- Thrivent Financial (San Antonio, TX)
- …affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments , banking and generosity products and programs. For more than 100 ... financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed… more
- IBM (Austin, TX)
- …our product development efforts into tangible financial outcomes, driving critical investment decisions, and navigating a dynamic data landscape following the IBM ... business growth and strategic impact. What you'll do (responsibilities) * Strategic Investment & Impact Analysis: Lead in-depth Return on Investment (ROI)… more
- Lumen (Austin, TX)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- First National Bank of Omaha (Plano, TX)
- …to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial ... Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with… more
- SitusAMC (Dallas, TX)
- …a global and independent investment management firm, manages over $1.8 trillion in Investments on behalf of clients worldwide and is a top 20 real estate manager ... and closing process for commercial mortgage loan originations and other credit investments . **Key Responsibilities** + Coordinate the receipt and distribution of due… more
- Pedernales Electric Cooperative (Austin, TX)
- …teams are aligned with business objectives and company strategy, that portfolio investments are focused on highest value opportunities for our business, and that ... performance with stakeholders to assess results and adjust priorities, strategy, and investments + Identify key strategic outcomes and success measures for the… more
- UWorld, LLC (Dallas, TX)
- …Required: + CFA charter required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write high-quality CFA questions and ... methods, economics, financial reporting and analysis, corporate finance, equity investments , fixed income investments , derivatives, alternative investments… more
- Brookfield Properties (Dallas, TX)
- …behalf of Brookfield Asset Management, one of the world's largest alternative investment managers. Our logistics business is a vertically integrated portfolio of ... potential leases and the resulting financial impact on an investment + Analyze third party appraisals and conduct internal...support to colleagues in the areas of Fund Operations, Investments and Development + Work on other tasks /… more
- CBRE (Dallas, TX)
- …Transformation** CBRE is the world's largest commercial real estate services and investment firm, and we are at the forefront of leveraging cutting-edge technologies ... various business functions, from property management and leasing to research and investment . You will be a thought leader, evangelist, and hands-on contributor,… more
- Citigroup (San Antonio, TX)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service ... on Investment account requests and maintenance, and ensuring risk is...Client Service and/or Sales within financial services (banking, insurance, investments ) preferred + Prior work experience in a related… more