Investment strategist jobs in Houston, TXCreate job alerts

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors...

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors...

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding exceptional opportunities to invest our personal money and then providing the ability for our global network of investo...

About The Job Are you a JD who’s tired of getting ground down by billable hours, endless compliance work, and transactional client relationships? Maybe you’re a recovering Trust & Estate attorney who’s done with the grind of hourly billing. Or, are you a Wealth Strategist at a bank or wirehouse w...

About The Job Are you a JD who’s tired of getting ground down by billable hours, endless compliance work, and transactional client relationships? Maybe you’re a recovering Trust & Estate attorney who’s done with the grind of hourly billing. Or, are you a Wealth Strategist at a bank or wirehouse w...

The company is actively investing, managing, and developing in the aforementioned asset classes with a variety of investment strategies; they are vertically integrated with capabilities and ...

... life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most ... We are quite different than the vast majority of other investment management companies in multiple ...

Voss Capital ("Voss") is a hedge fund based in Houston, TX. The long investment strategy focuses on identifying undervalued equities through a research-intensive process. A key component of targeting ...

Collaborate cross-functionally to optimize financial performance and investment strategies. Qualifications: * Bachelor's degree in Finance, Economics, or a related field. * Strong proficiency in ...

... investment strategies, and wealth management Competencies * Accuracy * Escalation * Judgment * Responsiveness * Time Management This position description is intended to provide a general overview of ...

Description Highly skilled Senior Manager specializing in Corporate Investment banking. The ideal ... Strategy : Establishing clear KPIs and objectives. * Portfolio Management : Coordinate, prioritize ...

Wealth Development Strategies and Verde Wealth Group, two well-established independent Investment Advisory firms in Houston, TX, are seeking a driven individual to enhance our financial planning ...

This role involves managing investor relationships, supporting current and prospective investors, and providing strategic insights to the firm's executives. Responsibilities: * Expand and maintain ...

... life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most ... We are quite different than the vast majority of other investment management companies in multiple ...

Provide strategic insights and recommendations on investment opportunities Qualifications & Skills * Passion for energy transition and private equity * Strong integrity, work ethic, and intellectual ...

Develop and implement financial models to assess investment opportunities, pricing strategies, and potential acquisitions. * Oversee the timely and accurate preparation of financial statements ...

Investment Associate - Energy Transition Riverbend Energy Group ("Riverbend") is an energy ... Proactively discuss all strategy and tactical recommendations on all deal or relationship specific ...

... strategies. Working within company guidelines and investment parameters, the SAM will drive growth by acquiring new net sales, increasing sales to existing customers, and maintaining customer ...

... Make investment recommendations including leasing, asset upkeep and maintenance, major capital expenditures, rental rates and executing the strategy of the deal while navigating current market ...

Oversees cash flow planning and ensure availability of funds as needed; cash, investment, and asset management; financing strategies and activities, as well as banking relationships; risk management ...

Or, are you a Wealth Strategist at a bank or wirehouse who's frustrated by bureaucratic red tape ... investment structures, and governance plans. * Oversee Annual Plan Maintenance - Track required ...

Schedule and coordinate client meetings to promote investment products and drive engagement. * Monitor and analyze distribution trends to inform territory strategies and initiatives. Client and ...

... strategy, this role offers rapid progression and numerous development opportunities. * Create financial models and conduct analyses to support investment decisions. * Draft investment reports for ...

Company Overview Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more ...

... strategies? Look no further than Corcoran Prestige Realty! Join our distinguished brokerage dedicated to providing outstanding services to buyers, sellers, and investors. When you become part of our ...

Manage and monitor cash flow, investments, and financial risk to maintain the organization ... Excellent analytical, strategic thinking, and problem-solving skills. * Exceptional leadership and ...

... strategies. * Provide regular reporting on key performance indicators (KPIs) and marketing return on investment (ROI) to senior leadership. * Integrate marketing automation platforms with digital ...

... , budgeting, investment case analysis, working capital management, treasury, tax, and audit ... and strategic plan; * in a financial leadership role for a private equity portfolio company or ...

... and investors. Position Overview : The Employer is seeking a seasoned Director of Business Development to lead strategic growth initiatives and expand the company's presence within the renewable ...

... on investments and further supports cash flow needs. * Lead the financial aspects of due diligence for potential acquisition targets, ensuring alignment with the company's strategic growth plans ...

... investment sales. Beyond deal execution, this role emphasizes building long-term client ... Provide data-driven insights and strategic recommendations to help landlords position their ...

Develop and execute targeted sales strategies to attract high-quality candidates, including multi-unit operators and experienced business investors. * Pre-qualify and evaluate franchise prospects ...

This may include significant strategic planning with line officers in negotiations with other ... investment firm. Top of the professional discipline in terms of knowledge, skills and abilities

... Investment, & Climate-Tech sectors. We are committed to supporting industries battling climate ... About the Role Client is a leading global energy company with a strategy to be a net-zero emissions ...

One of the leading global investment managers in the commodities market is seeking a highly skilled ... strategic commodity ideas based on fundamental research and data analysis. This role offers ...

Our client is looking to make a strategic addition to their GROWTH EQUITY strategy by hiring an ... investment banking, or a similar role. * Strong financial modeling skills and analytical mindset

Strategic Planning: Support the business unit with long-term planning, capital allocation ... Work Experience: 5-7+ years of relevant experience; previous experience in Investment Banking ...

Develop and implement project execution plans, schedules, and risk mitigation strategies to ensure timely and cost-effective delivery. * Stakeholder Management: Coordinate with investors, partners ...

Japanese global energy investment company Houston TX HQ seeks Japanese Bilingual Global Mobility ... Provide insights to HQ regarding organizational and expat challenges and help shape strategic ...

Morgan Stanley is a leading global financial services firm providing a wide range of investment ... strategies and the assessment of positions against risk appetite. This role is for an Analyst in ...

... for capital raising and strategic partnerships. * Ensure compliance with all regulatory ... Minimum of 8 years of experience in capital markets or investment banking, with at least 3 years in ...

... development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment ...

As an Associate, you will be an integral part of our Energy Services investment team. You'll work ... Portfolio Management: Assist with performance monitoring, strategy development, and value creation ...

Credit Agricole CIB is the corporate and investment banking subsidiary of Credit Agricole, one of ... Assessing creditworthiness of clients by using financial analysis, strategic business analysis, and ...

We have continued to invest in our communities, innovating how health care is delivered, to meet ... Highly organized and proficient in short-term and long-term strategy * Excellent verbal, written ...

ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations in Eastern, Western and South-Central U.S. markets. Our platform ...

Competitive Strategy: Develop and execute strategies to outperform competitors and capture market ... Growth Opportunities: Be part of a company that invests in employee development and career ...

Our mission is to deliver a sole source of truth from which investment managers can find strategic, actionable insights to drive competitive advantages and business growth. Seeking an experienced ...