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The ideal candidate will possess experience in KYC/AML and CDD within the financial services realm, accompanied by exceptional attention to detail, organization and communication skills, and the ability to thrive in high-pressure environments while meeting tight deadlines.
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We are seeking a talented and motivated Private Equity Analyst to join our team of investment professionals in Dallas, TX. As a key member of our investment group, you will play a critical role in sourcing, evaluating, executing, and managing investment opportunities across a diverse range of industries.
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The ideal candidate will have or be in the process of pursuing either the Chartered Financial Analyst designation or the Certified Investment Management Analyst designation.
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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Experience: 3+ years in Financial Modeling/ Investment Modeling, 2+ years in Commercial Real Estate (preferably with a national multi-unit brand), 1+ years in Esri ArcGIS Pro, ArcMap, or other industry standard GIS application.
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The ideal candidate will have prior business experience at a real estate investment firm, commercial mortgage banking firm, financial institution, or accounting firm. Assist in preparing annual Investment Budgets and Strategic Planning by collecting and analyzing financial information and researching market conditions.
$90,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Working closely with premier industry experts on investment presentations and financial analysis best practices and methodologies. As a Capital Markets Analyst, you will have the opportunity to work with teams that are focused on the sale, financing and recapitalization of all major real estate product types including office, retail, industrial, and multifamily properties, as well as other specialty and alternative products throughout the Americas.
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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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As an important member of United Capital Financial Advisers, Inc., the Relationship Manager is directly responsible for the management and monitoring of client relationships under the direction of the Managing Director (MD), Wealth Manager (WM) or Wealth Advisor (WA.
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Treasury Analyst will play a crucial role in ensuring efficient cash flow, mitigating financial risks, and maximizing investment returns. Investment Management: A Treasury Analyst is responsible for managing the organization's investment portfolio to maximize returns while also ensuring compliance with regulations and organizational policies.
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Internship or post-graduate experience working in investment banking, management consulting or financial services. Havencrest is seeking an exceptional professional to join the firm as a fulltime private equity Analyst (near-term start date), working with deal team members and portfolio company executives.
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The Senior Financial Analyst will provide high quality financial analysis and reporting to enable the company and stakeholders to achieve their business objectives. Bachelor’s degree with concentration in finance, accounting or business and 2+ years of professional work experience, preferably in corporate finance, planning and analysis in a consumer-based environment, digital media sales planning or other analytical role, investment banking or consulting.
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The Senior Financial Analyst will play a key role in the company's Financial Planning & Analysis process. This role will report to the Vice President of Financial Planning & Analysis and will require skills in financial planning, modeling, analysis and reporting.
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This role will be a senior financial analyst role. Provide consolidated reporting for McKesson Technology's financial results and budget for OPEX and CAPEX, explaining key drivers and variances.
$78,400 - $130,600 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Financial Analyst directs the funding, reporting, and tracking of construction projects for the Capital teams. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties.
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financial investment analyst jobs in Dallas, TX
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