Investments Analyst
Office: Austin, Texas (in person)
Status: Full-time, Exempt
Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies.
The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth.
Organizational Structure and Reporting
As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team.
Essential Functions and Responsibilities
Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types.
Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers.
Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks.
Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors.
Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions.
Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations.
Essential Knowledge, Skills, and Abilities
Education & Experience: Bachelor's degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage.
Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word.
Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions.
Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing.
Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences.
Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail. Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines.
Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals.
Additional Benefits and Requirements
Medical benefits
Unlimited paid time off
Right-to-invest eligibility after one year anniversary
Professional development assistance
Paid downtown Austin parking
In office Monday-Friday requirement
About Evergen Equity
Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk.
$58k-101k yearly est. 2d ago
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Finance Manager
The Bolton Group 4.7
Finance analyst job in San Antonio, TX
The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location.
The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Experience from a large public accounting firm or home building industry is required.
The schedule is full time onsite with flexibility.
Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered
Qualifications:
Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required
Minimum 2 years public accounting or homebuilding accounting/finance
Strong ability to Ability to create reports & dashboards to analyze trends and information.
Proficiency in Power BI
Strong data analysis skills and experience
If you are interested, please reach out to Thun Lennert at ************************
$100k-130k yearly 4d ago
Terminal Controller Trainee - No Experience Required
Energy Transfer 4.7
Finance analyst job in San Antonio, TX
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors.
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.
Position Summary:
This position is responsible for monitoring and supporting all load rack activities related to the TopTech terminal automation system.
12-hour shifts and on call status is required, 24/7 ~ 365-day operation, rotating 12-hour shifts, including nights, weekends and holidays.
Position Accountabilities:
Monitor terminal automation systems and advise field personnel when a terminal is in need of attention.
Track product movements to help reduce the chance of terminal outages or possible overfills.
Support troubleshooting of the terminal control system with the assistance of Information Services and/or field personnel.
Perform daily terminal balances.
Work closely with internal and external customers to satisfy specific requirements and to correctly apply NuStar's practices, policies and procedures.
Implement measures to assure the operational integrity of the terminals and maximize efficiency of terminal operations.
Complete yearly field training curriculum
Education Requirements:
* High school degree required
* College degree preferred
Experience Requirements:
No experience necessary
Excellent verbal and written communication skills with strong interpersonal skills required
Excellent PC skills, with proficiency in Microsoft products required
Strong attention to detail with the ability to proof work for accuracy
Basic knowledge of petroleum products and industry terminology required
Effective analytical and problem-solving skills
Ability to coordinate effectively and with other personnel, corporate departments, as well as, with external customers required
Ability to prioritize and handle multiple tasks and projects concurrently, managing time and scheduling to meet appropriate deadlines
Ability to take directions from supervisors and work in a team environment required
Ability to work independently with limited supervision and independently conduct job accountabilities
An equal opportunity employer/disability/vet
Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.
The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
DISCLAIMER: The statements listed in this job posting, which are subject to change, 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 of personnel so classified.
$90k-120k yearly est. 4d ago
Real Estate Analyst
Specialty Consultants Inc. 3.9
Finance analyst job in Austin, TX
SCI, the leading real estate search firm, is recruiting a Real Estate Analyst on behalf of a rapidly growing real estate investment platform with a national portfolio.
To support the platform as it continues to scale, the Analyst work closely with partners and senior leadership, providing insights that directly shape growth strategy, financial performance, and organizational success.
Key Responsibilities
Lead financial planning efforts including budgeting, forecasting, and strategic financial analysis.
Build and maintain financial models, dashboards, and forecasts to support efficient, data-driven decision-making.
Analyze past results, perform variance analysis, identify trends, and recommend actionable improvements.
Partner with department leaders to develop and manage annual budgets and key financial performance indicators.
Provide regular financial reporting and insights to organizational leadership, highlighting risks and opportunities.
Oversee enterprise-level debt service ratio reporting, capital structure optimization, and reserve management.
Qualifications
Bachelor's degree in Finance, Accounting, or related field required.
