- Citigroup (Houston, TX)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- UWorld, LLC (Dallas, TX)
- …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- Regions Bank (Dallas, TX)
- …financial services industry experience in commercial banking, consumer banking, trust investment , wealth management, or related **Skills and Competencies** + Ability ... to independently manage the largest client relationships + Advanced relationship management, business development and presentation skills + Advanced sales, negotiation, problem solving, and interpersonal skills + Anticipates client needs and is proactively… more
- American Airlines (Dallas, TX)
- …love this job** + As an integral part of the Treasury organization, Investment Management oversees over $40 billion in various retirement and benefit plan assets. ... Investment Management is also responsible for advising the Employee...classes **Preferred Qualifications- Education & Prior Job Experience** + CFA charter holder or progress toward attaining a … more
- City National Bank (Houston, TX)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/ Investment -Management-Specialist\_25030384-2) **Job Description:** Merrill Wealth Management is a leading… more
- PNC (Houston, TX)
- …opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based ... Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans,… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Senior Investment Performance Analyst | $20B+ AUM Firm | Fort Worth, TX Are you a numbers-driven professional with a passion for precision and ... over $20 billion in assets under management (AUM)-in the search for a Senior Investment Performance Analyst to join their high-performing investment team in Fort… more
- Mill Creek Residential (Dallas, TX)
- …Mill Creek Residential ("MCR") is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas office. This position will ... model guidance requests, providing analysis on existing and proposed investment opportunities, communicating recommendations and sensitivities, ensuring underwriting consistency… more
- Zions Bancorporation (Houston, TX)
- …County. Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The Investment Banking Group ... and acquisitions (M&A), and other corporate finance activities. The Investment Banking group supports a wide variety of clients...finance, accounting, or a similarly related field. MBA and/or CFA is a plus + 5+ years of experience… more