- Citigroup (Houston, TX)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- JPMorgan Chase (Webster, 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...timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews… more
- Wells Fargo (Irving, TX)
- …design and delivery of the Financial Advisor incentive plans across Wealth and Investment Management (WIM). In this role, the coordination of data for analysis is ... services and initiatives. + Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate. + Review strategic approaches… more
- KeyBank (Dallas, TX)
- …Colorado **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development leader to ... leader within the CDLI business line helping to drive business growth and risk management best practices as a collaborative partner with regional Production leaders,… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/ Investment -Consultant-II Merrill-Premium\_25042560) **Job Description:** _At Bank of America, we… more
- Mizuho Corporate Bank (Houston, TX)
- Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital ... mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. About the Role: The Energy Group is seeking a… more
- JPMorgan Chase (Houston, TX)
- …senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who can ... a variety of technical analyses on completion trends, rig activity, depletion risk , well decline analysis, etc. + Conduct market research from various platforms… more
- Charles Schwab (Westlake, TX)
- …firms. We provide access to sophisticated wealth services that help Registered Investment Advisors (RIAs) attract and retain affluent clients, as well as profitably ... of the Advisor Experience & Platform Services organization, the Advisor Services Investment Product Experience team supports investment products such as funds,… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description We are looking for an experienced Investment Analyst specializing in compliance to join our team in Fort Worth, Texas. exciting Opportunity: ... Investment Analyst - Compliance at our leading ...trade compliance, and collaborate with portfolio management, trading, and risk teams to maintain our state-of-the-art compliance system. Benefit… more
- Deloitte (Austin, TX)
- Financial Services Senior Manager - Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk ... environments and implement programs, measures, and tools to address needs related to financial risk management and reporting with a focus on risk , data and… more