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ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Provide financial analysis and support for investment decisions, including internal and external presentations. We are seeking a highly motivated and detail-oriented Renewable Project Finance Associate to lead financial modeling and structuring on utility-scale renewable energy projects.
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
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Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.
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VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
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Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work-related experience with high/ultra-high net worth clients in financial services, law or consulting.
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Job SummaryThe Investment Services Institutional Account Operations Associate position exists to provide operational support, trading, liquidity management and reporting to the GuideStone Investment Services (“GSIS”) Institutional Investment Operations team and its clients.
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A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered. One or more of the following certifications are required to be promoted to Manager: CPA exams passed; CFA Level I; Completion of all Certified Commercial Investment Manager (CCIM) courses, exams, and the related ethics exam; State Appraiser Trainee License.
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HKA is seeking a Senior Associate Consultant to join our Forensic Accounting and Commercial Damages group in the Dallas area. We also have experience advising clients on the economic impact of commercial and investment treaty disputes and in forensic accounting matters.
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As an Investment Banking Associate, you will play a pivotal role in leading and executing complex acquisitions and divestitures within the upstream sector and providing strategic advice to clients such as top operating companies, mineral and royalty organizations, investment management firms, and private equity firms.
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You will serve as an advisor and liaison between the CFO organization, Global Sustainability, Finance and Accounting, Human Resources, Legal, Procurement, Operations, Real Estate, Internal Audit, Enterprise Risk Management, and other enterprise-wide partners to lead and deliver rigorous, timely, and accurate integrated financial and non-financial reporting.
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investment management financial advisor jobs Title: senior associate in Dallas, Castle-rock, Colorado
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