Investment Analyst Summer Intern AllianceBernstein LPInvestment Analyst Summer InternAustin, TexasWe seek to deliver attractive risk-adjusted investor returns by investing in unitranche, first lien and second lien debt, as well as private equity co-investments and structured preferred stock. Immersive, comprehensive, and finance-centric internship program that involves corporate credit investment analysis, financial modeling, valuation, and structuring as part of an investment team.
Venture Investment Analyst YourHireVenture Investment AnalystAustin, TXThe team focuses on investments in AI-enabled infrastructure, data platforms, workflow automation, digital risk models, and next-generation systems that modernize care delivery, underwriting, claims, and regulatory compliance. They are looking for a candidate who is self-motivated, detail-oriented, intellectually curious, and excited to contribute to the teams growth.
Senior Debt & Investments Analyst Farm Credit Bank of TexasSenior Debt & Investments AnalystAustin, TexasThis role maintains activity within the Bank's debt, investment, and derivative accounting system; supports monthly close and quarterly and annual reporting; and helps ensure transactions are accounted for accurately and in accordance with applicable accounting guidance, internal controls, and reporting requirements. Day-to Day-Duties and Responsibilities:Maintain and input investment trades, debt issuances, derivative transactions, and derivative collateral activity within the Bank's financial system, including updates to factors, interest rates, market values, and other required instrument attributes.
Investment Analyst SetpointInvestment AnalystAustin, New YorkSetpoint Capital (“SPC”) is an alternative asset manager focused on asset-backed private credit with over $900 million assets under management. Evaluate market conditions in existing and potential new investments; provide information and analysis to develop and support asset allocation decisions related to these categories.
Senior Debt, Investments & Derivatives Accountant Farm Credit Bank of TexasSenior Debt, Investments & Derivatives AccountantAustin, TexasThis role maintains activity within the Bank's debt, investment, and derivative accounting system; supports monthly close and quarterly and annual reporting; and helps ensure transactions are accounted for accurately and in accordance with applicable accounting guidance, internal controls, and reporting requirements. Day-to Day-Duties and Responsibilities:Maintain and input investment trades, debt issuances, derivative transactions, and derivative collateral activity within the Bank's financial system, including updates to factors, interest rates, market values, and other required instrument attributes.
Global Hyperscale Team - Investments - Senior Analyst Digital Realty Trust IncGlobal Hyperscale Team - Investments - Senior AnalystAustin, TX$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.
Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America IncAnalyst, Investment Reporting Operations (open to remote)TXRemote$66,740–$94,800 / yearThis role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.
Senior Debt & Investments Analyst FARM CREDIT COUNCIL (THE)Senior Debt & Investments AnalystAustin, TXplease visit https://farmcredit.com/job/senior-debt-investments-analyst/Austin,Texas, for description.
Investment Compliance Analyst Dimensional Fund AdvisorsInvestment Compliance AnalystAustin, TXDimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. Conduct descriptive and/or diagnostic analysis to provide actionable insight derived from both internal and external data to enable Compliance to better understand, profile and enhance reporting requirements.
Business Analyst Investments Tellus SolutionsBusiness Analyst InvestmentsAustin, TXPrepare comprehensive documentation for the Investment Accounting system and data solution including detailed front-to-back investment process workflows, data flows, source to target data maps, data definitions to ensure that processes are understood to reduce the risk of requirements gaps, and to prepare ERS for an implementation. This role is highly collaborative, partnering with stakeholders across Investments, IT Shared Services, Finance, and providing advisory support to Investments leadership throughout the project lifecycle.
Analyst, Valuation & Investments Recurrent EnergyAnalyst, Valuation & InvestmentsAustin, TexasPosition at Recurrent EnergyWith a strong track record of originating, developing, financing, and building nearly 9 GWp of solar and 3 GWh of battery storage power plants across six continents, Recurrent Energy has established a leadership position in both solar and battery storage project development. This role will support the evaluation of greenfield development and M&A investment opportunities across the U.S., with a focus on solar and energy storage projects, while helping shape regional strategy and secure equity investment approvals.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)Texas, TXRemote$101,231–$172,355 / yearAdditional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.
Sr Investment Associate Northern Trust CorpSr Investment AssociateAustin, TXNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
Business Analyst – Investments Tellus SolutionsBusiness Analyst – InvestmentsAustin, TXPrepare comprehensive documentation for the Investment Accounting system and data solution including detailed front-to-back investment process workflows, data flows, source to target data maps, data definitions to ensure that processes are understood to reduce the risk of requirements gaps, and to prepare ERS for an implementation. This role is highly collaborative, partnering with stakeholders across Investments, IT Shared Services, Finance, and providing advisory support to Investments leadership throughout the project lifecycle.
