NewFinancial Analyst (Private Equity) JobotFinancial Analyst (Private Equity)Fort Worth, TX$80,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This position works across Finance, Payroll, HR, Legal, and Compensation to support data analysis, reporting, reconciliations, and operational processes related to long-term incentive and equity programs.
Private Equity Operations Vice President BlackRockPrivate Equity Operations Vice PresidentDallas, TXYou will combine deep expertise in private markets fee structures with operational leadership, client engagement, and process innovation to deliver high-quality insights on management fees, expenses, and carried interest. As a Vice President within the FAIR team (Americas), you will lead the delivery and evolution of FAIR’s analytical capabilities across North America, partnering closely with clients, product, and global FAIR teams.
Public Equity Research Analyst Career Launch AIPublic Equity Research AnalystDallas, TX$100,000–$120,000A leading investment bank is seeking an Equity Research Analyst to support coverage of a high-growth sector (Tech, Healthcare, Industrials, Consumer, or TMT). You will learn how to analyze companies, markets, and financials in depth while supporting institutional clients.
Equity Research Analyst I Cullen/Frost Bankers IncEquity Research Analyst ISan Antonio, TXAssist senior level staff by monitoring and analyzing financial market trends, economic indicators, and industry developments to identify potential investment opportunities and risks. You will use your investigative skills and observant mindset to generate investment reports and assist senior level staff with monitoring and analyzing financial market trends.
Equity Research Analyst I Frost BankEquity Research Analyst ISan Antonio, TexasAssist senior level staff by monitoring and analyzing financial market trends, economic indicators, and industry developments to identify potential investment opportunities and risks. You will use your investigative skills and observant mindset to generate investment reports and assist senior level staff with monitoring and analyzing financial market trends.
Equity Research, Analyst/Associate, Energy & Infrastructure BTIG Norway ASEquity Research, Analyst/Associate, Energy & InfrastructureDallas, TX$130,000–$150,000 / yearThe firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
Private Equity Research Analyst Initio CapitalPrivate Equity Research AnalystSan Antonio, TXThis is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship. Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
Equity Research Associate Texas Capital BankEquity Research AssociateDallas, TexasHeadquartered 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. .
Equity Research Associate Texas Capital Bancshares IncEquity Research 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.
Equity Research Associate Roth Capital PartnersEquity Research AssociateAustin, TXFull timeIn addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S. The Equity Research Associate is responsible for research, client support, and data collection, statistical studies on the industries and individual companies and their securities.
Equity Research Associate - Financial Services FBR & Co.Equity Research Associate - Financial ServicesArlington, TexasRiley Financial, Inc. (NASDAQ:RILY), through its subsidiaries, provides collaborative financial services and solutions to the capital raising and financial advisory needs of public and private companies and high net worth individuals. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients.
Equity Analyst Stephens IncEquity AnalystHouston, TXThis includes building financial models, evaluating current industry and market conditions, and delivering insights that determine portfolio strategy. Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
Private Equity Senior Analyst Teacher Retirement System of TexasPrivate Equity Senior AnalystAustin, TXEvaluate the overall merits, risks, valuation, return profiles, and terms of Private Equity and Venture Capital transactions alongside investment partners, including but not limited to reviewing detailed company information, conducting in-depth industry analysis, completing reference checks, building complex financial (LBO) models, and performing valuation analyses (comparable and DCF) to assess overall transaction attractiveness. Perform due diligence and investment analysis to support evaluation of co-investments across multiple sectors and geographies, with a smaller portion of time spent evaluating fund investments.
Equity Research Vice President - Power, Utilities, & Clean Energy Jefferies Financial Group IncEquity Research Vice President - Power, Utilities, & Clean EnergyHouston, TX$175,000–$235,000 / yearJefferies 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. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live.
Capabilities & Insights Analyst - Private Equity McKinsey & Co IncCapabilities & Insights Analyst - Private EquityDallas, TXYou will work with leaders in our Life Sciences Private capital team, advising clients on investment theses and due diligence efforts, while developing insights, maintaining a knowledge base, and creating innovative approaches to enhance client service. The CCN is our platform for innovating our service to private markets clients, building intellectual property, digital assets, and consistent approaches for delivering high-quality due diligences, portfolio company transformations and strategic and organizational engagements.
Research System Support ( HR Title: Department Business Sys Analyst II) Southern Methodist UniversityResearch System Support ( HR Title: Department Business Sys Analyst II)Dallas, TXSMUs more than 12,000 diverse high-achieving students come from all 50 states and over 80 countries to take advantage of the Universitys small classes, meaningful research opportunities, leadership development, community service, international study, and innovative programs. SMUs relationship with Dallas - the dynamic center of one of the nations fastest-growing regions - offers unique learning, research, social, and career opportunities that provide a launch pad for global impact.
