Finance analyst jobs in Rowlett, TX - 2,077 jobs

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.

Selby Jennings has been exclusively retained to identify an Asset Management Analyst for a leading Commercial Real Estate investment firm headquartered in Dallas, TX. With over $3.5bn in assets under management, this firm is known for its strategic approach to real estate investing and its strong track record across multiple asset classes. This particular role will focus on the residential portfolio, including multifamily and BTR assets, making prior experience in residential real estate a key differentiator. The team is lean, dynamic, and highly collaborative, offering a unique opportunity for accelerated career growth, direct exposure to senior leadership, and involvement in high-impact investment decisions. The ideal candidate will be intellectually curious, analytically sharp, and eager to contribute to a fast-paced, entrepreneurial environment. Key Qualifications: - 1- 1.5 years of experience in residential real estate private equity, investment banking, or a related institutional investment platform - Strong academic credentials from a top-tier university, with a high GPA and positive performance reviews or rankings - Advanced financial modeling, underwriting, and due diligence capabilities, ideally gained through exposure to complex transactions - Excellent communication skills, both written and verbal, with the ability to present ideas clearly and confidently - Proven ability to manage multiple priorities under tight deadlines while maintaining attention to detail - Strong interpersonal skills and a collaborative mindset, with the ability to build relationships across teams and functions This is a rare opportunity to join a high-performing investment team at a pivotal stage of growth. If you're looking to take the next step in your real estate investment career, we encourage you to apply.

North Dallas | Onsite We are partnering with a growing, privately held construction company to add a Senior Financial Analyst, FP&A to its finance team. This role reports directly to the Vice President of Finance and offers meaningful exposure across FP&A, budgeting, forecasting, and cash flow analysis. This position is ideal for an FP&A professional who wants to work closely with a senior finance leader, deepen financial modeling skills, and grow into broader financial leadership over time. Compensation & Benefits: Competitive base salary, plus 10% annual bonus Healthcare: Medical, dental, and vision coverage through United Healthcare - low cost to employee. 401(k) with 4% match Employee Stock Ownership Plan (ESOP): Company-funded equity participation that allows employees to share in the long-term growth and value of the business Long-term growth & leadership development - Will be groomed for leadership role. Key Responsibilities Support annual budgeting and multi-year (5-year) financial planning initiatives Prepare monthly, quarterly, and annual forecasts, including variance analysis Perform company-wide and department-level P&L analysis Build and maintain financial models to support forecasting, capital planning, and strategic initiatives Assist with cash flow analysis and cash forecasting Provide ad-hoc financial analysis to support operational and executive decision-making Partner with department leaders to translate financial results into actionable insights Qualifications 2-5 years of FP&A or financial analysis experience Strong Excel skills, including financial modeling and scenario analysis Bachelor's degree in Finance (BBA required) Experience supporting budgeting, forecasting, and financial planning processes Construction, development, or manufacturing experience strongly preferred Detail-oriented, analytical, and motivated to grow within a finance organization Why This Role Direct mentorship from an experienced VP of Finance Broad exposure across FP&A and Treasury Clear long-term growth opportunity within a stable, expanding organization Opportunity to contribute meaningfully to a growing construction business

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication Build excellent working relationships with internal clients Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Provide guidance to junior staff Required Qualifications, Capabilities, Skills Bachelor's degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years' experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, Skills Ideal candidate has prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals #J-18808-Ljbffr

Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity Our client is an innovative and well-established provider of tech-enabled engineering services supporting the energy, environmental and industrial end markets with multi-location field-based services supporting a national customer base. The company is backed by a leading private equity sponsor focused on professionalizing operations and driving significant revenue growth through acquisitive and organic means. The mandate for the new Controller is to execute on the transformation of the finance function to support the new business operating structure and to integrate diverse units brought together through acquisition. You will have full responsibility for financial reporting as a strategic partner to the CFO and will be responsible for managing financial reporting and metrics across a multi-location, distributed business model. As a strong people manager and “in the trenches” leader you will be called upon to implement best practices in the accounting function and to recruit and augment a high-performance team in an aggressively forward-moving culture. The ideal candidate will have a strong base of experience leading multi-unit, multi-location operations with demonstrated success building and developing the finance and accounting functions and teams in a growing and transforming, fast-paced entrepreneurial environment. It will be an asset if this person has a CPA and has spent time in public accounting before moving into industry roles. This is a challenging and rewarding growth opportunity working with a leading private equity investor looking to take an already successful enterprise and grow it to the next level. A competitive base salary and bonus incentive is offered.

