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The chance to contribute to the success of a leading alternative investment management firm. Team members work closely with the firm's portfolio and finance teams to assist with all aspects of the investment process, including financial analysis, capital structure evaluation, financial modeling, memorandum construction, portfolio monitoring and other strategic projects.
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Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance.
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Our team helps guide the overall evolution of the portfolio of products at PwC, from management of the innovation, funnel intaking new ideas, building the business case and design of our new products, to continually evaluating and supporting our existing product portfolios.
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Prior experience in management consulting, corporate strategy, investment banking, private equity, venture capital, and/or equivalent experience in tech / digital media. Mergers & Acquisitions: Supporting the division and individual business units with M&A strategy development, target sourcing & relationship development, valuation modeling support, commercial diligence, external pitch decks, relationship development, and investment memo development.
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GID is a leading real estate investment and management firm that operates a diverse portfolio of multifamily, industrial, and mixed-use developments across the United States. With over 60 years of experience across multiple asset classes, GID is an established real estate private equity investor and fiduciary supported by an integrated operating platform with approximately 54,000 multifamily units and over 25M square feet of industrial and commercial space of assets under management.
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Company Information: Wilks Property Management, an innovative real estate development and investment company, has established a diverse portfolio of properties across the United States.
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Robert Half Finance and Accounting and Kevin Sweet have partnered with a prominent family office based in Fort Worth, TX, dedicated to managing a diverse portfolio of private equity, hedge funds, and investment management companies.
$90,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Private Client Advisor leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
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About Us: HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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This individual will report directly to an Accounting Manager and will have interaction with multiple other departments including the Management Company, Tax, Legal, Compliance, Fundraising, Portfolio Monitoring, and Performance Reporting.
$90,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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At New Western, you can build your career in investment real estate by helping our select group of real estate investor clients acquire investment properties for their portfolio by leveraging our marketplace and exclusive inventory.
$65,515 a yearFull-timeExpandApply NowActive JobUpdated 6+ months ago - UpvoteDownvoteShare Job
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Our successful agents come from a diverse range of backgrounds, including property management, sales, licensed real estate agents, leasing, mortgage, student athletes, hospitality, military veterans, banking, and insurance.
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We deliver a suite of services including lending, investment funds management, and loan servicing in addition to an exclusive membership platform focused on scaling businesses and preserving wealth.
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The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development.
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A prominent national real estate investment and management firm is seeking an Acquisitions Associate with skills and savvy to be the driving force behind the firm’s ongoing multifamily residential portfolio expansion efforts.
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investment portfolio management jobs in Fort Worth, TX
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