97 Results for

Investment Jobs in Coppell, TX

Jobs

New!

Dallas, TX2 days ago

$140,000–$160,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Plano, TX1 day ago

This Head of Risk Management will report directly to the Chief Risk Officer of USAA Life and will provide strategic leadership and independent oversight for risk management programs cross USAA Investment Services Company (ISCO), a registered broker-dealer and investment adviser with the SEC and a member of FINRA. By establishing and maintaining comprehensive governance frameworks, including policies, procedures, and controls, the executive in this position proactively identifies, assesses, measures, reports, and mitigates operational and compliance risks across ISCO.

New!

Plano, TX1 day ago

Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 12 years of experience without bachelor’s degree). Ensures product team delivers sales support to all distribution channels (e.g., com, mobile, contact center) so that the product is properly positioned to customers (sales tool and collateral development, sales training, etc.).

New!

Lewisville, TXToday

$110,000–$222,000

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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Lewisville, TXToday

Brokerage OperationsPlease 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. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.

New!

Roanoke, TXToday

Brokerage OperationsPlease 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. The Trading team supports the purchase and sale of complex Alternative Investment products, including hedge funds, non‑publicly traded REITs, funds of funds, private investment funds, and other asset classes.

New!

Dallas, TX4 days ago

$80,000–$110,000 Per Year

Long-standing Real Estate Company with holdings in excess of $3 billion, whose primary business activities include real estate development, real estate ownership and management, commercial real estate lending, venture capital and private equity. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Dallas, TX2 days ago

$110,000–$125,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team is collaborative, fast-paced, and highly visible across the organization, partnering closely with leadership to support key business initiatives and long-term strategic goals.

New!

Dallas, TX2 days ago

$90,000–$110,000

Fort Worth, TX27 days ago

$31–$31 Per Year
Full-time
Employee

Analyze financial statements, tax returns, cash flow statements, and credit reports to assess borrower risk and repayment capacity. The Credit Analyst supports commercial lending teams by delivering accurate financial analysis and sound credit risk assessments.

Dallas, TX12 days ago

$1–$58 Per Hour

Helps develop data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential future business decisions. Assists with mathematical, statistical, and economic methods that determine market conditions, project consumer needs and inform business initiatives.

New!

Denton, TXToday

These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity. Product ManagementPlease 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.

New!

Plano, TX1 day ago

This involves analyzing covenant structures, assessing the effectiveness of monitoring processes, identifying potential covenant breaches, and evaluating proposed remediation plans to ensure adherence to agreed-upon terms and protect the institution's assets and investor capital. Market Expertise: Maintain expert knowledge of financial markets, emerging risks, and complex asset classes relevant to private credit, including asset-backed securities, direct lending, and private infrastructure debt.

Addison, TX12 days ago

$95,000–$105,000 Per Year
Full-time
Employee

QualificationsBachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)4–7+ years of experience in FP&A, investment banking, consulting, or related fieldsExperience in a private equity–backed or high-growth environment strongly preferredAdvanced Excel skills (financial modeling required); experience with BI tools (Power BI, Tableau) a plus. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

Dallas, TX17 days ago

Full-time

The Senior Real Estate Investment Analyst supports the tracking, organization, and analysis of the company’s real estate and investment portfolio, including select family-held assets. This role provides visibility into asset performance, maintains accurate and organized financial data, and supports leadership through clear, concise reporting.

Dallas, Texas30+ days ago

$60,000–$80,000 Per Year

Dallas, Texas, TX30+ days ago

Full-time

The Analyst will assist the Acquisitions and Asset Management team in all aspects of deal sourcing, market research, underwriting, and portfolio monitoring:Perform financial analysis of acquisitions and development opportunities via financial modeling, analysis of cash flows, analysis of return and project sensitivities, and application of valuation methods using Microsoft Excel. UP’s management team collectively has 60+ years of experience in the sector and UP’s current team of ~500 employees oversees all aspects of investments, asset management, operations, leasing and marketing across its portfolio.

