- 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
- Toyota (Plano, TX)
- …this position at this time. **Who we're looking for** Toyota's Treasury and Investment Group is looking for a passionate and highly motivated Portfolio Strategist. ... person in this role will support the Treasury and Investment Group's objective to effectively manage the Benefit Plan...Business, Finance or related field required + MBA or CFA required + Strong understanding of security pricing theories… more
- Comerica (Frisco, TX)
- …individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external, ... portfolio maintenance on various software systems. Responsible for identifying new investment opportunities and assisting in the formulation of Comerica's … more
- Mill Creek Residential (Dallas, TX)
- …Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis and reporting support for MCR portfolio investments ... to direct inquiries, communicating results, and providing perspective on property investment analyses. A proactive and adaptive attitude is required for this… more
- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...etc. *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7:… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description We are looking for a skilled Investment Analyst to join our dynamic investment team in Fort Worth, Texas. This role involves analyzing and reporting ... investment performance across portfolios, ensuring accuracy and compliance with...preferred. * Certifications or progress toward them, such as CFA , are a plus. * Exceptional attention to detail… more
- Deloitte (San Antonio, TX)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Truist (Houston, TX)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- CIBC (Austin, TX)
- …your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client ... to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies. + **Expand your portfolio:** Acquire new… more
- Deloitte (Fort Worth, TX)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures… more