153 Results for

Investment Jobs in Desoto, TX

Jobs

Dallas, TX

$140,000–$160,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Day-to-day

Record daily financial transactions, including journal entries and expense accruals, and perform cash reconciliations across corporate entities, subsidiaries, and investment funds.

1 day ago

Dallas, TX

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.

30+ days ago

Dallas, Texas

$60,000–$80,000 / year

p style="margin: 0px; padding: 0px; color: windowtext;">The Real Estate Investment Analyst will play an integral role in the underwriting, acquisition, repositioning and sale of single family real estate across Bayview’s proprietary sourcing channels.

Cedar Brook Property real estate investment company is seeking an exceptional candidate to join the team for the position of Real Estate Investment Analyst.

30+ days ago

Dallas, Texas

p>Prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds.

Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.

24 days ago

Dallas, Texas

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At Lincoln Property Company, we are seeking a Senior Investment Analyst to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe.

14 days ago

Dallas, TX

p>• Bachelors degree in Finance, Real Estate, Business, Economics, Mathematics or a related field • Quantitative degree or supportive coursework preferred • Minimum 2-5 years of financial modeling experience, with real estate focus preferable but not required • MBA preferred but not required • Current drivers license and automobile insurance • Comprehension of federal fair housing laws and any applicable local housing provisions • Expert knowledge of MS office, especially MS Excel • Possess superior analytical abilities • High degree of intellectual curiosity • Excellent organizational skill • Ability to manage multiple priorities and deadline • Ability to maintain confidentiality • Professional verbal and written communication skills • Outstanding interpersonal skills: ability to relate to and get along with others.

• Underwrite investment properties, establishing monthly rental rate, property value and required capital investment • Verify, change or create underwriting assumptions on potential real estate investments • Excellent Excel skills and an in depth understanding of financial modeling related to underwriting deals will be necessary including the implementation of DCF, IRR, Cap Rates, NPV, YoC etc.

30+ days ago

Dallas, Texas

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Excellent Excel skills and an in depth understanding of financial modeling related to underwriting deals will be necessary including the implementation of DCF, IRR, Cap Rates, NPV, YoC etc.

Invitation Homes is a fast-paced evolving publicly traded REIT that is pioneering a new industry with over 80,000 single family rental homes and a market capitalization of over $25 billion.

30+ days ago

Dallas, TX

$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.

3 days ago

Dallas, TX

$100,000–$150,000

3 days ago

Dallas, TX

Collaborate with the team to support the evaluation and analysis of strategic investments, M&A, and corporate growth initiatives through research, financial analysis, and execution support across real estate and non‑real estate opportunities. Perform comprehensive financial analyses, including entity level and portfolio valuations along with joint venture and merger analysis, to assess financial feasibility of prospective business opportunities or initiatives.

30+ days ago

Dallas, Texas

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.

30+ days ago

Dallas, TX

$120,000–$170,000 / year

PlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. You'll partner closely with Portfolio Management, Design & Construction, Sales, and other stakeholders to gather market insights, evaluate investment opportunities, and build compelling, data‑driven business cases that support strategic decision‑making.

29 days ago

Dallas, MA

$95,000–$105,000 / year

The team supports investment operations, portfolio accounting, trading, settlements, and data management teams by resolving system issues, maintaining security master data, supporting end-of-day processing, and acting as the bridge between business users and technology. We are currently seeking candidates for an Investment Accounting/Business Analyst position at a global asset management company with a location in Dallas, TX, 75201.

6 days ago

Dallas, TX

With 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. Our BIG team has strong advisory and execution capabilities tailored to the building products industry, including construction materials and related services, across a variety of diversified end markets in the U.S. and Europe.

30+ days ago

Dallas, Texas

The 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.

30+ days ago

Dallas, TX

Headquartered 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 GoBankingRates 2023 list of Best Regional Banks. • Required: Bachelors degree in finance, economics, accounting or related field • Preferred: Certification such as CFA, CAIA or substantial progress toward certification • 5+ years direct experience in municipal bond management and credits • Experience through one or more investment cycles • Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities.

30+ days ago

p>Required qualifications, capabilities, and skills:

• Attend college/university in the U.S. • Minimum cumulative GPA of 3.2 on a 4.0 scale • Expected graduation date of December 2027 through June 2028 from a bachelor's or master's program • If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree • To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program.

You'll have the chance to:

• Learn about risk at a premier global investment bank • Develop skills to thoroughly assess and evaluate risks • Understand the role of integrity and transparency in dealing with regulators, clients, and business stakeholders • Collaborate across the organization to solve problems proactively, including inquiries from clients, regulators, and stakeholders.