Dallas, TX30+ days ago

Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Organization/Time Management – Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks including research, financial analysis and underwriting, loan packaging, and closing services.

Dallas, TX30+ days ago

$50,000–$70,000

Responsibilities: 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. The successful candidate will work closely with investment teams, fund administrators and external counterparties to ensure accurate and timely operational support, while also contributing to process improvements, control enhancements and the continued development of the alternatives operations function.

Dallas, TX13 days ago

$100,000–$115,000

This 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.

Plano, Texas30+ days ago

You 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.

Dallas, TX8 days ago

$100,000–$150,000

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.

Dallas, TX8 days ago

$100,000–$150,000

Dallas, TX30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Dallas, TX30+ days ago

Underwrite income-producing assets using Excel software, including: Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.

Plano, Texas30+ days ago

You 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. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

Plano, Texas30+ days ago

As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

Dallas, TX30+ days ago

Remote

$105,808–$138,886 Per Year

Create data-driven frameworks to help leadership navigate ambiguity and make informed decisions on new strategic investments based on risk adjustment and Medical Loss Ratio (MLR) impact. Successfully executed enterprise-wide initiatives: defined project plans, coordinated resources, managed implementation activities, and developed all processes associated with program rollout and ongoing support.

Dallas, TX30+ days ago

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Irving, TX30+ days ago

A nationwide leader in real estate investment and acquisitions is seeking a high-performing Real Estate Investment Acquisitions Specialist to join our team in Irving, TX (Las Colinas). Using our warm lead pipeline, proprietary real estate software, wholesale relationships, and strong purchasing power, you will drive consistent deal volume and build a scalable investment sales business.

Plano, TX30+ days ago

Full-time

As a Hedge Fund Credit Risk Analyst on the Commercial and Investment (CIB) Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Dallas, TX8 days ago

$140,000–$185,000

This Investment Associate – Private Capital opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.

Dallas, TX9 days ago

The Real Estate Development and Investments Practice Group in our Dallas office is seeking a Legal Assistant to join the team. Excellent interpersonal skills, teamwork mentality, and a high degree of professionalism and dedication .

Dallas, TX8 days ago

$100,000–$120,000

Initio Capital is onboarding a select group of Investment Partners to deploy capital into vetted startup opportunities through our SPVs and direct deals. You gain priority access to curated deal flow, institutional-grade diligence, and a streamlined way to invest alongside a growing venture ecosystem.

Dallas, TX30+ days ago

Full-time

Dallas, TX30+ days ago

Full-time

Plano, TX30+ days ago

Full-time

As a Hedge Funds Credit Risk Executive Director on the Commercial and Investment bank (CIB) Credit Risk Management team, you will manage exposure to North American based hedge funds and other alternative managers engaging across the spectrum of investment strategies. Serve as principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, Investment Banking Coverage, Syndicated & Leveraged Finance, Debt Capital Markets and Ratings Advisory.

Plano, TX30+ days ago

Full-time

As an Audit Manager, Vice President within the Commercial Investment Banking Audit team, you will plan and lead audit engagements, oversee and perform audit testing, document audit reports, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. Lead a variety of audit activities (e.g., audits, change activities, regulatory issue validations, risk assessments), including planning, testing, risk and control evaluation, issue dimensioning and report drafting while ensuring audit activities are completed timely and within budget.

Dallas, TX30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Fort Worth, TX30+ days ago

Full-time

As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Dallas, TX30+ days ago

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

Dallas, TX30+ days ago

Full-time

Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Dallas, TX30+ days ago

Your impactMake 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts . The Business Development Representative (SMB - Investment Manager) is a key player that will continue to fuel AppFolio’s growth by assisting in pipeline development and enhancing brand awareness.

Plano, TX30+ days ago

Remote

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction.

Plano, TX30+ days ago

Remote

Full-time

Dallas, TX30+ days ago

Full-time

The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai . Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.

