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Investment Analyst (looking for public accounting)
Robert Half 4.5
Finance advisor job in Dallas, TX
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 2d ago
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Corporate Finance, FP&A
Culbertson Resources Inc.
Finance advisor job in The Woodlands, TX
Senior FP&A Analyst
We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through operational efficiency, strategic initiatives, mergers & acquisitions and complex transactions. The ideal candidate will have strong financial modeling skills(3 statement modeling), strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization.
Key Responsibilities:
Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives.
Collaborate cross-functionally with business units to align financial strategy with operational goals.
Monitor performance metrics, key drivers, and trends to guide strategic decision-making.
Lead annual budgeting, quarterly forecasting, and long-range planning across decentralized business units.
Analyze project-level profitability, backlog, utilization, and working capital trends.
Drive variance analysis and performance management across revenue, margins, overhead, and cash flow.
Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures.
Support multiple capital raise initiatives, including debt, equity, and hybrid instruments.
Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities.
Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors.
Qualifications:
3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies
Strong financial modeling, valuation, 3-statement modeling, and analytical skills.
Proven solid experience in FP&A, M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
$54k-82k yearly est. 2d ago
Corporate Strategy Analyst
Landmark Structures
Finance advisor job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
MBA or equivalent advanced degree is strongly preferred.
Experience:
1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
High attention to detail, accuracy, and organization when managing data sets and analyses.
Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
Motion: Frequent use of hands and fingers for typing and handling office equipment.
Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
Environment: Primarily indoor, climate-controlled office environment.
Travel Requirements: Minimal travel required.
Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
$54k-82k yearly est. 1d ago
Financial Advisor/Planner - Wealth Management
American National Bank of Texas 3.7
Finance advisor job in Fort Worth, TX
The Wealth Management FinancialAdvisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals supporting clients in the Fort Worth or McKinney markets. Other responsibilities include:
Meeting with clients to discuss their financial goals and current financial position
Building and maintaining relationships with clients
Cross-selling bank products and services
Investigates each client's financial situation in order to provide investment and financial planning advice
May require work on physical bank premises
Qualifications:
Bachelor's degree or equivalent educational/work experience
3-5 years of full FinancialAdvisor experience
NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
Criminal background check required and personal finances must be in good standing (for financial licensing purposes)
Skills:
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math
and carry out written instructions.]
Travel to a variety of locations to perform work and/or attend meetings as required
Work occasionally requires more than 40 hours per week to perform the essential functions of the position
Must be able to travel regularly from location to location
Lifting in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$49k-87k yearly est. 3d ago
Investment Associate
MHW Search 3.9
Finance advisor job in Dallas, TX
MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis.
The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management.
KEY RESPONSIBILITIES
Acquisitions & Underwriting
Underwrite industrial acquisition and development opportunities using Argus and Excel-based models.
Conduct rent, sales, and market comps across targeted industrial submarkets.
Run sensitivity analyses and prepare return metrics for investment scenarios.
Support investment memos and underwriting packages for internal and investment committee review.
Market Research & Strategy
Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity.
Maintain pipelines, broker/owner databases, and market intelligence.
Assist in identifying new industrial markets and investment strategies.
Due Diligence & Transaction Execution
Participate in due diligence processes for acquisitions and developments.
Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review.
Assist in closing processes and cross-functional deal execution.
Portfolio & Asset Support
Support asset management initiatives, including model updates and business plan reviews.
Analyze leasing economics, tenant credit, and operating performance.
Assist in preparing reporting and asset summaries.
QUALIFICATIONS
1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets.
Industrial experience strongly preferred.
Argus proficiency required (Enterprise or DCF).
Advanced Excel modeling and financial analysis skills.
Experience supporting investment committee processes or preparing IC materials.
Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment.
Bachelor's degree in Finance, Real Estate, Economics, or related field.
$69k-122k yearly est. 1d ago
Resident Management Intern
American Homes 4 Rent 4.5
Finance advisor job in Houston, TX
Since 2012, we've grown to become one of the leading single-family rental companies and homebuilders in the country, recently recognized as a top employer by Fortune and Great Place To Work. At AMH, our goal is to simplify the experience of leasing a home through professional management and maintenance support, so our residents can focus on what really matters to them, wherever they are in life.
