NewInvestment Analyst, Real Estate Ontario Teachers' Pension PlanInvestment Analyst, Real EstateDallas, TXThe Real Estate team comprises nearly 40 investment professionals and invests and manages assets across a geographically diverse portfolio of approximately C$28 billion with assets in North America, South America, Europe and Asia, including Australia. You will be joining our Dallas office, working in a dynamic team-based environment where you'll collaborate closely with members of the Real Estate team across our global offices and function as an important link with internal departments on Fund-wide initiatives.
Investment Banking - Mid-Cap Investment Banking - Analyst JPMorgan Chase & CoInvestment Banking - Mid-Cap Investment Banking - AnalystDallas, TXOur 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.
Real Estate Investment Analyst Lakeview Loan ServicingReal Estate Investment AnalystDallas, Texas$60,000–$80,000 / yearFull timeFor this role we are looking for candidates in these markets only: Albuquerque-NM, Austin-TX, Boise-ID, Chicago-IL, Dallas-FTW-TX, Houston-TX, Los Angeles-CA, Las Vegas-NV, Oklahoma City-OK, Phoenix-AZ, Portland-OR, Salt Lake City-UT, San Antonio-TX, San Diego-CA, and San Francisco-CA. Analysts will be supported with extensive training and work closely with senior investment professionals with the opportunity to quickly participate in investment decisions and will have an ability to make an immediate impact in a fast-growing team.
Sr. Investment Analyst Texas Scottish Rite for ChildrenSr. Investment AnalystDallas, TexasPrepare 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.
Senior Investment Analyst Lincoln Property CompanySenior Investment AnalystDallas, TexasOffering 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. 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.
Investment Banking Analyst Career Launch AIInvestment Banking AnalystDallas, TX$100,000–$150,000If 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.
Investment Banking Senior Analyst Career Launch AIInvestment Banking Senior AnalystDallas, TX$100,000–$150,000If 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.
NewReal Estate Investment Analyst Hillwood Development Company LLCReal Estate Investment AnalystDallas, TXPart timeThe ideal candidate possesses exceptional analytical abilities, strong modeling skills, and coding proficiency that complements traditional analyst work, with the intellectual curiosity and aptitude to quickly master complex real estate investment concepts. As a privately held company, Hillwood possesses the depth of capital, market expertise, industry relationships, and a forward-thinking vision to buy and build industrial properties that meet evolving markets' logistics, distribution, and manufacturing demands.
Global Hyperscale Team - Investments - Senior Analyst Digital Realty Trust IncGlobal Hyperscale Team - Investments - Senior AnalystTX$120,000–$170,000 / yearPlatformDIGITAL, 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.
Intern - Fall Analyst, Investments & Asset Management University PartnersIntern - Fall Analyst, Investments & Asset ManagementDallasThe 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.
New2027 Global Investment Banking Full Time Analyst Program JPMorgan Chase & Co2027 Global Investment Banking Full Time Analyst ProgramDallas, TXNew York City Industry Coverage Groups include Business Services, Consumer & Retail, Diversified Industries, Financial Institutions Group, Healthcare, Mid-Cap IB, Media & Communications, Natural Resources, Real Estate IB, Strategic Investor Group (SIG), and Technology. As you build your skills, you''ll contribute to live client situations, develop technical and analytical skills, and work alongside experienced bankers across industry, M&A, and Capital Markets teams.
Experienced Investment Banking Analyst Stephens IncExperienced Investment Banking AnalystDallas, TXWith 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. Four-year Bachelor's degree; Strong interpersonal skills; Outstanding record of academic achievement; High level of personal integrity and work ethic; Strong commitment to respecting and safeguarding confidential information; Ability to work well on teams; Adherence to regulatory requirements; and.
New2027 Commercial & Investment Bank Risk Management Full-Time Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Risk Management Full-Time Analyst ProgramPlano, TXYou''ll sharpen your skills in areas such as valuation analytics, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis through interactive learning tools and hands-on modeling supported by your colleagues, teammates, and mentors. You''ll build your technical and practical knowledge on-the-job with opportunities in one of the groups listed below: Credit Risk Team: Assess client credit strength and analyze the firm''s retained credit risk related to lending and trading activities.
New2027 Commercial & Investment Bank Markets Full Time Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Markets Full Time Analyst ProgramDallas, TXJPMorganChase, 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.
Private Bank Investment Advisor Texas Capital Bancshares IncPrivate Bank Investment AdvisorDallas, TXHeadquartered 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.
Private Bank Investment Advisor Texas Capital BankPrivate Bank Investment AdvisorDallas, TexasHeadquartered 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. .
Investment Sales Analyst (Dallas) - Commercial Real Estate NorthmarqInvestment Sales Analyst (Dallas) - Commercial Real EstateDallas, TexasPosition Responsibilities: 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. Investment Sales Analyst – Commercial Real Estate Northmarq – Dallas, TX Northmarq is seeking an Investment Sales Analyst in their Dallas, TX office to join an active and top performing multifamily brokerage team.
