Investment Banking Vice President HSBC Holdings PlcInvestment Banking Vice PresidentHouston, TX$200,000–$210,000 / yearMust have 3 years experience in: Microsoft Excel and financial modeling, including creating model projections, using trading and transaction comparables, discounted cash flow analysis, LBO analysis, merger modeling, and sector specific valuation models. Investment Banking Vice President, HSBC Securities (USA) Inc., Houston, TX: Responsible to serve as primary point of contact for clients in the power, utilities, and renewable energy sector, addressing day-to-day inquiries and supporting ongoing transactions.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerHouston, TXKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
NewInvestment Banking Associate | Oil & Gas Houlihan LokeyInvestment Banking Associate | Oil & GasHouston, TexasWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. This dedicated team of financial and technical professionals focuses primarily on large, complex transactions in the oil & gas industry, including across the upstream, midstream, and downstream sectors as well as in molecule-related alternative energies.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerHouston, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business.
Structured Lending Advisor II Or III Truist Financial CorporationStructured Lending Advisor II Or IIIHouston, TXPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. The Structured Lending Advisor partners directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects.
Virtual Financial Advisor - Houston Thrivent Financial for LutheransVirtual Financial Advisor - HoustonHouston, TXRemote$23.80–$26.45 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Investment Banking Senior Analyst - Energy Citigroup IncInvestment Banking Senior Analyst - EnergyHouston, TX$110,000–$135,000 / yearCiti is looking for an Investment Banking Senior Analyst to join its Banking, Capital Markets and Advisory team, where you will advise clients on capital raises, mergers, acquisitions, and other strategic financial transactions. In this role, you will work directly alongside senior bankers on live deals and client engagements, bringing analytical rigor and financial expertise to some of the most complex transactions in the market.
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)Houston, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt)Houston, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (West Central) JPMorgan Chase & CoJ.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (West Central)Houston, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central ) JPMorgan Chase & CoJ.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central )Houston, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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 Banking, Analyst, Energy & Infrastructure BTIG, LLCInvestment Banking, Analyst, Energy & InfrastructureHouston, TX$90,000–$150,000 / yearDuties & Responsibilities: Build, maintain, and analyze complex financial models, including discounted cash flow (DCF), net asset value (NAV) for E&P companies, leveraged buyouts (LBO), accretion/dilution, and comparable company/precedent transaction analyses. The ideal candidate will possess a strong financial background, exceptional analytical skills, and a keen interest in the broader energy and infrastructure landscape, including the upstream, midstream, downstream, and oilfield services (OFS) sub-sectors.
Investment Banking, Analyst, Energy & Infrastructure BTIG Norway ASInvestment Banking, Analyst, Energy & InfrastructureHouston, TX$90,000–$150,000 / yearDuties & Responsibilities: Build, maintain, and analyze complex financial models, including discounted cash flow (DCF), net asset value (NAV) for E&P companies, leveraged buyouts (LBO), accretion/dilution, and comparable company/precedent transaction analyses. The ideal candidate will possess a strong financial background, exceptional analytical skills, and a keen interest in the broader energy and infrastructure landscape, including the upstream, midstream, downstream, and oilfield services (OFS) sub-sectors.
Senior Wealth Advisor | San Gabriel Valley Citigroup Inc.Senior Wealth Advisor | San Gabriel ValleyPasadena, TXAs a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
Tax Investment Manager East West Bancorp IncTax Investment ManagerHouston, TXThe Tax Investment Manager is responsible for leading the underwriting, financial modeling, execution, and ongoing asset management of a diversified portfolio of tax credit investments, with a primary focus on Investment Tax Credit (ITC) transactions, renewable energy project finance investments, Low-Income Housing Tax Credits (LIHTC), and other federal and state tax credit programs. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Senior Manager, Investments &Asset Management The Friedkin GroupSenior Manager, Investments &Asset ManagementHouston, TexasFull timePerform and coordinate portfolio construction and risk analytics, monitor investments performance, and engage in risk management activities as needed for multi-asset investments portfolio and/or selective asset class/es, as part of overall total portfolio construction framework. Lead the review of the performance of various assets owned and operated by The Friedkin Group or its affiliated companies including but limited to: Review monthly financial results of the various other asset classes and other family owned operating businesses.
Associate Portfolio Advisor Northern TrustAssociate Portfolio AdvisorHouston, TXMajor Duties: Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Private Equity & Alternative Investments Senior Analyst Truist Financial CorpPrivate Equity & Alternative Investments Senior AnalystHouston, TXRepresent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.
Private Equity & Alternative Investments Senior Analyst Truist Financial CorporationPrivate Equity & Alternative Investments Senior AnalystHouston, TXRepresent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.
Structured Lending Advisor II or III Truist Financial CorpStructured Lending Advisor II or IIIHouston, TXPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. The Structured Lending Advisor partners directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects.