- JPMorgan Chase (Plano, TX)
- …& Investment Bank, you will support WLS and develop product investment business cases, conduct portfolio analyses, and provide quantitative and qualitative ... business cases and KPIs. + Utilize large datasets to conduct portfolio analyses and drive investment opportunities. + Analyze operational throughput… more
- Sysco (Houston, TX)
- …funding (eg, funding sources and instruments, capital structure, dividend program, investment appraisal, portfolio management, etc.) * Stakeholder relations ... related to external funding RESPONSIBILITIES . Conducts cost-benefit and financial analysis on cash management products, services, and initiatives. . Designs and maintains financial models. . Prepares monthly reports on allocation of financial services across… more
- Edward Jones (Dallas, TX)
- …to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth ... Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and… more
- NTT America, Inc. (Plano, TX)
- …You Are Here, You Will:** **Discover & Frame** + Define enterprise growth themes, investment theses, and portfolio POV. + Conduct primary / secondary research, ... Design A/B, concept, and viability tests; analyze results to de-risk investment . + Support go-to-market plans and early commercialization with cross-functional… more
- City National Bank (Austin, TX)
- …new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the… more
- Lincoln Financial (Austin, TX)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Lincoln Financial (Austin, TX)
- …opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex ... investment data and investment accounting for the...matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers. + Manages and… more
- Scotiabank (Houston, TX)
- Associate, Investment Banking - Power & Utilities - Houston, TX **Requisition ID:** 223101 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary ... team, committed to results, in an inclusive and high-performing culture. **Associate, Investment Banking - Power & Utilities - Houston, TX** **Global Banking and… more
- CBRE (Dallas, TX)
- Senior Analyst, Commercial Asset Management - CBRE Investment Management Job ID 226498 Posted 11-Jul-2025 Service line REI Segment Role type Full-time Areas of ... Interest Investment Management Location(s) Dallas - Texas - United States...as well as the operational strategy of a select portfolio of assets. **What you will do** + Assist… more
- Mill Creek Residential (Dallas, TX)
- …Mill Creek Residential ("MCR") is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas office. This position will ... interaction with Mill Creek's Joint Venture Finance, Development, Acquisitions, Portfolio Management, and Asset Management teams including responding to financial… more