- Charles Schwab (Southlake, TX)
- …will focus on: (a) providing compliance advice and guidance to Charles Schwab Investment Management, Inc. (CSIM), a registered investment adviser, and Schwab's ... annual compliance reports pursuant to Rule 38a-1 of the Investment Company Act of 1940 and 206(4)-7 of the... Company Act of 1940 and 206(4)-7 of the Investment Advisers Act of 1940; and/or (e) assisting with… more
- Bank of America (Dallas, TX)
- …by identifying broader product and service solutions that meet their investment , savings and liability management solutions. FSAs demonstrate knowledge of ... financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products… more
- Deloitte (Dallas, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Charles Schwab (Austin, TX)
- …You will focus on: (a) strategic initiatives related to Charles Schwab Investment Management, Inc. (CSIM), a registered investment adviser, and Schwab's ... annual compliance reports pursuant to Rule 38a-1 of the Investment Company Act of 1940 and 206(4)-7 of the... Company Act of 1940 and 206(4)-7 of the Investment Advisers Act of 1940 + Ensure comprehensive and… more
- Nestle (Fort Worth, TX)
- …The Operations Project Manager (Logistics End-to-End) will plan and lead investment projects and coordinate contribution of all stakeholders from investment ... Competitive Advantage, by assuring that the invested resources bring the return of investment expected with a flawless execution. This role will work a hybrid-based… more
- MongoDB (Austin, TX)
- …strategies to manage currency risk across our global business + Manage the investment portfolio through executing an investment strategy aligned with the ... company's risk tolerance and liquidity needs, monitoring investment performance, ensuring compliance with investment policies, recommending changes to the… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description Leading Real Estate Investment firm in Dallas seeks to hire Portfolio Accountant to join the team in a multi-faceted role. Portfolio Accountant will ... functions for a group of institutional clients and their real estate investment portfolios. Responsibilities include: * Review and analyze property financial reports… more
- ADP (Dallas, TX)
- …planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account ... As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions, **_they are required… more
- JPMorgan Chase (Dallas, TX)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Neuberger Berman (TX)
- …+ Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent ... client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + Minimum of 5 years' client-facing experience,… more