Investment Advisory Associate

Investment Advisory AssociateDallas, TXISC’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....

Job DescriptionJob DescriptionInvestment Advisory AssociateDallas, TXISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...

Job DescriptionJob DescriptionWho We Are: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...

IB Associate - Middle Market Responsibilities:Facilitating the management of diverse processes such as sell-side M&A, buy-side advisory, and private capital transactions.Developing financial models, offering memoranda, proposals, and written materials for client meetings related to transactions.Conducting research and analyses to support the generation of...

IB Associate - Middle Market Responsibilities:Facilitating the management of diverse processes such as sell-side M&A, buy-side advisory, and private capital transactions.Developing financial models, offering memoranda, proposals, and written materials for client meetings related to transactions.Conducting research and analyses to support the generation of...

**Senior Risk Advisory Analyst (Broker/Dealer)** CAROUSEL_PARAGRAPH * Dallas, Texas * Audit, Risk, Compliance & Fraud * 13325 * Hilltop Holdings ** Share Job** ** Job Description** Hilltop Holdings Inc. (NYSE:HTH) is a Texas-based diversified financial holding company specializing in banking, mortgage origination , and financial advisory through its...

Job DescriptionJob DescriptionAm Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group.The ideal candidate will have 3-5 years of experience with corporate transactions. Experience in the structuring, formation and management of private equity funds, real estate funds,...

Job ResponsibilitiesDeliver exceptional client service through proactive communication with responsiveness, professionalism and tact.Effectively execute daily cash management and money movement activities including wire transfers, ACH transfers, journals, bill pay and recurring payments.Complete subscription documents for private investment opportunities and...

Job ResponsibilitiesDeliver exceptional client service through proactive communication with responsiveness, professionalism and tact.Effectively execute daily cash management and money movement activities including wire transfers, ACH transfers, journals, bill pay and recurring payments.Complete subscription documents for private investment opportunities and...

Job ResponsibilitiesDeliver exceptional client service through proactive communication with responsiveness, professionalism and tact.Effectively execute daily cash management and money movement activities including wire transfers, ACH transfers, journals, bill pay and recurring payments.Complete subscription documents for private investment opportunities and...

Posted on 04/12/2024 Guide Stone - Dallas, TX Company Description Guide Stone Position Description Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and...

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work...

Company Our client is a boutique real estate investment and mortgage brokerage firm specializing in direct equity investment opportunities in real estate projects and traditional brokerage services for debt and equity transactions across all asset types. The company has expertise in all real estate types, including retail, multifamily, land, office,...

Company Our client is a boutique real estate investment and mortgage brokerage firm specializing in direct equity investment opportunities in real estate projects and traditional brokerage services for debt and equity transactions across all asset types. The company has expertise in all real estate types, including retail, multifamily, land, office,...

Company Our client is a boutique real estate investment and mortgage brokerage firm specializing in direct equity investment opportunities in real estate projects and traditional brokerage services for debt and equity transactions across all asset types. The company has expertise in all real estate types, including retail, multifamily, land, office,...

Job DescriptionJob DescriptionDuties and Responsibilities:Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: InvestmentsEstate planningTax planningDebt managementInsuranceWork closely with client families with a focus on a consultative, multigenerational...

Job DescriptionJob DescriptionSenior Associate of Transaction AdvisoryONWARD Headhunting is partnering with a client in Dallas, TX in its search for a highly skilled Senior Associate of Transaction Advisory to join their team. This role is integral to the firms ability to provide top-tier transaction advisory services, offering a blend of financial expertise...

Job DescriptionJob DescriptionDuties and Responsibilities:Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion.Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not...

As an Associate Director in our Executive Compensation and Board Advisory practice, you will collaborate with some of the industry’s top consultants while you develop deep and cutting-edge technical knowledge and skills. You will manage consulting projects while providing input to senior colleagues and overseeing and quality-reviewing junior staff’s...

As an Associate Director in our Executive Compensation and Board Advisory practice, you will collaborate with some of the industry’s top consultants while you develop deep and cutting-edge technical knowledge and skills. You will manage consulting projects while providing input to senior colleagues and overseeing and quality-reviewing junior staff’s...