- JPMorgan Chase (Austin, TX)
- …you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and ... strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment reviews with clients to… more
- Deloitte (Dallas, TX)
- If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for ... part of a group that sets the standard for investment management tax technology and provides tax compliance and...consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you… more
- Raymond James Financial, Inc. (Houston, TX)
- …key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... to match the needs and expectations of each audience. Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good… more
- Scotiabank (Houston, TX)
- Associate, Investment Banking - Power & Utilities - Houston, TX **Requisition ID:** 223101 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary ... team, committed to results, in an inclusive and high-performing culture. **Associate, Investment Banking - Power & Utilities - Houston, TX** **Global Banking and… more
- City National Bank (Austin, TX)
- …high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, ... *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals ... as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent ... Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and… more
- Bank of America (Frisco, TX)
- …grow, and make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client ... Divisional Managed Investment Consultant Frisco, Texas **To proceed with your...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- JPMorgan Chase (Webster, TX)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Citigroup (Houston, TX)
- The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of...changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on… more
- Lightsource bp (Austin, TX)
- …against investment models + Identifying areas for commercial and financial optimisation + Collaborating with LSbp teams on legal documentation, M&A activities, ... , **Business** , **Finance** , or a related field **Preferred experience:** + Financial modelling skills in project-related or investment environments + Direct… more