Senior Manager - Veritas Oliver WymanSenior Manager - VeritasHouston, TXWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Oliver Wyman is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Staff Product Manager - Creators - Remote HighLevelStaff Product Manager - Creators - RemoteAustin, TXRemote$175,000–$244,500 / yearOwn Metrics & Business Impact Own and report on clear success metrics, including learner activation rate, course completion rate, time-to-first-value, 7/30/90-day retention cohorts, and revenue per learner, using data to continuously refine product strategy. UX-Obsessed for Learning – You bring a strong UI/UX sensibility focused on learner journeys, content discovery, progress tracking, and habit formation, with a track record of delivering intuitive and delightful learning experiences.
NewManager, AI Strategy & Enablement JobotManager, AI Strategy & EnablementHouston, TX$150,000–$170,000 / yearThis individual will serve as a strategic advisor and technical leader, helping business stakeholders identify high-value use cases, designing scalable AI solutions, and establishing governance frameworks that ensure responsible and effective AI adoption. The ideal candidate will have experience building AI agents, deploying enterprise-grade generative AI solutions, implementing RAG architectures, and driving AI transformation initiatives that deliver measurable business outcomes.
NewManager Accounting - Accounting CHRISTUS HealthManager Accounting - AccountingIrving, TXEach accounting team is responsible for timely completion of month-end close activities, including preparing all journal entries in accordance with US Generally Accepted Accounting Principles (US GAAP), proper review of journal entries to ensure the operating effectiveness of internal controls, and financial statement analysis relevant to their assigned functional and/or regional responsibilities. The Manager Accounting should be able to demonstrate an understanding of the purpose of the journal entries their team is recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements.
Senior Investment Manager Activate GlobalSenior Investment ManagerHouston, New YorkThrough partnerships with government, philanthropy, universities, and industry, Activate builds the cross-sector ecosystem that drives hard tech innovation—equipping scientists and engineers with world-class resources, training, and community to bring their work from discovery to deployment. Reporting to the VP of Commercialization, and seated in the Pathways Department, the Senior Investment Manager supports the financing of early stage companies by working closely with Activate entrepreneurs, our network of investors, and other members of the Pathways Department.
Investment Manager Lincoln Property CompanyInvestment ManagerDallas, TexasOffering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. At Lincoln Property Company, we are seeking an Investment Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors.
Business Development Representative - SMB Investment Manager AppFolioBusiness Development Representative - SMB Investment ManagerDallas, TexasYour impact Make 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts. The Business Development Representative (SMB - Investment Manager) is a key player that will continue to fuel AppFolio’s growth by assisting in pipeline development and enhancing brand awareness.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerTX$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.
Senior Investment Manager Truist Financial CorpSenior Investment ManagerHouston, TXPlease review the following job description: Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and Ultra High Net Worth ($25+MM in AUM) clients and deepen existing client relationships in the Reserve and GenSpring segments of Truist Wealth. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Senior Investment Manager Truist BankSenior Investment ManagerHouston, TexasResponsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and Ultra High Net Worth ($25+MM in AUM) clients and deepen existing client relationships in the Reserve and GenSpring segments of Truist Wealth. Based on investment reviews withclients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios.
Senior Manager, Investment Management Lightsource BP Renewable Energy Investments LtdSenior Manager, Investment ManagementAustin, TX$160,000–$180,000 / yearIn this role, you will provide critical financial modelling and analytical support across our U.S. renewable energy portfolio, working closely with Structured Finance, Asset Management, Finance, Power Marketing, Legal, and Engineering teams to drive portfolio performance and long-term value. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light investment model - retaining management and equity interest in projects while leveraging third-party capital, including debt, tax equity, and structured equity financing, to fund our growing portfolio.
Consumer Investments Registered Team Manager Bank of AmericaConsumer Investments Registered Team ManagerFort Worth, TexasKey responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and Pennington, NJ and is the primary service provider for Consumer Investments Solutions.