Denton, TX30+ days ago

Monitor large loan portfolios exceeding $500MM, identifying emerging risks, covenant compliance issues, delinquencies, collateral coverage gaps, and early warning indicators. We're seeking a Portfolio Analyst I to join our Denton Credit Office and play a key role in portfolio risk management, credit analysis, and regulatory compliance.

Fort Worth, TX25 days ago

The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing actionable insights for strategic prioritization. This role partners directly with initiative sponsors, senior leaders, and governance stakeholders to evaluate proposals, manage portfolio data, and inform investment decisions.

Dallas, TX30+ days ago

Full-time

For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.

Dallas, TX30+ days ago

Full-time

For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.

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Investment Jobs in Coppell, TX

Investment Accounting Manager Vaco LLC

Head of Risk Management - USAA Investment Services Company (ISCO) USAA

Director, Product Management – Financial Planning & Advice (Investment Service Company / ISCO) USAA

Director - Alternative Investments - Investor Operations and Oversight Fidelity Investments

Senior Representative, Alternative Investments Fidelity Investments

Manager, Alternative Investments Fidelity Investments

Sr. Treasury Analyst Jobot

Sr. FP&A Analyst Jobot

Fund Operations Analyst Vaco LLC

Credit Analyst - Commercial Banking CornerStone Professional Placement

Data Analyst Axelon

Principal Business Analyst, Private Markets Fidelity Investments

Principal, Private Credit Risk Management USAA

Senior Financial Analyst Company Confidential

Sr. Real Estate Investment Portfolio Analyst CMB Regional Centers

Real Estate Investment Analyst Lakeview Loan Servicing

Analyst, Investments & Asset Management Intern - Summer 2027 University Partners

Investment Analyst – Commercial Real Estate Finance Northmarq

Alternative Investments Operations Analyst G MASS

Senior Alternative Investments Operations Analyst G MASS

International Investment Counselor (US Based) - Canadian Clients Fisher Investments

Investment Banking Analyst Career Launch AI

Investment Banking Senior Analyst Career Launch AI

Investment Banking - Mid-Cap Investment Banking - Analyst JPMorgan Chase Bank, N.A.

Investment Sales Analyst (Multifamily) - Commercial Real Estate Northmarq

Investment Counselor (Financial Advisor Alternative) Fisher Investments

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher Investments

Manager, Strategic Value & Investment Analysis Oscar Health

Investments Manager Tolleson Wealth Management

Investment Acquisitions Specialist - Real Estate Search Partner Group

Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Analy JPMorgan Chase Bank, N.A.

Investment Associate – Private Capital Career Launch AI

Legal Assistant - Real Estate Development and Investments - Dallas Winstead

Investment Partner Initio Capital

U.S. Private Bank - Investment Specialist - Vice President JPMorgan Chase Bank, N.A.

U.S. Private Bank - Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.

Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Executive Director JPMorgan Chase Bank, N.A.

Audit Manager, Vice President - Commercial Investment Banking JPMorgan Chase Bank, N.A.

Mid-Cap Investment Banking - Media & Communications - Vice President JPMorgan Chase Bank, N.A.

U.S. Private Bank - Investment Specialist - Associate JPMorgan Chase Bank, N.A.

Real Estate Agent / Associate (Investment Sales) Greysteel Company Llc

U.S. Private Bank - Investment Professional - Associate JPMorgan Chase Bank, N.A.

Business Development Representative - SMB Investment Manager AppFolio, Inc

J.P. Morgan Wealth Management - Investment Professional - Plano, TX JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Licensed Investment Professional - Plano, TX JPMorgan Chase Bank, N.A.

Wealth Management, Senior Alternative Investment Specialist - South, Managing Director JPMorgan Chase Bank, N.A.

Portfolio Analyst I - Denton Credit Office AgTrust Farm Credit

Senior Portfolio Governance Analyst First Command Financial Services, Inc.

Private Equity Client Service Analyst LP Analyst

Private Equity Data Operations Analyst LP Analyst

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