Investment Performance Professional UtimcoInvestment Performance ProfessionalAustin, TexasThis role partners closely with Operations, Accounting, Investment, Risk, and Technology teams to ensure accurate and timely performance measurement and reporting for internal and external stakeholders. As part of UTIMCO’s Code of Ethics and personal trading compliance requirements, employees are subject to restrictions and reporting obligations related to personal securities trading activities, including activities conducted through household or dependent accounts.
Executive Director, Investment Business Analysis Reinsurance Group of America IncExecutive Director, Investment Business AnalysisTX$126,710–$188,840 / yearThe Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption. The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives.
Client Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisAustin, TXYou 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.).
Investment Accountant - Associate UtimcoInvestment Accountant - AssociateAustin, TexasThe Major Fund Accounting & Reporting team member will be involved in a wide range of investment accounting and operational activities across multiple asset classes – cash, domestic and global equities, fixed income, hedge funds, real estate, and private investments. Fund Accounting and Operations: Act as a team lead to assist and mentor OAR team members in the preparation of workpapers and reports to support both internal and external clients’ needs including but not limited to: Monthly accounting close processes.
Financial Advisor - Investment Services Group Truist Financial CorpFinancial Advisor - Investment Services GroupAustin, TXGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.
U.S. Private Bank - Investment Specialist - Executive Director JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - Executive DirectorAustin, TXPreferred Qualifications, Capabilities, Skills: Ideal candidate has prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. Required Qualifications, Capabilities, Skills: Bachelor's degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years' experience in Private Banking or Financial Services industry Demonated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning.
VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)TXRemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
Investment Sales Agent - Commercial Real Estate Foresite Commercial Real EstateInvestment Sales Agent - Commercial Real EstateAustin, TexasThis position is well-suited for professionals who are disciplined, self-directed, and eager to build a successful career in commercial real estate investment sales. Description. is seeking a highly motivated and entrepreneurial individual to join our team as a Commercial Real Estate Investment Sales Agent.
Investment Vice President YourHireInvestment Vice PresidentAustin, TXWithin clinical innovation, the team focuses on investing in precision medicine, diagnostics, medical devices, and artificial intelligence for diagnosis, treatment, and clinical trials. * Intellectual curiosity and the ability to ask challenging questions within complex domains, including comfort and familiarity with scientific and technical due diligence.
Manager, Investment Tax Dimensional Fund AdvisorsManager, Investment TaxAustin, TXConducts thorough analysis and review of workpapers including fiscal and excise tax provisions, annual financial statement disclosures, quarterly compliance tests, fund distribution calculations, 1120-RIC and Form 8613 tax returns, and shareholder year-end tax deliverables. Excellent verbal and written skills, with the ability to articulate and present a clear point of view on technical matters in clear, concise, and meaningful communications for various levels of the organization.
VP, Investments Compliance Operations (open to remote) Reinsurance Group of America IncVP, Investments Compliance Operations (open to remote)TXRemote$180,220–$268,400 / yearServe as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.
Associate Director of Knowledge Management, Investment Funds McDermott Will & Emery LLPAssociate Director of Knowledge Management, Investment FundsAustin, TX$193,000–$301,000 / yearEvaluate current KM infrastructure for IFG and work to improve the ability to capture and disseminate information and research, identify and prioritize new projects to enhance the efficiency of IFG Attorneys in partnership with the Chief Knowledge Officer, Senior Director of Knowledge Management and advisory partners designated by IFG Attorneys. Lead the redevelopment and ongoing curation of the IFG market terms database, which includes supervising both automated and manual extraction of fund formation data, validating, analyzing and visualizing that data and enabling regular thought-leadership reflecting current fund terms, trends and outcomes.
Director, Offer Management (SWA Discretionary Investment Program) (PL) The Charles Schwab CorpDirector, Offer Management (SWA Discretionary Investment Program) (PL)Austin, 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.
Investment Banking Manager Accenture PlcInvestment Banking ManagerAustin, TXSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Associate, Workforce & Education Investments Social Finance, IncAssociate, Workforce & Education InvestmentsAustin, TXAssociates of Workforce & Education Investments are an integral part of the Social Finance team and are typically staffed to one active fund, where they help test and implement improved operational processes, while also being available to support broader Workforce & Education Investments efforts, including new engagements and business development. Our efforts include providing loans to learners to access high-quality training, offering working capital to scale training providers, and structuring financial incentives to encourage employers to actively engage in upskilling their workforce.