Proven success in financial planning and analysis or a related function.
Strong real estate and/or housing sector experience highly preferred.
Demonstrated analytical and problem-solving skills with the ability to translate complex data into actionable insights.
Prior experience with debt funds or debt-related analysis preferred.
$52k-81k yearly est. 1d ago
Terminal Controller Trainee - No Experience Required
Nustar Energy 4.9
Finance analyst job in San Antonio, TX
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors.
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.
Position Summary:
This position is responsible for monitoring and supporting all load rack activities related to the TopTech terminal automation system.
12-hour shifts and on call status is required, 24/7 ~ 365-day operation, rotating 12-hour shifts, including nights, weekends and holidays.
Position Accountabilities:
Monitor terminal automation systems and advise field personnel when a terminal is in need of attention.
Track product movements to help reduce the chance of terminal outages or possible overfills.
Support troubleshooting of the terminal control system with the assistance of Information Services and/or field personnel.
Perform daily terminal balances.
Work closely with internal and external customers to satisfy specific requirements and to correctly apply NuStar's practices, policies and procedures.
Implement measures to assure the operational integrity of the terminals and maximize efficiency of terminal operations.
Complete yearly field training curriculum
Education Requirements:
* High school degree required
* College degree preferred
Experience Requirements:
No experience necessary
Excellent verbal and written communication skills with strong interpersonal skills required
Excellent PC skills, with proficiency in Microsoft products required
Strong attention to detail with the ability to proof work for accuracy
Basic knowledge of petroleum products and industry terminology required
Effective analytical and problem-solving skills
Ability to coordinate effectively and with other personnel, corporate departments, as well as, with external customers required
Ability to prioritize and handle multiple tasks and projects concurrently, managing time and scheduling to meet appropriate deadlines
Ability to take directions from supervisors and work in a team environment required
Ability to work independently with limited supervision and independently conduct job accountabilities
An equal opportunity employer/disability/vet
Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.
The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
DISCLAIMER: The statements listed in this job posting, which are subject to change, 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 of personnel so classified.
$100k-131k yearly est. 4d ago
Supplier Management Analyst
Peyton Resource Group 3.5
Finance analyst job in San Antonio, TX
We're partnering with a leading insurance organization to identify a Supplier Management Analyst to support supplier performance, invoice validation, and contract management across key external partners.
This role sits within a high-visibility supplier management function and plays a critical role in ensuring suppliers meet contractual, financial, and operational expectations.
What You'll Do
Review and validate supplier invoices by accessing claims systems and sample data to confirm services rendered, timing, and accuracy of charges
Interpret and apply contract language, including pricing structures, deliverables, and SLAs, to ensure accurate payment and compliance
Manage 6-8 supplier contracts end-to-end, including performance tracking, volume analysis, SLA adherence, and contract renewals
Serve as the primary liaison between suppliers and internal stakeholders, resolving issues related to access, billing, performance, and business direction
Analyze supplier spend, budget utilization, and performance metrics to drive data-informed decisions and optimization strategies
Technology Environment
Guidewire (Claims System) -
strongly preferred
Contract Lifecycle Management (CLM) tools
Enlighta (Supplier Management)
Oracle (Billing & Financials)
$51k-76k yearly est. 1d ago
Financial Controller - Food Production
William Scott Associates
Finance analyst job in San Antonio, TX
A dynamic and fast-moving international consumer products business requires a Financial Plant Controller.
Based in San Antonio, Texas you will be responsible for the commercial, operational and management finance and accounting activities for the location. This is a senior leadership role which requires business partnering and ensuring that robust financial controls and information are in place to deliver the company's growth strategy.
Key responsibilities:
Operations finance.
Cost accounting.
Core accounting - Balance Sheet management.
Financial Leadership & Control: Maintain strong financial governance, mitigate risks, and optimize reporting processes.
Strategic Planning: Lead business strategy formulation and execution, aligning financial models with commercial objectives.
Performance Monitoring: Provide timely financial insights, challenge inefficiencies, and drive corrective measures.
