- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Senior Investment Performance Analyst | $20B+ AUM Firm | Fort Worth, TX Are you a numbers-driven detail oriented with a passion for precision and ... $20 billion in assets under management (AUM)-in the search for a Senior Investment Performance Analyst to join their high-performing investment team in Fort… more
- American Airlines (Dallas, TX)
- …obligations._ + Work closely with investment advisors to oversee the investment performance of individual investments in the various plans + Constantly ... and rebalance investments of American's Foundations and Endowments and present investment performance to Boards each quarter + Oversee the investment … more
- Robert Half Finance & Accounting (Fort Worth, TX)
- … team in Fort Worth, Texas. This role involves analyzing and reporting investment performance across portfolios, ensuring accuracy and compliance with industry ... in Excel and portfolio management systems. Responsibilities: * Calculate and evaluate investment performance across multiple portfolios and asset classes. *… more
- Scottish Rite for Children (Dallas, TX)
- …as an endowment, foundation, or pension plan. + Strong background in investment analysis, portfolio analysis, and performance measurement methodologies. + ... committed to giving children back their childhood! Job Posting Title: Investment Portfolio Analyst Location: Dallas - Hospital Additional Posting Details: Monday… more
- Huntington National Bank (Austin, TX)
- …outsourced alternative investment research and due diligence. + Monitor performance of alternative investment strategies and managers; prepare regular ... + Communicate key developments in external research and manager performance to portfolio managers and the investment ...manager performance to portfolio managers and the investment team. + Assist in preparing periodic reviews, reports,… more
- PNC (Dallas, TX)
- …Decision Making and Critical Thinking, Effective Communications, Fund Management, Fund Performance Analysis, Investment Performance Measurement, ... Pittsburgh, Portland or Dallas. **Job Description** + Creates and manages performance of complex multi-investor and proprietary fund offerings from initial closing… more
- MongoDB (Austin, TX)
- …strategy aligned with the company's risk tolerance and liquidity needs, monitoring investment performance , ensuring compliance with investment policies, ... to the portfolio as market conditions change, and providing reports on investment activities and returns + Build strong relationships with the broader Finance… more
- City National Bank (Austin, TX)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor,… more
- Regions Bank (Plano, TX)
- …comprehensive industry and investment knowledge + Conducts and/or participates in investment performance and relationship reviews + Keeps junior level staff ... more than just a job. We believe in offering performance -driven individuals a place where they can build a...experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals… more
- Bank of America (San Antonio, TX)
- …activities. Assist with and attend client meetings and discussions covering investment strategy, account performance , new products, and market developments ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....the role may vary depending on the team's practice. Performance is measured by the FA or FA team… more