- Deloitte (Dallas, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- ADP (Dallas, TX)
- …planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account ... As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions, **_they are required… more
- BlackRock (Dallas, TX)
- …structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our ... and conducting financial analysis. You will gain a rich knowledge of the alternative investment market as you create and review reports over the fees charged to our… 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, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...meetings. + Reviews daily collateral reports and monitors asset performance trends. + Coordinates a variety of activities with… more
- Mackenzie Eason & Associates (San Antonio, TX)
- …Antonio area by uniting a broader coalition of cities and counties, improving performance and transparency across core programs, and positioning AAMPO as a model of ... members, evolving interagency dynamics, and rising expectations for transparency and performance , this role demands a proven transportation leader who thrives in… more
- City National Bank (Dallas, TX)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment ...to explore differences and help find common grounds Staff Performance and Mentoring * Acts as a role model/mentor… 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, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...grow and diversify talent and engage employees in a performance -oriented culture. **What's in it for you?** Scotiabank wants… more
- Raymond James Financial, Inc. (Dallas, TX)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… 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, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...grow and diversify talent and engage employees in a performance -oriented culture. **What's in it for you?** Scotiabank wants… more
- Brink's (Coppell, TX)
- …driving the strategic direction, legacy system modernization, business case development, and investment alignment for major initiatives that may be global in scope ... evaluate ROI, IRR, and payback for proposed initiatives, ensuring sound investment decisions. + Compile and deliver executive-ready presentations and strategy… more