Investment & Growth: Evaluate commercial opportunities, investment proposals, and oversee capital allocation.
Cash Flow & Forecasting: Champion rolling forecasts, manage working capital, and ensure financial visibility.
Technology & IT Integration: Oversee financial systems and liaise with IT to enhance business efficiency.
Leadership & Talent Development: Recruit, mentor, and develop a high-performing finance team.
Skills required:
CPA/MBA qualified with at least 5 year's experience of senior finance leadership in a high growth manufacturing environment
Strong Analytical skills, data-driven decision-making and leadership presence
Proven track record in commercial strategy, financial planning & analysis, design and implementation of financial control frameworks.
Ability to lead and partner with the business in a fast-growing and complex business
Strong interpersonal skills and ability to negotiate, present, influence and resolve complex issues
This is an excellent role for a dynamic finance leader who wants to drive growth and operational excellence in a successful growth environment.
$71k-110k yearly est. 1d ago
Financial Relationship Consultant
The Intersect Group 4.2
Finance analyst 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. 1d ago
Associate Wealth Advisor - Schwab Wealth Advisory
Charles Schwab 4.8
Finance analyst job in Austin, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing.
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.
This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
What you have
Required Qualifications:
Active and valid FINRA Series 7
Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
1-3 years of experience in the financial services industry
Preferred Qualifications:
Experience servicing high net worth clients
Bachelor's Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$44k-87k yearly est. 1d ago
Investment Banker Associate
Primelending 4.4
Finance analyst job in San Antonio, TX
HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients.
Undergraduate degree in accounting, business, economics, engineering, finance or mathematics and MUST have 1-2 years previous Public Finance experience
Excellent quantitative skills
Strong interpersonal communication skills and attention to detail
Strong computer skills utilizing Excel, Word and PowerPoint
Ability to communicate in writing clearly and concisely
Ability to verbally communicate effectively with others
Ability to make critical decisions while following company procedures
Ability to be truthful and be seen as credible in the workplace
Ability to get along well with a variety of personalities and individuals
Demonstrated interest in public sector/community service
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Work with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions.
Provide extensive financial analysis using spreadsheet and industry-specific software packages.
Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients.
Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).
$85k-123k yearly est. Auto-Apply 45d ago
Corporate Finance Analyst (2026 New College Graduate)
Global Foundries 4.7
Finance analyst job in Austin, TX
About GlobalFoundries GlobalFoundries (GF) is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world's most inspired technology companies. With a global manufacturing footprint spanning three continents, GF makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit ***********
New College Graduates Overview:
We offer many full-time employment paths for recent graduates, which provide accelerated training in a fast-paced work environment, cross-functional working opportunities, and talent mobility. New college graduates are provided with mentorship, networking, and leadership opportunities, which give our new team members life-long connections and skills.
Summary of Role:
Our Finance team is seeking a New College Grad to join our team in Q2 of 2026 at our Malta, NY location. This FinancialAnalyst will help drive revenue and cost recognition, financial planning and forecasting on engineering service projects globally across our dynamic businesses and functions. The candidate will work across the organization to understand accounting impacts, key business issues and devise actionable strategic recommendations with corroborating financial analysis.
Essential Responsibilities include:
* Prepare monthly journal entries, maintain associated internal controls and assist in quarterly balance sheet reconciliation.
* Track project progress and forecast revenue / costs by projects to ensure forecast accuracy.
* Detailed working knowledge of the Excel and PowerPoint applications within Microsoft Office
* Maintain complex financial models used for profitability analysis and cash flow planning.
* Monitor financial performance by analyzing and reporting on variances from plan.
* Conduct ad-hoc analysis to ensure the best corporate decisions are made to achieve operational and financial objectives.
* Increase productivity by working with internal partners to develop repeatable business processes.
* Develop and maintain strong relationships with project management, R&D, Controllership and site finance teams.
Other Responsibilities:
* Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
Required Qualifications:
* Education - Graduating with a Bachelor's in Finance, Business, Accounting or related field from an accredited degree program.
* Must have at least an overall 3.0 GPA and proven good academic standing.
