- City National Bank (Austin, TX)
- …including knowledge of investment techniques and asset allocation, investment research , capital market behaviors, and financial instruments generally ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor,… more
- Charles Schwab (Westlake, TX)
- …organization. You will work as part of a digital product team dedicated to investment research platforms for Schwab Asset Management (SAM) and the Schwab Center ... you will lead the vision, strategy, and delivery of advanced quantitative research tools. These solutions empower investment professionals and clients with the… more
- Texas Tech University (Lubbock, TX)
- …that values compliance with all regulatory bodies; developing strategies for the investment of institutional resources in research ; fostering a culture of ... **42650BR** **Extended Job Title:** Vice President for Research & Innovation **Position Description:** At a moment...Texas Tech University (TTU) seeks a Vice President for Research & Innovation (VPRI) to advance impact and excellence… more
- Bank of America (Fort Worth, TX)
- …client's investment needs. Job expectations include owning the management, research , and communication process of resolving client issues and achieving high ... servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research , and communication… more
- TIAA (Frisco, TX)
- …services for clients and develops additional business through referrals. + Performs investment research and stays informed of developments in security markets ... plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory… more
- Truist (Houston, TX)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more
- City National Bank (Houston, TX)
- …new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both ... Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT… more
- JPMorgan Chase (Dallas, TX)
- …unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across ... will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate… more
- CBRE (Austin, TX)
- …in the ELITE system, communicate/prepare financials and approval packages for the Investment Committee, and direct research projects. **What You'll Do:** + ... Sourcing new acquisition opportunities and new investment sponsors by cultivating and maintaining relationships (eg, brokers, capital partners, design consultants,… more
- Legence (Houston, TX)
- …+ 2 to 4 years of progressive experience in Finance, Accounting or related field ( Investment Banking / Equity Research , Private Equity, Corporate FP&A or IR.) + ... as a key link between the Company and the investment community and play a critical role in the...Attendance at investor meetings and presentations Market & Peer Research + Conduct benchmarking and peer analysis on valuation,… more