AMH's Internship Program provides a comprehensive range of opportunities for professional, leadership, and personal development, supporting interns' career growth. As a Resident Management Intern, you will have the opportunity to connect with peers, participate in Executive-led professional development sessions, and acquire invaluable industry-specific experience. The program provides hands-on experience in the innovative Single Family Rental REIT industry, enabling you to gain a comprehensive understanding of this groundbreaking field. By the end of the program, interns will have gained valuable skills and knowledge that will be beneficial in their future careers.
Internship Learning Objectives/Task Goals:
Work closely with the District & Resident Management team to attain knowledge in understanding the full spectrum of responsibilities and day-to-day tasks involved with property management.
Gain knowledge of marketing strategies, budget management, and understanding customer service.
Learn and participate in field operations visiting homes, reviewing marketing processes and field quality.
Become familiar with AMH applications and operational techniques through trainings and apply as needed.
Work with property management team to assist with sales process from start to finish, overcoming objections, providing solutions, building relationships, and creating excitement.
Assist with ensuring our properties meet the Company's standards by communicating maintenance and upkeep needs to the property's maintenance team members.
Learn and apply the customer experience which includes responding quickly and courteously to resident's concerns and questions, taking prompt action to solve problems, and conveying requests to the appropriate individual(s).
Work on special cross-functional projects that require building relationships and partnering with other groups and business partners to reach goals.
Provide support by assisting team with completing various financial, administrative, and other reports as needed.
Participate and support in community relations initiatives.
Attend weekly/bi-weekly team meetings.
Perform other duties and work on miscellaneous projects as requested.
Minimum Education/Skills/Experience/Credentials:
Enrolled in/graduated from a university degree program preferred.
Ability to maintain confidentiality of all aspects of job responsibilities.
Carries out all responsibilities in an honest, ethical, and professional manner.
Intermediate proficiency in MS Office Suite, including MS Excel.
Ability to meet tight deadlines and effectively prioritize and manage multiple concurrent projects.
Strong work ethic and a positive attitude; dependable, require minimal supervision.
Excellent communication skills, both verbal and written.
Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation.
Robust assessment, analytical, critical thinking, and problem-solving skills.
This is a paid internship, however AMH does not provide housing, relocation, or transportation assistance.
Availability to commit to 40 hours per week from June 8th to August 14th, Summer of 2026.
AMH is an equal opportunity employer.
AMH conducts pre-employment background screening.
Compensation
The anticipated pay range/scale for this position is $22.00 an hour. Actual starting base pay within this range will depend on factors including geographic location, education, training, skills, and relevant experience.
CA Privacy Notice: To learn more about what information we collect when you apply for a job, and how we use that information, please see our CA Job Applicant Privacy Notice found at *************************************
#LI-DNP
$22 hourly 2d ago
Analyst - Investment Management
CAZ Investments
Finance advisor job in Houston, TX
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 to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well.
Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Analyst - Investment Management
As an Analyst of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors.
Key Responsibilities:
Manage investor due diligence requests and information gathering processes for existing and prospective investors
Develop and implement scalable systems for investment analysis and strategy communication
Maintain and organize investment content and materials across a wide variety of investment vehicles
Create investment-focused collateral to help our Capital Formation Team win
Monitor macroeconomic trends and competitive landscape to inform investment positioning
Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives
Success as an Analyst in the Investment Management Team will be measured by your:
Ability to synthesize and communicate complex investment concepts effectively
Demonstrated understanding of investment due diligence processes
Ability to quickly learn the CAZ investment process and philosophy
Deliver high-quality work, on time, with exacting attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Strong organizational skills and drive toward process enhancements
Requirements:
Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred
2-4 years of investment industry experience is preferred
Ability to work in a fast-paced environment under strict deadlines
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds
Experience with, or desire to develop, professional presentation skills
Strong organizational and written communication skills with keen attention to detail
Understanding of core financial concepts, including accounting and valuation
Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred
Highly proficient in Microsoft Excel and PowerPoint
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
Compensation and Benefits:
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
$58k-100k yearly est. 4d ago
Financial Relationship Consultant
The Intersect Group 4.2
Finance advisor job in Austin, TX
The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin.