* Language Fluency - English (Written & Verbal)
Preferred Qualifications:
* Prior related internship or co-op experience.
* Demonstrated prior leadership experience in the workplace, school projects, competitions, etc.
* Project management skills, i.e. the ability to innovate and execute on solutions that matter; the ability to navigate ambiguity.
* Strong written and verbal communication skills.
* Strong planning & organizational skills.
* Keen attention to detail.
#NCGProgramUS
Expected Salary Range
$47,300.00 - $84,400.00
The exact Salary will be determined based on qualifications, experience and location.
If you need a reasonable accommodation for any part of the employment process, please contact us by email at usaccommodations@gf.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.
An offer with GlobalFoundries is conditioned upon the successful completion of pre-employment conditions, as applicable, and subject to applicable laws and regulations.
GlobalFoundries is fully committed to equal opportunity in the workplace and believes that cultural diversity within the company enhances its business potential. GlobalFoundries goal of excellence in business necessitates the attraction and retention of highly qualified people. Artificial barriers and stereotypic biases detract from this objective and may be illegally discriminatory.
All policies and processes which pertain to employees including recruitment, selection, training, utilization, promotion, compensation, benefits, extracurricular programs, and termination are created and implemented without regard to age, ethnicity, ancestry, color, marital status, medical condition, mental or physical disability, national origin, race, religion, political and/or third-party affiliation, sex, sexual orientation, gender identity or expression, veteran status, or any other characteristic or category specified by local, state or federal law
$47.3k-84.4k yearly Auto-Apply 60d+ ago
Public Finance - Investment Banking Associate
Siebert Williams Shank
Finance analyst job in Austin, TX
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking Associates to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Austin, TX office. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Investment Banking Associates provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector.
SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland. SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results.
Primary Responsibilities:
Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc.
Prepare graphical representations or various debt statistics
Compile municipal issuers' historical financial information from public documents
Prepare and maintain databases on client debt
Analyze historical debt issuance and debt affordability
Performing financial modeling and cash flow analyses to evaluate debt financing alternatives
Participating in active transactions
Participate in presentations to clients, as needed
Format, print and bind of professional-looking documents for meetings
Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures
Qualifications:
B.S. or B.A. in finance, economics, public administration or related fields is preferred
SIE, Series 52 & 63 licenses required
or
must be obtained within 60 days of date of hire
Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives
Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected
Advanced user of Microsoft Excel, PowerPoint, and Word
Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential
Highly self-motivated, well-organized, and willing to work long hours when needed
Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented
Demonstrated attention to detail with the highest standards of diligence in work product are essential to success
Strong written and verbal communication skills and professional presence with clients are required
$81k-133k yearly est. Auto-Apply 13d ago
Financial Analyst II / Contract Manager (Contract Contingent)
Prosidian Consulting
Finance analyst job in San Antonio, TX
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations.
Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value.
ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at ******************
Job Description
ProSidian Seeks a FinancialAnalyst Level II / Contract Manager (Contract Contingent) located In San Antonio, TX (or surrounding area) to support an engagement for Acquisition Support and Financial Management for the HIT directorate, PRM division, Budget Execution branch of the DHA. This is Contract Contingent or Contract W-2 Position and ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 position with commensurate benefits and competitive salary.
The ideal FinancialAnalyst Level II / Contract Manager (Contract Contingent) will have skills in:
Leadership
Communication (Both oral and written)
Government financial management
Budgeting
Financial Modeling
Reporting
Presentations
Proficiency in Microsoft Excel
Your position will include leading a team of two other FinancialAnalysts, a Business Analyst II, and an Acquisition Technical Writer as the Contract Manager. You will need to be capable of leading a team and ensuring that work is completed in a timely manner. This position will be listed as "Key Personnel" on the contract.
Must have the ability to communicate clearly and effectively in both spoken and written forms. Assist in providing financial execution of current budget and spend plans, and also in acquisition planning. Provide research, analysis, document preparation, and fiscal support. Assist in the preparation of all budget documents (Purchase Requests, memoranda), Financial strategies, Obligations and Commitment Plans. Also must assist in updating budget and division expenditure reports with current contract information and create new ones each fiscal year for the Directors of the Directorate and Divisions and designated personnel.
