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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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We also have experience advising clients on the economic impact of commercial and investment treaty disputes and in forensic accounting matters. HKA is seeking a Senior Associate Consultant to join our Forensic Accounting and Commercial Damages group in the Dallas area.
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Some experience in project finance, renewable energy, investment banking, major IPP or utility, or a related field. Javelin Global Commodities is a leading global commodities marketing, trading, logistics services and investment firm with offices in London, New York, San Diego, St Louis, Switzerland, India, Australia, Singapore, Canada and Poland.
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Investment Banking Analyst Program, Comerica Securities. Gain in-depth knowledge of Investment Banking and Capital Markets products and services including M A advisory, junior capital raising, Debt Capital Markets and Loan Syndications.
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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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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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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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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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Maintain Oracle database security, comply with company’s SOX auditing, adhere to internal change management, configuration management, security management, and PMO processes. Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries.
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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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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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Work in close collaboration with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker and other Northern Trust professionals in the implementation of the client’s wealth plan.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Coordinate Medical City Dallas Patient Flow responsibilities with the Case Management Director for Medical City Dallas Adult Services and the division Revenue Integrity Department Director to ensure all patient flow needs of the Medical Center are met and to ensure similar policies and procedures are in place, as applicable.
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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. DVC professionals work closely with our due diligence and investment banking teams.
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investment management advisor jobs Company: Alera Group in Dallas, TX
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