Senior Associate, Investment Engineering (Analytics Platforms - GIPS & Regulatory Reporting) Dimensional Fund AdvisorsSenior Associate, Investment Engineering (Analytics Platforms - GIPS & Regulatory Reporting)Austin, TXInvestment Engineering is responsible for ownership of investment data and analysis tools, which means managing said data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external clients and reports. Experience with databases and large data sets - show you can work with and analyze data to provide meaningful results, as much of the job involves pulling data from databases and performing analysis.
Senior Investment Advisor - PNC Private Bank The PNC Financial Services Group IncSenior Investment Advisor - PNC Private BankAustin, TXPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Lead, Advanced Silicon Sourcing and Strategic Investments Google LLCLead, Advanced Silicon Sourcing and Strategic InvestmentsAustin, TXWhile you will partner closely with engineering on ecosystem pathfinding (such as early test vehicles), your primary focus is structuring the financial and commercial agreements Joint Development Agreements (JDAs), Long-Term Agreements (LTAs), and partnerships that buy technical certainty and guarantee future capacity for Google"s AI infrastructure. From software to hardware our teams are shaping the future of world-leading hyperscale computing, with key teams working on the development of our TPUs, Vertex AI for Google Cloud, Google Global Networking, Data Center operations, systems research, and much more.
Investment Accountant UtimcoInvestment AccountantAustin, TexasThe Major Fund Accounting and Reporting team member will be involved in a wide range of investment accounting and operational activities across multiple asset classes – cash, domestic and global equities, fixed income, real estate, natural resources, hedge funds, and private investments. Fund Accounting and Operations – Prepare supporting workpapers and reports to support both internal and external client’s informational needs including but not limited to: Monthly accounting close processes.
Investment Counsel UtimcoInvestment CounselAustin, TexasProvide legal analysis and guidance regarding proper structuring of entities to hold investments, including use of onshore and offshore blocker corporations, unrelated business income tax issues, foreign regulatory requirements, and legal developments. Review legal documents and lead the negotiation of investment terms for a variety of private markets (private equity, venture capital, real estate, infrastructure and energy and natural resources), public markets, hedge funds, and direct investments.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningAustin, TXRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Vice President, Investments American OperatorVice President, InvestmentsAustin, TexasAmerican Operator is seeking a Vice President of Investments to lead the end-to-end acquisition of small- to medium-sized businesses, shaping American Operator’s portfolio for long-term growth and operational excellence. The ideal candidate for this role has a strong mix of EQ and IQ, are familiar with small business owners, and have experience with closing acquisitions of Main Street- or Lower Middle Market deals.
Consultant, SS&C Genesis / Advent Investment Suite SS&C Technologies Holdings IncConsultant, SS&C Genesis / Advent Investment SuiteTXGet To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Acquisition Agent-Investment Real Estate Watters International Realty IncAcquisition Agent-Investment Real EstateAustin, TXAcquisition Agents Work in a fast-paced environment, with unsurpassed marketing and support, to make dozens of offers on properties each month. ApplyDescription Founded with a simple belief: Edify believes that selling your house shouldnt be complicated, expensive, or stressful.
Investment Funds Associate DLA Piper LLP (US)Investment Funds AssociateAustin, TX$260,000–$390,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The candidate will represent various public and private real estate companies, REITs, and institutional and financial investors in connection with a broad array of transactions involving acquisitions, dispositions, restructurings, complex financings, and development of commercial real estate.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Investment Product SpecialistAustin, 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXSupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid 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 • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerAustin, TX$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Real Estate Acquisitions Agent Prophet HomesInvestment Real Estate Acquisitions AgentAustin, Texas$65,000–$175,000 / yearMore Transactions, Faster Payouts: Experience faster closing times, quicker commission payments, and more transactions.- Flexibility: Work independently, enjoying the flexibility to create your own strategy and schedule.- Our company is built on community revitalization, affordable housing solutions, and providing agents with the tools they need to succeed in the competitive world of real estate investment.
REIT Tax Associate - Investment Funds Group (Multi-Office) DLA Piper LLP (US)REIT Tax Associate - Investment Funds Group (Multi-Office)Austin, TX$260,000–$365,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The ideal candidate will have graduated from a top law school with honors and will have 4 to 6 years of transactional tax experience dealing with subchapter K partnership tax issues in an asset management practice gained at a Vault 10 law firm.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistAustin, TXFull timeChase 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.
U.S. Private Bank - Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Executive DirectorAustin, TXFull timeOur 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXFull timeAid 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.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Professional - AssociateAustin, TXFull timeConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates . Preferred Qualifications, Capabilities, and SkillsJPMorganChase, 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.
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpAustin, TX$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinAustin, TX$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.