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.
Investments Associate Michael Page InternationalInvestments AssociateDallas, Texas$120,000–$130,000 / yearFull timeExperience within operationally driven real estate sectors is highly preferred, particularly senior living, hospitality, healthcare, student housing, manufactured housing, or other asset classes where operations drive investment performance. The Investments Associate will work closely with senior investment leadership and play a critical role in evaluating opportunities, monitoring asset performance, and driving value creation initiatives.
Investments Associate - REMOTE Michael Page InternationalInvestments Associate - REMOTEDallas, TXRemote$120,000–$140,000 / yearFull timeExperience within operationally driven real estate sectors is highly preferred, particularly senior living, hospitality, healthcare, student housing, manufactured housing, or other niche housing asset classes where operations drive investment performance. Job summary: Sector Real Estate Sub Sector Acquisitions / Disposals Industry Property Where Dallas Contract Type Permanent Consultant name Nick Walker Job Reference JN-092026-7099263 Job Nature Hybrid working.
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.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Avp, Capital Systems - Onsite Frisco, TX - Real Estate Investment Trust/Reit Experience Required Welltower, IncAvp, Capital Systems - Onsite Frisco, TX - Real Estate Investment Trust/Reit Experience RequiredPlano, TXThrough our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors - our North Star. The AVP, Capital Systems will lead the strategy, governance, process optimization, and technology enablement of the organization's capital planning, capital project management, asset lifecycle management, renovation programs, and related operational processes.
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.
Wealth Management - Product Owner for Investments Data - Vice President JPMorgan Chase & CoWealth Management - Product Owner for Investments Data - Vice PresidentPlano, TXAs a Product Owner within the Private Bank Chief Data & Analytics Office (CDAO), you will lead the end-to-end lifecycle of data products that support business objectives and customer needs across Wealth Management. 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.
Tech Senior Auditor- Commercial & Investment Banking JPMorgan Chase & CoTech Senior Auditor- Commercial & Investment BankingPlano, TXExcellent written, verbal, and presentation skills; adept at presenting complex and sensitive issues to senior management and strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners. As a Technology Senior Internal Audit Associate within the Commercial Investment Banking Internal Audit Team, you will execute the annual audit plan, participate in audit engagements by performing audit testing, and participate in various continuous monitoring efforts.
Investment Bank UBS Group AGInvestment BankDallas, TXWe'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. Join us At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.
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.
NewFinancial Solutions Advisor Consumer Investments - Lennox Center Bank of AmericaFinancial Solutions Advisor Consumer Investments - Lennox CenterRichardson, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Dallas South Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Dallas South MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.