Investment Executive (Financial Advisor) Grapevine, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Grapevine, TXGrapevine, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment & Finance Expert - Remote YO AI LabsInvestment & Finance Expert - RemoteDallas, TXRemoteWe are looking for finance professionals with experience in investment banking, private equity, venture capital, hedge funds, or growth equity to help evaluate and improve AI models' financial reasoning. Evaluate AI outputs related to valuation, financial modeling, markets, and investments.
Defined Contribution Investment Product Specialist The PNC Financial Services Group IncDefined Contribution Investment Product SpecialistDallas, TX$91,000–$185,900 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Alternative Investments Financing Lead Wealth Underwriter Wells Fargo & CoAlternative Investments Financing Lead Wealth UnderwriterIrving, TX$119,000–$224,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The Underwriter will be on the Alternative Investments Financing team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios.
Investment Sales Director - Healthcare Marsh & McLennan Companies IncInvestment Sales Director - HealthcareDallas, TX$119,000–$237,500 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand Mercer's client base in not-for-profit healthcare.
PGIM Credit, Investments Sr Director (Dallas, TX) PGIM Global High Yield FundPGIM Credit, Investments Sr Director (Dallas, TX)Dallas, TXWhat you will do: Lead a team of investment professionals responsible for originating, underwriting, and managing senior debt, direct lending, mezzanine, and structured equity investments in the Southern region of the U.S. Originate new senior debt and junior capital investment opportunities, typically ranging in size from $20-300+ million, across a broad range of industries and transaction types. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
Alternative Investment Strategist Royal Bank of CanadaAlternative Investment StrategistDallas, TX$120,000–$200,000 / yearThe expected salary range for this particular position is $120,000-$200,000, (New York, San Francisco), $99,000-$176,000, (Chicago, Los Angeles), $90,000-$160,000, (Denver, Minneapolis) depending on your experience, skills, and registration status, market conditions and business needs. As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions.
Financial Consultant Investments Home Bancshares, Inc.Financial Consultant InvestmentsDallas, TXWhile performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered.
Investment Banking Associate | Healthcare Services Houlihan Lokey Europe GmbHInvestment Banking Associate | Healthcare ServicesDallas, TX$175,000–$200,000 / yearHoulihan Lokey's Healthcare Investment Banking team is one of the industry's leading middle-market M&A advisors, providing strategic advisory services across Healthcare Services, HCIT, MedTech, Pharma Services, Life Sciences, and related sectors. Associates work on high-impact transactions alongside senior bankers in lean deal teams, gaining meaningful client exposure, leadership responsibility, and hands-on execution experience across a high volume of live M&A engagements.
Investment Banking Expert MercorInvestment Banking ExpertDallas, Texas$100–$150 / hourAn advanced degree (MBA, MS, or PhD in finance, economics, accounting, or a quantitative field) and/or a recognized professional credential such as CFA , CPA , or FRM . For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
Investment Associate - Dallas, TX Michael Page InternationalInvestment Associate - Dallas, TXDallas, Texas$135,000–$165,000 / yearFull timeFor the Investment Associate we are seeking: Minimum two years of relevant commercial real estate experience within acquisitions, asset management, investment management, private equity, lending, or advisory. Exposure to diverse property sectors including residential, industrial, life sciences, alternative housing, and income-producing commercial assets.
Investment Associate Michael Page InternationalInvestment AssociateDallas, Texas$120,000–$150,000 / yearFull timeKey Responsibilities Reporting directly to senior investment leadership, the Investment Associate will play a key role in evaluating new opportunities and supporting the ongoing management of existing investments throughout their lifecycle. Minimum of two years of experience within commercial real estate, real estate private equity, acquisitions, investment management, asset management, or a related field.
Investment Banking Associate - TMT Jefferies Financial Group Inc.Investment 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. The Associate will play a key role in executing M&A transactions, capital raising activities, and strategic advisory assignments for clients across the TMT sector.
Private Equity & Alternative Investments Senior Analyst Truist Financial CorpPrivate Equity & Alternative Investments Senior AnalystDallas, TXRepresent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.
Director, Investment Data & Analytics National Life GroupDirector, Investment Data & AnalyticsAddison, TX$75,000–$110,000 / yearThis is a hands-on leadership role for a practitioner who understands both the data infrastructure and the business destination, including feeds, ETL, reconciliation, exception management, ALM, investment committee and Board reporting, asset-class reporting, capital and rating agency deliverables. The Director, Investment Data & Analytics is responsible for the stewardship of NLG Capital's investment data ecosystem end-to-end, from investment accounting system inputs through the firm's internal data architecture and classification framework to the investment data warehouse and the reporting and analytics it supports.
Director, Investment Data & Analytics National Life Holding CompanyDirector, Investment Data & AnalyticsAddison, TX$75,000–$110,000 / yearThis is a hands-on leadership role for a practitioner who understands both the data infrastructure and the business destination, including feeds, ETL, reconciliation, exception management, ALM, investment committee and Board reporting, asset-class reporting, capital and rating agency deliverables. The Director, Investment Data & Analytics is responsible for the stewardship of NLG Capital''s investment data ecosystem end-to-end, from investment accounting system inputs through the firm''s internal data architecture and classification framework to the investment data warehouse and the reporting and analytics it supports.
Investment Associate, Data Center Transactions Prologis IncInvestment Associate, Data Center TransactionsDallas, TX$108,000–$135,000 / yearStrong knowledge of financial and real estate concepts, such as joint venture partnerships, net present values, internal rates of return, and cap rates, as well as the ability to create and modify cash flow models (with and without debt financing, distribution waterfalls) using Argus and Microsoft Excel. Collaborate with the Data Center Investment Officer and their team to drive deal flow by identifying and developing data center opportunities, including green-field land acquisition, development, and value-add redevelopments.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerDallas, TX$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Private Equity & Alternative Investments Senior Analyst Truist Financial CorporationPrivate Equity & Alternative Investments Senior AnalystDallas, TXRepresent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.
Summer 2027 Intern - Investments - Fixed Income State FarmSummer 2027 Intern - Investments - Fixed IncomeRichardson, TexasGrow Your Skills, Grow Your Potential: Responsibilities: The State Farm Investment Department manages more than $400 billion in assets in support of one of the leading personal auto and home insurers in the United States. Gain hands-on exposure to the State Farm corporate bond trading function (responsible for executing approximately $20 billion in transactions annually) and participate in simulated transaction exercises.