Manager, Alternative Investment Specialist SS&C Technologies Holdings IncManager, Alternative Investment SpecialistDallas, TXWhat You Will Bring: Bachelor's and/or Master's degree in Finance, Accounting, Economics or related discipline 2 years or more of supervising 2 or more staff 5-10+ years working experience in financial services Experience/knowledge in fund accounting with an understanding of commitment based vehicles and/or fund of funds The ideal candidate should be highly motivated; a self-starter who can establish priorities, meet deadlines, and work independently in a hybrid environment Strong interpersonal and communication skills Team player mentality with ability to partner with various departments and levels Strong Excel knowledge (Pivot Table, Sumif, V-lookup) Tech savvy, ability to quickly learn new technology. What You Will Get To Do: Lead a team of alternative investment specialists Client ownership and interaction Communicate with clients in a proactive & professional manner Monitoring, retrieving, processing, reporting and reviewing alternative investment data Management of workload queues Project ownership for onboarding of new clients Working with various systems across the SS&C landscape Assisting with researching differences between the alternative investment data and systems Identify potential problems and troubleshoot to resolve issues.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningDallas, TXRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Manager, Investment Engineering (Analytics Platforms) Dimensional Fund AdvisorsManager, Investment Engineering (Analytics Platforms)Austin, TXThis team is responsible for architecting and operating the centralized data platform that powers downstream analytics applications, feeds client-facing digital products, and enables self-service, ad hoc exploration for investment professionals. Investment Engineering is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external clients and reports.
Manager, Investment, Student Housing (Based in Dallas) Mapletree Investments Pte LtdManager, Investment, Student Housing (Based in Dallas)Dallas, TXThe Group manages three Singapore-listed real estate investment trusts ("REITs") and nine private equity real estate funds, which hold a diverse portfolio of assets in Asia Pacific, Europe, the United Kingdom ("UK") and the United States ("US"). Manage end-to-end investment transactions including origination, research, deal evaluation and structuring, financial analysis including financial modelling, transaction management and deal negotiation and execution.
PWM Investment Consultant - Relationship Manager Morgan StanleyPWM Investment Consultant - Relationship ManagerDallas, 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. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerDallas, TX$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
NewManager, Real Estate Investments QTS Realty Trust LLCManager, Real Estate InvestmentsIrving, TXKnowledge, Skill and Abilities You Will Need: Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure. This includes management of internal processes to ensure timely and accurate response, tracking deals, contacts and information across the organization for real estate investment optimization and assistance in managing projects from identification through completion.
Audit Manager, Vice President - Commercial Investment Banking JPMorgan Chase Bank, N.A.Audit Manager, Vice President - Commercial Investment BankingPlano, TXFull timeAs an Audit Manager, Vice President within the Commercial Investment Banking Audit team, you will plan and lead audit engagements, oversee and perform audit testing, document audit reports, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. Lead a variety of audit activities (e.g., audits, change activities, regulatory issue validations, risk assessments), including planning, testing, risk and control evaluation, issue dimensioning and report drafting while ensuring audit activities are completed timely and within budget.
Consumer Investments Client Services - Sr. Resolution Manager Bank of AmericaConsumer Investments Client Services - Sr. Resolution ManagerFort Worth, TexasResolution manager will resolve client needs through point of call resolution, client outreach, and active floor support for Client Services teammates, providing both reactive and proactive education to coach teammates on how to deliver a world class client experience. US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541).
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.
