Investment Advisory Associate
6 days ago
International Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill an Investment Advisory Associate position. The firm specializes in providing customized investment management and advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
Key Responsibilities:- Partner with the Client Advisor team to deliver wealth advisory services for Ultra High Net Worth Clients.
- Communicate directly with clients and their external advisors.
- Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests.
- Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management.
- Develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals.
- Generate, maintain, and analyze performance reports.
- Execute investment decisions.
- Conduct client wealth forecasting.
- Support the onboarding process for new clients.
- Provide assistance in business development activities.
- 5+ years of related experience within UHNW Client Support and investments.
- BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred.
- Excellent communication skills - written and verbal, as well as superior analytical skills.
- High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM.
- Experience with Addepar, Salesforce and / or Morning Star is a plus.
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Investment Advisory Associate
3 days ago
Dallas, Texas, United States International Search Consultants Full timeJob DescriptionInvestment Advisory AssociateInternational Search ConsultantsInternational Search Consultants 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,...
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Investment Advisory Associate
2 weeks ago
Dallas, Texas, United States International Search Consultants Full timeInvestment Advisory AssociateInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill the role of Investment Advisory Associate. This position offers tremendous long-term career development and continued growth opportunities as the firm continues to expand.Key Responsibilities:Partner with the Client Advisor team to...
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Investment Associate
2 weeks ago
Dallas, Texas, United States Stronghold Investment Management Full timeAbout UsStronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.Job SummaryWe are seeking a highly skilled Investment Associate to join our...
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Investment Associate
6 days ago
Dallas, Texas, United States Stronghold Investment Management Full timeAbout UsStronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.Job SummaryWe are seeking a highly skilled Investment Associate to join our...
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Transaction Advisory Associate
4 weeks ago
Dallas, Texas, United States Alvarez & Marsal Full timeAbout Alvarez & MarsalAlvarez & Marsal (A&M) is a global professional services firm that provides advisory, business performance improvement, and turnaround management services. With over 9,000 professionals worldwide, A&M helps companies achieve transformation and drive change with practical solutions.Global Transaction Advisory Group (TAG)TAG, a subsidiary...
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Dallas, Texas, United States Alvarez & Marsal Full timeAbout Alvarez & MarsalAlvarez & Marsal (A&M) is a leading global professional services firm that provides advisory, business performance improvement, and turnaround management services. With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms, and government agencies facing complex...
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Private Equity Investment Associate
1 month ago
Dallas, Texas, United States SIG Partners Full timeCompany Overview:SIG Partners is a distinguished private equity firm focused on the lower middle market, providing advisory services to independent sponsors, search funds, and various acquisition entrepreneurs. We specialize in delivering acquisition support and direct capital investment through unique strategies and robust relationships, aiming to enhance...
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Dallas, Texas, United States Lincoln International AG Full timeAbout the RoleLincoln International AG is seeking a seasoned professional to join our Valuations and Opinions Group as an Executive Director, Transaction Advisory Services. This is an exciting opportunity to lead project teams and provide expert guidance to clients in the areas of valuation and financial advisory services.Key ResponsibilitiesLead project...
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Transaction Advisory Services Associate
2 weeks ago
Dallas, Texas, United States Weaver Full timeTransaction Advisory Services AssociateWeaver is seeking a highly skilled Transaction Advisory Services Associate to join our team. As a key member of our advisory services group, you will assist in due diligence projects for clients, taking ownership of small projects under the supervision of more experienced team members.Key Responsibilities:Perform...
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Tax Advisory Senior Associate
1 month ago
Dallas, Texas, United States Jobot Full timeHybrid Opportunity: We are seeking a skilled professional to become part of our team at Jobot, a prominent firm in Wealth Management. This position offers an excellent work/life balance, an Employee Stock Ownership Plan (ESOP), annual bonuses, employer-sponsored benefits, volunteer hours, and remarkable career advancement opportunities.About Jobot: Founded...
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Transaction Advisory Consulting Associate
7 days ago
Dallas, Texas, United States RSM Global Full timeAbout RSM GlobalWe are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients.Job SummaryWe are seeking a highly...
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Investment Services Operations Associate
4 weeks ago
Dallas, Texas, United States GuideStone Financial Full timeAbout the RoleGuideStone Financial is seeking a highly skilled Investment Services Operations Associate to join our team. As a key member of our Institutional Investment Operations team, you will provide operational support, trading, liquidity management, and reporting to our clients.Key ResponsibilitiesOperational SupportProvide daily execution of the...
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Investment Associate
3 days ago
Dallas, Texas, United States TopShelf Talent Group Full timeInvestment Associate Opportunity at TopShelf Talent GroupWe are seeking a highly skilled Investment Associate to join our team at TopShelf Talent Group. As an Investment Associate, you will play a key role in evaluating and presenting new investment opportunities to our investment team.Responsibilities:Evaluate and present new investment opportunities to the...
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Institutional Investment Operations Associate
4 weeks ago
Dallas, Texas, United States GuideStone Full timeJoin GuideStone's TeamAt GuideStone, we are committed to fostering an environment that promotes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture is built on the principles of excellence, collaboration, humility, integrity, compassion, and stewardship.What We ProvideWe offer a...
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Investment Associate
1 week ago
Dallas, Texas, United States D2 Asset Management, LP Full timeAbout D2 Asset ManagementD2 Asset Management, LP is a global investment firm that specializes in credit, hybrid, and special situations investing across complex and asset-rich opportunities. We provide structured solutions in private markets and invest opportunistically across the capital structure in liquid markets.Our investment approach combines...
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Institutional Investment Operations Associate
4 weeks ago
Dallas, Texas, United States GuideStone Full timeJoin GuideStone's Investment Services TeamAt GuideStone, we are committed to fostering an environment that nurtures the spiritual, relational, financial, physical, and professional growth of our employees. Our culture is built on the principles of excellence, teamwork, humility, integrity, compassion, and stewardship.What We ProvideWe offer a comprehensive...
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Transaction Advisory Services Director
3 days ago
Dallas, Texas, United States Weaver Full timeTransaction Advisory Services ManagerWeaver is seeking a highly skilled Transaction Advisory Services Manager to join our team. As a key member of our Transaction Advisory Services team, you will play a critical role in delivering exceptional attention to detail and a personal level of service to our clients.Key Responsibilities:Assist in the strategic...
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2025 Analyst Program in Investment Banking
1 month ago
Dallas, Texas, United States Comerica Bank Full timeJob Overview Investment Banking Analyst Program, Comerica Securities The Investment Banking Analyst Program is a demanding full-time position tailored for new and recent graduates, aiming to familiarize them with the essential principles and procedures of investment banking, particularly in the areas of merger, acquisition, and divestiture advisory...
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Lead Investment Acquisition Specialist
1 month ago
Dallas, Texas, United States Stronghold Investment Management Full timeAbout Stronghold Investment Management Stronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a forward-thinking, technology-oriented investment management firm that specializes in real assets and associated private markets. Our mission is to provide superior risk-adjusted returns through a robust investment strategy characterized by swift...
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Investment Associate
2 days ago
Dallas, Texas, United States Stonelake Capital Partners Full timeFirm OverviewStonelake Capital Partners is a leading real estate private equity firm that acquires and develops industrial, multifamily, and office properties in high-growth markets. With a commercial real estate portfolio exceeding $4B in assets under management, the firm has established a strong presence in the Sunbelt states, including key markets such as...