- PNC (Houston, TX)
- …(AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation… more
- Deloitte (Dallas, TX)
- …you will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment ... 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
- 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
- MongoDB (Austin, TX)
- …activities within the compliance of regulatory requirements, internal controls, and accounting standards. We are seeking an experienced and adaptable leader with ... currency risk across our global business + Manage the investment portfolio through executing an investment strategy...areas of work **Qualifications** + Bachelor's degree in finance, accounting , or a related field; MBA or other advanced… more
- BP Americas, Inc. (Houston, TX)
- …in organizational efficiency, lower operating costs and improve return on investment . Be comfortable pulling public peer financial and operating data. Become ... A Culture of Excellence: Help evolve and improve forecasting, reporting, and investment evaluation frameworks and tools. Actively work on continuous improvement of… more
- TD Bank (Dallas, TX)
- …for this role. **Job Description:** We are looking for candidates interested in Investment Banking to join TD Securities as an **M&A Analyst (** **Full-Time** **)** ... starting July 2026. ** Investment Banking Overview** TD Securities is a market leader...team **Education & Experience:** + Undergraduate degree in Business ( Accounting or Finance) or Mathematics/Economics; + Series 7, 79… more
- City National Bank (Dallas, TX)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment ...a general knowledge of the business operations, regulatory and accounting and control environment in which City National Bank… more
- JPMorgan Chase (Houston, TX)
- …As a Lead Credit Officer - Vice President within the Commercial and Investment Bank (CIB) Risk team, you will lead the credit origination and portfolio ... management of non- investment grade/leveraged companies covered by the Energy, Power and...relative to risk assessment + Apply corporate finance and accounting expertise to develop appropriate financing structures, and prepare… more
- Wells Fargo (Irving, TX)
- …is responsible for driving the company's financial management activities including accounting and control, financial planning and analysis, line of business finance ... treasury and tax management. The group also supports the company's investment portfolios, regulator interactions and production of external materials for earnings… more
- Deloitte (Fort Worth, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...papers and income tax returns + Bachelor's degree in accounting , finance, or other business-related field + One of… more