Senior Oracle Cloud PPM / Grants Systems Analyst (Research Administration) Baylor UniversitySenior Oracle Cloud PPM / Grants Systems Analyst (Research Administration)Waco, TX$99,000–$108,000 / yearServing as a primary liaison to Finance, HR, and IT stakeholders, this role manages a portfolio of ERP modules, particularly project-related areas such as research, grants, and capital projects, while also supporting Labor Distribution processes to ensure alignment across payroll, effort reporting, and project costing. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certification, analysis of internal equity, and other business and organizational needs.
Practice Architect, Private Equity, Google Cloud Google LLCPractice Architect, Private Equity, Google CloudAustin, TXhome home Home home_outline work_outline Jobs Jobs noogler_hat noogler_hat Students Students google google How we work How we work handyman handyman How we hire How we hire person_outline person_outline Your career Your career help_outline Help link feedback Send feedback more_vert Help Send Feedback Sign in. Careers Careers home home_outline Jobs expand_more noogler_hat Students expand_more google How we work expand_more handyman How we hire expand_more person_outline Your career expand_more.
Private Equity Associate (Atlanta) DLA Piper LLP (US)Private Equity Associate (Atlanta)Austin, TX$260,000–$390,000 / yearManagement skills.\n \nMinimum Education\n\n JD\n Degree from an accredited law school.\n \nCertifications\n \nAdmitted to practice in the state of Georgia.\n \nMinimum Years of Experience\n\n 3-6 years of private equity experience\n Direct and applicable AmLaw 100 firm and experience preferred.\n \nEssential Job Expectations\n \nWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:\n\n Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;\n Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner;\n Provide timely, accurate, and quality work product;\n Successfully meet deadlines, expectations, and perform work duties as required;\n Foster positive work relationships;\n Comply with all firm policies and practices;\n Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed;\n Ability to work under pressure and manage competing demands in a fast-paced environment;\n Perform all other duties, tasks or projects as assigned.\n Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external client relationships by providing support, regular updates, advice, and addressing concerns promptly and with the utmost professionalism.\n Collaboration: Work collaboratively with other lawyers and business professionals to support and develop innovative transaction strategies to achieve the most favorable outcomes for internal and external clients.\n
Associate Investment Strategist (Equity Product Specialist) Dimensional Fund AdvisorsAssociate Investment Strategist (Equity Product Specialist)Austin, TXJob Description: Dimensional's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content. The Associate Investment Strategist will work with other members of the Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects.
Private Equity Data Operations, Investor Services Lead LP AnalystPrivate Equity Data Operations, Investor Services LeadDallas, TXFull timeFor our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.
Research Associate B. Riley SecuritiesResearch AssociateArlington, TexasBRS is widely recognized for thematic proprietary equity research, and our clients benefit from our extensive network and industry expertise, as well as from the proven execution capabilities of our end-to-end financial services platform. We are seeking ambitious research associates that are ready to join our proven analyst development track and make an immediate impact at a leading middle-market investment bank.
Research Associate, U.S. Oil & Gas E&P Royal Bank of CanadaResearch Associate, U.S. Oil & Gas E&PAustin, TX$100,000–$160,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.
Investment Banking Analyst Career Launch AIInvestment Banking AnalystDallas, TX$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board , which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Investment Banking Senior Analyst Career Launch AIInvestment Banking Senior AnalystDallas, TX$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board , which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Private Equity Client Relationship Manager LP AnalystPrivate Equity Client Relationship ManagerDallas, TXFull timeFor our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.
Experienced Analyst, Transaction Opinions & Board Advisory Lincoln International LLCExperienced Analyst, Transaction Opinions & Board AdvisoryDallas, TX$95,000–$105,000 / yearThe Transaction Opinions Analyst role provides an excellent opportunity to gain transactional experience as well as build a corporate finance toolkit through a mix of engagements for public and private companies as well as leading private equity firms in connection with M&A, restructuring, recapitalization, and spin-off transactions as well as board or special committee advisory situations where we are delivering advisory services, including fairness and solvency opinions or valuations. Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K.
Corporate Development Sr Analyst Freeman Decorating Services, Inc.Corporate Development Sr AnalystDallas, TXThe Senior Analyst will own key analytical workstreams end-to-end: from early-stage target screening and market research through financial modeling, diligence coordination, and Investment Committee preparation. This is a high-visibility, high-impact role for someone who wants to be at the center of strategic decision-making - working directly with senior leadership on M&A, investment evaluation, and inorganic growth initiatives.
Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX Houlihan LokeyExperienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TXHouston, Texas$85,000–$160,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Senior Analyst, Strategic Planning and Corporate Development MP Materials CorpSenior Analyst, Strategic Planning and Corporate DevelopmentFort Worth, TXThe candidate will have exposure to strategic decision-making in a fast-growing industrial and technology business, with a particular emphasis on subsector research, evaluation of acquisition opportunities, assessment of organic growth projects, and capital markets activity. Our products include both the critical materials used to make permanent magnets and the finished magnets themselves-enabling next-generation technologies in robotics, automation, aerospace, transportation, defense, and energy systems.
FP&A Analyst (Energy) Hillwood Development Company LLCFP&A Analyst (Energy)Fort Worth, TXPart timeOur current assets include operated and non-operated working interests in Texas, mineral interests across the US, and HKN Energy Ltd (www.hknenergy.com) which operates the Sarsang Block in the Kurdistan Region of Iraq. This position offers an excellent opportunity for a detail-oriented professional to develop expertise in upstream oil and gas finance while working closely with operations, accounting, and executive leadership in a collaborative, fast-paced environment.
Investor Relations Analyst FlexInvestor Relations AnalystAustin, TexasWhat a typical day looks like: Investor Communication: Develop and maintain compelling investor materials, including earnings scripts, press releases, investor presentations, Q&A documents, and annual reports. Job Posting Start Date 06-23-2026 Job Posting End Date Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the world.
Client Relations Deal Flow Analyst Holland & Knight LLPClient Relations Deal Flow AnalystDallas, TXTrack and manage the full lifecycle of deals through the HK Deal Flow program, owning task management and workflow execution to ensure deals are shared, actions are completed, progress is monitored, and timely feedback is delivered to intermediaries. Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.
Senior Security Engineer, Uppercase Research Google LLCSenior Security Engineer, Uppercase ResearchAustin, TXPreferred qualifications: Experience designing, building, or implementing LLMs and autonomous agent frameworks to accelerate threat detection lifecycles, automate security operations triage, or orchestrate self-healing detection pipelines. Experience designing, building, or implementing LLMs and autonomous agent frameworks to accelerate threat detection lifecycles, automate security operations triage, or orchestrate self-healing detection pipelines.
Sr. Debt Analyst Multifamily Cbre ValuationSr. Debt Analyst MultifamilyHouston, TXGather moderate to complex data on local, regional, and national commercial real estate markets by researching sources including, but not limited to industry, regulatory and economic information, financial periodicals and newspapers, mortgage and lease documents, demographic date, property information and company records. Analyst Team lender responsible for analyzing property financials to perform various underwriting tasks, create loan submission packages, market debt and equity offerings, facilitate closings and manage the origination team's entire pipeline.
Analyst, Compensation Harris County TexasAnalyst, CompensationHouston, TXStrategic Compensation Analysis & Reporting: Extracts, validates, and analyzes complex compensation datasets to evaluate pay equity, market alignment, and classification accuracy; develops and maintains multiple complex reports and queries; applies advanced statistical and exploratory analysis techniques to identify trends, support strategic initiatives, and deliver actionable insights for leadership decision-making. Data Integrity, Budget Alignment & Compliance: Audits and validates compensation data to identify discrepancies and recommend corrective actions; ensures position salaries and budgets align with approved salary ranges and assigned budget amounts while maintaining audit readiness and regulatory compliance.
NewAnalyst, Valuation Services Kroll, LLCAnalyst, Valuation ServicesDallas, TXRESPONSIBILITIES: Valuation Services Analysts work on a variety of assignments, including financial modeling performed for acquisitions using discounted cash flow, market approach and transaction approach analyses, reviewing equity and debt securities with hedge funds and private equity funds, purchase price allocations, intellectual property valuations, business unit and asset impairment valuations, intangible asset valuations and stock option valuations for multiple industries. PREFERRED: Experience valuing businesses, projects, assets, or investments within the energy, natural resources, utilities, infrastructure, or industrial sectors.
Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations Houlihan Lokey Europe GmbHFinancial Analyst - Real Estate Valuation and Advisory Services - Multiple LocationsTX$85,000–$105,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources.
Corporate Development Sr Analyst FREEMANCorporate Development Sr AnalystDallas, TXThe Senior Analyst will own key analytical workstreams end-to-end: from early-stage target screening and market research through financial modeling, diligence coordination, and Investment Committee preparation. This is a high-visibility, high-impact role for someone who wants to be at the center of strategic decision-making — working directly with senior leadership on M&A, investment evaluation, and inorganic growth initiatives.