Senior Financial Relationship Consultant
Duration: 6-month contract to hire
Interview Process: 2 rounds of virtual interviews
Location: Austin 78701 (near W Cesar Chavez and Brazos Street)
Qualifications
5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling
Series 65 License or willingness to study / take exam once a full-time employee
Knowledge of banking products and services including deposits, lending and other financial services
Ability to multitask and solve problems in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proficient knowledge of Salesforce preferred
Bilingual in Spanish is a plus
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high-touch / engagement model
Proactive phone calls to both existing and prospect customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations
Assist in community awareness events to increase bank outreach and foster new business opportunities
Assist management with various operational duties and responsibilities
Abide by company policies, procedures, and regulatory compliance guidelines
$77k-111k yearly est. 2d ago
Private Client Advisor
Bank of America 4.7
Finance advisor job in Houston, TX
Houston, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Leads the Client Process Management Process within the client team to identify new business development opportunities
+ Sources new clients in alignment with the bank's established risk appetite
+ Leads the client team to deliver meaningful interactions and a Branded Client Experience
+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
+ Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
+ Encourages use and adoption of digital capabilities to enhance the client and client team experience
+ Builds relationships with internal and external partners and centers of influence
**Required skills:**
+ 10+ years of private banking or complex financial services experience ORequivalent financial services/business experience
+ Responsible for driving new business development for target client segment ($3MM++ investable assets)
+ Present to clients a holistic approach, leveraging the entire Private Bank platform
+ A high touch, client-focused individual with exceptional interpersonal skills
+ A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
+ Ability to influence; proactively asks for and closes business
+ Solutions oriented; sales and financial aptitude a must
+ Must be a skilled negotiator
+ Ability to work and identify the need for team specialists; collaborate closely with other team members
+ Takes on a leadership role on the team and within the business community
+ Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
**Desired skills:**
+ MBA or Post-Graduate Degree preferred
+ CFP, CPA, CFA, CTFA, CFM or JD a significant plus
**Skills:**
+ Business Development
+ Client Management
+ Client Solutions Advisory
+ Prospecting
+ Wealth Planning
+ Analytical Thinking
+ Oral Communications
+ Referral Management
+ Relationship Building
+ Risk Management
+ Active Listening
+ Attention to Detail
+ Collaboration
+ Decision Making
+ Loan Structuring
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$59k-84k yearly est. 2d ago
Finance Intern
AEG 4.6
Finance advisor job in Houston, TX
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. Legends Global, the leader in privately managed public assembly facilities, has excellent and immediate opportunities for a Finance Intern at NRG Park in Houston, Texas. NRG Park is in the fast lane for opportunity and excitement. We are a one-of-a-kind premier facility with four major venues within one giant park. NRG Center (one million+ sq. ft. Convention Center), NRG Stadium (home of the Houston Texans and the Houston Livestock Show & Rodeo), NRG Astrodome ("The" Astrodome), and NRG Arena. We are seeking a unique Part-Time Finance Intern to work closely with our Finance team, learning fundamentals of finance & accounting! Interns are expected to work a minimum of twenty (20) to twenty-five (25) hours per week with up to a 1-year commitment and must be currently enrolled in at minimum of a 2-to-4-year program.
Essential Duties and Responsibilities
Include the following:
• Exposure to financial analytics, project management, reporting and tracking, and basic accounting processes as listed below:
• Assist with daily entries related to cash, ticketing, parking and other revenue streams.
• Assist with event settlements.
• Assist with financial analysis and ad hoc projects as needed.
• Assist with other routine responsibilities within the Finance Department.
• May perform other duties as assigned.
Supervisory Responsibilities
• Not applicable.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Demonstrate knowledge of industry terminology, facility capabilities, operational procedures, event coordination, and event-related services.
• Handle conflict, make common sense decisions, and exercise proper action during high-tension and stressful situations.
• Possess knowledge of the principles of facility management, building operations, and safety requirements.
