- Charles Schwab (Westlake, TX)
- …(ACT) provides custodial, operational, and trading support to independent fee-based investment advisors (RIAs). As a partner to these independent RIAs, Schwab ... ACT focuses on meeting their needs and supporting both their business and client goals through collaborative relationships. The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily duties include… more
- Citigroup (Houston, TX)
- …directly affected by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and ... The Investment Assoc Sr Analyst is a seasoned professional...investment advice to an Ultra High Net Worth client...servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team… more
- Nelnet (Austin, TX)
- …people where they live, learn, and work. Nelnet Financial Services ("NFS") is seeking an Investment Associate to join our growing investment team. This role ... is ideal for someone passionate about structured finance, analytics, and investment decision-making, who is eager to learn and contribute to a high-performing team.… more
- Mill Creek Residential (Dallas, TX)
- …Creek._** Mill Creek Residential ("MCR") is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas office. This ... model guidance requests, providing analysis on existing and proposed investment opportunities, communicating recommendations and sensitivities, ensuring underwriting consistency… more
- JPMorgan Chase (Webster, TX)
- … investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Robert Half Finance & Accounting (Houston, TX)
- …fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, ... your career growth. Responsibilities: * Perform administrative duties to support investment operations and ensure team efficiency. * Analyze and organize financial… more
- Scotiabank (Houston, TX)
- Associate , Investment Banking - Power & Utilities - Houston, TX **Requisition ID:** 223101 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary ... team, committed to results, in an inclusive and high-performing culture. ** Associate , Investment Banking - Power & Utilities - Houston, TX** **Global Banking… more
- Truist (Houston, TX)
- …are necessary to be effective in the position. Candidates who receive a Houston, TX Investment Banking Summer Associate will be placed in our **Energy Group** . ... Overview** : Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation (https://www.thepremierfinancialinstitution.com/) (NYSE:… more
- Wells Fargo (Houston, TX)
- 2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial ... corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and… more
- Truist (Houston, TX)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and ... healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a… more
