Investment Consultant Jobs in Texas
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Search Results - Investment Consultant Jobs in Texas
Mercer Consulting-Dallas
Overview
In this client-facing Investment Consulting role, you help Endowment and Foundation clients navigate investment solutions and communicate complex strategies. You will collaborate with cross-functional teams to design and deliver...
Panthera Grid Partners, LLC-Houston
information, and tracking open items.
• Partner with senior leadership and legal counsel in developing, reviewing, and negotiating transaction documents and commercial agreements.
• Prepare and present investment approval materials...
workable.com -
Fidelity Investments-Austin
Overview
In this role within Fidelity's Investor Center, you develop customized financial plans using a broad suite of products and planning tools to guide client decisions. You will focus on existing clients and warm leads, delivering investment...
St Louis
Experience with defined benefit valuations, LDI asset management, and/or investment consulting preferred
• Strong proficiency in Excel and at least one programming or analytical language (e.g., Python, MATLAB)
• Strong interest in financial markets...
nisa.com -
Marsh & McLennan Companies-Dallas
Overview
As part of Mercer’s Wealth team, you support institutional clients with investment advice, portfolio analysis, and manager evaluation. You will collaborate with experts to build portfolios, monitor managers, and deliver timely client...
Dallas
investment vehicles. The role owns the end-to-end processes, controls, systems, and workflows required to produce accurate, timely, and transparent financial information for investors, consultants, regulators, auditors, ownership, executive leadership...
icims.com -
Digital Realty-Austin
and reporting for institutional investors. You will lead diligence workflows, prepare materials, and coordinate communications to nurture LP and consultant relationships. The position offers growth toward broader capital formation responsibilities and platform...
6 similar jobs: Boston, Dallas, San Francisco, Quincy, Fort Worth...
IQ-EQ-Fort Worth
initiatives
Key requirements
• 10+ years of compliance experience in a registered investment adviser, law firm, investment consulting firm, or related regulatory practice
• Strong knowledge of the Investment Advisers Act of 1940 and the Investment Company...
The Charles Schwab Corporation-Austin
Advisory
• Support cross-functional initiatives across the Offer Management team
Key requirements
• Bachelor’s degree
• Experience in discretionary wealth planning offerings, wealth management, asset management, investment consulting, and product...
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