Community Investment & Engagement NRG Energy, Inc.Community Investment & EngagementPlano, TXWe're looking for someone who can identify and execute high-impact community activations to build brand trust (corporate, consumer, generation), deepen relationships with power plant communities, energize employees, and open doors for the sales team, while also implementing tight, metrics-driven programming. Cultivate strategic relationships with key DFW nonprofits and community organizations, building a network of partners that strengthens the company's local presence and creates a pipeline for future collaboration and business development opportunities.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior AssociatePlano, TXAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
Investment Bank UBS Group AGInvestment BankDallas, TXWe're looking for an investment banker to: support the full Unified Global Banking (UGB) Coverage team in originating cross-divisional business opportunities. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
Investment Bank Internal Audit - Vice President - Data Scientist JPMorgan Chase & CoInvestment Bank Internal Audit - Vice President - Data ScientistPlano, TXJPMorganChase, 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. Our 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.
Digital Accessibility Specialist Senior Associate - Commercial & Investment Banking JPMorgan Chase & CoDigital Accessibility Specialist Senior Associate - Commercial & Investment BankingPlano, 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 Counselor Team Lead - Central Region Citigroup IncInvestment Counselor Team Lead - Central RegionDallas, TX$250,000–$500,000 / yearIn accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients.
Director, Investment Data & Analytics National Life GroupDirector, Investment Data & AnalyticsAddison, TX$75,000–$110,000 / yearThis is a hands-on leadership role for a practitioner who understands both the data infrastructure and the business destination, including feeds, ETL, reconciliation, exception management, ALM, investment committee and Board reporting, asset-class reporting, capital and rating agency deliverables. The Director, Investment Data & Analytics is responsible for the stewardship of NLG Capital's investment data ecosystem end-to-end, from investment accounting system inputs through the firm's internal data architecture and classification framework to the investment data warehouse and the reporting and analytics it supports.
NewExecutive Assistant to Tech Investment Team Northbound SearchExecutive Assistant to Tech Investment TeamIrving, TXOur client, a leading investment firm, is seeking an experienced Executive Assistant to support a high-performing Tech Investment team in Dallas. This role will provide direct support to senior investment professionals and serve as a key partner in managing the team’s day-to-day operations.
Junior Associate - Commercial Real Estate Investment Sales Waller GroupJunior Associate - Commercial Real Estate Investment SalesDallas, TexasUtilize the best tools and research available in the industry, including software designed to specifically target owners of investment real estate, including debt structure, tenure of ownership, and probability of selling. OUR IDEAL CANDIDATE WILL HAVE THE FOLLOWING QUALIFICATIONS Unwavering integrity, strong desire to learn and provide value-add and opportunistic real estate investments to principles and investors.
Finance Manager, Sub Same Day Expansion, Investments, and Strategy Amazon.com IncFinance Manager, Sub Same Day Expansion, Investments, and StrategyDallas, TXOur Finance teams partner closely with our operations teams to influence the strategic direction of the business, drive operations excellence, and make sound investment and expansion decisions, with the primary goal of continuously improving the customer experience while driving long-term profitability for our portfolio of businesses. Lead capital planning and optimization efforts for the growing SSD network, including building launch strategies, capex forecasting, allocation, and ROI analysis.
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.
Managing Director | Investment Banking - Dallas Bridgepoint Investment BankingManaging Director | Investment Banking - DallasDallas, TXWere seeking Managing Directors in the Dallas area to join our innovative middle market investment banking team, offering a unique blend of great compensation, entrepreneurial spirit, and impact-driven work. At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars.
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.
Associate - Investment Banking FBR & Co.Associate - Investment BankingArlington, TexasRiley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services.
VP, Risk & Portfolio Investment Trinity Industries IncVP, Risk & Portfolio InvestmentDallas, TXOversee asset management strategy and activities, including short-term and long-term fleet portfolio optimization, in close partnership with Lease Management and Third‑Party Lessor teams within the Customer Division. The VP leads the development of short-term and long-term investment plans, recommends industry and railcar type concentrations, and optimizes the overall composition of the Trinity fleet.
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 Real Estate Agent Prophet HomesInvestment Real Estate AgentDallas, TexasOur teams of experienced of Acquisitions Associates provide you with consistent inventory to sell - Agents are paid weekly to put money in their pockets fast Industry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems Flexible, Performance-Driven Environment - Control your schedule and income - Work independently while being supported by experienced managers, senior agents, our ongoing training platform, and operations team Qualifications - Active Texas real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment Who We Are Prophet Homes is a real estate investment marketplace connecting motivated sellers. Why Join Prophet Homes Unlimited Earning Potential - 100% commission-based role with uncapped income - Higher commission splits than our competitors - Our lender referral program allows agents to supplement their income significantly (often thousands of dollars per transaction) - Top performers can earn $175,000+ within their first year High Transaction Volume - Faster closings and frequent commission payouts - Consistent deal flow.
ASSOCIATE, INVESTMENTS (PRIVATE CREDIT) Cresset Capital Management LLCASSOCIATE, INVESTMENTS (PRIVATE CREDIT)Dallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Investment Associate is a key member of the team supporting the CIO in macro-economic analysis and the Private Credit team in the review, diligence and underwriting of new investment ideas.
Investment Bank Associate Texas Capital Bancshares, Inc.Investment Bank AssociateDallas, 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.