Qualifications
QUALIFICATION REQUIREMENTS: Bachelor's degree, or equivalent, in/or related to a business field, business management recommended.
Minimum 5 years of experience with at least three of those years performing Federal government financial management required. Applicants without three years of Federal government financial management experience will not be considered.
Additional Information
CORE COMPETENCIES
Teamwork- ability to foster teamwork collaboratively as a participant, and effectively as a team leader
Leadership- ability to guide and lead colleagues on projects and initiatives
Business Acumen- understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication- ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation- persistent in pursuit of quality and optimal client and company solutions
Agility- ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
Judgment- exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
Organization- ability to manage projects and activity, and prioritize tasks
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OTHER REQUIREMENTS
Business Tools- understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Commitment- to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public, and social sectors
Curiosity- the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility- exhibits grace in success and failure wile doing meaningful work where skills have impact and make a difference
Willingness- to constantly learn, share, and grow and to view the world as their classroom
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BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:
Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits:ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
------------ ------------ ------------
ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.
FOR EASY APPLICATION
USE OUR CAREER SITE LOCATED ON ************************* OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO ***********************. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED.
Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
$48k-72k yearly est. Easy Apply 60d+ ago
Financial Analyst Internship
Lincoln Property Company, Inc. 4.4
Finance analyst 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 FinancialAnalyst 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
$31k-41k yearly est. Auto-Apply 5d ago
Finance Contractor
Nyle Maxwell of Austin
Finance analyst job in Austin, TX
The key responsibilities for this position include selling new and used car buyers financing and insurance programs and working with financial lenders to give fair interest rates to buyers and programs. You must be driven, organized and willing to work hard.
Requirements:
- Experience with sub-prime a plus.
- 3+ years of automotive sales experience and five years in a dealership position.
- Managerial positions are required to maintain the profitability of their department while controlling expenses and maintaining customer satisfaction.
- Managers are required to understand and keep abreast of the federal, state, and local regulations that affect their operations.
- Strong communication skills in order to work with customers, employees and finance and insurance vendors as they represent the dealership.
Additional Requirements:
Applicant must have excellent communication skills.
All applicants must be authorized to work in the USA.
All applicants must be able to demonstrate ability to pass pre-employment testing to include background check, drug screen, and have a valid driver's license.
Qualifications
PROFIT SHARING & 401(K) Retirement Plan with MATCH!
Health, dental, vision, prescription and life insurance
Disability Coverage
Paid Vacation & Paid Holidays
Employee Discounts
Continued PAID TRAINING
Nyle Maxwell of Austin provides all employees the opportunity to earn a NO-COST, NO-DEBT COLLEGE DEGREE through Degrees@Work, a partnership between the dealership, FCA US and Strayer University. Attend college while working at our dealership!
Individual college classes
Associate, Bachelor's and Master's degrees
Tuition, fees and textbooks included!
$47k-72k yearly est. 16d ago
U.S. Private Bank - Investment Professional - Associate
Jpmorgan Chase & Co 4.8
Finance analyst job in Austin, TX
JobID: 210688600 JobSchedule: Full time JobShift: Day : 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
$82k-119k yearly est. Auto-Apply 60d+ ago
Elevation | 2027 Sourcing Summer Analyst
Alpine Internships
Finance analyst job in Austin, TX
THE ROLE
The primary focus of the Sourcing Summer Analyst program is to gain experience and exposure to the world of deal sourcing by reaching out and assessing potential investment opportunities for Alpine Investors (“Alpine”) and its portfolio companies. Direct sourcing entails compiling lists of prospective acquisition targets, reaching out to business owners, evaluating investment opportunities generated through outreach, and building relationships with internal and external stakeholders. The program will begin on June 7, 2027, and conclude on August 13, 2027.
