- Atria Wealth Solutions (Fort Worth, TX)
- …its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX ... services, assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions and… more
- Mill Creek Residential (Dallas, TX)
- …the Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis and reporting support for MCR portfolio ... investments in assigned real estate markets. This position will...direct inquiries, communicating results, and providing perspective on property investment analyses. A proactive and adaptive attitude is required… more
- CBRE (Houston, TX)
- …potential investment opportunities. + Review preliminary screens of investment opportunities. Create financial models for investments , marketing materials, ... and investment memos. Perform valuations of properties. + Monitor investments and meet with management regularly to provide fund research notes and update fund… more
- Truist (Dallas, TX)
- …of a broad range of retail solutions including banking, mortgage, planning, investments , and insurance services. Leverage the Truist referral network to generate ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more
- Neuberger Berman (TX)
- …excellent interpersonal, organizational, and communication skills, a deep understanding of investments and capital markets, and the ability to work effectively in ... + Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent… more
- Neuberger Berman (TX)
- …sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including ... Berman as well as qualified prospects within the region + Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (eg,… more
- UMB Bank (Austin, TX)
- The **UMB** **Alternative Investments - Support** team provides support to the development of the software used by our Fund Accountants, external Alternative ... Investment client teams, and Investors to manage the ...robust software allows them competitive advantages within the Alternative Investments industry which continues to evolve and provides exciting… 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 ... legal, due diligence and closing process for loan originations and other credit investments . The Transaction Manager participates as a key team member in the overall… more
- Raymond James Financial, Inc. (Dallas, TX)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps… more
- TIAA (Frisco, TX)
- …role will play a key role in sourcing, evaluating, and managing venture investments , as well as supporting the collaboration between portfolio companies and internal ... business units. **Key Responsibilities and Duties** + Identify and source investment opportunities. + Build and maintain relationships with founders, venture firms,… more