- 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
- Huntington National Bank (Austin, TX)
- …Ability to work independently while collaborating effectively with the broader investment team. Preferred Qualifications: + Professional designations ( CFA , CAIA) ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment … more
- City National Bank (Dallas, TX)
- …Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… 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 (Austin, 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
- Texas A&M University System (College Station, TX)
- Job Title Deputy Chief Investment Officer Agency Texas A&M University System Offices Department Treasury Services Proposed Minimum Salary Commensurate Job Location ... Job Description Summary: Under the direction of the Chief Investment Officer and Treasurer, the Deputy Chief Investment...or any Bachelor's degree with a CPA, CAIA, or CFA . - Ten years in investments. Knowledge, Skills and… 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