NewInvestment Accounting Manager Vaco LLCInvestment Accounting ManagerDallas, TX$140,000–$160,000Determining 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.
NewAlternative Investments Private Markets Business Analyst Fidelity InvestmentsAlternative Investments Private Markets Business AnalystCoppell, TXRemote$89,000–$180,000Please 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. As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements.
NewAnalyst, Alternative Investments Shareholder Reporting Fidelity InvestmentsAnalyst, Alternative Investments Shareholder ReportingIrving, TXRemoteInvestment 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewDirector, Alternative Investments Fidelity InvestmentsDirector, Alternative InvestmentsKeller, TXRemoteThe Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and will manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of private equity, real estate, private credit, hedge funds, and other alternative and non-traditional investments. Investment 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.
NewDirector, Derivatives and Liquid Alternative Investments Product Manager Fidelity InvestmentsDirector, Derivatives and Liquid Alternative Investments Product ManagerSouthlake, TXRemote$110,000–$222,000Please 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.
NewManager, Alternative Investments Shareholder Reporting Fidelity InvestmentsManager, Alternative Investments Shareholder ReportingBedford, TXRemoteInvestment 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewSenior Manager, Alternative Investments Shareholder Reporting Fidelity InvestmentsSenior Manager, Alternative Investments Shareholder ReportingWestlake, TXRemoteInvestment 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewSr. Manager, Alternative Investments Limited Partnership Shareholder Reporting Fidelity InvestmentsSr. Manager, Alternative Investments Limited Partnership Shareholder ReportingCoppell, TXRemoteInvestment 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. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work.
NewSenior Representative, Alternative Investments Fidelity InvestmentsSenior Representative, Alternative InvestmentsIrving, TXRemoteBrokerage 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. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients.
NewAnalyst, Real Estate Shareholder Reporting Fidelity InvestmentsAnalyst, Real Estate Shareholder ReportingWestlake, TXRemoteInvestment 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. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk & Business Operations.
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.
Senior Investment Analyst Lincoln Property Company through LinkedInSenior 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.
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.
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.
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.
Sr. Real Estate Investment Portfolio Analyst CMB Regional CentersSr. Real Estate Investment Portfolio AnalystDallas, TexasThe 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.
Analyst, Corporate Strategy & Investments Crow HoldingsAnalyst, Corporate Strategy & InvestmentsDallas, TXCollaborate 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.
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.
Private Bank Investment Manager Texas Capital Bancshares IncPrivate Bank Investment ManagerDallas, 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 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.
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.
Sr. Analyst/Assistant Manager Accounting (Capital Investment - Systems) Burlington Northern Santa Fe LLCSr. Analyst/Assistant Manager Accounting (Capital Investment - Systems)Fort Worth, TX$72,200–$108,600 / yearAbout the Role: The Property Accounting team is responsible for the accurate capitalization, reporting, settlement, and depreciation of the company''s fixed asset base - one of the largest on any Class I railroad balance sheet. A range of robust health care options for you and your dependents (including domestic partners), including medical, dental, vision, telemedicine, mental health, cancer support, and high-quality care network options.
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. .
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.
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.
NewInvestment 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 EstateNorthmarq – Dallas, TX Northmarq is seeking an Investment Sales Analyst in their Dallas, TX office to join an active and top performing multifamily brokerage team.
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.
Investment Banking Sr. Associate / Vice President - Building & Infrastructure Group Stephens IncInvestment Banking Sr. Associate / Vice President - Building & Infrastructure GroupDallas, 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. 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.
Director - Payroll/FBA Accounting, Compliance & Investment Oversight Health Care Service CorpDirector - Payroll/FBA Accounting, Compliance & Investment OversightRichardson, TXOversees 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.
ABL Investment Banking - Underwriting Analyst Texas Capital BankABL Investment Banking - Underwriting AnalystDallas, 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. .
ABL Investment Banking - Underwriting Analyst Texas Capital Bancshares IncABL Investment Banking - Underwriting AnalystDallas, 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.
Analyst, Investment Analytics National Life Insurance CompanyAnalyst, Investment AnalyticsAddison, TexasThe 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. 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.
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.
Analyst, Investment Analytics National Life Holding CompanyAnalyst, Investment AnalyticsTX$56,250–$82,500 / yearThe 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.
PGIM Senior Investment Associate, Affordable Underwriter Prudential Financial IncPGIM Senior Investment Associate, Affordable UnderwriterDallas, TX$120,000–$135,000 / yearWith $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.
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.
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.
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.
PGIM Senior Investment Associate, Affordable Underwriter PGIM Global High Yield FundPGIM Senior Investment Associate, Affordable UnderwriterDallas, TX$120,000–$135,000 / yearWith $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.
Investment Operations Analyst Texas Christian UniversityInvestment Operations AnalystFort Worth, TXThis 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.
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 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 Operations Specialist SWMGInvestment Operations SpecialistFort Worth, TXFull timeWhat 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.
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.
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.
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.
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.
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.
Manager, Investment Compliance and Fiduciary Oversight The Charles Schwab CorpManager, Investment Compliance and Fiduciary OversightWestlake, TXAs 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.
Director, Offer Management (SWA Discretionary Investment Program) (PL) The Charles Schwab CorpDirector, Offer Management (SWA Discretionary Investment Program) (PL)Westlake, TXSchwabs 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.