, communicating results, and providing perspective on property investment analyses. A proactive and adaptive attitude is required for this… more
- PNC (Mansfield, TX)
- …to contribute to the company's success. As a Financial Advisor within PNC's Investment team, you will be based in Mansfield, TX. Financial Advisors are based ... OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the CNR Private … more
- Neuberger Berman (TX)
- …sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including ... Berman as well as qualified prospects within the region + Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (eg,… more
- Scotiabank (Houston, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Global Banking & Markets provides a full range of investment banking, credit and risk management products and services… more
- Raymond James Financial, Inc. (Dallas, TX)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description We are looking for a skilled Investment Analyst to join our dynamic investment team in Fort Worth, Texas. This role involves analyzing and reporting ... investment performance across portfolios, ensuring accuracy and compliance with...and portfolio management systems. Responsibilities: * Calculate and evaluate investment performance across multiple portfolios and asset classes. *… more
- Deloitte (San Antonio, TX)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include … more
- Educational Testing Service (Austin, TX)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more