- Raymond James Financial, Inc. (Fort Worth, TX)
- …standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... and emails to service clients professionally * Review and prepare comprehensive investment reports * Accurately update client information for review meetings… more
- Scotiabank (Houston, TX)
- …Analysts, Associates, Associate Directors, Directors and Managing Directors to manage client relationships located in the United States. The Associate will ... Associate , Energy Corporate Banking - Houston, TX **Requisition...services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Scotiabank (Houston, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. ... Associate Director, Corporate Banking Requisition ID: 228683 Join...TX to demonstrate strong business acumen by assisting with client relationship management. Address US Energy (spanning upstream, midstream,… more
- HUB International (Austin, TX)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of ... better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity,...developing relationships with others **Job purpose:** As a tax associate , you will work directly with the tax team… more
- Capital One (Plano, TX)
- Senior Associate , Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of ... Capital One.It consists of a portfolio of tax credit investment products including New Market Tax Credits and Alternative...Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit Operations team, you will… more
- JPMorgan Chase (Plano, TX)
- …priorities to meet changing conditions + Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related ... external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks....data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private… more
- Huntington National Bank (Austin, TX)
- Description Summary: The Associate Director - Leveraged Finance Execution, in conjunction with Huntington's Capital Markets, Investment Banking and Sponsor ... risks, structures, and underwrites leveraged finance transactions for Huntington's private equity and corporate clients across multiple specialty industry and… more
- Affinius Capital (San Antonio, TX)
- …affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $63 billion in gross assets under management within a ... As an integral member of the team, the Senior Analyst -or- Associate will support the Global Investors Group with investor relations/services, due diligence… more
- Grant Thornton (Houston, TX)
- …areas of risk and quantifying the efforts to remediate as they relate to the client 's proposed investment thesis + Ability to deliver our IT due diligence ... As an IT Diligence Senior Associate , you'll help the organizations clients solve their...due diligence, IT integration and/or separation planning efforts to private equity and strategic buyers + Serve as an… more