Investment Analyst Jobs in Addison, TX

Lead a dedicated Investor Services team to deliver top-notch client transactions, reporting, and support. Drive operational excellence while ensuring compliance and fostering strong client relationshi...

Drive the preparation of compliance reports and financial presentations while participating on deal teams. Collaborate on ad hoc projects, utilizing complex financial models and research materials to...

Champion the investment underwriting and portfolio management process, focusing on financial modeling, investment research, and portfolio monitoring to drive strategic investment decisions within a dy...

Drive strategic insights by leading financial analytics and reporting for Commercial Real Estate, partnering with stakeholders to enhance decision-making and performance within the Commercial Banking...

Reimagine business analysis by leading projects, mentoring peers, and coordinating teams to drive innovative technology solutions, while ensuring alignment with stakeholder objectives and Agile princi...

Drive financial strategy by partnering with leaders to enhance forecasting, build data-driven models, and improve operational insights. Play a key role in scaling FP&A processes within a high-growth S...

Join a dynamic finance team, impacting strategy through data analysis. Collaborate with leaders on forecasting, model building, and performance improvement in a high-growth SaaS environment, driving b...

Empower clients by providing tailored financial planning advice and fostering meaningful relationships, all while focusing on enhancing client experiences without the pressures of cold calls or self-s...

Deliver exceptional investment strategies for personal trust portfolios, ensuring optimal client engagement and results. Collaborate with a dedicated team to enhance investment solutions and uphold be...

The Client Associate, Institutional will be responsible for selling institutional investment management services in the Southwest region, targeting Public Corporate Plans, Endowments & Foundations, an...

Accelerate your career in financial planning by acquiring clients and mastering comprehensive strategies, all while receiving mentorship and developing leadership skills to achieve rewarding income an...

Contribute to client onboarding and analytics by collaborating with cross-functional teams. Utilize quantitative skills and programming knowledge to enhance compliance and debugging processes for a le...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Unlock potential by serving as a strategic partner in customer data management, leveraging strong analytical skills and technical expertise to define solutions for Group Insurance clients, while drivi...

Shape the future of wealth management by leading portfolio strategies, engaging clients, and enhancing asset performance. Utilize your expertise to mentor professionals and make impactful investment d...

Support client engagements in renewable energy projects, enhancing processes, and project management while collaborating with experts to set industry standards and drive innovation through technology...

Shape the future of investment management by building lasting relationships with advisors in the Pac NW. Drive growth in mutual funds, SMAs, and ETFs through expert insights and innovative strategies...

Partner with us to drive financial performance, improve operational efficiency, and support strategic decision-making across multiple profit centers in a forward-thinking professional services organiz...

Deliver exceptional client service and administrative support to Financial Advisors by driving marketing strategies, assisting with financial planning, and ensuring compliance with technical policies...

Transform loan servicing operations by monitoring performance and ensuring compliance with government guidelines. Collaborate effectively with various stakeholders to mitigate risks and address operat...

Unlock potential by ensuring regulatory compliance through robust internal controls, performing risk analysis, and collaborating cross-functionally to enhance business processes...

Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...

Transform ambiguity into clarity as a research leader driving actionable insights and strategic advantage. Build and guide high-performance teams while identifying opportunities across complex market...

Drive financial planning and analysis through data insights, mentorship, and operational initiatives, working closely with leaders to enhance business performance and support decision-making across mu...

Lead the charge in optimizing financial strategies and analysis for operational efficiency. Collaborate with leadership to drive budget management, forecasting, and strategic decision-making, contribu...