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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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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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Founded in 1869, we are a leading global investment banking, securities and investment management firm. Consumer & Investment Management Division Operations is responsible for front-to-back operational support to the Goldman Sachs Asset Management, Private Wealth Management and Ayco businesses in service, delivery, and processing functions across the trade and client lifecycle.
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Work closely with senior investment management team members and portfolio managers to develop and maintain appropriate financing assumptions and models within the context of business plans.
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Expertise in BSA/AML related risks with a solid understanding of financial services, including correspondent banking, corporate banking, treasury management, and capital markets.
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Our Financial and Valuation Advisory (FVA) business’ Dispute Resolution Consulting (DRC) team is led by financial experts who bring unique value to counsel and their clients on valuation and accounting/forensic matters related to disputes in litigation, arbitration, and mediation.
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Investment banking, debt capital markets, corporate capital markets, private equity, finance, and/or accounting experience preferred. Analytical support of all financing-related activities, including Excel modeling, report generation, and coordinating with the Asset Management, Operations and Accounting teams to review and analyze, asset-level and corporate financial results and operating performance metrics and communicate those to the various lending groups.
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Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
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Keywords: Dallas TX Jobs, Chief Executive Officer, CEO, Chief Technology Officer, CTO, Chief Operations Officer, COO, Chief Information Officer, CIO, Chief Financial Officer, CFO, President, Senior Vice President, P&L Statements, Profit and Loss Statements, Mergers and Acquisitions, M&A, Financial, Business Administration, International Business Experience, Technical Services, Texas Recruiters, IT Jobs, Texas Recruiting.
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Minimum of 10 years of experience in legal and compliance roles within the financial services industry, preferably with a focus on wealth management, retirement planning, and insurance. Collaborate with senior management to drive business growth while maintaining a robust regulatory framework.
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Provide comprehensive financial advice including investment strategy, tax planning, retirement planning, estate planning, and more. Collect and analyze both quantitative and qualitative client data, assisting in defining their financial planning and investment goals.
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Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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Excellent functional knowledge in setting up the lookups, values set, work structures, area of responsibility, personalization, Business Process Management (BPM), approval, and configurations.
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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.
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financial investment banking business management jobs Title: software in Dallas, ND, Connecticut
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