- CBRE (Houston, TX)
- …opportunities that will allow the team to create financial models for investments, marketing materials, and investment memos. + Monitor investments and meet with ... notes and update fund models. + Help create client investment plans and maintain target portfolio spreadsheets. + Coordinate...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Citigroup (Irving, TX)
- …with clients and monitor billing and service queries as well as correct mapping/ marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues ... requirements including timely origination, monitoring, and renewals across all product and marketing levels. Work with Treasury team to determine credit needs to… more
- Bank of America (Houston, 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
- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...applied to a specific client circumstance * Develop persuasive marketing materials and present with the SIC to the… more
- Neuberger Berman (TX)
- …sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including ... not limited to:** + Organize and expand a successful marketing and sales strategy around a focused territory in...as qualified prospects within the region + Represent all investment platforms at Neuberger Berman as a true ambassador… more
- PNC (Houston, TX)
- …(AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation… more
- US Bank (Houston, TX)
- …and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management ... to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs +...with the personal feel of a smaller company + Marketing warm leads and qualified referrals from across the… more
- Scotiabank (Houston, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description We are looking for a skilled Investment Analyst to join our dynamic investment team in Fort Worth, Texas. This role involves analyzing and reporting ... investment performance across portfolios, ensuring accuracy and compliance with...and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
- Educational Testing Service (Austin, TX)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more