Wealth and Investment Portfolio Manager III Huntington Bancshares IncWealth and Investment Portfolio Manager IIIDallas Uptown, TXAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
NewReal Estate Investment Acquisition Sales Manager Trudo Home BuyersReal Estate Investment Acquisition Sales ManagerHouston, TX$90,000–$108,000 / yearResponsibilities: • Call and follow up with inbound and outbound seller leads • Build rapport and trust with homeowners • Analyze property values, repairs, and deal potential • Present offers and negotiate contracts • Conduct property walkthroughs when needed • Maintain accurate notes in CRM • Work closely with the positions and Operations teams • Meet or exceed weekly and monthly KPI targets • Participate in training, role-plays, and team meetings Qualifications: • Must have exceptional written and verbal communication skills, and superior phone skills to set and close appointments • 1 or more years of experience as a real estate specialist in real estate sales, especially acquisitions, is preferred • 4-year college degree in Sales, Business, Real Estate or related experience highly desired • Selling is your passion, and you are extremely driven to succeed Compensation: $90,000 - $108,000 yearly. • Call and follow up with inbound and outbound seller leads • Build rapport and trust with homeowners • Analyze property values, repairs, and deal potential • Present offers and negotiate contracts • Conduct property walkthroughs when needed • Maintain accurate notes in CRM • Work closely with the positions and Operations teams • Meet or exceed weekly and monthly KPI targets • Participate in training, role-plays, and team meetings.
Investment Program Manager Parkland HospitalInvestment Program ManagerDallas, TXStays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Assists with annual retirement plan audit preparation, prepares financial work papers, attends audit meetings, and collaborates with accounting staff and external audit staff on investment and debt-related activities.
Senior Manager, Alternative Investment Lending Analyst The Charles Schwab CorpSenior Manager, Alternative Investment Lending AnalystSouthlake, TXThe analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset‑backed lending programs. This role will focus on evaluating alternative investment collateral-including private company stock, alternative investment funds, and structured notes-and supporting credit decisions for high‑net‑worth borrowers.
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid) Accenture PlcTrading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)Irving, TXIt fits the candidate who can create structure in a startup-like environment with access to resources from the world's largest professional services organization, stay close to code, architecture and infrastructure, build attractive and effective interfaces for expert users, and seamlessly work with enterprise constraints part of the design rather than an afterthought. Key Responsibilities: Spearhead the full-stack productization path for QuantAI assets, turning quantitative and agentic prototypes into applications, interfaces, workflow tools, services, and packaged products that can hold up with internal senior leaders, expert users, and client stakeholders.
Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementHouston, TX$155,600–$306,800 / year6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewDirector of Investments EmploYou, LLCDirector of InvestmentsSan Antonio, TX$160,000–$200,000 / yearPartnering closely with the Chief Investment Officer (CIO), this position leads investment research, portfolio construction, portfolio management, trading, manager due diligence and ongoing investment strategy to support the firm's fiduciary responsibilities and client objectives. Evaluates investment managers, portfolio strategies, technology platforms, and analytical tools to enhance investment capabilities, improve operational efficiency, and strengthen the firm's investment platform.
Institutional Investment Consulting Associate Marsh & McLennan Companies IncInstitutional Investment Consulting AssociateDallas, TX$67,000–$134,000 / yearAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Investment Management Specialist Bank of AmericaInvestment Management SpecialistSan Antonio, TexasThis job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
PGIM: 2027 Private Credit, Investment Analyst Program Prudential Financial IncPGIM: 2027 Private Credit, Investment Analyst ProgramDallas, TX$80,000–$100,000 / yearPGIM's Private Credit business provides long-term, patient capital to middle-market companies engaged in buyout transactions, refinancings, recapitalizations, growth investments and more. PGIM offers a distinct workplace culture that aligns with the firm's ultimate objective: to provide premier service to our clients while fostering an inclusive workplace culture that is rooted in trust, respect, and equality.
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyHouston, TexasThis opportunity is ideal for an attorney interested in representing private equity funds, credit funds, infrastructure funds, energy funds, venture capital funds, institutional investors, and fund sponsors in sophisticated investment fund formations and transactions. • Experience drafting and negotiating limited partnership agreements, limited liability company agreements, subscription agreements, side letters, investment management agreements, and other fund-related documentation .