• Maintain an effective working relationship with clients, employees, exhibitors, patrons, and others encountered in the course of employment.
• Define problems, collect data, establish facts, and draw valid conclusions.
• Organize and prioritize work to meet deadlines.
• Follow oral and written instructions and communicate effectively with others in both oral and written form.
• Pleasant and helpful telephone demeanor when assisting guests, exhibitors, clients, and staff.
• Work extended and/or irregular hours including nights, weekends, and holidays, as needed.
Education and/or Experience
• Actively enrolled and currently pursuing a four-year program at an accredited college or university with a focus in Finance, Accounting and/or Sports Management, or a related field of study.
Skills and Abilities
• Excellent communication skills, both written and verbal.
• Detail-oriented and can efficiently multitask.
• Ability to work independently and as part of a team.
• Ability to adapt and learn quickly.
• Time management skills and ability to meet deadlines in a fast-paced environment.
Computer Skills
• Experience in Microsoft Word, Excel, and PowerPoint.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision for review of statistical and other financial records and information.
While performing the duties of this job, the employee is regularly required to move around the facility; to stand for long hours during events; talk and hear. This position may require work inside or outside of the building, as needed by events.
Note
The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.
To Apply
Please include a recent copy of your resume with a cover letter and salary requirements as part of your application.
How To Apply
****************************************************************************************
Only the first 150 resumes received will be considered.
Applicants that need reasonable accommodation to complete the application process may contact the Human Resources Department at **************.
Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply.
VEVRAA Federal Contractor
$42k-55k yearly est. 2d ago
Wealth Advisor - Houston
Banktalent HQ
Finance advisor job in Houston, TX
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Houston marketplaces. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
Retail Bankers
Community/Business Bankers
Private Bankers
Commercial Bankers
Investment Management Portfolio Managers/Advanced Planning Professionals
As a Wealth Advisor , your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Requirements:
To excel in this role, candidates should meet the following criteria:
Requires a Bachelor's degree
A minimum of 5 years of directly related experience, 10+ years preferred.
A combination of education and experience may meet the requirements.
Required licensing, FINRA Series 7 & 66 ( 65/63), life and health insurance.
A CFP certification is highly preferred.
Exhibit proficiency in using computers and relevant software.
Display excellent verbal and written communication abilities.
Showcase exceptional analytical and presentation skills.
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
Process a keen understanding of financial planning.
Job Title: Senior Investment Associate (Acquisitions & Asset Management)
Compensation: $90,000 - $100,000 Base + Performance Bonus + GP Equity Path
The Role:
Aligned Ventures is hiring a Senior Investment Associate to support the Partners in executing a high-volume acquisition mandate. This is a technical role focused on financial analysis, due diligence management, and operational reporting.
You will act as the "Technical Control Tower" for the firm. Your primary responsibility is to ensure the integrity of our financial data-from the initial underwriting of a new deal to the monthly performance tracking of our existing portfolio. This is a direct apprenticeship role with the Partners, designed for a professional who aims to evolve from an Analyst into a Principal.
Core Responsibilities:
1. Acquisitions & Underwriting
Financial Modeling: Build and manage complex dynamic financial models for value-add multifamily assets. You must be capable of building waterfall structures (Tiered IRR/Pref) from scratch.
Pipeline Screening: Review T-12s and Offering Memorandums to filter opportunities based on our buy-box criteria. You will be responsible for stress-testing broker assumptions against market realities.
Due Diligence Coordination: Manage the closing checklist. You will coordinate third-party reports (ESA, PCA, ALTA), audit lease files, and assist in physical unit inspections during the contract period.
2. Asset Management & Reporting
Variance Analysis: Track monthly P&L performance against the pro-forma budget. You will identify operational discrepancies (expense leakage, income gaps) and report them to the Partners.
Investor Reporting: specific monthly and quarterly performance decks. You are responsible for translating raw financial data into clear, accurate investor updates.
Renovation Tracking: Maintain "Budget vs. Actual" trackers for all CapEx projects to ensure business plan execution remains on schedule.
Mandatory Hard Skills & Qualifications
Experience: 2-5 years of direct experience in Real Estate Private Equity, Investment Banking, or Commercial Lending.
