- 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...meet and exceed set goals and deadlines + Minimum associate 's degree ideally in accounting with work experience or… more
- Kestra Financial (Fort Worth, TX)
- …roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, ... 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… more
- Robert Half Legal (Dallas, TX)
- …looking for an experienced Associate Counsel Attorney to join a dynamic investment management team in Dallas, Texas. In this role, you will collaborate with the ... to provide comprehensive legal support and guidance throughout the investment cycle. Ideal candidate will have three or more...at ### about this open direct-hire position for an Associate Counsel role. Robert Half is the world's first… 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
- Bank of America (Houston, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- SitusAMC (Austin, TX)
- …50 states and US territories, on behalf of a New York City based investment fund, via desktop property valuation reviews. This role will be responsible for reviewing ... offer strategic housing recommendations. This role will help shape investment decisions and guide market focus for the ...relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent. + Licensed appraiser… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... operate effectively in a matrixed environment under pressure and tight deadlines. ** Associate Level Certification Required:** **_(Require a Minimum of 1 or more of… more
- Affinius Capital (San Antonio, TX)
- …For more information, visit affiniuscapital.com. **Job Description** The Senior Applications Support Associate plays a critical role in supporting our real estate ... investment and operations teams by ensuring the reliability, performance,...issue analysis, troubleshooting, and resolution to ensure continuity for investment , accounting, and asset management teams + Perform data… more
- Humana (Austin, TX)
- …Primary Care Organization (PCO) clinics-including early-stage due diligence, investment planning, integration execution, and transition to enterprise operations. ... clinician productivity and patient experience. **Key Responsibilities** **Due Diligence & Investment Planning** + Perform IT due diligence to identify risks,… more
- Regions Bank (Houston, TX)
- …for a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. ... and understanding of Regions' products and services, including retirement, investment management, endowment and foundations, funeral trust, and corporate trust… more