- Robert Half Finance & Accounting (Fort Worth, TX)
- … portfolio management systems. Responsibilities: * Calculate and evaluate investment performance across multiple portfolios and asset classes. * Ensure ... Description We are looking for a skilled Investment Analyst to join our dynamic investment...* Manage and validate performance data using Excel and portfolio management systems, such as Indata. * Collaborate with… more
- Comerica (Dallas, TX)
- …will be responsible for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately responsible ... for the results of the Investment Strategists which includes asset growth, strategy and research...subject matter expert related to research, trading, compliance,accounting, and portfolio management platforms that may be in use by… more
- Mill Creek Residential (Dallas, TX)
- …for the Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis and reporting support for MCR portfolio ... to direct inquiries, communicating results, and providing perspective on property investment analyses. A proactive and adaptive attitude is required for this… more
- Educational Testing Service (Austin, TX)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more
- Truist (Dallas, TX)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Brookfield Properties (Dallas, TX)
- …on behalf of Brookfield Asset Management, one of the world's largest alternative investment managers. Our logistics business is a vertically integrated portfolio ... asset valuations, and dispositions for Brookfield's Central US industrial portfolio . Additionally, the analyst will have exposure to underwriting, market… more
- Kestra Financial (Fort Worth, TX)
- …wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is...located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage… more
- Neuberger Berman (TX)
- …+ Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent ... commentary regarding market movements, economic and industry trends, product and portfolio updates; offer clients accurate performance attribution, portfolio … more
- 7-Eleven (Dallas, TX)
- …and resources + Facilitates decision making on strategic revitalizations and key investment opportunities across the real estate portfolio through prioritization ... based analyses + Facilitates strategic, cross-functional conversations across the company with the goal of asset planning alignment Education and Experience: + Education: Bachelors/4yrs Degree + Years of Relevant Work Experience: 2+ years Specific Knowledge… more
- JPMorgan Chase (San Antonio, TX)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more