- Scottish Rite for Children (Dallas, TX)
- …We're committed to giving children back their childhood! Job Posting Title: Investment Portfolio Analyst Location: Dallas - Hospital Additional Posting Details: ... guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including… more
- Affinius Capital (San Antonio, TX)
- …over $63 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and ... **Job Description** The role of the Associate is to assist the portfolio management team manage the critical operations of the Affinius Capital Estate… more
- Affinius Capital (San Antonio, TX)
- …over $63 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and ... exposure through interaction with stakeholders across the asset management, investment (development and acquisition), accounting, investor reporting, and capital… more
- Bank of America (San Antonio, TX)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management… more
- Comerica (Frisco, TX)
- …Evaluate, recommend and execute strategies for the effective management of Comerica's investment portfolio . Prepare and present diversification and investment ... of existing hedge portfolio . Executive Committee Communications and Reporting ( Investment Portfolio and Reporting Provide market analysis and portfolio… more
- PNC (Houston, TX)
- …Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, ... opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based… more
- Lockheed Martin (Fort Worth, TX)
- …for the following: * Manage baseline budget, schedule, and scope for a diverse investment portfolio * Drive planning and execution across Cross functional Teams ... on forecasting and performance reporting * Provide PM guidance to the portfolio investment teams to support planning and execution * Manage/Mitigate portfolio… more
- Bank of America (Frisco, TX)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, asset ... + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction,...our Chief Investment Office that revolves around portfolio construction, investment /manager selection, asset allocation and… more
- Robert Half Finance & Accounting (Dallas, TX)
- …funding requests, forecasted cash activity and client distributions requirements. * Calculate portfolio investment returns, Assets under Management and fees for ... Description Leading Real Estate Investment firm in Dallas seeks to hire Portfolio Accountant to join the team in a multi-faceted role. Portfolio Accountant… more
- Wells Fargo (Dallas, TX)
- …private placements. This role will educate and consult with Wells Fargo Investment Professionals (Financial Advisors, Portfolio Managers, Investment ... this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of… more