- Deloitte (Austin, TX)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...and be connected to a strong support system from firm leadership to ensure you are set up for… more
- Kestra Financial (San Antonio, TX)
- …Client Service Associate who will play a pivotal role in driving the firm 's growth and operational efficiency. This individual will focus on optimizing internal ... Service Associate reports directly to the Financial Planner and manages the firm 's client service operations, overseeing support staff and enhancing the client… more
- Cherry Bekaert (Austin, TX)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- Grant Thornton (Houston, TX)
- …and quantifying the efforts to remediate as they relate to the client's proposed investment thesis + Ability to deliver our IT due diligence services including the ... similar required, MBA with MIS or similar degree concentration preferred + Minimum 2 years experience of IT due...The base salary range for this position in the firm 's Los Angeles, CA office only is between $103,700… more
- JPMorgan Chase (Plano, TX)
- The JP Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with ... investment account service requests and inquiries over the telephone...controls environment by exercising sound judgment to protect our firm and clients Operating hours: Our current target operating… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …or databases; experience with Indata is advantageous. * Knowledge of Global Investment Performance Standards (GIPS) is preferred . * Certifications or progress ... Description We are looking for a skilled Investment Analyst to join our dynamic investment...is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities… more
- Deloitte (Dallas, TX)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Edward Jones (Mineola, TX)
- …serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the ... your branch office and includes headquarters assistance via phone, email and firm intranet resources **What characteristics would make you a successful Associate… more
- Moss Adams LLP (Houston, TX)
- …services or Assurance/External Audit engagement teams at a large national professional services firm preferred + Must have the ability to analyze complex ... 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… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate...in marketing and sales efforts on behalf of the firm ; not required to build own book of business… more