Investment Analyst Jobs in Austin, TX

Oversee strategic business analysis initiatives, ensuring alignment with organizational goals. Collaborate with project managers and stakeholders to translate needs into clear requirements, driving ef...

Support organizational goals by providing business analysis within the PMO. Collaborate with stakeholders to transform business needs into actionable requirements, enhance processes, and ensure projec...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Contribute to critical audit processes by evaluating risk management and internal controls in complex financial environments, ensuring compliance and operational efficiency across broker-dealer and as...

Drive client success by implementing and optimizing SS&C Advent’s financial solutions. Leverage financial expertise and technical skills to enhance client workflows and deliver tailored training while...

Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Create impactful financial strategies by collaborating with advisors and clients, utilizing advanced techniques in investment, tax, estate, and retirement planning, while managing projects and mentori...

Take ownership of Fixed Assets accounting under IFRS, ensuring accuracy and compliance while leading M&A integration efforts. Collaborate cross-functionally to validate asset data, implement processes...

Collaborate with cross-functional teams to evaluate and enhance business processes. Lead complex requirement gathering, data analysis, and system documentation, ensuring technology solutions boost ope...

Drive transactions and legal strategies in structured securities for real estate companies and investors. Leverage your experience with acquisitions, dispositions, and complex financing while collabor...

Collaborate with senior management to deliver insightful financial analysis and drive strategic decisions, utilizing advanced analytical skills to influence budgeting, forecasting, and project managem...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

Transform client relationships by expertly managing interactions and coordinating services in a high-touch advisory practice, ensuring seamless communication between clients and the advisory team for...

Join a dynamic team as a Data Analyst to elevate data-informed decision-making. Analyze campaign performance, deliver actionable insights, and enhance client relationships. Collaborate with cross-func...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Empower through effective financial management for client portfolios, overseeing project accounting, budget compliance, and enhancing client invoicing processes while mentoring junior staff for optima...

Unlock your potential as you analyze and optimize financial performance for power generation assets, collaborating across teams to drive insights and strategic decisions in a dynamic energy market env...

Transform investment strategies into impactful sales tools by developing unique product messaging and supporting sales teams. Drive market positioning with innovative materials and enhance client enga...

Pioneer client relationships as a Wealth Advisor, developing tailored financial plans and coordinating with advisors to implement investment and insurance solutions that align with client goals and dr...

Transform portfolio strategy by connecting product and engineering efforts to long-term financial goals, facilitating trade-off discussions, and creating actionable insights for executive decision-mak...

Empower Wealth Advisors by driving investment management services, consulting on portfolio strategies, and ensuring seamless implementation. Collaborate across departments to enhance service delivery...

Help us maximize profitability as a Senior Analyst in Revenue Management. Leverage data insights for pricing strategies, engage with cross-functional teams, and drive sustained growth through informed...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Drive enterprise-wide risk management initiatives, assessing, monitoring, and mitigating financial and operational risks through quantitative analysis and cross-functional collaboration with key stake...