Board Certified Behavior Analyst / BCBA ICBD HoldingsBoard Certified Behavior Analyst / BCBASan Juan, San JuanWhether your passion is direct clinical impact, leadership, process improvement, or innovation, we provide opportunities to expand your skills and build a meaningful career beyond traditional BCBA roles. Dedication to Better Outcomes – Smaller caseloads combined with our established clinical infrastructure mean you can focus on delivering high-quality care and lasting impact for children and families.
Senior Research Engineer, Threat Intelligence SecurityScorecard IncSenior Research Engineer, Threat IntelligenceAustin, TXFounded in 2013 by security and risk experts Dr. Alex Yampolskiy and Sam Kassoumeh and funded by world-class investors, SecurityScorecard's patented rating technology is used by over 25,000 organizations for self-monitoring, third-party risk management, board reporting, and cyber insurance underwriting; making all organizations more resilient by allowing them to easily find and fix cybersecurity risks across their digital footprint. The work that matters most here is often the unglamorous part: retrieval grounded in the team''s own corpus so outputs cite sources rather than model priors, schema-constrained output so a generated indicator is a valid one, and eval harnesses that catch regressions before analysts do.
Financial Planning & Analysis Analyst Hillwood PropertiesFinancial Planning & Analysis AnalystFort Worth, TXOur current assets include operated and non-operated working interests in Texas, mineral interests across the US, and HKN Energy Ltd (www.hknenergy.com) which operates the Sarsang Block in the Kurdistan Region of Iraq. This position offers an excellent opportunity for a detail-oriented professional to develop expertise in upstream oil and gas finance while working closely with operations, accounting, and executive leadership in a collaborative, fast-paced environment.
Analyst Koch IncAnalystDallas, TXAnalyst - United States - 187737 - Koch. Koch Disruptive Technologies.
Sr Compensation Analyst Paychex IncSr Compensation AnalystIrving, TX$82,500–$130,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leading complex compensation surveys and benchmarking initiatives, you will provide expert insights that influence Total Rewards programs at a global scale-including sophisticated annual compensation planning, equity strategy, and innovative reward solutions.
Sr. Analyst, Business Valuation Ryan, LLCSr. Analyst, Business ValuationDallas, TXThe candidate is expected to be well-versed in economics and finance with a basic understanding of accounting and the ability to interact with the executive leadership of these companies including Chief Executive Officers and Chief Financial Officers via phone and email. Education and Experience: Master's and/or bachelor's degree in Finance, Accounting or Economics because of the complexity of the work and at least four years of financial analyst related experience required.
Experienced Investment Banking Analyst Stephens IncExperienced Investment Banking AnalystDallas, TXWith offices in strategic locations across the U.S. and in Europe, we provide objective advice and precise execution on the full array of investment banking services: Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations. Four-year Bachelor's degree; Strong interpersonal skills; Outstanding record of academic achievement; High level of personal integrity and work ethic; Strong commitment to respecting and safeguarding confidential information; Ability to work well on teams; Adherence to regulatory requirements; and.
2027 Global Investment Banking Full Time Analyst Program JPMorgan Chase & Co2027 Global Investment Banking Full Time Analyst ProgramHouston, TXNew York City Industry Coverage Groups include Business Services, Consumer & Retail, Diversified Industries, Financial Institutions Group, Healthcare, Mid-Cap IB, Media & Communications, Natural Resources, Real Estate IB, Strategic Investor Group (SIG), and Technology. As you build your skills, you''ll contribute to live client situations, develop technical and analytical skills, and work alongside experienced bankers across industry, M&A, and Capital Markets teams.
2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst JPMorgan Chase & Co2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time AnalystHouston, TXThe program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
Analyst, Portfolio Management Amherst Holdings, LLCAnalyst, Portfolio ManagementAustin, TXOver the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. Underpinned by proprietary technology, battle-tested data and mortgage model, and a deep understanding of U.S. real estate markets, Amherst's vertically integrated platform seeks to provide investors a more efficient model to price, finance, and manage real estate with turnkey execution capabilities across the firm's debt and equity strategies in the public and private residential, commercial, and mortgage-backed securities markets.
Private Wealth Management Registered Client Relationship Analyst Morgan StanleyPrivate Wealth Management Registered Client Relationship AnalystAustin, TXMSOnline, eSign, eAuthorization) • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team • Assisting Financial Advisor(s) / team in delivering against their business plan and client service model • Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) • Assisting FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm-approved systems • Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management. • Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.