Investment Finance Expert - Valuation - AI Trainer MercorInvestment Finance Expert - Valuation - AI TrainerDallas, TexasRemoteExperience at the senior end (VP, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO). An advanced degree ( MBA, MS, PhD ) and/or a recognized credential ( CFA, CPA, FRM, actuarial designation ).
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.
PGIM Credit, Investments Sr Director (Dallas, TX) Prudential Financial IncPGIM 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!
Investment Banking, Analyst, Energy & Infrastructure BTIG Norway ASInvestment Banking, Analyst, Energy & InfrastructureDallas, TX$90,000–$150,000 / yearDuties & Responsibilities: Build, maintain, and analyze complex financial models, including discounted cash flow (DCF), net asset value (NAV) for E&P companies, leveraged buyouts (LBO), accretion/dilution, and comparable company/precedent transaction analyses. The ideal candidate will possess a strong financial background, exceptional analytical skills, and a keen interest in the broader energy and infrastructure landscape, including the upstream, midstream, downstream, and oilfield services (OFS) sub-sectors.
Senior Financial Analyst - Investment Management National Life GroupSenior Financial Analyst - Investment ManagementAddison, TX$75,000–$110,000 / yearWorking 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.
Senior Financial Analyst - Investment Management National Life Holding CompanySenior Financial Analyst - Investment ManagementTX$75,000–$110,000 / yearWorking 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.
Investment Banking Principal / Vice President - Environmental Services Fifth Third BancorpInvestment Banking Principal / Vice President - Environmental ServicesDallas, TXThe Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ABOUT THE ROLE: Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.
Investment Banking Associate - Communications & Digital Infrastructure Services Stephens IncInvestment Banking Associate - Communications & Digital Infrastructure ServicesDallas, TXWith offices in strategic locations across the U.S. and Europe, we provide objective advice and precise execution across the full array of investment banking services, including M&A, public and private debt and equity capital raising, restructurings, recapitalizations and other strategic transactions. Our Communications & Digital Infrastructure Services team has a long history of executing M&A transactions and other capital markets advisory projects for services companies supporting the connectivity & digital infrastructure industry.
Investment Banking Associate Selby Jennings LtdInvestment Banking AssociateDallas, TXThis is an excellent opportunity for an investment banking professional seeking significant transaction exposure, direct mentorship from senior bankers, and long-term growth within a premier middle-market energy team in Dallas. As an Associate, you will work closely with senior leadership, including Managing Directors and Vice Presidents, while partnering with dedicated analyst resources to execute a robust pipeline of transactions.
NewSenior Investment Planning Analyst RealPage, Inc.Senior Investment Planning AnalystRichardson, TX$85,200–$145,200 / yearEvaluate the investment cases in coordination with Product Management and Finance teams, analyze and refine business case submissions resulting in incremental R&D requests, including alignment to larger RealPage strategic initiatives, revenue and profitability impacts to the business unit, and incremental resourcing needs in order to assess relative prioritization against other investment requests. Prepare reporting and investment profile updates: Develop recurring summaries, schedules, reconciliations, charts, and management-ready materials that communicate investments usage status, outstanding issues, data-quality findings, and investment trends.
Investment 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.
Wealth And Investment Portfolio Manager III Huntington Bancshares IncWealth And Investment Portfolio Manager IIIDallas, TXAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Wealth and Investment Portfolio Manager III Huntington Bancshares IncWealth and Investment Portfolio Manager IIIDallas Uptown, TXAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Senior Financial Analyst – Investment Management National Life Insurance CompanySenior Financial Analyst – Investment ManagementAddison, Texas$75,000–$110,000 / yearWorking 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.
Investment Executive (Financial Advisor) Fort Worth, TX Fifth Third BankInvestment Executive (Financial Advisor) Fort Worth, TXDallas, 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 Executive (Financial Advisor) Dallas, TX Fifth Third BankInvestment Executive (Financial Advisor) Dallas, TXDallas, TexasInvestment Executive (Financial Advisor) Dallas, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.
Investment Executive (Financial Advisor) Plano, TX Fifth Third BankInvestment Executive (Financial Advisor) Plano, TXDallas, TexasInvestment Executive (Financial Advisor) Plano, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.
Investment Executive (Financial Advisor) Garland, TX Fifth Third BankInvestment Executive (Financial Advisor) Garland, TXGarland, TexasInvestment Executive (Financial Advisor) Garland, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.
Investment Executive (Financial Advisor) Richardson, TX Fifth Third BankInvestment Executive (Financial Advisor) Richardson, TXDallas, TexasInvestment Executive (Financial Advisor) Richardson, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.
Investment Executive (Financial Advisor) Irving, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Irving, TXIrving, 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.