Investment Portfolio Analyst
1 week ago
Beal Bank is seeking a highly skilled Investment Portfolio Analyst to join our team in Plano, TX. As an Investment Portfolio Analyst, you will work closely with the investment team to execute transactions and study publicly filed documents to understand the risk and return of an investment.
Job DescriptionThis internship provides a unique opportunity for undergraduate students from leading universities and colleges in business, financial or STEM disciplines to apply their skills and knowledge in a real-world setting. You will be involved in the discovery, research, and analysis of potential investments, creating analytical models to assess risk and return.
Required Skills and Qualifications- Strong analytical skills
- Effective communication and presentation skills
- Professional attitude and demeanor
- Ability to work independently and in teams
The estimated salary for this position is $25/hour, making it a competitive opportunity for students looking to gain valuable experience in the finance industry. We offer a positive work environment and opportunities for professional growth and development.
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High-Net-Worth Investment Consultant
4 weeks ago
Plano, Texas, United States Fisher Investments Full timeUnlock Your Potential as a Financial ProfessionalFisher Investments, a multi-billion-dollar global investment firm, is seeking highly motivated individuals with CFA Level 1 or above to join our team as Private Client Advisers - Inside Sales.About the OpportunityThis onsite position is located in Plano, TX, and offers uncapped performance-based compensation....
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Financial Services Risk Analyst
4 weeks ago
Plano, Texas, United States Catalyst Corporate Federal Credit Union Full timeUnlock New Possibilities in Credit Union GrowthCatalyst Corporate Federal Credit Union is igniting change and unlocking new possibilities for credit unions across the nation, and the members they serve.We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using our...
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Senior Financial Analyst Lead
6 days ago
Plano, Texas, United States Public Storage Full timeSenior Financial Analyst LeadWe are seeking a highly skilled Senior Financial Analyst Lead to drive analytical efforts related to investment performance, capital investment forecasting, and scenario modeling as a key player in our Asset Management team. The ideal candidate will possess strong technical skills, with proficiency in Tableau, Power BI, SQL,...
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Senior Financial Analyst
2 weeks ago
Plano, Texas, United States Capital One Careers Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Analyst to join our team at Capital One. As a key member of the Auto Finance Revenue team, you will play a critical role in shaping the long-term financial trajectory of our business.Your primary responsibilities will include:Providing finance oversight for the total division outlook and...
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Quantitative Researcher
1 week ago
Plano, Texas, United States Beal Bank Full timeJoin Beal Bank, a leading financial institution in Plano, TX, as an Investment Banking Analyst Intern. This is an exciting opportunity to work with our investment team and gain hands-on experience in executing transactions.We are seeking highly motivated undergraduate students from top business, financial, or STEM disciplines to join our team for the summer...
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Expert Financial Strategist
2 weeks ago
Plano, Texas, United States Fisher Investments Full timeAt Fisher Investments, we are dedicated to bettering the investment universe. As an Expert Financial Strategist, you will be responsible for providing exceptional investment counsel to our high-net-worth clients.About UsWe have been in the industry since 1995 and have developed a specialized approach focused on our private clients. Our firm structure...
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Senior Azure Engineer
6 days ago
Plano, Texas, United States Fisher Investments Full timeJob SummaryFisher Investments is looking for a seasoned Senior Azure Engineer to support our Portfolio Management Group's modernization programs. The successful candidate will mentor and guide a team of cloud engineers in implementing and managing our Azure-based cloud infrastructure.
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Senior Financial Services Consultant
1 week ago
Plano, Texas, United States Fisher Investments Full timeWe're seeking a highly skilled Senior Financial Services Consultant to join our team at Fisher Investments. This role offers a lucrative opportunity for career advancement and professional growth.The OpportunityAs a Senior Financial Services Consultant, you will be responsible for serving as the primary point of contact for high-net-worth clients, providing...
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Plano, Texas, United States Action Behavior Centers Full timeAction Behavior Centers Job Opportunity OverviewWe are seeking a Board Certified Behavior Analyst (BCBA) to join our team at Action Behavior Centers. This role involves providing tailored case management and developing individualized treatment plans for children on the autism spectrum.Estimated Salary Range: $85,000 - $110,000 per yearJob DescriptionThis is...
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Autism Treatment Specialist
4 weeks ago
Plano, Texas, United States Behavioral Innovations Full timeOverview:We are seeking a skilled Autism Treatment Specialist to join our team at Behavioral Innovations. This is an exciting opportunity for a Board Certified Behavior Analyst (BCBA) to make a significant impact in the lives of individuals with autism and other developmental disabilities.Our company offers a competitive salary, ranging from $82,000 to...
