- Principal Financial Group (Waco, TX)
- …Environments** This role will be based on-site in our Waco, TX office . **Work Authorization/Sponsorship** At this time, we're not considering candidates that need ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Global… more
- Deloitte (Dallas, TX)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- RTX Corporation (Mckinney, TX)
- …mission requirements into actionable strategies, and influencing program development and investment decisions. This role demands strong technical acumen, deep market ... a comprehensive understanding of the customer's budget landscape, long-term investment priorities, and acquisition strategies-translating insights into actionable guidance… more
- Scotiabank (Houston, TX)
- …calls. Contribute to cross-sell activities including across Capital Markets, Investment Banking, Foreign Exchange, Derivatives Products Group, Commodities, Global ... credit terms and understand subordination/Event of Default considerations; utilizing MS Office , Excel, Word, PowerPoint to develop, prepare, and present pitch… more
- CBRE (Austin, TX)
- …the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business. This contributor will be ... to apply appropriate judgment and precedents. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Strong organizational… more
- Charles Schwab (Westlake, TX)
- …domestic and international broker-dealers and registered retail and institutional investment advisors. The team's scope includes audit execution and oversight ... for Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client… more
- KeyBank (Dallas, TX)
- …Sheet. + Perform initial risk analysis to evaluate potential investments against Investment Guidelines and draft the Transaction Analysis and draft preflight memo. + ... Qualifications** + 1-3 years of financial analysis, tax credit investment , commercial real estate finance, community development, and/or project development… more
- Lightsource bp (Austin, TX)
- …formal budget requests to senior leadership, Executive Management Committee and Investment Committee, ensuring the requests are well thought through and robust ... degree required. Master's degree preferred. * Background in energy/management consulting/ investment banking/finance/engineering preferred * Experience in renewable energy and… more
- CBRE (Houston, TX)
- …lender decisions. Make presentation of analysis that will be used for investment decisions. + Assist Portfolio Managers by performing tasks involved in monitoring ... Requires basic analytical skills. + Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc....the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Lockheed Martin (Fort Worth, TX)
- …through digital transformation, Information Technology \(IT\) strategy, multi\-year investment planning, technical debt mitigation, project establishment and ... sphere of responsibility\. * Responsible for ensuring that new capabilities investment requirements, application support, and related tool maintenance are have an… more