NewSenior Investment Advisor - PNC Private Bank PNC Financial Services GroupSenior 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.
Energy Investment Analyst Murray ResourcesEnergy Investment AnalystHouston, TXPresentation & CommunicationPrepare client-ready PowerPoint presentations including pitch books, management presentations, and board materials with clear narrative flow and compelling visuals. This is a collaborative, entrepreneurial environment with significant exposure to C-suite and field-level professionals across the full energy value chain, along with mentorship from Managing Directors with deep sector expertise.
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.
Investment Analyst Search ServicesInvestment AnalystBellaire, TXOur Client is a boutique private equity firm based in central Houston, providing debt and equity capital to energy and industrial companies. This is a career-track opportunity offering hands-on experience across the full investment lifecycle, with direct access to senior partners and significant responsibility from day one.
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.
Investment Analyst Rockefeller Capital ManagementInvestment AnalystHouston, TexasOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Investment Analyst will work with team members to assist with all aspects of managing clients’ investment portfolios, including gathering and analyzing portfolio data, evaluating managers and investment opportunities, and preparing client materials.
Real Estate Investment Analyst Lakeview Loan ServicingReal Estate Investment AnalystDallas, Texas$60,000–$80,000 / year
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 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.
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 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.
Analyst, Investment Management Group THR Property Management LPAnalyst, Investment Management GroupDallas, TexasExcellent Excel skills and an in depth understanding of financial modeling related to underwriting deals will be necessary including the implementation of DCF, IRR, Cap Rates, NPV, YoC etc. Invitation Homes is a fast-paced evolving publicly traded REIT that is pioneering a new industry with over 80,000 single family rental homes and a market capitalization of over $25 billion.
Analyst, Investment Management Group Invitation Homes IncAnalyst, Investment Management GroupDallas, TXBachelors degree in Finance, Real Estate, Business, Economics, Mathematics or a related field • Quantitative degree or supportive coursework preferred • Minimum 2-5 years of financial modeling experience, with real estate focus preferable but not required • MBA preferred but not required • Current drivers license and automobile insurance • Comprehension of federal fair housing laws and any applicable local housing provisions • Expert knowledge of MS office, especially MS Excel • Possess superior analytical abilities • High degree of intellectual curiosity • Excellent organizational skill • Ability to manage multiple priorities and deadline • Ability to maintain confidentiality • Professional verbal and written communication skills • Outstanding interpersonal skills: ability to relate to and get along with others. • Underwrite investment properties, establishing monthly rental rate, property value and required capital investment • Verify, change or create underwriting assumptions on potential real estate investments • Excellent Excel skills and an in depth understanding of financial modeling related to underwriting deals will be necessary including the implementation of DCF, IRR, Cap Rates, NPV, YoC etc.
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.
Analyst - Investments Bisnow LLCAnalyst - InvestmentsHouston, TX$80,000–$95,000 / yearMarket Research: Conduct market analysis to identify opportunities and trends, assess project feasibility, and maintain lease and sales comps databases across the target Texas and Oklahoma markets. Financial Modeling & Pro Forma Support: Build and maintain Excel-based financial models, pro formas, and cash flow projections for active development deals.
NewInvestment 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.
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.
NewAssociate Analyst, Investment Data Management FidelityAssociate Analyst, Investment Data ManagementWestlake, TexasInvestment 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. Data Management Operations (DMO), a division of GDS, specializes in managing, integrating and validating vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios and index data).
Investment & Strategy Analyst NTT Global Data Centers AmericasInvestment & Strategy AnalystTexasRemoteDevelop sensitivity analyses on key assumptions such as rental pricing, development cost or power delivery timing for business case performance along with conducting performance analyses for alternative scenarios to data center development such as hold & flip. This position will work closely with Investment Director and key stakeholders from the Product, Front End Planning, Power and Business Case teams to request and fine tune assumptions for the Business Case modeling.
Sr. Real Estate Investment Portfolio Analyst CMB Regional CentersSr. Real Estate Investment Portfolio AnalystDallas, TXFull timeThe 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.
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.
Investment Banking & Finance Advisory: Sustainability & Low Carbon Transition USA, Senior Analyst BBVAInvestment Banking & Finance Advisory: Sustainability & Low Carbon Transition USA, Senior AnalystHouston, TX$105,000–$115,000 / yearWe advise clients on how the energy transition impacts strategy, valuation, risk, and access to capital (debt & equity), and we translate that into actionable investment banking solutions, including cleantech bankability, capital structuring, equity partnerships, commercial structuring advisory, project/asset-based finance, sustainable finance structuring). However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R.
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.
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.
NewInvestment Banking Analyst 2 Prospect Rock PartnersInvestment Banking Analyst 2Houston, Texas$125,000–$135,000 / yearA preeminent investment bank serving thousands of institutional clients around the world, the firm is recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. The Energy and Midstream Investment Banking Group is seeking an Experienced Analyst to support the execution of a broad range of advisory and capital raising transactions across the energy and midstream sector.
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.
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.
Investment Bank Coverage Analyst Texas Capital BankInvestment Bank Coverage AnalystHouston, 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. As an Investment Bank Coverage Analyst at Texas Capital Bank, you will play a crucial role in supporting the firm's investment banking activities by assisting in the development and maintenance of client relationships, conducting financial analysis, and preparing pitch materials.
