- Bank of America (Houston, TX)
- Associate, Global Investment Banking - Power and Energy - Natural Resources and Energy Transition (NET) Group New York, New York;Houston, Texas **To proceed with ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Associate--Global- Investment -Banking Power-and-Energy Natural-Resources-and-Energy-Transition--NET--Group\_25035899) **Job Description:** At Bank of… more
- KeyBank (Dallas, TX)
- …Colorado 80202 **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development leader to ... Salesforce, and other common asset/loan management systems **PREFERRED QUALIFICATIONS** + MBA , CPA, other advanced degree, or 10+ years LIHTC industry experience… more
- Charles Schwab (Houston, TX)
- …and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + Understanding of traditional investment styles and vehicles ... (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable… more
- Toyota (Plano, TX)
- …this position at this time. **Who we're looking for** Toyota's Treasury and Investment Group is looking for a passionate and highly motivated Portfolio Strategist. ... person in this role will support the Treasury and Investment Group's objective to effectively manage the Benefit Plan...BS in Business, Finance or related field required + MBA or CFA required + Strong understanding of security… more
- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7: General Securities… more
- JPMorgan Chase (Dallas, TX)
- …across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- CIBC (Austin, TX)
- …your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client ... to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies. + **Expand your portfolio:** Acquire new… more
- Charles Schwab (Westlake, TX)
- …The Director, Retail Alternative Investments Offer Management, will be a part of the Investment & Offer Solutions (IOS) group. IOS is a team of _curious, optimistic, ... (both at the Senior and Working Team level) + 10+ years investment product or project management experience, ideally supporting Alternative Investments + 3+… more
- MongoDB (Austin, TX)
- …The Director, Assistant Treasurer will oversee the company's cash management, investment activities, and banking relationships. This role will also be responsible ... obligations + Develop and implement strategies for managing the company's investment portfolios, including analyzing market trends and identifying opportunities for… more
- MongoDB (Austin, TX)
- …strategies to manage currency risk across our global business + Manage the investment portfolio through executing an investment strategy aligned with the ... company's risk tolerance and liquidity needs, monitoring investment performance, ensuring compliance with investment policies,...Bachelor's degree in finance, accounting, or a related field; MBA or other advanced degree preferred + 15+ years… more