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872 investment jobs at 330 companies in Texas

1w
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Investment Manager
Dallas, Texas, United States
HybridFull Time
True North Advisors
True North Advisors: Provides independent wealth management and planning for high-net-worth families.
5+ YOEBachelor's degree required, preferably in finance; minimum 5 years of investment experience; advanced Excel and PowerPoint skills; strong analytical judgment, investment interest, collaboration, and independent project management.
Microsoft Excel, Microsoft PowerPoint, Bloomberg, Addepar, FactSet, Morningstar Direct
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1mo
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Investment Analyst
Austin, Texas, United States
HybridFull Time
Texas Permanent School Fund
Texas Permanent School Fund: Manages investment assets to fund public education in Texas.
2+ YOEBachelor's in finance/accounting/economics, ~2 years experience in investment banking/finance/consulting/investing, strong financial modeling and Excel skills, proficiency with Bloomberg/PitchBook/Power BI/Tableau, understanding of credit metrics; CFA/CAIA progress preferred.
Bloomberg, PitchBook, Power BI, Tableau, Microsoft Excel, Microsoft PowerPoint
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3w
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Investment Principal
Austin, Texas, United States
OnsiteFull Time
Contrarian Thinking
Contrarian Thinking: Education and media for business acquisition and financial freedom.
Experienced investor to source deals, run end-to-end diligence, underwrite models, write investment memos, and support portfolio companies; entrepreneurial or operating background preferred.
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2d
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Investment Manager
Houston or Austin or San Antonio
$123k-$154k/yr OnsiteFull Time
Prologis
PrologisNYSE: PLD: Develops and leases global industrial and logistics real estate.
3+ YOEBachelor's degree and 3+ years in real estate investment, finance, development, or private equity. Requires Argus and Excel modeling, real estate valuation expertise, communication, and analytical skills.
Argus, Microsoft Excel, Microsoft Office Suite, Salesforce, Yardi, PeopleSoft
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Investment Associate
Houston, Texas, United States
OnsiteFull Time
ZT Corporate
ZT Corporate: Private equity firm investing in healthcare and automotive industries.
5+ YOEBachelors in finance/accounting/economics, 5+ years in investment banking/private equity/family office, advanced Excel/PowerPoint, strong financial modeling and valuation, transaction and diligence experience.
Microsoft Excel, Microsoft PowerPoint
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2w
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Principal Investment Accountant
Austin or United States
$76k-$114k/yr HybridFull Time
Continental General
Continental General: Insurance provider specializing in life and long-term care policies.
7+ YOEBachelor's in Accounting/Finance required; Master's preferred. CPA strongly preferred. 7+ years investment accounting experience in insurance with NAIC SAP knowledge, complex instruments experience, Excel and investment platform proficiency.
Clearwater, PAM, Eagle, Geneva, Microsoft Excel
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5d
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Investment Analyst
Cleveland or Alabama or Arkansas or Florida or Georgia or Illinois or Indiana or Iowa or Kansas or Kentucky or Michigan or Minnesota or Mississippi or Missouri or Nebraska or North Carolina or North Dakota or Ohio or Oklahoma or South Carolina or South Dakota or Tennessee or Texas or Wisconsin
HybridFull Time
Stark Enterprises
Stark Enterprises: Develops and manages commercial and residential mixed-use real estate.
2+ YOERequires a bachelor's degree in finance, real estate, economics, or related field; 2–5 years in finance, investments, commercial lending, or commercial real estate; strong Excel modeling and analytical skills.
Microsoft Excel, CoStar, Yardi Matrix
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4w
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Investment Advisor
Coppell, Texas, United States
$29-$37/hr HybridFull Time
Navy Federal Credit Union
Navy Federal Credit Union: Offers banking and financial services to the military community.
FINRA Series 7 and NASAA Series 63/65/66 required; life & health insurance license preferred; ability to obtain broker-dealer/insurance appointments; experience in business development and investment/insurance products; proficiency with PC and office software.
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2mo
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Investment Performance Professional
Austin, Texas, United States
OnsiteFull Time
UTIMCO
UTIMCO: Manages investment assets for Texas public university systems.
