- Deloitte (Houston, TX)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights...and expand our research and insights agenda across the investment management and wealth management … more
- Wells Fargo (Addison, TX)
- …financial crimes risk. + Experience assessing risks/controls related to Wealth & investment Management and/or Broker Dealer processes. **Job Expectations:** + ... role:** Wells Fargo is seeking a Vice President, Audit Manager on the Financial Crimes Audit Team. The Financial...significant risks and loss exposures to appropriate levels of management + Ensure documentation and reporting are ready for… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates +… more
- CBRE (Dallas, TX)
- Senior Analyst, Commercial Asset Management - CBRE Investment Management Job ID 226498 Posted 11-Jul-2025 Service line REI Segment Role type Full-time Areas ... of Interest Investment Management Location(s) Dallas - Texas -...+ Prepare internal documents for review of material transactions ( Investment Committee). + Supports the Asset Manager … more
- PNC (Houston, TX)
- …, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client ... an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
- Wells Fargo (Irving, TX)
- …team. The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co- Investment Lending Programs. These are loans via a "program" ... **About this role:** Wells Fargo is seeking a Program Manager to sit within the Alternative Investments Financing ("AIF")...of partners & employees that work at alternative asset management companies. The loan terms and documents are set… more
- Wells Fargo (Addison, TX)
- **About this role:** Wells Fargo is seeking an Exeuctive Director, Audit Manager on the Financial Crimes Audit Team. The Financial Crimes Audit Team provides ... horizontal audit coverage of financial crimes risk across Wells Fargo lines of business. The Financial Crimes Audit Team oversees, manages, and executes BSA/AML/OFAC related audits across Wells Fargo lines of business, and evaluates the system of internal… more
- Enverus (Houston, TX)
- Territory Manager Why YOU want this position At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and ... more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial… more
- Lincoln Financial (Austin, TX)
- …interrogatories, supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + ... excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment ...Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and… more
- Scottish Rite for Children (Dallas, TX)
- …proficiency with spreadsheets and strong working knowledge of portfolio optimization, investment management databases is required. A commitment to humility, ... exposure analyses and risk decomposition for the monitoring and management of the various investment funds and...fund and mandate guideline compliance analysis. + Participate in manager due diligence on current and prospective investment… more