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpAustin, TX$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
NewSenior Accountant - GSIS (GuideStone Investment Services) Operations Guidestone Financial ResourcesSenior Accountant - GSIS (GuideStone Investment Services) OperationsDallas, TXThe Senior Accountant - GSIS (GuideStone Investment Services) Operations is responsible for the day-to-day ownership, execution, and integrity of data including Books of Record maintenance, comprehensive data reconciliation, an emphasis on correct treatment of private fund manager data, and client reporting with a high degree of independence in support of the Portfolio Accounting & Trading Manager. The role ensures accurate alignment across internal systems, custodians, private investment manager data, and client records by proactively identifying and resolving discrepancies while also overseeing client deliverables, fee calculation processes, and ongoing improvements to data quality, documentation, and operational workflows.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorDallas, TX$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Associate Director/Director of Investment Accounting Baylor UniversityAssociate Director/Director of Investment AccountingWaco, TXOversee calculation and recording of endowment and investment earnings for budgeting and planning, including maintaining the endowment model and dividend calculations, projecting distributions for endowment and endowed chair accounts, coordinating account listings, and communicating projections to the Budget Office, Financial Aid, Provost, and academic business offices. Direct the accounting for the University's non-operating funds, including preparation and review of journal entries and oversight of investment reporting (monthly endowment balances, analyses and changes, annuity trial balance, and restricted non-scholarship trial balance reports).
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 Operations Specialist SWMGInvestment Operations SpecialistFort Worth, TXFull timeWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.
Specialist, Retirement Investment Analytics The Charles Schwab CorpSpecialist, Retirement Investment AnalyticsAustin, TXSecond, are investment analysts that spend time speaking to outside industry experts, provide investment operations support that is leveraged by multiple teams within WS, investigate plan investment trends on Schwab's platform and take the lead on investment projects and some investment manager research. Day-to-day responsibilities as a Specialist, Retirement Investment Analytics, include but are not limited to: Support of Sales team researching fund availability on Schwab's platform, and providing investment insight into funds available in the plan's menu.
Sr. Investment Reporting Accountant (Hybrid) Globe Life IncSr. Investment Reporting Accountant (Hybrid)McKinney, TXThis role is responsible for delivering accounting and reporting support for Globe Life's $20 billion investment portfolio, which consists of fixed income securities, equities, commercial and residential mortgage loans, investments in limited partnerships, and other alternative assets. Perform periodic reviews of the internal control environment (SOX), critically evaluating existing controls to determine which remain necessary and which can be streamlined or eliminated to improve operational efficiency without increasing risk.
Director, Platform Architect (Investment & Research Technology) The Charles Schwab CorpDirector, Platform Architect (Investment & Research Technology)Austin, TXThis role partners with Portfolio Managers, Traders, Quantitative Researchers, Risk teams, Product leaders, solutions architects, and engineering teams to design scalable, resilient, and future-ready technology platforms that power investment decision-making, research, trading, analytics, and data-driven insights across the asset management lifecycle. Schwab Asset Management is seeking a senior Investment & Research Platform Architect to lead the architecture strategy, modernization, and technology evolution of a front-office & Asset management research ecosystem supporting more than 50 applications across ETFs, Mutual Funds, and Separately Managed Accounts (SMA).
NewInvestment Associate – Private Capital Career Launch AIInvestment Associate – Private CapitalDallas, TX$140,000–$185,000This Investment Associate – Private Capital opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.
Investment Analyst Rockefeller Capital ManagementInvestment AnalystHouston, TexasFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Investment Analyst will work with team members to assist with all aspects of managing clients’ investment portfolios, including gathering and analyzing portfolio data, evaluating managers and investment opportunities, and preparing client materials.
Senior Financial Analyst - Investment Management National Life Holding CompanySenior Financial Analyst - Investment ManagementTX$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Consultant, SS&C Genesis / Advent Investment Suite SS&C Technologies Holdings IncConsultant, SS&C Genesis / Advent Investment SuiteTXGet To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsPlano, TXYou 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. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.