- Scotiabank (Houston, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Texas A&M University System (College Station, TX)
- … management . - Assist with the implementation and on-going maintenance of investment management software programs. - Other duties as assigned. Education and ... Working knowledge of FAMIS, Microsoft Word, Excel, PowerPoint, Private I and Investment Management Software. Other Requirements: This is a security-sensitive… more
- Scotiabank (Houston, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Neuberger Berman (TX)
- …region sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, ... of 7 years' experience in an institutional sales role at an investment management firm + Extensive current and prospective client contacts and relationships with… more
- Bank of America (Houston, TX)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management , sales activities and new client development. + Achieved ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- CIBC (Houston, TX)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are ... You'll Be Doing** The Energy, Infrastructure & Transition (EIT) team is the largest investment banking team at CIBC and focuses on clients in the United States,… more
- CBRE (Dallas, TX)
- …management , project management , cost consulting); Real Estate Investments ( investment management , development). Please visit our website at www.cbre.com . ... in the ELITE system, communicate/prepare financials and approval packages for the Investment Committee, and direct research projects. **What You'll Do:** + Sourcing… more
- Baylor Scott & White Health (Austin, TX)
- …identifying risks, issues, and opportunities **Preferred Qualifications** * Experience in investment banking, management consulting, or early-stage company FP&A ... **Job Summary** The Finance & Program Management Associate serves as a key team player...new services/projects/capital as required * Develops and produces monthly Management Reports for delivery to senior leadership * Assists… more
- JPMorgan Chase (Plano, TX)
- …in Practice Management **Behaviors of Business Development, Business Management , Financial Planning, Investment Acumen, Relationship Management ... investment and product knowledge, and the ability to articulate complex investment ideas + Experience with practice management related coaching, including… more
- City National Bank (Houston, TX)
- …with the SIC to the FAs and CPAs motivating them to meet with RBC Rochdale's investment management team and learn about our services. * Communicate with FA to ... OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants (SIC) through the identification of qualified independent Financial… more