- Deloitte (Fort Worth, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Truist (Dallas, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Edward Jones (Dallas, TX)
- …Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and ... implementation through investment solutions. We collaborate across WMAS to deliver personalized...+ Series 24 license + Advanced degree; CPA, JD, CFA or additional financial planning certification. Read More About… more
- American Heart Association (Dallas, TX)
- …and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity ... narratives to support executive decision-making. **Support Transaction Services & Investment Oversight** + Support mission-aligned venture transactions by conducting… more
- Republic Finance, LLC (Plano, TX)
- …deep dives, and special studies to identify cost drivers, savings opportunities, and investment needs. Project & Investment Management Track and analyze budgets ... to improve forecasting processes, financial controls, and return on investment . Recommend cost-saving initiatives and efficiency improvements across IT and… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …management, and strategic financial analysis. Reporting directly to the Chief Investment Officer, this position offers high visibility across the organization, with ... and optimize asset utilization, capital deployment, and return on investment . Requirements Qualifications + Bachelor's degree in Finance, Accounting, Economics,… more
- Deloitte (Dallas, TX)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation techniques and… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled… more
- Ankura (Dallas, TX)
- …million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on ... modeling. . Develop and maintain strong relationships with private equity firms, investment banks, and corporate clients. . Collaborate with other Senior Managing… more