Investment Analyst - Cortes Capital (Oklahoma City, OK, US, 73120) Love's Travel Stops & Country Stores IncInvestment Analyst - Cortes Capital (Oklahoma City, OK, US, 73120)Oklahoma City, OKTheir research approach resembles that of an investigative journalist, exploring potential themes such as industries, strategies, and investment types, along with investment opportunities including funds, co-investments, and direct investments. Monitor ongoing developments of investments currently in diligence and after they have made, including reviewing quarterly reports, financial statements, and participating in ongoing update calls with the private equity sponsor and/or management teams.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystOK$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
Investment Operations Coordination Supervisor American FidelityInvestment Operations Coordination SupervisorOklahoma City, OklahomaWork closely with accountants, actuaries, the Chief Investment Officer, Portfolio Managers, Portfolio Analysts and Credit Analysts in the compilation of statistical reports and provide advanced investment administrator support in order to meet the needs of CE Investment Management. Team lead responsibility for ensuring bond and stock transactions settle by managing the Bloomberg AIM, DTCC CTM and ALERT systems, and coordinating with portfolio managers, brokers and custodians to resolve trade settlement failures across all managed portfolios.
Investment Operations Coordination Supervisor CEALP Cameron Enterprises A Limited PartnershipInvestment Operations Coordination SupervisorOklahoma City, OklahomaWork closely with accountants, actuaries, the Chief Investment Officer, Portfolio Managers, Portfolio Analysts and Credit Analysts in the compilation of statistical reports and provide advanced investment administrator support in order to meet the needs of CE Investment Management. Team lead responsibility for ensuring bond and stock transactions settle by managing the Bloomberg AIM, DTCC CTM and ALERT systems, and coordinating with portfolio managers, brokers and custodians to resolve trade settlement failures across all managed portfolios.
Investment Banking Coordinator BOK Financial CorpInvestment Banking CoordinatorOklahoma City, OKOur team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Senior Investment Manager Bok FinancialSenior Investment ManagerOklahoma City, OKThis level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience. Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantOklahoma City, OKKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerOklahoma City, OKKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Director, Investments American FidelityDirector, InvestmentsOklahoma City, OklahomaMarket the American Fidelity loan programs for permanent mortgage loans and construction/permanent mortgage loans, to generate loan volume which will satisfy the company’s appetite for the investment class, at the appropriate risk-adjusted yield. Track record of managing a commercial mortgage department, including an in-depth understanding of loan origination, pricing, underwriting, risk management and closing activities.
Financial Solutions Advisor Consumer Investments - Edmond Bryant Financial Center Bank of AmericaFinancial Solutions Advisor Consumer Investments - Edmond Bryant Financial CenterEdmond, OklahomaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Oklahoma City Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Oklahoma City MarketOklahoma City, OklahomaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City Market Bank of AmericaFinancial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City MarketOklahoma City, OklahomaWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Director, Investments CEIM CE Investment ManagementDirector, InvestmentsOklahoma City, OklahomaMarket the American Fidelity loan programs for permanent mortgage loans and construction/permanent mortgage loans, to generate loan volume which will satisfy the company’s appetite for the investment class, at the appropriate risk-adjusted yield. Track record of managing a commercial mortgage department, including an in-depth understanding of loan origination, pricing, underwriting, risk management and closing activities.
Real Estate Sales Agent (Investment Properties) New WesternReal Estate Sales Agent (Investment Properties)Oklahoma City, OKWith hands-on training, the best deal flow in the industry, and a team driven environment, you'll have everything you need to start closing deals and growing your income quickly. At New Western, we give motivated individuals cutting edge tools and access to build high-income careers in real estate - even if you don't have years of prior experience.
Finance Analyst (Manufacturing) Owens Corning Inc.Finance Analyst (Manufacturing)Oklahoma City, OKThis individual will be responsible for supporting processes in key areas of accountability, helping ensure the environment complies with the Company's internal control policies and Sarbanes Oxley, and supporting non-financial plant administrative processes. The company operates with an integrated go-to-market strategy and a unique set of OC Advantages - including its iconic brand, unparalleled commercial strength, leading technology, and winning cost position - to help customers win and grow in the market.
Finance Analyst (manufacturing) Owens CorningFinance Analyst (manufacturing)Oklahoma City, OKThis individual will be responsible for supporting processes in key areas of accountability, helping ensure the environment complies with the Company's internal control policies and Sarbanes Oxley, and supporting non-financial plant administrative processes. The company operates with an integrated go-to-market strategy and a unique set of OC Advantages - including its iconic brand, unparalleled commercial strength, leading technology, and winning cost position - to help customers win and grow in the market.