0+ YOE0-5 years in finance/investment operations; bachelor's in Finance/Accounting/Economics/Mathematics/Business; proficient in Excel; Power BI; familiarity with investment accounting and performance reporting.
Excel, Power BI, SharePoint, Adobe Acrobat, Microsoft Office 365
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6d
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Investment Project Manager
Seguin, Texas, United States
OnsiteFull Time
Vitesco Technologies
Vitesco TechnologiesFrankfurt Stock Exchange: SHA: Develops and manufactures powertrain systems and electrification solutions for vehicles.
5+ YOEBachelor's degree required; 5–8 years in project management, capital investments, industrial engineering, business development, manufacturing operations, or related work. Requires investment project leadership and CAPEX governance experience.
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2mo
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Investment Program Manager
Dallas, Texas, United States
OnsiteFull Time
Parkland Health
Parkland Health: Public academic medical center providing hospital and health services.
5+ YOEBachelor's in public administration/finance/business with accounting coursework, 5+ years managing defined contribution/benefit or operating fund investments, experience with bonded debt and government investment rules, strong analytical and communication skills.
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1mo
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Senior Investment Analyst
The Woodlands, Texas, United States
OnsiteFull Time
The Signorelli Company
The Signorelli Company: Develops residential, commercial, and mixed-use real estate properties.
3+ YOEBachelor's in finance/accounting/economics required; 3+ years corporate finance/investment analysis experience; strong Excel modeling; experience consolidating multi-entity forecasts, liquidity, capital planning, and fair value reporting; CFA/CPA preferred.
Microsoft Excel, AI, Vena, Microsoft Power BI, GTreasury
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1mo
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Senior Investment Strategist - Private Wealth
Dallas or St. Louis
$141k-$208k/yr HybridFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
8+ YOE8+ years in investment management, financial planning, or brokerage; college degree or equivalent; strong communication, leadership, and portfolio construction expertise; experience with investment platforms and regulatory knowledge.
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2w
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Investment Operations Analyst Sr.
Dallas, Texas, United States
OnsiteFull Time
Scottish Rite for Children
Scottish Rite for Children: Pediatric hospital providing specialized orthopedic and sports medicine care.
3+ YOEBachelor's in finance/accounting/business/economics, 3+ years in institutional investment/endowment operations, strong spreadsheet and investment database proficiency, GIPS knowledge, analytical and quantitative skills.
Zephyr/PSN, eVestment, Wilshire Compass, GIPS
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1w
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Investment Banking - Small-Cap Investment Banking - Associate
New York or Los Angeles or Dallas or Chicago or Atlanta
$175k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires 3–5 years of investment banking or related M&A experience, a bachelor's degree in finance, economics, business administration, or related field, and strong financial modeling and communication skills.
DCF, LBO
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1mo
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Investment Consultant - Katy, TX
Katy, Texas, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
FINRA Series 7 and 66 licenses or ability to obtain Series 66, state registrations, investment knowledge, client relationship skills, and strong communication. A degree or CFP is helpful.
Fidelity's planning tools
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1mo
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Senior Investment Consultant III
Chicago or St. Louis or Minneapolis or Dallas or Southfield or Columbus
$162k-$324k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOEBachelor's degree, 10+ years investment industry experience, client-facing presentation and RFP experience, deep retirement plan and portfolio management knowledge, strong communication and mentoring skills.
Microsoft PowerPoint
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1mo
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Investment Sales Agent
San Antonio, Texas, United States
$1000k/yr OnsiteContract
Marcus & Millichap
Marcus & MillichapNYSE: MMI: Commercial real estate brokerage and advisory services provider.
Active real estate license, proven track record in commercial investment sales, established client relationships, self-directed and collaborative in a high-volume environment.
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1mo
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Investment Banking Manager
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Los Angeles or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$80k-$294k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
7+ YOE5+ MgmtRequires 7+ years in financial services and 5+ years leading large-scale consulting or transformation programs, plus a bachelor's degree and deep investment banking expertise.
Murex, Calypso
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2mo
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Investment Consultant - Katy, TX
Katy, Texas, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
FINRA Series 7 & 66 required (or ability to acquire Series 66 upon hire), state registrations as appropriate, strong investment product knowledge, client relationship and consultative skills, proficiency with planning tools and technology; CFP or degree helpful.
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