- Deloitte (Dallas, TX)
- …of Accelsior products for our clients in the Financial Services and Investment Management markets. Project management including oversight of a team of professionals, ... expertise to deliver scalable, high-quality solutions across operational finance, accounting , tax, and reporting. + Cross-Functional Interaction: Collaborate with… more
- CBRE (Austin, TX)
- …with commercial real estate finance, including commercial appraising, market analysis, and investment analysis. **What you'll do:** + Develop and maintain a robust ... business pitches and deliver integrated capital markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG)… more
- Scotiabank (Dallas, 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, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Robert Half Legal (Dallas, TX)
- …We are looking for an experienced Associate Counsel Attorney to join a dynamic investment management team in Dallas, Texas. In this role, you will collaborate with ... venture capital division to provide comprehensive legal support and guidance throughout the investment cycle. Ideal candidate will have three or more years of legal… more
- Scotiabank (Dallas, 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...projects assigned. **What You'll Bring** * Bachelor's degree in accounting , business administration, finance, or similar field. * Prior… more
- Regions Bank (Houston, TX)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more
- Lightsource bp (Austin, TX)
- …to develop in-depth knowledge of value drivers (eg technical, tax & accounting , Opex assumptions, and optimum capital structure). * Providing good quality, timely ... (expected to be semi-annually). * Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group.… more
- Raymond James Financial, Inc. (The Woodlands, TX)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more
- Elevance Health (Grand Prairie, TX)
- …Participate in corporate strategy discussions, mergers and acquisitions, and major investment decisions. _Financial Management & Reporting_ + Oversee all financial ... long-term financial planning. + Ensure compliance with all financial regulations, accounting standards, and audit requirements. + Present accurate and timely… more