- Enverus (Houston, TX)
- Territory Manager Why YOU want this position At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and ... more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial… more
- Scottish Rite for Children (Dallas, TX)
- …proficiency with spreadsheets and strong working knowledge of portfolio optimization, investment management databases is required. A commitment to humility, ... private credit, and hedge funds. + Prepare private investment analysis at an investment...exposure analyses and risk decomposition for the monitoring and management of the various investment funds and… more
- Deloitte (Fort Worth, TX)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- Deloitte (Dallas, TX)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice,… more
- Texas A&M University System (College Station, TX)
- …the management of investment and banking activities which include investment manager and consultant partnerships along with banking and cash ... management relationships. Responsibilities: - Assist with the ...process which includes attendance of investor meetings and on-site manager meetings, review of due diligence documents, reference checks,… more
- Affinius Capital (San Antonio, TX)
- …and provides broad exposure interacting with stakeholders across the asset management , investment (development and acquisition), accounting, investor reporting ... a global client base, managing over $63 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital… more
- CIBC (Austin, TX)
- …You bring 8+ years of experience in portfolio management , wealth management , personal tax, or financial planning. + ** Investment knowledge:** You have ... Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management , Profitability Management , Risk… more
- Zions Bancorporation (Austin, TX)
- …your career. Amegy Bank, here you grow. We are looking for a seasoned ** Private Banking Relationship Manager ** in **Austin, TX** . This role is responsible ... growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals....necessary to: + Acts the principal account and relationship manager for new and existing clients. + Focuses on… more
- HUB International (Houston, TX)
- …a global insurance broker providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth management ... employees committed to adding value to every client activity. **Job Summary:** The Private Client Account Manager works collaboratively with the Producers and… more
- Zions Bancorporation (Houston, TX)
- …your career. Amegy Bank, here you grow. We're looking for a seasoned ** Private Banking Relationship Manage** r to join our high-performing team in **downtown ... + Deliver a full range of financial solutions including loans, deposits, investment and trust referrals, and commercial banking connections. + Conduct credit… more