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Strategic Business Intelligence Specialist
1 week ago
Plano, Texas, United States Woongjin, Inc Full timeFinancial Analyst and Planner RoleThe position of Financial Analyst and Planner at Woongjin, Inc involves close collaboration with various departments to address complex problems impacting the company's financial standing. A successful candidate will leverage data analysis to drive business insights and lead the implementation of process improvements. Key...
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Cybersecurity Analyst Intern
2 weeks ago
Plano, Texas, United States Ericsson Full timeCompany Overview: Ericsson is a world-leading provider of equipment & services to mobile network operators, with over 1,000 networks in 180+ countries using Ericsson equipment. In the US, Ericsson is the #1 player with 50%+ market share in wireless networks (RAN). Global headquarters are in Stockholm, Sweden; North American headquarters in Dallas, TX.About...
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Finance Director for Auto Finance Revenue Team
2 weeks ago
Plano, Texas, United States Capital One Careers Full timeDirector, FP&A: Auto Finance Revenue TeamCapital One seeks a skilled Financial Planning and Analysis (FP&A) Director to join its Auto Finance Revenue team. As a key member of this group, you will play a critical role in shaping the long-term financial trajectory of Capital One's Auto Finance business.This dynamic role offers a unique opportunity to work with...
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Neurotherapy Innovations Lead
7 days ago
Plano, Texas, United States Abbott Laboratories Full timeAbout AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.We have 114,000 colleagues serving people in more than 160...
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Senior Mechanical Engineer
3 weeks ago
Plano, Texas, United States Abbott Full timeAbbott: A Global Healthcare LeaderAt Abbott, we are a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals, and branded generic medicines.We have 114,000 colleagues...
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Plano, Texas, United States Abbott Laboratories Full timeAbout AbbottAs a global healthcare leader, we help people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals, and branded generic medicines.Career Growth OpportunitiesWe offer career development opportunities...
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Plano, Texas, United States Abbott Laboratories Full timeAbout UsAbbott is a global leader in healthcare, empowering people to live more fully throughout their lives. Our portfolio spans diagnostics, medical devices, nutritionals and branded generic medicines.We have over 114,000 colleagues serving in more than 160 countries worldwide.Job SummaryThe Staff Electrical Engineer position at Abbott Laboratories offers...
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Senior Quality Assurance Expert
3 weeks ago
Plano, Texas, United States Abbott Laboratories Full timeAbbott Laboratories is a renowned global healthcare leader dedicated to enhancing people's lives at all stages. Our diverse portfolio of innovative technologies spans the spectrum of healthcare, encompassing diagnostics, medical devices, nutritionals, and branded generic medicines.About UsWe have over 114,000 colleagues serving people in more than 160...
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Sr. Investment Analyst
2 months ago
Plano, United States Search Solution Group Full timeJob Overview: The Sr. Investment Analyst plays a crucial role within our client's organization by collaborating with 4S Leadership and Retirement Solutions on all investment solutions research and analysis. This position is vital for executing the 4S investment process, ensuring the efficiency and effectiveness of the department's operations, and driving the...
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Securities Research Analyst
7 days ago
Plano, United States Fisher Investments Full timeDo you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals...
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Securities Research Analyst
1 week ago
Plano, TX, United States Fisher Investments Full timeDo you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals...
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Portfolio Counselor
3 months ago
Plano, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
7 days ago
Plano, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
2 months ago
Plano, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
7 days ago
Plano, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Securities Research Analyst
1 week ago
Plano, TX, United States Fisher Investments Full timeDo you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented...
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Canadian Investment Counsellor
2 weeks ago
Plano, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
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Canadian Investment Counsellor
4 months ago
Plano, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
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Canadian Investment Counsellor
1 week ago
Plano, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
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Canadian Investment Counsellor
7 days ago
Plano, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
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Canadian Investment Counsellor
23 hours ago
Plano, United States Fisher Investments Full timeOverview Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure...
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Canadian Investment Counsellor
1 month ago
PLANO, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
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Canadian Investment Counsellor
1 week ago
Plano, United States Fisher Investments Full timeAre you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...
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Entry Level Portfolio Analytics Associate
2 weeks ago
Plano, United States Fisher Investments Full timePortfolio Accounting is necessary in making sure our client portfolio information is accurate. We support various teams across the firm and aim to perform our work error free while maintaining a positive team environment. Self-development is regularly practiced, infrastructure is constantly being improved, and excellent customer service is consistently...
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Member Credit Analyst
9 hours ago
Plano, United States Catalyst Corporate FCU Full timeFull Time, Permanent Opportunity for Member Credit Analyst (Must be local to PLANO, TX) Catalyst and Your Career At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and sound manner. To accomplish this, we actively pursue talented individuals...
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Investment Counselor
1 week ago
Plano, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....
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Investment Counselor
4 months ago
Plano, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....
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UK Investment Counsellor
4 months ago
Plano, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...