30+ days ago

Dallas, TX

p>Headquartered 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.

30+ days ago

Dallas, Texas

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Headquartered 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.

30+ days ago

Dallas, TX

Established in 2001, the Urban Investment Group (UIG) within Goldman Sachs Asset & Wealth Management makes domestic tax credit equity investments and loans and provides senior loan facilities in order to empower underserved communities and enable long-term equitable growth, with a primary focus on affordable housing. UIG manages the investing and lending strategies for GS Bank USAs Community Reinvestment Act requirements and the firms investments in Opportunity Zones, and is a significant contributor to the firms One Million Black Women and 10,000 Small Businesses initiatives.

30+ days ago

Dallas, TX

$100,000–$115,000

p>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.

30+ days ago

Dallas, TX

$50,000–$70,000

p>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.

30+ days ago

Richardson, TX

Oversees and directs staff including supervisory/management staff subordinately assigned to these related functions assuring consistent harmonious deployment (and employee-customer relationships) coverage of Payroll Accounting & Compliance Oversight- Direct payroll accounting operations, including reconciliations, general ledger integration, and reporting. Oversees the maintenance of statistical records of all payments for use in company analysis and governmental reporting as well as the forecasting, calculation, record-keeping and monitoring all corporate fringe benefit pool budgets, including active employee, retiree and health pools.

30+ days ago

Plano, Texas

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.

30+ days ago

Addison, TX

$75,000–$110,000 / year

Working 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.

22 days ago

Dallas, TX

p>You will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices.

• Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).

30+ days ago

Dallas, TX

$120,000–$135,000 / year

With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.

19 days ago

Addison, Texas

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.

14 days ago

Dallas, TX

Part time

This 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.

30+ days ago

Addison, TX

$56,250–$82,500 / year

The 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. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

30+ days ago

Dallas, Texas

Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm’s Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs.

30+ days ago

Fort Worth, TX

This role combines traditional investment operations responsibilities with portfolio accounting, cash management, and process oversight, alongside modern technical skills, including light coding, API-driven data extraction, and data-warehouse management. Pulls data from various systems (e.g., custodians, fund administrators, CRM, portfolio monitoring tools) via APIs, scheduled extracts, or custom scripts, ensuring alignment across operational and accounting data sources.

30+ days ago

Dallas, TX

$120,000–$135,000 / year

19 days ago

Irving, TX

$156,160–$234,240 / year

Qualifications: 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.

30+ days ago

Westlake, Texas

Investment Operations

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.

The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments.

15 days ago

Southlake, TX

Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities.

18 days ago

Fort Worth, TX

What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.

18 days ago

Dallas, TX

You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market.

* An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage.

1 day ago

Dallas, TX

$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.

3 days ago

Dallas, TX

$133,365–$156,900 / year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

28 days ago

Dallas, TX

Total assets under management (AUM) stood at S$4.9 billion (as of Dec 2025) and Mapletree aims to optimize portfolio returns and maximize asset value through proactive asset management, ensuring operational efficiency and providing best-in-class experiences for residents. Working closely with development, asset management and senior leadership, you'll shape and deliver on ambitious growth targets, ensuring market-leading returns and long-term value creation.

30+ days ago

Dallas, TX

p>The Group manages three Singapore-listed real estate investment trusts ("REITs") and nine private equity real estate funds, which hold a diverse portfolio of assets in Asia Pacific, Europe, the United Kingdom ("UK") and the United States ("US").

Manage end-to-end investment transactions including origination, research, deal evaluation and structuring, financial analysis including financial modelling, transaction management and deal negotiation and execution.

30+ days ago

Addison, Texas

14 days ago

Plano, TX

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.

30+ days ago

Dallas, Texas

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Assist in the maintenance of models supporting investment level return expectations to facilitate long-term financial projections for investors, senior management deliverables, and Blackstone Corporate reporting.

Today, BREDS has more than $76 billion of investor capital across high yield / opportunistic real estate credit funds, a publicly traded Mortgage REIT, and liquid securities strategies.

16 days ago

Dallas, Texas

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Today, BREDS has more than $76 billion of investor capital across high yield / opportunistic real estate credit funds, a publicly traded Mortgage REIT, and liquid securities strategies.

16 days ago

Dallas, TX

Remote

$213,000–$445,000 / year

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General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.

