- American Heart Association (Dallas, TX)
- …diligence, market research, valuation modeling, and strategic implementation. + Assist in investment performance reporting for venture capital and venture studio ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
- Lincoln Financial (Austin, TX)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Bank of America (Plano, TX)
- …pricing, financial reporting, and overseeing value creation ideas and new investment business cases. Job expectations include supporting management in ... supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve.… more
- TIAA (Frisco, TX)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- CBRE (Richardson, TX)
- …at +1 866 225 3099 (US) and +1 866 388 4346 (Canada). CBRE REI As an investment management leader with over 40 years of experience, we offer a broad and deep ... transfer of data between systems and applications with better data management capabilities, improved operational efficiency leading to better decision making and… more
- Comerica (Dallas, TX)
- …coordinating a custom marketing plan for assigned market; organizing and conducting investment management , estate planning and trust seminars for communities and ... responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of… more
- Celestica (Houston, TX)
- …to meet the business model financial and strategic objectives as established during the investment review and commitment. Work with the management team of the ... participating in the decision of whether or not to proceed with the investment . Develop the integration plan for new acquisitions to ensure the realization of… more
- Bank of America (El Paso, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. *… more
- Global Foundries (Austin, TX)
- …together with a cross-organizational teams to establish common KPIs to measure project management performance and health and to report to senior management ... be successful, the candidate will regularly support cross-functional teams and senior management to define business processes and solutions for program and resource … more
- Academy Sports + Outdoors (Katy, TX)
- …alignment. Drive initiatives that enhance cost transparency and enable data-driven investment decisions. + Business Analysis & Performance Insights: Develop ... and strategic insights. You'll be instrumental in shaping infrastructure investment decisions, optimizing costs, ensuring compliance, and demonstrating the tangible… more