J.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TXDallas, TXAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Investment Product SpecialistDallas, TXChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Investment Accountant II TIAAInvestment Accountant IIFrisco, Texas$31.20–$41.06 / hourIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.
Investment Operations Specialist Cain Watters & AssociatesInvestment Operations SpecialistFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to the Investment Operations Manager, the Investment Operations Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of client information.
Senior Vice President, Investment Officer Prologis IncSenior Vice President, Investment OfficerDallas, TX$243,000–$304,000 / yearKey responsibilities include: Partner with the Leasing and construction teams to drive deal flow by identifying new capital deployment opportunities (includes land acquisitions, speculative and build-to-suit developments, value-add redevelopments, portfolio and single asset acquisitions and M&A and entity investments). Demonstrated experience/successful track record sourcing, originating, acquiring, negotiating and closing commercial/industrial real estate transactions in the U.S. Proven ability to develop, cultivate and manage high quality relationships with owners, operators, high net-worth individuals and intermediaries in the industry.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Plano, TXAs you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)Plano, TexasFull timeAs you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, TexasFull timeYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
Investments Associate Michael Page InternationalInvestments AssociateDallas, Texas$120,000–$130,000 / yearFull timeExperience within operationally driven real estate sectors is highly preferred, particularly senior living, hospitality, healthcare, student housing, manufactured housing, or other asset classes where operations drive investment performance. The Investments Associate will work closely with senior investment leadership and play a critical role in evaluating opportunities, monitoring asset performance, and driving value creation initiatives.
Investments Associate - REMOTE Michael Page InternationalInvestments Associate - REMOTEDallas, TXRemote$120,000–$140,000 / yearFull timeExperience within operationally driven real estate sectors is highly preferred, particularly senior living, hospitality, healthcare, student housing, manufactured housing, or other niche housing asset classes where operations drive investment performance. Job summary: Sector Real Estate Sub Sector Acquisitions / Disposals Industry Property Where Dallas Contract Type Permanent Consultant name Nick Walker Job Reference JN-092026-7099263 Job Nature Hybrid working.
Community Development Investment Director Fifth Third BankCommunity Development Investment DirectorDallas, TX$96,500–$207,500 / yearGENERAL FUNCTION: Develop relationships with developers (for profit & not-for-profit) of low income housing tax credit projects and historic tax credit projects which will lead to investment opportunities in all Fifth Third markets; this position is accountable for monitoring the underwriting of the investment, presentation of the investment to Loan Committee, and closing the investment. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Must have 5 to 7 years commercial lending, real estate lending, small business lending or a combination thereof; or, 3 to 5 years of proven low income housing tax credit investment experience.
Investment Officer Selby Jennings LtdInvestment OfficerPlano, TXThis individual will be responsible for developing and managing relationships with credit union clients, providing investment guidance, sourcing new business opportunities, and driving revenue growth across a range of fixed income and deposit products. They provide a suite of liquidity, investment, funding, and balance sheet management solutions designed to help credit unions optimize performance and achieve strategic objectives.
Manager, Investment, Student Housing (Based in Dallas, US) Mapletree Investments Pte LtdManager, Investment, Student Housing (Based in Dallas, US)Dallas, TXOur diverse portfolio of assets spanning various real estate classes across 13 markets has won over 900 awards and accolades in the areas of investment and capital management, building excellence, business sustainability, and retail and service experience. Comprising over 2,600 employees worldwide, the Group manages three Singapore-listed Real Estate Investment Trusts (REITs) and nine private equity real estate funds, boasting a diverse portfolio across Asia Pacific, Europe, the UK and the US.
Senior Associate, Market Engagement Lead - Community Impact & Investment (Dallas) Capital OneSenior Associate, Market Engagement Lead - Community Impact & Investment (Dallas)Plano, TexasCommunity Impact and Investment is kicking off a multiyear transformation to increasingly align business strategy and social impact; launch new, different, and more holistic approaches to investing in our communities; use Capital One’s volunteer time and talent in increasingly strategic ways; and use data, analytics, research, and inclusive design to inform more targeted and actionable consulting to our business partners on topics related to a broad view of financial inclusion. The Community Impact and Investment team supports Capital One through leading enterprise volunteerism, conducting market research, fostering community relationships, grant making, originating Community Development Financial/Institution (CDFI) loans and partnering with and advising LOBs.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Avp, Capital Systems - Onsite Frisco, TX - Real Estate Investment Trust/Reit Experience Required Welltower, IncAvp, Capital Systems - Onsite Frisco, TX - Real Estate Investment Trust/Reit Experience RequiredPlano, TXThrough our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors - our North Star. The AVP, Capital Systems will lead the strategy, governance, process optimization, and technology enablement of the organization's capital planning, capital project management, asset lifecycle management, renovation programs, and related operational processes.