• Real Estate Financial Analyst

    Public Storage (Plano, TX)
    …the New York Stock Exchange. **Job Description** The Real Estate Financial Analyst conducts financial modeling and investment analysis in support of Public Storage's ... improve pro forma models and other analytical tools + Provide property, portfolio , and pipeline-level reporting and attribution analysis to aid senior management… more
    Public Storage (07/10/25)
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  • Ultra High Net Worth Portfolio Strategist

    Bank of America (Dallas, TX)
    …Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, ... team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst . + Strategize with...robust client discovery leading to custom asset allocation , multi asset portfolio construction… more
    Bank of America (06/03/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Bryan, TX)
    …the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing ... of a broad range of personal financial planning/advisory/insurance and investment management/ asset allocation concepts and understanding of retail credit and… more
    Truist (05/09/25)
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  • Divisional Managed Investment Consultant

    Bank of America (Frisco, TX)
    …Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation , and best ... and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best… more
    Bank of America (07/01/25)
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  • CIB Risk (Multiple Positions Available)

    JPMorgan Chase (Plano, TX)
    DESCRIPTION: Duties: Monitor a portfolio of client credit exposures, analyzing credit data and financial statements of individual clients to determine the degree of ... discounted cash flow projections and market metrics and relying on standard Capital Asset Pricing Model techniques, value companies for comparisons and to make sound… more
    JPMorgan Chase (07/18/25)
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  • Wealth Regional Managing Director

    Truist (Houston, TX)
    …and actively monitors assigned investment accounts for adherence to investment and asset allocation objectives and policies * Employ strong talent management ... enrollment in professional level certification programs such as Chartered Financial Analyst , Accredited Asset Management Specialist, Certified Financial Planner,… more
    Truist (05/13/25)
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  • Investment Consultant - City National Rochdale

    City National Bank (Houston, TX)
    …of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and financial ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the...delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * Ability to… more
    City National Bank (06/19/25)
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