Rapidly growing, private equity owned company is seeking a Senior Financial Analyst to join their dynamic team. The Senior Financial Analyst will conduct corporate financial planning & analysis, along with data analytics. Salary range is up to $110,000 plus bonus Duties Include: Budgeting preparation, forecasting, and variance analysis Prepare the long-term financial plan for the company, including P&L, Capital Expenditures, Balance Sheet and Cash Flow Operations analysis, including cost and profitability analysis Includes ongoing updates and enhancements to the company's 5-year strategic model, performing analysis, and running scenarios for PE firm and the Board of Directors Work with complex data sets to identify, analyze, and interpret sales, margins and financial trends Analyze current and past trends in KPIs, including but not limited to revenue, cost of sales, expenses, and working capital. Interpret data and provide recommendations to management Financial Modeling, building dashboards in Power BI Ad hoc projects and reports and requested Requirements BS or BA in Business, Finance or Accounting Ability to turn disparate data into timely decision-making information, using cohesive narratives and graphical interpretation Overall business acumen; understands the big picture Experience with Power BI, Tableau, or similar software Strong financial analytics Great communication skills - tactfully influential Very organized with attention to detail Advanced Excel spreadsheet and modeling skills Strong work ethic and results driven Ability to drive change

The Prospect Management Analyst serves as a strategic partner to fundraising staff, collaborating to design and implement effective strategies that guide prospects through the donor cycle. This role plays a key part in advancing the organization's fundraising efforts by providing critical moves management information, facilitating proactive portfolio development, and ensuring a strong and sustainable prospect pipeline. Through regular portfolio reviews, pipeline analysis, and strategic counsel, the Prospect Management Analyst empowers fundraisers and leadership with actionable insights that enable, enhance, and accelerate fundraising and engagement outcomes. The Analyst provides comprehensive prospect management support to frontline fundraisers to help them achieve their fundraising goals and maximize donor relationships. This position reports to the Director of Development Services. Responsibilities Establish collaborative partnerships with fundraisers and leadership to align portfolio strategy with team goals, individual styles, and capacity priorities. Partners with assigned fundraisers to regularly review, rebalance, and strengthen portfolios and the donor pipeline; help manage prospects in the CRM system as they move through the donor/prospect lifecycle. Work collaboratively with senior leadership and fundraisers to assist in developing cultivation and solicitation strategies for donors and prospects. Conduct regular portfolio reviews to ensure data quality and accurate documentation of fundraising activity and filed proposals. Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends. Prepare and share performance insights that help leadership evaluate fundraising activity, forecast outcomes, and inform next steps. Foster strong relationships built on trust and communication with leadership, fundraisers, prospect researchers, and other colleagues to ensure the highest level of support. Provide training on CRM systems and related processes. Serve as a subject matter expert on policies and procedures related to fundraisers' management of their assigned prospects. Maintain prospect data quality and confidential information. Competencies Knowledge of: Fundraising principles and donor lifecycle management; Prospect Management best practices, including portfolio optimization and pipeline analysis; fundraising CRM systems, Blackbaud CRM preferred; donor information services such as iWave, Wealth-X, Relationship Science, Foundation Directory, as well as wealth screening and prospect scoring services; data governance and integrity standards. Skill in: Proficiency in data analysis and reporting tools (Excel, Power BI, SQL, Python, or similar) to support portfolio optimization, trend identification, and strategic decision making; strong analytical and critical thinking skills to interpret data and guide strategic decisions; excellent written and verbal communication skills for presenting findings and recommendations; manage multiple projects simultaneously and meet deadlines; competence in using online research tools and third-party resources to identify and qualify prospects; maintain a customer-focused approach while navigating complex scenarios. Ability to: Maintain confidentiality and adhere to ethical standards in handling donor and portfolio information; establish, cultivate, and maintain strong professional relationships with internal and external stakeholders to support strategic fundraising and engagement goals; collaborate effectively with cross-functional teams, including fundraisers, data analysts, prospect research analysts, and CRM administrators; contribute to strategic planning and participate in professional development to stay current with industry trends; train and guide colleagues through complex policies and business practices; synthesize complex data into actionable insights for portfolio and pipeline management; develop and maintain dashboards and reports that support strategic decision-making, prioritize tasks and respond to requests in a timely and accurate manner. Qualifications Two (2) years of experience in prospect management, prospect research, or fundraising in a nonprofit or higher-education fundraising setting. Must Pass a criminal history background check. Preference Experience in frontline fundraising, experience in a federated nonprofit organization and Experience working within a major or principal gift development program; experience working with Blackbaud CRM

FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.

PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.

Job Title: Tax Senior Job Type: Full-Time Direct Hire Salary: $80K-$100K DOE About the Role This role is ideal for someone with at least 2 years of heavy tax preparation experience in public accounting, who is eager to learn, grow quickly, and build deep technical expertise. We value hunger over tenure. If you have only a few years of true tax prep experience but are driven, curious, accurate, and committed to becoming exceptional, this role is designed for you. Success in This Role Means: Clients feel informed, confident, and supported in their tax plans Tax returns, reviews, and projects are completed accurately and on time You identify savings opportunities early and proactively You elevate internal processes, systems, and team collaboration You break down complex concepts into clear, simple explanations You grow month over month in both technical tax skills and client advisory Core Values: Genuine Care - Real relationships, empathy, honesty Communication - Clear, timely, transparent conversations Speed to Learning & Implementation - Fast learners who take action Fun Tax Energy (FTE) - Bring curiosity, positivity, and energy to tax planning Key Responsibilities: Prepare and review individual, partnership, S-corp, and small business returns Support the Senior Tax Manager on planning engagements and mid-year reviews Identify tax savings opportunities and document findings clearly Assist with IRS notices, research, and client-facing communication Collaborate with internal bookkeeping and compliance teams Participate in client meetings to explain findings and planning discussions Stay up to date on tax law changes relevant to small businesses and real estate Provide feedback to improve internal systems, workflows, and documentation Requirements 2-4+ years of heavy tax preparation experience in public accounting or industry experience Strong foundation in preparing and reviewing individual and business returns Interest in growing into deeper tax strategy, planning, and advisory Excellent communication skills and confidence explaining tax concepts Ability to support IRS notices, research, and client inquiries Growth mindset with excitement to learn, adapt, and improve processes

This role requires expertise in GL accounting within a manufacturing environment or MRO experience. The ideal candidate will manage bank reconciliations, fixed assets, and possess strong Excel skills. An understanding of percentage of completion and the ability to operate in a manual environment with extensive data are essential. Responsibilities + Perform accurate and timely month-end closing procedures including journal entries, reconciliations, and roll-forward calculations. + Support Estimate to Complete calculations for project costing. + Conduct job cost and inventory cost analysis to ensure accuracy and identify areas for improvement, providing insights and recommendations to management. + Adhere to US GAAP standards while performing all job duties. + Maintain and create cost accounting documentation as needed for audit purposes. + Monitor and evaluate financial transactions to ensure compliance with company policies and procedures. + Periodically analyze and update overhead costing rates. + Compare actual production costs to historical or projected costs and report on variance. + Assist in the preparation of budgets and forecasts, providing valuable insights into cost drivers and trends. + Participate in year-end closing procedures and annual audit, reconciling accounts and preparing accruals as necessary. + Provide additional financial reporting and support to the finance team as needed. + Keep management informed of area activities and any significant problems, reporting transactions that are outside established purchasing policies. + Maintain regular contact with other departments to obtain information and/or correct transactions, view source documents, and match purchase orders, invoices, and receiving documents. Essential Skills + Accounting + General ledger + Reconciliation + Balance sheet + Strong Excel skills + Understanding of percentage of completion + Ability to operate in a manual environment with extensive data Additional Skills & Qualifications + Bachelor's Degree in Accounting, Finance, or a related field + 5+ years of Cost Accounting Experience, preferably in a Manufacturing setting + 2+ years of financial analysis experience + Strong experience preparing and working with budgets and business planning + Thorough understanding of US GAAP standards and cost accounting principles + Experience with ERP systems, with knowledge of Sage preferred + MBA with a focus on Finance/Accounting (preferred) + Experience using Sage Accounting (preferred) + Experience using EmpowerMX (preferred) Work Environment The role is part of a small finance team of four, including a CFO, VP of Finance, and AR and AP personnel. The job operates in indoor settings, including office and warehouse/airplane hangar environments, requiring the use of standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, and safety gear. While performing the duties, the employee may occasionally be exposed to fumes or airborne particles, moving mechanical parts, and vibration.e Job Type & Location This is a Contract to Hire position based out of Fort Worth, TX 76177. Pay and Benefits The pay range for this position is $38.00 - $52.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Fort Worth,TX 76177. Application Deadline This position is anticipated to close on Feb 6, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners. Position Summary: The Asset Management Senior Analyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments. Key Responsibilities: Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking. Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards. Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies. Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans. Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation. Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting. Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders. Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes). Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables. Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays. Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals. Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries. Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions. Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance. Qualifications: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field. 2-3 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred). Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus. Familiarity with CapEx draw processes and loan servicing documentation is preferred. Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders. Strong interpersonal and written communication skills. Ability to travel occasionally for site visits and internal team meetings. Compensation & Benefits: Competitive base salary + discretionary bonus Full health, dental, and vision benefits 401(k) with company match Paid time off, holidays, and sick leave

