- JPMorgan Chase (Dallas, TX)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Raymond James Financial, Inc. (Dallas, TX)
- …a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP ... Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and… more
- JPMorgan Chase (Plano, TX)
- …Mac, from application to post closing status + Work closely with outside counsel , credit officers and bankers on various transactional matters to ensure that the ... in preparation of loan closing + Work closely with counsel and credit teams on loan document negotiations and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Bank of America (The Woodlands, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Aegon Asset Management (TX)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- CyrusOne (Houston, TX)
- …that will contribute to a positive and progressive work environment. Provide counsel and ensure prompt investigation for all legal-related matters; ensure that ... appropriate legal counsel is brought into these matters; + Provides HR...exceptional financial strength, a broad global footprint, and continued investment in key digital gateway markets, CyrusOne provides the… more
- JPMorgan Chase (Houston, TX)
- …of comprehensive credit approval packages + Work with closing staff and legal counsel to insure that the documentation for each transaction is accurate, appropriate, ... and on the telephone with prospects, clients, consultants, government agency staff, legal counsel , and team members + Ability to collaborate with the team and adjust… more
- Cherry Bekaert (Austin, TX)
- …tax appeal processes, including engaging with assessors, external consultants, and legal counsel as required. + Conduct thorough due diligence for new acquisitions ... strong relationships with external property tax consultants, appraisers, and legal counsel . + Prepare detailed property tax budgets, forecasts, and variance… more
- Quanta Services (Houston, TX)
- …+ Serve as primary contact for retirement plan recordkeepers, auditors, legal counsel , and fiduciary consultants. + Maintain and update plan documents, SPDs, and ... plan committee meetings, prepare materials, and document fiduciary decisions. + Monitor investment lineups and coordinate fund changes with investment advisors… more