The direct sourcing team within Alpine Operations Group (“Elevation”) provides a critical service to Alpine and its portfolio companies. The Elevation team creates more optionality and opportunities for investments across the Alpine portfolio and has allowed Alpine to increase the volume of closed deals since 2021. We strongly believe in giving interns ownership and responsibility early on to maximize their learning and be ready to contribute to the team meaningfully. We aim for our interns to transition into full-time direct sourcing roles starting Fall 2028.
WHAT YOU WILL DO
Utilize databases and internet research to compile lists of prospective acquisition targets
Create and execute outbound strategies that result in engaging business owners/CEOs in a discussion to sell-cold calls, cold emails, LinkedIn outreach, etc.
Conduct introductory conversations with owners/CEOs of prospective businesses and build rapport
Qualify deal opportunities you generate against our investment criteria
Present market research and new investment opportunities to internal stakeholders
Complete ad hoc projects focused on sourcing workflows or Alpine's investing strategy
Participate in a variety of firm-wide activities and team-bonding events
QUALIFICATIONS
Expected graduation of Spring 2028 or Winter 2027 - interest in business, sales, entrepreneurship, or finance
Strong communication and organizational skills
Curious mindset, desire to learn, and ability to implement feedback
Self-starter that thrives in ambiguous environments
Relationship-driven and strong team player
ABOUT ALPINE
Alpine is a San Francisco-based private equity firm with offices in New York City and Austin that is reimagining private equity. As of December 31, 2024, Alpine has $18B+ in assets under management. Alpine seeks to demonstrate that pursuing and investing in passionate individuals is the key to building enduring companies and delivering market-leading returns.
Alpine Operations Group (“AOG”) is a wholly owned subsidiary of Alpine that provides services to the Alpine funds and their portfolio companies. These services include value creation, talent management, and direct sourcing.
Alpine is proud to be a signatory to the Principles for Responsible Investment, a certified B-Corporation organization, a Great Place to Work, and an Inc. Top Founder Friendly firm. The Alpine team believes in hiring for attributes and experience, and our team (across Alpine and AOG) includes 150+ professionals with diverse investing, sourcing, operations, and finance backgrounds.
DE&I AT ALPINE
At Alpine, we believe that by welcoming people from all backgrounds, we can build exceptional teams and cultivate communities of excellence. We strive to create an organization where everyone is celebrated, heard, valued, and empowered to reach their full potential. These beliefs and actions are true to Alpine's PeopleFirst philosophy, rooted in how we invest, hire, and show up daily. To learn more about our PeopleFirst approach, please read our latest Force For Good Report.
APPLICATION DEADLINES
Applications will be open January 16th, 2026 and be processed on a rolling basis until the class is filled.
CONTACT INFORMATION
If you have any questions about the opportunity or timeline, please contact Sam Stuart, ***************************.
$59k-96k yearly est. Auto-Apply 12d ago
Financial Analyst Internship - Summer 2026
Madhouse Development Services
Finance analyst job in Austin, TX
At Madhouse, our people are our greatest differentiator and competitive advantage. Together, we're committed to creating the best communities for our residents. As a FinancialAnalyst Intern, you'll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. You'll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future.
PRIMARY RESPONSIBILITIES:
Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by:
Evaluating the economic performance of specific real estate projects and giving a detailed analysis.
Maintaining a database by entering, verifying, and backing up data; updating real estate portfolio's expense database.
Recommending actions by analyzing and interpreting data and making comparative analyses.
Increasing productivity by developing automated accounting applications and coordinating information requirements.
Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions.
Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts.
Analyzing quarterly operating reports.
Analyzing cost efficiencies profit margins and measuring financial risks in investments.
Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification.
Assisting with the preparation of construction-related draws, cost certifications, and certified audits.
Preparing and providing brief development status reports to be used in connection with staff meetings.
Working with team members of the development department on due diligence activities and other project-related duties.
Assisting with government relations, project acquisition, and development activities.
Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation.
Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties.
Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes.
KNOWLEDGE, SKILLS, AND ABILITIES:
Proficiency in Microsoft Office with emphasis on Excel.