Business Unit: Financial And Valuation Advisory Industry: Corporate Valuation Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Basic Qualifications A B.A./B.S./B.B.A. candidate-Finance or Accounting major with a graduation date between December 2027 and June 2028 Coursework in accounting and finance A fundamental understanding of valuation theory, methodologies, and applications Preferred Qualifications Strong analytical abilities and financial and computer skills (Excel in particular) A demonstrated ability to work cooperatively with all levels of staff Excellent verbal and written communication skills Overview The Corporate Valuation and Advisory Services (“CVAS”) team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries. Responsibilities As a Summer Financial Analyst on the CVAS team, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$115,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115268

Job Description Position: Corporate - Restructuring & Special Situations Finance Location: Dallas, Texas, United States About the Company: Am Law 100 firm, home to more than 1,900 lawyers operating across 21 offices worldwide. Our teams are dedicated to crafting and deploying creative legal strategies tailored to complex and high-stakes matters. We pride ourselves on our unique combination of precision and vision, forging deep partnerships with our clients to help them navigate tough challenges and thrive in unprecedented times. Job Responsibilities: Lead and execute complex restructuring transactions across various industries. Provide strategic financial analysis and advisory services to clients facing distressed situations. Collaborate with internal teams and external advisors to devise and implement effective restructuring plans. Conduct thorough financial assessments and modeling to support client objectives and negotiations. Prepare and present comprehensive financial reports, including forecasts and valuation analyses, to stakeholders. Negotiate terms and conditions with various parties involved in restructuring processes. Monitor market trends and keep clients informed on relevant changes and opportunities in restructuring finance. Mentor and train junior staff to enhance team capabilities and service delivery. Essential Qualifications: Juris Doctor (JD) degree from an accredited law school. Admission to the bar in the applicable jurisdiction. A strong understanding of finance and restructuring principles. Exceptional analytical and problem-solving skills. Excellent written and verbal communication abilities. Desired Experience: Minimum of 5 years and maximum of 9 years of experience in restructuring, special situations finance, or related fields. Demonstrated experience in advising on complex transactions and distressed companies. Experience working in a law firm or professional services firm preferred. Proven track record of managing client relationships and delivering high-quality legal services. Strong organizational skills and ability to manage multiple priorities in a fast-paced environment. Salary & Benefits: The annual salary for this position ranges from $365,000 to $435,000, commensurate with experience and qualifications. Gibson, Dunn & Crutcher LLP offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities. Application Process: Interested candidates are encouraged to submit their resume along with a cover letter detailing their relevant experience and qualifications to the provided email address.

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. If you have a question, or need an accommodation as part of the employment process, please contact Human Resources at ************************ Landmark is an Equal Opportunity Employer View Company Information To see other positions, click here.

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Sr Investor Reporting Analyst is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity. As the Sr Investor Reporting Analyst, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures. The Sr Investor Reporting Analyst will: Create monthly investor reporting packages with high complexity and manage the associated remittances to investors Review and interpret reporting requirements for assigned deals and create step sheets Balance and reconcile investor remittances; verify funds availability for P&I remittances Complete custodial bank reconciliations with high complexity Complete monthly quality reviews of Test of Expected Principal and Interest reconciliations, Pool to Security balancing and Clearing accounts balancing Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations Performs other related duties and assist with projects as required Demonstrate behaviors which are aligned with the organization's culture and values What You'll Bring Bachelor's degree or equivalent work experience 10+ years mortgage industry/financial services experience 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting Must be highly proficient in Excel and Word Proficient knowledge in Access, MS SQL preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $65,000 - $100,000 Work Model OFFICE

**Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 Dallas, Texas, United States of America **Hours:** 40 **Pay Details:** $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** **2027** **Summer** **Analyst** **Program** **-** **M&A** **(** **Dallas** **)** TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships. Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will: + Participate in an immersive orientation and rigorous technical training program thatis focusedon building a strong foundation in financial analysis,accountingand valuation skills. + Build andmaintaincomplex financial models. + Perform various financial analyses and apply valuation tools to assess opportunities. + Conduct comprehensive and in-depth company and industry research. + Draft external marketing materials and client pitch presentations. + Support in the execution of M&A transactions. + Collaborate with various teams across the Corporate & Investment bank. What makes M&A right for you? + M&Aat TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting clientrelationshipsand create best-in-class, client-facing presentation materials and financial models. + Analysts will work in a fast-paced environment that ischallengingyet collaborative and motivating. + Requires the ability to think analytically and solve complex financial problems. + Along withestablishingsoft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, workethicand enthusiasm. Who We Are Looking For + Pursuing a bachelor's degree withan anticipatedgraduation date between December 2027 and June 2028. + Authorized to work in the United States without the need for employer sponsorship. Forindividualswhose work authorization is or will be based on F-1 optional practical training, your degree oranticipateddegree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension + Results driven, proven academicexcellenceand strong interpersonal skills. + High ethical and professional standards. + Strong financial/analytical skills, knowledge of MS Excel preferred. + Proactive and highly motivated. + Able to work effectively in a team environment and independently. + Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.). **Application Deadline** : February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. ___________________________________________________ The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups. **Depth & Scope:** + Builds an understanding of the businesses and Customers the role supports + May answer and direct incoming calls internally and externally + Provides support for Manager and others areas, as indicated + May assist in completing various departmental projects/reports + May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects + Analyzes specific accounts + Assists in the preparation of specific federal and state returns + Assists with projects + Assists in the audit requests + Assists with operational and administrative functions + May support or partner with several business functions/areas/departments + Participates in various projects and tasks, as assigned **Education & Experience:** + High School Diploma required + Currently enrolled in 4 year college program or post graduate program + 3.2 GPA or higher preferred + Excellent computer skills, including Microsoft Office + Excellent interpersonal skills + Demonstrated leadership qualities + Good written and oral communications skills + Detail oriented and self-motivated + Ability to handle multiple tasks in a fast-paced environment + Ability to work in an office environment **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Our client is needing a Senior Financial Analyst with real estate industry experience to work in the asset management division a real estate company on a contract basis. 100% ONSITE ONSITE ONSITE in Dallas, Texas. Must live in the Dallas, TX area and be able to work onsite 5 days a week (no exception). Must have Real Estate industry experience (preferably industrial real estate). Please do not apply if you do not have real estate industry experience. This is a 3-month contract position. Onsite 5 days a week in Dallas, TX 75252 Hourly Pay Rate: $45-50/hour W2 Senior Financial Analyst (contract position): Overview: Seeking a Financial Analyst with experience in Yardi, Argus, and real estate underwriting, ideally in industrial properties. Key Responsibilities: Acquisitions: Review/sign off on models before due diligence expiration, upload assumptions and cash flows, benchmark metrics, and review lease agreements before close. Dispositions: Lead disposition analysis, present recommendations, join calls, and assess loan ramifications with capital markets. Leasing: Track lease activity, benchmark vs. budgets, review lease agreements, update Yardi/database, secure approvals, and perform lease analysis. Reporting/Operations: Prepare scorecards, analyze variances, track TI/LC/CapEx, manage committed equity, validate data, and support tax appeals, CAM recs, and retention rate reporting. Cash Management: Liaise with accounting on contributions/distributions, capital calls, and loan draws. Loan Covenants: Monitor tests, cash traps, and loan implications for sales. Quarterly Models/Business Plans: Review and reconcile models, run planning processes, support Argus, and recommend value-add strategies. Budgeting: Develop and reforecast budgets with stakeholders.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates + Create mandates for discretionary accounts + Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct **Required Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Bachelor's Degree required + One plus years of industry related experience + Exceptional follow-up and follow-through skills + PowerPoint and Excel expertise **Preferred Qualifications, Capabilities, and Skills** + Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills + Self-starter, extremely organized and detail-oriented with strong commitment to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans