- 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
- Fannie Mae (Plano, TX)
- …utilizing low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including ... on our dynamic team, you will be responsible for underwriting and closing investments through LIHTC proprietary funds. *THE IMPACT YOU WILL MAKE* The Senior… more
- JPMorgan Chase (Plano, TX)
- …and guiding their strategic success. As the Vice President within the Alternative Investments Chief Financial Officer Team, you will be responsible for managing ... Support the exciting Chief Investment Officers, getting insight into their achievements and...to execute strategic initiatives, reduce business risks, and improve financial performance. This position demands a highly collaborative, quick-thinking,… more
- PennyMac (Carrollton, TX)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac,...Bank Secrecy Act, FACT Act Red Flags Rule, Elder Financial Abuse and OFAC Sanctions + Investigate, review, and… more
- Gpm Investments LLC (Dallas, TX)
- …to understand and analyze Profit and Loss Reports as well as fuel financial and sales reports + Partners with customers to develop long-term relationships, generate ... Hours: The Territory Manager is a full-time position and requires some overnight travel Requisition ID 2025-256362 Brand GPM Investments , LLC Position Type Full-Time more
- Robert Half Finance & Accounting (Mckinney, TX)
- …analyzing financial data, preparing detailed reports, and supporting strategic investment decisions for our subsidiaries. The ideal candidate will have a strong ... background in investment accounting and financial analysis, along with...plans with organizational goals and strategies. * Evaluate potential investments and acquisitions to support growth initiatives for subsidiaries.… more
- Bank of America (Fort Worth, TX)
- …termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing ... Investment Consultant II - Merrill Premium Fort Worth,...and saving needs. Key responsibilities include applying knowledge of investments , products, financial markets, policies, procedures, and… more
- Truist (Dallas, TX)
- …role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment , banking or financial planning-related client service experience, or ... and operating systems unique to the line of business, including trusts and investments . 3. General knowledge of investment products (stocks, bonds). 4. Strong… more
- USAA (San Antonio, TX)
- …required) may be substituted in lieu of degree. + 4 years of experience in financial analysis within the investment industry or related financial services ... and Third Line of Defense (TLOD)data requests related to investments management, such as audits. Supports Risk Control Self...and compliance laws and regulations. + Proficient knowledge of financial asset classes and investment management or… more
- Bank of America (San Antonio, TX)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This… more
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