Strong initiative, with the ability to manage multiple projects and follow-through effectively.
Solid understanding of accounting principles (GAAP).
Effective communication and interpersonal skills.
Ability to complete projects accurately and on time.
Detail oriented with excellent organizational and analytical skills.
Ability to collaborate with others in a fast-paced, dynamic environment.
Strong problem-solving skills and a calculative mindset.
Attention to detail for uncovering obscure facts in your line of work.
Confident presentation skills with the ability to convey insights clearly and persuasively.
EDUCATION & EXPERIENCE REQUIREMENTS
Pursuing a bachelor's degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required.
WAGE & SCHEDULE:
$13.50 per hour, paid bi-weekly.
Commitment of 20-40 hours per week.
We prefer a consistent work schedule.
We are understanding and flexible with your class schedule.
Internships are on-site, in Austin, TX.
Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations.
HOW TO STAND OUT
Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success.
SUMMARY
Employment Type: Seasonal, Temporary
Location: On-site in Austin, Texas; Corporate Office
Work Hours/Week: 20-40 hours per week
Compensation: $13.50/hour
Required Travel: None
Visit MadhouseDevelopment.net for more information.
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.
Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$13.5 hourly 60d+ ago
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab 4.8
Finance analyst job in Leander, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
Bachelor's degree
Active FINRA Series 7 license
(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
Active FINRA Series 66 license
(May be obtained within the first 120 days)
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
Preferred Qualifications:
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$44k-87k yearly est. 1d ago
Financial Analyst Internship - Summer 2026
Madhouse Development Services
Finance analyst job in Austin, TX
Job DescriptionSalary: $13.50/hour
At Madhouse, our people are our greatest differentiator and competitive advantage. Together, were committed to creating the best communities for our residents. As a FinancialAnalyst Intern, youll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. Youll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future.
PRIMARY RESPONSIBILITIES:
Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by:
Evaluating the economic performance of specific real estate projects and giving a detailed analysis.
Maintaining a database by entering, verifying, and backing up data; updating real estate portfolios expense database.
Recommending actions by analyzing and interpreting data and making comparative analyses.
Increasing productivity by developing automated accounting applications and coordinating information requirements.
Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions.
Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts.
Analyzing quarterly operating reports.
Analyzing cost efficiencies profit margins and measuring financial risks in investments.
Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification.
Assisting with the preparation of construction-related draws, cost certifications, and certified audits.
Preparing and providing brief development status reports to be used in connection with staff meetings.
Working with team members of the development department on due diligence activities and other project-related duties.
Assisting with government relations, project acquisition, and development activities.
Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation.
Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties.
Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes.
KNOWLEDGE, SKILLS, AND ABILITIES:
Proficiency in Microsoft Office with emphasis on Excel.
Strong initiative, with the ability to manage multiple projects and follow-through effectively.
Solid understanding of accounting principles (GAAP).
Effective communication and interpersonal skills.
Ability to complete projects accurately and on time.
Detail oriented with excellent organizational and analytical skills.
Ability to collaborate with others in a fast-paced, dynamic environment.
Strong problem-solving skills and a calculative mindset.
Attention to detail for uncovering obscure facts in your line of work.
Confident presentation skills with the ability to convey insights clearly and persuasively.
EDUCATION & EXPERIENCE REQUIREMENTS
Pursuing a bachelors degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required.
WAGE & SCHEDULE:
$13.50 per hour, paid bi-weekly.
Commitment of 20-40 hours per week.
We prefer a consistent work schedule.
We are understanding and flexible with your class schedule.
Internships are on-site, in Austin, TX.
Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations.
HOW TO STAND OUT
Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success.
SUMMARY
Employment Type: Seasonal, Temporary
Location: On-site in Austin, Texas; Corporate Office
Work Hours/Week: 20-40 hours per week
Compensation: $13.50/hour
Required Travel: None
Visit MadhouseDevelopment.net for more information.
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.
Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
How much does a finance analyst earn in San Marcos, TX?
The average finance analyst in San Marcos, TX earns between $40,000 and $86,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.