Investment Bank Coverage Analyst Texas Capital Bancshares IncInvestment Bank Coverage AnalystHouston, 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. Summary: As an Investment Bank Coverage Analyst at Texas Capital Bank, you will play a crucial role in supporting the firm's investment banking activities by assisting in the development and maintenance of client relationships, conducting financial analysis, and preparing pitch materials.
Investment Operations Analyst Lead USAAInvestment Operations Analyst LeadSan Antonio, North Carolina$114,080–$218,030 / yearLeverages subject matter expertise to provide guidance and implement process improvements on valuing complex new securities and completing securities transactions data entry (sector, security type, collateral type, issuer, obligor, sponsor, guarantor). . Leverages subject matter expertise to facilitate discussions with Asset Managers or Custodian Banks to discuss operational matters, including vendor management, scorecard reviews, and engaging vendors for problem resolution. .
Investment Accounting Analyst - Private Assets American National Group IncInvestment Accounting Analyst - Private AssetsHouston, TXGENERAL PURPOSE OF THE JOB: The Investment Accounting Analyst is responsible for the maintenance, accounting and reporting of private asset portfolios of American Equity Investment Life Insurance Holding Company and its'' affiliates and subsidiaries. We currently fund over half a million retirements nationwide, headquartered in Des Moines, Iowa, for over thirty years with satellite offices in Charlotte, NC and New York, NY.
Credit Analyst I/II - Global Corporate and Investment Banking - Energy Bank of America CorpCredit Analyst I/II - Global Corporate and Investment Banking - EnergyHouston, TXJob Description:This job is responsible for analyzing and interpreting a client's credit worthiness, evaluating credit risks, and writing credit approval memos for annual renewals and new lending opportunities. This includes our commitment to being an 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.
Credit Analyst II/Underwriter I - Global Corporate & Investment Banking/Energy Bank of America CorpCredit Analyst II/Underwriter I - Global Corporate & Investment Banking/EnergyHouston, TXJob Description:This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for complex transactions with limited supervision for clients in Energy sector. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
NewInvestment Accounting/Business Analyst Daley and AssociatesInvestment Accounting/Business AnalystDallas, MA$95,000–$105,000 / yearThe team supports investment operations, portfolio accounting, trading, settlements, and data management teams by resolving system issues, maintaining security master data, supporting end-of-day processing, and acting as the bridge between business users and technology. We are currently seeking candidates for an Investment Accounting/Business Analyst position at a global asset management company with a location in Dallas, TX, 75201.
Analyst, Investment Banking, Energy (U.S.) CIB - Houston, TX (Houston, TX, US, 77002) The Bank of Nova ScotiaAnalyst, Investment Banking, Energy (U.S.) CIB - Houston, TX (Houston, TX, US, 77002)Houston, TXGuided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals.
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 Banking Analyst, Energy Engineer - Houston Moelis & CoInvestment Banking Analyst, Energy Engineer - HoustonHouston, TXOwn the construction, population, and quality-control of complex discounted cash flow (DCF) valuation models using ARIES, PHDWin, and/or ComboCurve, and clearly articulate results to clients. Lead technical and operational due-diligence workstreams, including diligence calls with counterparties, creation of deal materials, model audit, and process management from start to finish.
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 / Associate, Investments Brookfield CorpAnalyst / Associate, InvestmentsHouston, TXThe responsibilities for this position would include the following: Sourcing and screening for new investment opportunities; Assessing potential investments through financial modeling and company/industry research; Performing due diligence including comprehensive valuation analyses; Preparing investment committee materials and other transaction documents; Monitoring and assisting in the management of existing portfolio companies; Contributing to a flexible, dynamic, and team-oriented working culture that fosters personal development and a positive work environment; and, Special projects as required. Qualifications & Requirements: Demonstrated track record of excellence in academic, professional, and personal contexts; A professional, positive attitude; Capable of contributing to a dynamic and team-oriented culture; 1-4 years of experience in principal investing, investment banking, restructuring, corporate development, transaction services, or other relevant areas; High level of proficiency in Excel and outstanding financial modeling skills; and, Experience in conducting due diligence and/or raising financing is an asset.
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.
Analyst/Associate - Reservoir Engineering - Investment Banking Energy, TD Securities TD BankAnalyst/Associate - Reservoir Engineering - Investment Banking Energy, TD SecuritiesHouston, TexasTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
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.
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. .
NewInvestment Banking Associate Doeren Mayhew CPAs and AdvisorsInvestment Banking AssociateHouston, TXUnlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 40 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. Leveraging 30 years of deal-making experience, the firm’s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size.
2027 Commercial & Investment Bank Risk Management Summer Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Risk Management Summer Analyst ProgramPlano, TXRequired qualifications, capabilities, and skills: • Attend college/university in the U.S. • Minimum cumulative GPA of 3.2 on a 4.0 scale • Expected graduation date of December 2027 through June 2028 from a bachelor's or master's program • If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree • To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. You'll have the chance to: • Learn about risk at a premier global investment bank • Develop skills to thoroughly assess and evaluate risks • Understand the role of integrity and transparency in dealing with regulators, clients, and business stakeholders • Collaborate across the organization to solve problems proactively, including inquiries from clients, regulators, and stakeholders.
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.
Investment Operations & Portfolio Administrator EmploYou, LLCInvestment Operations & Portfolio AdministratorSan Antonio, TX$75,000–$90,000 / yearSuccessful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support.
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.