- Bank of America (Fort Worth, TX)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer- Investments Investment ... Consumer Investments - Investment Specialist Trainee (Obtain...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- Nuveen Investments (Frisco, TX)
- …Qualifications:** + 5+ years of GAAP accounting experience + 1+ year of investment portfolio accounting, including debt investments + BS/BA degree in Accounting ... The Senior Investment Accountant ensures that investment accounting... accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly… more
- Nuveen Investments (Frisco, TX)
- …accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance). + Reviews ... The Lead Investment Accountant job provides expertise and leads the...policies and procedures, ensuring they are correctly applied to financial transactions. This job works directly with asset management,… more
- Nuveen Investments (Frisco, TX)
- ** Investment Accountant II** **The Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting ... and performs various analysis. + Reviews monthly reporting of joint venture investments and prepares corresponding equity package. + Prepares general ledger account… more
- Texas A&M University System (College Station, TX)
- …with experience. Job Description Summary: Under the direction of the Chief Investment Officer & Treasurer, the Director, Investments , assists with the ... with prospective managers. - Assist with the development of investment strategies to maximize returns on investments ....Skills and Abilities: - Ability to analyze and summarize financial information in a clear, concise manner. - Strong… more
- Bank of America (Dallas, TX)
- …client and PM experience. + Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our ... Alternative Investments Regional Specialist - Private Bank Atlanta, Georgia;Dallas,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Nuveen Investments (Frisco, TX)
- …for retirement plans, after-tax investments , insurance products, payment flexibility, investment choices and overall retirement, and financial education. But ... company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and… more
- Robert Half Finance & Accounting (Dallas, TX)
- …trade execution and access to market insights. Requirements * Proven experience in financial analysis and investment management within the banking sector. * ... Description We are looking for a skilled VP Investments Officer to join our team in Dallas, Texas. In this role, you will oversee trading activities, portfolio… more
- Nuveen Investments (Dallas, TX)
- **Individual Financial Consultant Multi-lingual** The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's ... appropriate, provides advice related to qualified and non-qualified product and investment needs. Working under general supervision, this job is responsible for… more
- Nuveen Investments (Frisco, TX)
- …disputes. + Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial ... **Virtual Financial Consulting** The Virtual Financial Consulting...their pension plans, tax deferred annuities and other available investment options in order to help clients retain and… more