- Moss Adams LLP (Houston, TX)
- …others to embrace opportunity, growing as a leader along the way. Our firm 's size, middle-market clients, customized career paths, and supportive culture make this a ... reality. Join a values-driven firm where you'll have fun while solving complex and...will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence… more
- JPMorgan Chase (Cedar Hill, TX)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...in all states. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- 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 global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...Preferred + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general… more
- Bank of America (Dallas, 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
- Citigroup (Dallas, TX)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals,… more
- Sands Investment Group (Austin, TX)
- …About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of Investment Sales properties ... Sands Investment Group (SIG), one of the nation's fastest...the first to offer true sub-product type specialization, the firm 's experience in net lease, retail, office, industrial, multi-tenant,… more
- Moss Adams LLP (Houston, TX)
- …others to embrace opportunity, growing as a leader along the way. Our firm 's size, middle-market clients, customized career paths, and supportive culture make this a ... reality. Join a values-driven firm where you'll have fun while solving complex and...will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence… 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 ... As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address...to ASC740 + Previous Big 4 or large CPA firm experience + Excellent research and writing skills +… more
- JPMorgan Chase (Dallas, TX)
- …top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate ... skills over time for a successful career within the firm and ability to pursue more senior roles within...with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help… more
- Citigroup (San Antonio, TX)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service ... on Investment account requests and maintenance, and ensuring risk is...and complaints are handled in accordance with FINRA and firm policy + Ensures that KYC/AML and other compliance… more