2 days ago

Westlake, TX

As an Investment Guidelines Oversight Manager within Schwab Asset Management (SAM), you'll play an important role in protecting shareholder and client interests by helping ensure investment guidelines are accurately applied, monitored, and maintained across Schwab proprietary mutual funds, ETFs, collective trusts, and separately managed accounts. In this role, you'll monitor portfolio manager and sub-advisor trading activity for adherence to investment guidelines and agreements, code and enhance compliance tests within platforms such as Aladdin or comparable systems, and help validate that rules are implemented accurately and monitored effectively.

21 days ago

Dallas, TX

p>SS&C Accord is an AI-driven, end-to-end alternative investment service built for wealth managers and advisors-automating the ingestion of complex data such as capital calls, distributions, and PCAPs, and delivering seamlessly integrated data into downstream reporting platforms.

Our team sits at the intersection of cutting-edge technology and deep alternatives expertise, combining intelligent automation with hands-on subject matter specialists to ensure data accuracy and operational excellence for our clients.

9 days ago

Westlake, TX

Schwabs Wealth and Advice Solutions business line develops and delivers holistic wealth management solutions, including Schwab Wealth Advisory (SWA), Schwab Advisor Network (SAN), the Wealth Strategies Group (WSG), and other full-service offerings. The Director, Offer Management for Schwab Wealth Advisorys (SWA) Discretionary Investment Management Program is a new people leader responsible for designing, developing, and continuously evolving SWAs discretionary and overlay investment management offers.

30+ days ago

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Investment Jobs in Desoto, TX

Investment Accounting Manager Vaco LLC

Investment Banking - Mid-Cap Investment Banking - Analyst JPMorgan Chase & Co

Real Estate Investment Analyst Lakeview Loan Servicing

Sr. Investment Analyst Texas Scottish Rite for Children

Senior Investment Analyst Lincoln Property Company through LinkedIn

Analyst, Investment Management Group Invitation Homes Inc

Analyst, Investment Management Group THR Property Management LP

Investment Banking Analyst Career Launch AI

Investment Banking Senior Analyst Career Launch AI

Analyst, Corporate Strategy & Investments Crow Holdings

Sr. Real Estate Investment Portfolio Analyst CMB Regional Centers

Global Hyperscale Team - Investments - Senior Analyst Digital Realty Trust Inc

Investment Accounting/Business Analyst Daley and Associates

Investment Banking Sr. Associate / Vice President - Building & Infrastructure Group Stephens Inc

Transaction Management Ops Analyst – Alternative Investments Trading & Operations Bank of America

Private Bank Investment Manager Texas Capital Bancshares Inc

2027 Commercial & Investment Bank Risk Management Summer Analyst Program JPMorgan Chase & Co

Private Bank Investment Advisor Texas Capital Bancshares Inc

Private Bank Investment Advisor Texas Capital Bank

Asset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President - Dallas The Goldman Sachs Group Inc

Senior Alternative Investments Operations Analyst G MASS

Alternative Investments Operations Analyst G MASS

Director - Payroll/FBA Accounting, Compliance & Investment Oversight Health Care Service Corp

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

Senior Financial Analyst - Investment Management National Life Holding Company

Client Development Specialist - Holistic Investment Thesis McKinsey & Co Inc

PGIM Senior Investment Associate, Affordable Underwriter Prudential Financial Inc

Analyst, Investment Analytics National Life Insurance Company

Investment Principal, Client CIO Partners Capital Investment Group LLP

Analyst, Investment Analytics National Life Holding Company

Investment Principal, Client CIO Partner's Capital

Investment Operations Analyst Texas Christian University

PGIM Senior Investment Associate, Affordable Underwriter PGIM Global High Yield Fund

Investment Solution Senior Lead Analyst Citigroup Inc

Director, Alternative Investments Fidelity

Investment Sales Associate Trinity Investors

Investment Operations Specialist SWMG

Canadian Investment Counselor - TX CNI Consulting Inc.

Investment Associate – Private Capital Career Launch AI

PWM Investment Portfolio Manager U.S. Bancorp

Director, Investment, Student Housing (Based in Dallas) Mapletree Investments Pte Ltd

Manager, Investment, Student Housing (Based in Dallas) Mapletree Investments Pte Ltd

Senior Financial Analyst – Investment Management National Life Insurance Company

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

Associate, Valuations and Investment Modeling Brio Real Estate

Director, Valuations and Investment Modeling Brio Real Estate

Investment Banking Director OR Managing Director, Engineered Products KeyCorp

Manager, Investment Compliance and Fiduciary Oversight The Charles Schwab Corp

Senior Associate, Alternative Investment Specialist SS&C Technologies Holdings Inc

Director, Offer Management (SWA Discretionary Investment Program) (PL) The Charles Schwab Corp

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