Advanced Excel Proficiency: This is a non-negotiable requirement. Candidates will be required to pass a timed financial modeling test during the interview process. If you rely on pre-built templates and cannot troubleshoot circular references or build dynamic cash flow projections from blank cells, do not apply.
Texas Residency: You must currently reside in Houston, Austin, Dallas, or San Antonio. This role requires physical site visits and property tours.
Operational Literacy: Ability to read and interpret a T-12, Rent Roll, and General Ledger.
The Opportunity
Mentorship: Work directly with the Principals to learn the full lifecycle of a deal, from LOI to Exit.
Wealth Creation: This role offers a clear path to General Partnership (GP) equity in the assets you help acquire and manage.
Growth: We are aggressively scaling to $1B AUM. We are looking for a key team member to grow with the portfolio and into a more senior position
To Apply
Submit your resume. In lieu of a cover letter,
Reply “Aligned” if you meet all the requirements under Mandatory Hard skills and qualifications
$90k-100k yearly 1d ago
Digital Banking Analyst
City Bank 4.4
Finance advisor job in Lubbock, TX
DescriptionThe position of Digital Banking Analyst will be responsible for the daily support of the digital banking suite of products. This individual will be asked to learn all aspects of the different technology solutions we offer including but not limited to debit cards, online & mobile banking, gift cards, bill pay, voice banking, ATMs, digital wallets, BNK N GO, and Docu-Sign. This individual must work well in a fast paced, team environment while maintaining a high regard for our internal and external customers staying consistent with the banks mission statement. This individual will have a passion for working in the fintech space and have a desire to continually be learning new things. Essential Duties
Consistently demonstrates the City Bank Promises and complies with all policies and regulations
Represent the bank to the customer (internal and external) in a courteous and professional manner while providing prompt, efficient, and accurate service
Maintain a clean work area as well as a professional appearance
Prepare tickets as assigned to adjust for product income and expense
Respond to support emails, calls, and online messages received from internal and external customers
Act quickly on time-sensitive requests
Establish, prepare, and store customer information in a secure manner to comply with Information Security policy
Familiarity and comfort using smartphone and tablets of any brand
Participate in development opportunities as assigned by the manager
Perform duties as assigned by manager
Equal Opportunity Employer/Veterans/Disabled
$70k-95k yearly est. 3d ago
Trading Analyst
Aloha Petroleum, Ltd.
Finance advisor job in Houston, TX
The Trading Analyst will play a critical role in supporting the crude oil marketing and trading team. This position serves as a bridge between traders and key support functions, ensuring smooth execution of strategies, second-layer diligence, and fac Trading Analyst, Analyst, Trader, Support, Technology
$60k-96k yearly est. 1d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Finance advisor job in Dallas, TX
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment.
#J-18808-Ljbffr
$54k-88k yearly est. 2d ago
Client Advisor (Full-time), A|X Armani Exchange
Armani 4.6
Finance advisor job in Houston, TX
As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience.
As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience.
To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service.
Our team mission is passionately conveying the vision of Giorgio Armani.
QUALIFICATIONS & SKILLS
Preferred retail experience in a similar position
High School diploma/GED preferred
Excellent communication (verbal and written) skills and demonstrated passion for working as a team
Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred
While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset
Able to work a flexible schedule, including holidays, nights and weekends
The appointed candidate will be offered a salary within the range of $16.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions.
Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience.
Compensation:
$16.00 - $16.00
$16-16 hourly 2d ago
Financial Analyst II - Finance
Christus Health 4.6
Finance advisor job in Irving, TX
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
The Financial Analyst II will be responsible for providing support to CHRISTUS facilities, functional corporate groups, senior leadership, and other affiliates through the design and implementation of Enterprise wide and regional Revenue Cycle data analysis and reporting. The primary function involves synthesizing data from multiple sources into clear, meaningful analysis. This involves assisting in identifying opportunities and supporting efforts related to the standardization of management reporting, benchmarking and data collection necessary to support both. Additional responsibilities include assisting in identifying, quantifying and prioritizing opportunities to improve net revenue realization and cash flow at the system level, the facility level and at a Payor level as well as development of financial models and other analysis related to the development and implementation of solutions in revenue cycle areas.
