Investment Analyst Jobs in Dallas, TX

Engage with clients by leading a dedicated wealth advisory team to deliver tailored financial strategies that foster long-term success and relationship building in a personal and strategic manner for...

Join a dynamic team to build scalable analytics solutions that drive insights across the National Industrial platform by leveraging data, AI, and collaborative efforts to optimize business development...

Elevate your career by leveraging expertise in jumbo mortgages and client relationships. As a Mortgage Specialist, you'll support affluent clients through the complex loan origination process while en...

Analyze and enhance data workflows to develop insightful sales dashboards, driving informed business decisions. Collaborate across teams to ensure data accuracy and support revenue operations while de...

Transform the way investment solutions are delivered by leading a high-performing tech organization. Drive portfolio construction innovation through technology and technical leadership while managing...

Partner with us to evaluate and negotiate property tax for complex assets, ensuring accurate valuations and informed strategies within a deadline-driven, collaborative environment...

Engage with the Securities Settlements team to ensure compliance, accuracy, and timely processing of corporate actions and dividend payments. Collaborate with various departments to resolve discrepanc...

Champion growth by navigating complex M&A transactions with our expert Tax team. Engage in due diligence, tax structuring, and strategic advisory to empower clients in their capital agenda, enhancing...

Shape innovative strategies to enhance debit card fraud prevention and lead cross-functional teams to deliver exceptional user experiences while driving product development and implementing best pract...

Develop and manage client relationships in Wealth Management, leveraging investment strategies and compliance knowledge to meet clients' financial goals while leading a high-performing team toward exc...

Contribute to a dynamic team focused on enhancing global financial products. Leverage user insights and business goals to drive innovation, ensuring product quality and aligning with stakeholder needs...

Join a dynamic team as a Product Manager to drive innovative solutions, ensuring alignment with leadership goals. You'll lead the development of our product, impacting our clients and the global econo...

Elevate strategic decision-making by providing critical financial insights and analysis, owning the annual budgeting and forecasting process while collaborating with departments and senior leadership...

Engage clients by delivering expert tax planning solutions, guiding high net worth families through estate and income tax optimization while collaborating with an exceptional multi-disciplinary team t...

Analyze regulatory reports and ensure compliance with US GAAP and internal policies. Collaborate cross-functionally to enhance reporting accuracy and manage data quality issues, driving accountability...

Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...

Advance product development by collaborating with leaders to translate requirements into technical specifications. Leverage AI tools for UI/UX design and testing, ensuring timely project delivery with...

Join a team that's driving merchant business growth by leveraging your sales expertise and industry knowledge. Collaborate with clients to deliver tailored payment solutions while navigating a complex...

Accelerate merchant business growth by driving complex sales solutions and tailoring client offerings. Join a collaborative team to optimize client engagement across diverse industry sectors and enhan...

Champion strategic new business acquisition and expand revenue within enterprise accounts by leveraging strong consultative selling skills and building executive relationships in the financial technol...

Contribute to a fast-paced team addressing regulatory reporting and compliance while managing position limits and risks. Grow expertise in beneficial ownership and enhance control initiatives to ensur...

Join a team that's committed to driving financial excellence by conducting in-depth analysis, budgeting, and forecasting to inform key business strategies and enhance operational efficiency in a fast...

Unlock the potential of client relations and fund accounting by leading a dynamic team in applying your extensive private equity expertise to drive exceptional service and growth for high-profile clie...

Join a dynamic team to drive financial leadership in forecasting, planning, and performance management. Collaborate with cross-functional partners, deliver actionable insights, and enhance reporting c...

Join a team that drives revenue growth by selling innovative data solutions to quantitative investment firms. Lead the full sales cycle, build strong client relationships, and collaborate on tailored...