- Robert Half Finance & Accounting (Fort Worth, TX)
- … Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! This vibrant, administrative ... on fund admin, tax, and compliance. Qualifications: + 2-3 years in investment firm client support. + Stellar communication and organization. + CRM/MS Office… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- JPMorgan Chase (Houston, TX)
- …required, working understanding of Tableau welcomed ** Investment Banking (GIB)** Within Investment Banking, the firm works with a broad range of issuer ... develop strong function skills in the major areas of investment banking and will demonstrate the ability to become...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Bank of America (Frisco, TX)
- … advisory business preferred + Deep subject matter expertise on the Firm 's high-conviction investment offerings, including our Firm Discretionary ... Divisional Managed Investment Consultant Frisco, Texas **To proceed with your...help identify appropriate and suitable IAP (platforms/strategies) for the Firm 's clients. Advice and guidance are informed by our… more
- Neuberger Berman (TX)
- …+ Minimum of 7 years' experience in an institutional sales role at an investment management firm + Extensive current and prospective client contacts and ... and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and… more
- Edward Jones (Pflugerville, TX)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are valued ... Financial advisors lead the branch team to serve clients and contribute to the firm 's purpose. They deeply understand the client's goals and why they are important… more
- Edward Jones (El Paso, TX)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are a valued ... products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation ... range is 55-70K on the base with all benefits paid by the company. The investment firm is open to candidates who have a degree in Accounting or Finance (CPA or… more
- Innovapptive (Houston, TX)
- … investment led by Vista Equity Partners ("Vista"), a leading global investment firm focused exclusively on enterprise software, data and technology-enabled ... Global Management also participated in the round. Vista is a leading global investment firm with more than $96 billion in assets under management as of December… more
- Innovapptive (Houston, TX)
- … investment led by Vista Equity Partners ("Vista"), a leading global investment firm focused exclusively on enterprise software, data and technology-enabled ... Global Management also participated in the round. Vista is a leading global investment firm with more than $96 billion in assets under management as of December… more