- Deloitte (Fort Worth, 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
- Deloitte (Dallas, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Neuberger Berman (TX)
- …+ Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent ... client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + Minimum of 5 years' client-facing experience,… more
- Baylor Scott & White Health (Dallas, TX)
- …Analyst ( CFA ) is preferred. 3-5 years of corporate treasury, investment banking or capital markets experience preferred Ability to quickly understand complex ... treasury operations and support the Baylor Scott & White Health system-wide cash, investment and debt programs. Provides back up to other Treasury team members.… more
- City National Bank (Dallas, TX)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment ...Information Systems Auditor (CISA) Or * Chartered Financial Analyst ( CFA ) Or * Certified Anti-Money Laundering Specialist (CAMS) Or… more
- 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...lending preferred * Degree in Business or related field. MBA/CPA/ CFA or other industry designation is helpful * Banking… more
- BlackRock (Dallas, TX)
- …structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our ... You will gain a rich knowledge of the alternative investment market as you create and review reports over...Bachelor's degree in accounting or finance required + CPA, CFA , CAIA or other accounting/ finance certification(s) preferred Client… more
- CIBC (Houston, TX)
- …endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate ... retention and grow the business in accordance with the investment objectives of the individual clients, and the ...**Who you are** + Bachelor's degree and/or MBA, CFP, CFA , JD, CTFA, CPA + 10+ years of experience… more
- TIAA (Dallas, TX)
- …mindset in pursuit of growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose ... ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining...will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion;… more
- Fifth Third Bank, NA (Houston, TX)
- …with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. + Accountable for the ... Business Administration, Finance, or Economics is preferred. + CFP, CFA , or CPWA industry certification is preferred and will...will be required within 24 months (36 months for CFA ) of start date to align with 5/3 Private… more