Investment Associate, Data Center Transactions Prologis IncInvestment Associate, Data Center TransactionsDallas, TX$108,000–$135,000 / yearStrong knowledge of financial and real estate concepts, such as joint venture partnerships, net present values, internal rates of return, and cap rates, as well as the ability to create and modify cash flow models (with and without debt financing, distribution waterfalls) using Argus and Microsoft Excel. Collaborate with the Data Center Investment Officer and their team to drive deal flow by identifying and developing data center opportunities, including green-field land acquisition, development, and value-add redevelopments.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerDallas, 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.
U.S. Private Bank - Investment Specialist (OCIO) - Executive Director JPMorgan Chase & CoU.S. Private Bank - Investment Specialist (OCIO) - Executive DirectorDallas, TXThe team brings deep expertise in investment governance, investment policy, portfolio construction, manager selection, alternative investments, liquidity management, and ongoing portfolio oversight, helping clients pursue long-term objectives through a disciplined and customized investment framework. The role requires a senior investment professional who can deliver the full OCIO platform, including customized asset allocation, investment policy guidance, portfolio construction, open architecture manager access, alternatives capabilities, liquidity management, and ongoing portfolio oversight.
Employee Retirement Fund Officer II (Employee Retirement Fund [ERF] Dept.-Investment Team, Non-Civil Service) Dallas City CouncilEmployee Retirement Fund Officer II (Employee Retirement Fund [ERF] Dept.-Investment Team, Non-Civil Service)TXThe role manages critical fund operations, ensures compliance with policies, and contributes to the implementation of strategic initiatives, including work planning, directing, analyzing, and coordinating specialized research, and reporting pension programs in one or more of the following areas: general administration, benefits administration, investment analysis, finance, communications and legislative analysis or customer relations. The most senior individual contributor level Employee''s Pensions Officer responsible for performing specialized tasks in one or more key areas of benefits, communications, finance, investments or technology management for the City of Dallas, conducting investment and regulatory compliance analysis, and overseeing high-level policy implementation.
Summer 2027 Intern - Investments - Private & Public Equity State FarmSummer 2027 Intern - Investments - Private & Public EquityRichardson, TexasGain an inside look into the management of a growing lower middle-market private equity program with more than $10 billion of commitments, as well as exposure to a quality-focused, long-term oriented institutional equity manager with more than $170 billion in common stock holdings. Gain hands-on exposure to the State Farm Public Equity Team, which invests in high-quality publicly traded common stocks, and State Farm's Private Equity Team, which invests in domestic private equity partnerships.
AVP, Reinsurance and Investment Management USAAAVP, Reinsurance and Investment ManagementPlano, TX$224,250–$403,650 / yearThe AVP, Reinsurance and Investment Management provides executive level leadership and oversight to a team responsible for the development and management of highly competitive life, health, and annuity products while focusing on protecting the financial strength of the organization and building long-term value. What you'll do: Accountable for defining, developing, evaluating, and overseeing the implementation of reinsurance models and strategies designed to optimize revenue, market share, brand positioning, long-term profits, and value for members for assigned life, health, and annuity products.
Summer 2027 Intern - Investments - Fixed Income State FarmSummer 2027 Intern - Investments - Fixed IncomeRichardson, TexasGrow Your Skills, Grow Your Potential: Responsibilities: The State Farm Investment Department manages more than $400 billion in assets in support of one of the leading personal auto and home insurers in the United States. Gain hands-on exposure to the State Farm corporate bond trading function (responsible for executing approximately $20 billion in transactions annually) and participate in simulated transaction exercises.
Summer 2027 Intern - Investments - Municipal Bonds State FarmSummer 2027 Intern - Investments - Municipal BondsRichardson, TexasPerform credit analysis on existing portfolio holdings and potential new investments, including analysis of the economic, demographic, and financial characteristics of municipal bond issuers such as state and local governments, school districts, utility systems, institutions of higher education, and toll roads within the approximately $50 billion municipal bond portfolio. Grow Your Skills, Grow Your Potential: Responsibilities: The State Farm Investment Department manages more than $400 billion in assets in support of one of the leading personal auto and home insurers in the United States.
Senior Investment Funds Paralegal Burnett SpecialistsSenior Investment Funds ParalegalDallas, TXThis position will work primarily on specific clients and transactions, provide general assistance to project teams of attorneys, and support attorneys whose practices involve investment funds and related corporate matters. Coordinate and manage Securities and Exchange Commission filings, including EDGAR Next, Form ADV, Blue Sky, Commodity Futures Trading Commission filings, and IRS filings, including SS-4s and 8832s.
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.
Investment Banking Senior Vice President Selby Jennings LtdInvestment Banking Senior Vice PresidentDallas, TXCompany Summary: We are working with a top tier Investment Banking team in Dallas, TX looking to add an Investment Banking Senior Vice President to their growing M&A team within the Healthcare and Business/Residential Services spaces. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing experience with a lean deal team.
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.
Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Associate JPMorgan Chase & CoRisk Management - Commercial & Investment Bank Credit Risk Hedge Funds AssociatePlano, TXAs a Hedge Fund Credit Risk Associate on the Commercial and Investment (CIB) Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies. Be principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, Investment Banking Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory.
Risk Management - Commercial & Investment Bank Credit Risk Business Manager JPMorgan Chase & CoRisk Management - Commercial & Investment Bank Credit Risk Business ManagerDallas, 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. Utilize Business Intelligence Tools: Leverage business intelligence tools to generate process efficiencies and enhance operational controls, ensuring data-driven decision-making and continuous improvement.
Investment Sales Associate Trinity InvestorsInvestment Sales AssociateSouthlake, TXFull timeEssential Functions:Report directly to Client Relations ManagerServes as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationshipsWork closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategiesService investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company imageUtilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activityMay travel 2-3x/year to visit investments and attend investor events, occasionally out of stateNote: The duties of this position do not involve cold callingRequired Qualifications, Education, and Experience:Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject3+ years of applicable work experience with progressively increased responsibilities in business development or relationship managementHave showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationshipsStrong working knowledge of finance and private equityProficient in Word, Excel, Outlook, Adobe, and Google SheetsSelf-motivated, high energy, goal-orientedExcellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunitiesLicensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similarNotable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of TrinityMust have the ability to self-direct work and exercise independent judgment to formulate and implement solutionsPreferred Qualifications:Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detailExcellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic recordAbility to multitask and prioritize deadlines across several projects with different managersSelf-starter; able to identify "what's next" and make meaningful progress with little oversight or structureFamiliarity with JuniperSquare and HubSpot or similar CRM tool, such as SalesforceSupervisory ResponsibilitiesNoneWork Environment, Physical Factors, and Other Special RequirementsThe work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings.