Analyst, Investment Analytics National Life InsuranceAnalyst, Investment AnalyticsAddison, TexasThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. Build and maintain analytical tools, monitors, and dashboards that organize complex datasets — issuer-level credit data, manager exposures, peer disclosures, market data — into legible and actionable reports for senior decision-makers.
Investment Principal, Client CIO Partner's CapitalInvestment Principal, Client CIODallas, TexasThis will primarily include managing pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, developing a proposed asset allocation and manager lineup for the prospective client, helping compose pitch decks and manage RFP processes, presenting in pitch meetings, responding to prospective client questions, managing communications with financial intermediaries). Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms.
Senior Alternative Investments Operations Analyst G MASSSenior Alternative Investments Operations AnalystDallas, TX$100,000–$115,000This role offers the opportunity to take greater ownership within the function, with responsibility across trade settlement, asset servicing, cash management and accounting processes relating to complex loan structures and private market transactions, with direct exposure to cross-functional teams and ownership of workflows. Oversee the timely settlement and day-to-day operational management of private debt and private equity investments, supporting the full transaction lifecycle across deal facilitation, settlement processing, income accounting and cash wire controls.
Investment Strategy Analyst Initio CapitalInvestment Strategy AnalystDallas, TXThis is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship. Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
Investment Screening Analyst Initio CapitalInvestment Screening AnalystDallas, TXThis is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship. Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
NewAnalyst, Investment Analytics National Life GroupAnalyst, Investment AnalyticsAddison, TX$47,250–$69,300 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. Build and maintain analytical tools, monitors, and dashboards that organize complex datasets - issuer-level credit data, manager exposures, peer disclosures, market data - into legible and actionable reports for senior decision-makers.
Experienced Investment Banking Analyst Stephens IncExperienced Investment Banking AnalystDallas, TXWith offices in strategic locations across the U.S. and in Europe, we provide objective advice and precise execution on the full array of investment banking services: Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations. Four-year Bachelor's degree; Strong interpersonal skills; Outstanding record of academic achievement; High level of personal integrity and work ethic; Strong commitment to respecting and safeguarding confidential information; Ability to work well on teams; Adherence to regulatory requirements; and.
Investment Banking Debt Advisory & Restructuring Senior Analyst (Dallas,TX) Oppenheimer Holdings IncInvestment Banking Debt Advisory & Restructuring Senior Analyst (Dallas,TX)Dallas, TXInc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Director, Senior Investment Research Analyst TIAADirector, Senior Investment Research AnalystFrisco, TexasRemoteIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Evaluate and monitor investment manager performance and risk, in addition to qualitative criteria including organizational stability, investment personnel, investment & risk management process, investment capacity, regulatory compliance, and analytical criteria.
Investment Solution Senior Lead Analyst Citigroup IncInvestment Solution Senior Lead AnalystIrving, TX$156,160–$234,240 / yearQualifications: 15+ years of relevant experience Hands-on experience in implementing projects Experience in systems analysis and programming of software applications Demonstrated Subject Matter Expert (SME) in area(s) of Applications Development and Investment domain Demonstrated knowledge of client core business functions Relationship and consensus-building skills Education: Bachelor's degree/University degree in engineering or equivalent experience Master's degree preferred Experience in leading and delivery of investment platform, financial planning, margin lending, trade booking, mutual funds, brokerage, share financing, derivatives, custody, and escrow services Knowledge and experience in implementation of Unified managed account and strong SME knowledge in implementation of professionally managed account Knowledge of and experience in digital such as mobile and web & emerging technologies including Java, Spring Boot, Angular, Node.js, SaaS/PaaS/IaaS, Micro Services, Containers/cloud, RESTful API's, API Gateway, Data Analytics, Artificial Intelligence/Machine Learning Experience in formulating, executing commercial arrangements for products & services Industry certification such as AWS solution architect, TOGAF, GCP solution architect, BIAN are preferred. Job Family Group: Technology Job Family: Applications Development Time Type: Full time Primary Location: Irving, Texas, United States Primary Location Full Time Salary Range: $156,160.00 - $234,240.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Private Bank Investment Advisor Texas Capital Bancshares, Inc.Private Bank Investment AdvisorDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Transaction Management Ops Analyst – Alternative Investments Trading & Operations Bank of AmericaTransaction Management Ops Analyst – Alternative Investments Trading & OperationsDallas, TexasThe Alternative Investments Trading and Operations Team is responsible for transactional exception processing for Alternative Investments (Hedge Funds, Managed Futures, Private Equity, Exchange Funds and Precious Metals), review, approval, execution of subscription, redemption, dividend, Registration and Transfer orders. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Senior Brokerage Product Business Analyst, Alternative Investments FidelitySenior Brokerage Product Business Analyst, Alternative InvestmentsWestlake, TexasRemoteProduct Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. You will support delivery of Digital Brokerage products and experiences by: Refining product requirements, communicating into clear and concise stories with acceptance criteria, building backlogs, conducting extensive and detailed testing, and supporting product releases.
NewInvestment Associate - Seniors - Dallas, TX Michael Page InternationalInvestment Associate - Seniors - Dallas, TXDallas, Texas$110,000–$140,000 / yearFull timeResponsibilities include underwriting new acquisition opportunities across the senior living sector, performing financial analysis, valuation modelling and investment committee presentations, conducting operational and financial due diligence, supporting transaction execution from initial underwriting through closing, partnering with operating teams to monitor portfolio performance and identify value creation opportunities, assisting with business plan development, budgeting and ongoing asset management initiatives, and interfacing with institutional capital partners, lenders, operators and other external stakeholders. What's on offer includes a base salary approximately $120,000 - $150,000, dependent upon experience, performance-based annual bonus, flexible location with preference for major markets across the Central and Southern United States, direct exposure to experienced investment professionals and institutional capital partners, opportunity to take ownership of investments from acquisition through ongoing asset management, and rapid career progression within a growing platform.
Investment Banking Associate - TMT Jefferies Financial Group IncInvestment Banking Associate - TMTDallas, TX$150,000–$200,000 / yearThis role is ideal for candidates seeking to deepen their transaction execution experience and build expertise within the rapidly evolving TMT sector while working in a collaborative, fast-paced investment banking environment. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Investment Operations Analyst, Client Data Cambridge AssociatesInvestment Operations Analyst, Client DataArlington, TexasServe as a subject matter expert for internal stakeholders, addressing time-sensitive inquiries related to the covered universe, including investigating data discrepancies/gaps and answering questions about investment data processes and policies. Base salary range for this role: Pay Range Minimum: 60600 Pay Range Maximum: 78800 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsPlano, TXYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Senior Financial Analyst – Investment Management National Life InsuranceSenior Financial Analyst – Investment ManagementAddison, TexasWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Alternative Investments Operations Analyst G MASSAlternative Investments Operations AnalystDallas, TXResponsibilities: Ensure the timely settlement and ongoing operational management of private debt and private equity assets, including deal facilitation, settlement processing, income accounting, and cash wire controls. Strong working knowledge of loan-based products, including term loans, revolvers, delayed draws, and privately originated debt and equity.
Investment Banking Associate II - Environmental Services Fifth Third BankInvestment Banking Associate II - Environmental ServicesDallas, Texas$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you .