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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. Develop and maintain detailed financial models for renewable energy projects (including solar, wind, battery, and other clean energy technologies) and traditional thermal energy projects (including natural gas and coal fired technologies.
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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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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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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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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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Hands-on experience accounting/audit of private equity funds (including blockers, Parallel, SPV, AIV, Co-Investment Vehicles) management companies, and other related vehicles. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
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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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We also have experience advising clients on the economic impact of commercial and investment treaty disputes and in forensic accounting matters. Assist with building complex models to analyze economic and financial data using spreadsheets and databases.
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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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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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Ideal candidate will have a desire to pursue advanced, Masters-level education and/or certifications such as the Certificate in Investment Performance Measurement (CIPM), Chartered Financial Analyst (CFA) or Certified Alternative Investment Analyst (CAIA.
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investment management financial advisor jobs Company: Alvarez Marsal in Dallas, Castle-rock, Colorado
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