Investment Banking Associate - Energy: Exploration & Production Stephens IncInvestment Banking Associate - Energy: Exploration & ProductionDallas, TXWith 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 recapitalizations. Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Exploration & Production, and deliver top quality work products to the team and clients.
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.
Transaction Management Ops Analyst – Alternative Investments Trading & Operations Bank of AmericaTransaction Management Ops Analyst – Alternative Investments Trading & OperationsDallas, TexasThe 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.
Alternative Investments Operations Analyst G MASSAlternative Investments Operations AnalystDallas, TX$50,000–$70,000Responsibilities: 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.
Senior Alternative Investments Operations Analyst G MASSSenior Alternative Investments Operations AnalystDallas, TX$100,000–$115,000This 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.
NewManaging Director, Corporate Investment Bank - Metals, Materials, & Construction Group Fifth Third BancorpManaging Director, Corporate Investment Bank - Metals, Materials, & Construction GroupDallas, TX$121,900–$262,100 / yearSKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: Client Advisory & Relationship Management - Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships. Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.
Senior Manager, Alternative Investment Lending Analyst The Charles Schwab CorpSenior Manager, Alternative Investment Lending AnalystSouthlake, TXThe analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset‑backed lending programs. This role will focus on evaluating alternative investment collateral-including private company stock, alternative investment funds, and structured notes-and supporting credit decisions for high‑net‑worth borrowers.
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 Principal, Client CIO Partners Capital Investment Group LLPInvestment Principal, Client CIODallas, TXPart timeThis 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.
Asset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President - DallasDallas, TXEstablished 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.
Investment Principal, Client CIO Partner's CapitalInvestment Principal, Client CIODallas, TexasThis 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.
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.
Investment Solution Senior Lead Analyst Citigroup IncInvestment Solution Senior Lead AnalystIrving, TX$156,160–$234,240 / yearQualifications: 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.
NewInstitutional Investment Consulting Associate Marsh & McLennan Companies IncInstitutional Investment Consulting AssociateDallas, TX$67,000–$134,000 / yearAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Investment Executive (Financial Advisor) Dallas, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Dallas, 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 Sales Associate Trinity InvestorsInvestment Sales AssociateSouthlake, TXFull timeDaily 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.
Investment Associate – Private Capital Career Launch AIInvestment Associate – Private CapitalDallas, TX$140,000–$185,000This 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.
Senior Financial Analyst – Investment Management National Life Insurance CompanySenior Financial Analyst – Investment ManagementAddison, TexasWorking 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.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerDallas, TX$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Canadian Investment Counselor - TX CNI Consulting Inc.Canadian Investment Counselor - TXDallas, TXYou 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.
Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Analy JPMorgan Chase Bank, N.A.Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds AnalyPlano, TXFull timeAs 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.
NewInvestment Planning Services Representative State FarmInvestment Planning Services RepresentativeRichardson, TX$49,000–$53,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more.
NewFinance Manager, Sub Same Day Expansion, Investments, and Strategy Amazon.com IncFinance Manager, Sub Same Day Expansion, Investments, and StrategyDallas, TXOur Finance teams partner closely with our operations teams to influence the strategic direction of the business, drive operations excellence, and make sound investment and expansion decisions, with the primary goal of continuously improving the customer experience while driving long-term profitability for our portfolio of businesses. Lead capital planning and optimization efforts for the growing SSD network, including building launch strategies, capex forecasting, allocation, and ROI analysis.
Compliance Officer, Broker-Dealer Investment Banking Texas Capital Bancshares IncCompliance Officer, Broker-Dealer Investment BankingDallas, TXHeadquartered 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. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.
NewInvestment Bank Associate Texas Capital Bancshares IncInvestment Bank AssociateDallas, TXHeadquartered 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.
NewInvestment Bank Associate Texas Capital BankInvestment Bank AssociateDallas, TexasHeadquartered 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. .
Compliance Officer, Broker-Dealer Investment Banking Texas Capital BankCompliance Officer, Broker-Dealer Investment BankingDallas, TexasHeadquartered 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. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.
ASSOCIATE, INVESTMENTS (PRIVATE CREDIT) Cresset Capital Management LLCASSOCIATE, INVESTMENTS (PRIVATE CREDIT)Dallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Investment Associate is a key member of the team supporting the CIO in macro-economic analysis and the Private Credit team in the review, diligence and underwriting of new investment ideas.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Plano, TX$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesDallas, TXFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantIrving, TXThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Investment Manager Lincoln Property CompanyInvestment ManagerDallas, TexasOffering 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. At Lincoln Property Company, we are seeking an Investment Manager 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.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, 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. The Day-to-Day: 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.