Internal Investment Advisor/Investment Advisor Representative (IAR) United Placement GroupInternal Investment Advisor/Investment Advisor Representative (IAR)Prosper, TX$75,000–$100,000 / yearThe objective is simple: help our external advisors grow while helping ensure their existing clients receive the attention, investment management, and ongoing service necessary to build lasting relationships. In your role as an internal advisor, you will be supporting those relationships by managing the ongoing investment and service needs of clients — allowing our external advisors to devote more of their time to growing the business.
Internal Investment Advisor/Investment Advisor Representative (Iar) United Placement GroupInternal Investment Advisor/Investment Advisor Representative (Iar)Prosper, TX$75,000–$100,000 / yearThe objective is simple: help our external advisors grow while helping ensure their existing clients receive the attention, investment management, and ongoing service necessary to build lasting relationships. In your role as an internal advisor, you will be supporting those relationships by managing the ongoing investment and service needs of clients — allowing our external advisors to devote more of their time to growing the business.
Summer Investment Analyst 2028 Arena Investors I Quaestor AdvisorsSummer Investment Analyst 2028Dallas, TXThe individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. We are a talent-driven, multi-strategy engine led by a team of handpicked portfolio managers with decades of experience and extensive industry expertise in their respective fields.
Real Estate Investment Analyst - Dallas/Ft. Worth Lakeview Loan ServicingReal Estate Investment Analyst - Dallas/Ft. WorthDallas, TexasFull timeThe Real Estate Investment Analyst will play an integral role in the underwriting, acquisition, repositioning, and sale of single-family residential real estate across Bayview’s proprietary sourcing channels. In this role you will work closely with senior investment professionals and receive extensive training, with the opportunity to quickly participate in investment decisions and make an immediate impact within a fast-growing team.
Experienced Investments Analyst S2 ResidentialExperienced Investments AnalystDallas, TexasDallas, TX (Harwood District - In-Office) | Full-Time, Exempt Overview We are looking for an experienced Analyst to support the Investments team across all aspects of multifamily, industrial, and development acquisitions and asset management, overseeing the investment life cycle from acquisition to disposition. Essential Functions Underwrite potential acquisitions by analyzing historical financial statements and performing market research and analysis.
Senior Manager, Alternative Investment Analyst The Charles Schwab CorpSenior Manager, Alternative Investment AnalystSouthlake, TXThe analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset‑backed lending programs. This role will focus on evaluating alternative investment collateral-including private company stock, alternative investment funds, and structured notes-and supporting credit decisions for high‑net‑worth borrowers.
Summer Investment Analyst Greystar Management ServicesSummer Investment AnalystDallas, TexasHeadquartered in Charleston, South Carolina, Greystar manages and operates over $350 billion of real estate in more than 260 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing.
Investment Analyst PdsInvestment AnalystDallas, TexasAcross five discretionary equity funds, the Investment Management Platform includes 15 investment professionals focused on acquisitions, asset management, portfolio management, capital markets, accounting and reporting, investor relations, and construction management. Job DescriptionAs an Analyst on the Investment Management team, you will be responsible in executing underwriting, financing, acquisitions, asset management, and dispositions, and will work directly with Streams leadership and experienced industry veterans daily.
Investment Analyst - AI Trainer MercorInvestment Analyst - AI TrainerDallas, TexasRemote$70–$110 / hour4+ years of experience as a Financial Analyst, Investment Analyst, Equity Research Analyst, Portfolio Manager, Securities Analyst, or similar role. For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
Investment Analyst Program - Arlington, VA - January 2027 Class Cambridge AssociatesInvestment Analyst Program - Arlington, VA - January 2027 ClassArlington, TexasBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 87000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions.
Summer Investment Analyst Greystar Real Estate Partners LLCSummer Investment AnalystDallas, TXHeadquartered in Charleston, South Carolina, Greystar manages and operates over $350 billion of real estate in more than 260 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing.
Investment Banking Debt Advisory & Restructuring Senior Analyst (Dallas,TX) Oppenheimer & Co. Inc.Investment Banking Debt Advisory & Restructuring Senior Analyst (Dallas,TX)Dallas, TXInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
NewInvestment Associate Ontario Teachers' Pension PlanInvestment AssociateDallas, TXExperience is required and must include: Utilizing advanced Microsoft Excel for financial modeling, including complex formulas and multi scenario sensitivity analysis, to build and maintain DCF based models evaluating investment performance and returns. Conducting financial due diligence, valuations, and underwriting for asset level and corporate level real estate acquisitions, including analysis of financial statements, rent rolls, and capital structures.
Real Estate Investment Analyst Hillwood Development Company LLCReal Estate Investment AnalystDallas, TXPart timeThe ideal candidate possesses exceptional analytical abilities, strong modeling skills, and coding proficiency that complements traditional analyst work, with the intellectual curiosity and aptitude to quickly master complex real estate investment concepts. As a privately held company, Hillwood possesses the depth of capital, market expertise, industry relationships, and a forward-thinking vision to buy and build industrial properties that meet evolving markets' logistics, distribution, and manufacturing demands.
Investment Banking Analyst - Municipals Jefferies Financial Group IncInvestment Banking Analyst - MunicipalsDallas, TX$110,000–$125,000 / yearThe Analyst will work closely with senior bankers in providing strategic advisory and capital markets solutions to municipal issuers, governmental entities, nonprofit organizations, higher education institutions, healthcare systems, transportation agencies, and other public sector clients. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Real Estate Investment Analyst Hillwood PropertiesReal Estate Investment AnalystDallas, TXThe ideal candidate possesses exceptional analytical abilities, strong modeling skills, and coding proficiency that complements traditional analyst work, with the intellectual curiosity and aptitude to quickly master complex real estate investment concepts. As a privately held company, Hillwood possesses the depth of capital, market expertise, industry relationships, and a forward-thinking vision to buy and build industrial properties that meet evolving markets logistics, distribution, and manufacturing demands.
Business Strategy Analyst Senior - Investment Nurturing USAABusiness Strategy Analyst Senior - Investment NurturingPlano, TX$103,450–$186,210 / year6 years of data and/or analytics or strategy consulting experience OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting. The Investment Nurturing team is responsible for bringing together the what, where, why, and how of member interactions into one continuous conversation post-account opening to grow member trust, increase engagement, and expand lifetime value by orchestrating personalized, compliant, and consistent post-account opening experience across channels.
Investment Analyst - Valuation Expert - AI Trainer MercorInvestment Analyst - Valuation Expert - AI TrainerDallas, TexasRemote$80–$120 / hourFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Apply deep subject-matter expertise to grade outputs in Investment analysis , valuation , and credit .
NewInvestment Associate Ontario Teachers Pension Plan (OTPP)Investment AssociateDallas, TXExperience is required and must include: Utilizing advanced Microsoft Excel for financial modeling, including complex formulas and multi scenario sensitivity analysis, to build and maintain DCF based models evaluating investment performance and returns. Conducting financial due diligence, valuations, and underwriting for asset level and corporate level real estate acquisitions, including analysis of financial statements, rent rolls, and capital structures.
Investment Operations Analyst Sr. Texas Scottish Rite for ChildrenInvestment Operations Analyst Sr.Dallas, TexasThe position supports senior investment office staff and has broad exposure to the workings of an institutional investment office and equities, fixed income, private equity, private credit, and hedge funds. This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional investment pools.