Responsibilities:
Supports and manages existing capabilities related to the standardization and consolidation of daily/weekly/monthly reporting revenue cycle reporting
Assist in the standardization of goal setting and productivity and performance monitoring
Collects, synthesizes and communicates relevant information through the system to support strategies
Facilitates development and implementation plans to enable the effective benchmarking and comparative reporting of key revenue cycle metrics
Performs financial opportunity assessments for hospitals to identify opportunities to improve revenue cycle performance
Supports strategic plan to focus efforts and resources on high priority areas to improve cash flow and net revenue realization throughout the system
Assists in development of plans to implement strategies and measure the results of the implemented strategies
Serves business units through analysis of how the value of initiatives and services can be optimized across the system
Assists in creating and monitoring models that link strategies to measures of performance (financial and non-financial) that ensure successful implementation
Provides analysis capabilities, information and tools to operations to enhance skills in detecting both current and future performance xevrcyc issues
Cultivates internal relationships at the corporate and facility level to gain support and participation in initiatives
Cultivates external relationships to gain new knowledge and competencies
Conforms with and abides by all regulations, policies, work procedures, and instructions
Utilizes strong computing ability to balance multiple tasks
Functions as a contributing and effective member of the team
Analyzes and prepare special projects as needed
Other duties as assigned
Requirements:
Bachelor's Degree
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
$50k-66k yearly est. 1d ago
J.P. Morgan Wealth Management - Private Client Advisor - Pineville/Alexandria, LA
JPMC
Finance advisor job in Pineville, LA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$55k-119k yearly est. Auto-Apply 60d+ ago
2026 Capital Markets, Global Investment Banking Summer Associate - Houston
Rbc Holding Co Ltd. 4.9
Finance advisor job in Houston, TX
Global Investment Banking Summer Associate - Houston
What is the opportunity?
RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region.
We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic.
RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks.
RBCCM U.S. Summer Associate Program
Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate.
What will you do?
GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group.
Similar to full-time GIB Associates, Summer Associates will spend their time:
Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB
Developing and preserving complex financial models
Contributing to the delivery of client meetings and presentations
Conducting research to analyze market trends
Researching and analyzing future opportunities
What do you need to succeed?
In selecting Summer Associates, we look for the following:
Students in their penultimate year of study at an accredited 2-year MBA program
2+ years' work post-undergraduate work experience
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Well-rounded set of interests and extra-curricular activities beyond academics
What's in it for you?
We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual.
From this experience you would gain:
A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge
A better understanding of RBC's products and services
The support of a mentor (typically a full-time Associate or Vice President)
An opportunity to network and discuss career opportunities through a number of social events
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Job Skills
Additional Job Details
Address:
609 MAIN STREET:HOUSTON
City:
Houston
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-08-25
Application Deadline:
2026-01-30
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
$95k-138k yearly est. Auto-Apply 7d ago
Financial Analyst Internship
Lincoln Property Company, Inc. 4.4
Finance advisor job in Austin, TX
Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com.
We create places people want to call home - starting with you.
With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S.
At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact.
The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include:
* A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership
* Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations
* The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program
The program will run from June 1 - July 31, 2026.
Responsibilities
Responsibilities:
We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today!
* Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules
* Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting
* Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc.
* Shadow the underwriting/proforma process for potential business
* Additional tasks as assigned
* Check assigned email regularly
* Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise
Qualifications
Qualifications:
* Interest or desire to work in property management, real estate, or finance
* Strong analytical skills & ability to grasp new concepts quickly.
* Strong written and verbal skills.
* Ability to maintain sensitive and confidential information.
* Strong problem-solving skills.
* Must display intellectual curiosity and eagerness to learn.
* Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program
How much does a finance advisor earn in Alexandria, LA?
The average finance advisor in Alexandria, LA earns between $37,000 and $141,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Alexandria, LA
$72,000
What are the biggest employers of Finance Advisors in Alexandria, LA?
The biggest employers of Finance Advisors in Alexandria, LA are: