- Alight (TX)
- …**About the Role** This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment , and payment ... plans is essential. **Responsibilities** + Handling inbound calls and providing financial education. + Answering complex questions, investment and payment… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service ... role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff… 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
- JPMorgan Chase (Dallas, TX)
- …and Investment Banking products/services JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Market Executive for you. As a Market Executive on… more
- City National Bank (Austin, TX)
- …a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non- financial data decisioning the requests with the goal of ... highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level...policy service level agreements * Analyzes and determines the financial capacity of the borrower's ability to repay: *… more
- JPMorgan Chase (Plano, TX)
- …best-in-class. As a Hedge Fund Credit Risk Associate on the Commercial and Investment Bank Credit Risk Management Team, you will be responsible for managing ... of hedge funds and other alternative managers employing a diverse set of investment strategies. You will utilize your quantitative and qualitative skills to analyze… more
- Truist (Fort Worth, TX)
- …time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and ... Texas. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Citigroup (Houston, TX)
- …NE is an intermediate level position responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the ... growth. Our programs equip you with the knowledge and training you need to play a valuable role on...professionals responsible for understanding the wide range of complex financial issues facing our clients around the world. As… more
- Global Foundries (Austin, TX)
- …and workstreams. The team is responsible for defining, driving and executing financial metrics and analysis across various functions of the business (including but ... and follow through to ensure execution. Demonstrated hands-on expertise in financial modeling and all aspects of project definition and prioritization. In… more