Finance consultant jobs in Flower Mound, TX - 1,847 jobs

MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis. The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management. KEY RESPONSIBILITIES Acquisitions & Underwriting Underwrite industrial acquisition and development opportunities using Argus and Excel-based models. Conduct rent, sales, and market comps across targeted industrial submarkets. Run sensitivity analyses and prepare return metrics for investment scenarios. Support investment memos and underwriting packages for internal and investment committee review. Market Research & Strategy Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity. Maintain pipelines, broker/owner databases, and market intelligence. Assist in identifying new industrial markets and investment strategies. Due Diligence & Transaction Execution Participate in due diligence processes for acquisitions and developments. Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review. Assist in closing processes and cross-functional deal execution. Portfolio & Asset Support Support asset management initiatives, including model updates and business plan reviews. Analyze leasing economics, tenant credit, and operating performance. Assist in preparing reporting and asset summaries. QUALIFICATIONS 1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets. Industrial experience strongly preferred. Argus proficiency required (Enterprise or DCF). Advanced Excel modeling and financial analysis skills. Experience supporting investment committee processes or preparing IC materials. Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment. Bachelor's degree in Finance, Real Estate, Economics, or related field.

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.

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. 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

Solstice Consulting Group is seeking a Senior Financial Analyst for our EPC client based in Dallas, Texas. Role is in the office located in Northeast Dallas with up to 20% domestic travel as necessary. This role is hands-on with no direct reports presently and reports directly to the CFO. · Bachelors Degree and 2+ years experience in an IB, PE, Big 4 Advisory or top tier Consulting firm required; MBA a plus · Base salary of $110k - $140k DOE plus 15% bonus opportunity and excellent benefits The Senior Financial Analyst is responsible for supporting financial planning, forecasting, and analysis activities that enable corporate decision-making. This role assists in budgeting, forecasting, management reporting, M&A and financial analysis to help achieve the corporate strategic and financial goals. Role Responsibilities: Develop and maintain financial models used for budgeting and forecasting, including dashboards that support operational decision-making. Assist in the development and management of the annual budget and capital expenditure planning. Provide support in financial planning and offer insights and recommendations. Prepare monthly and quarterly management reports, including variance analysis and forecasts. Collaborate with business leaders to identify trends and provide financial insights. Conduct financial analyses for strategic initiatives and capital investments. Ensure financial planning and reporting align with accounting standards, company policies, and compliance requirements. Contribute to continuous improvement in FP&A processes, systems, and reporting tools. Requirements: Bachelor's degree in Finance, Economics, or a related field required; MBA a plus Experience in financial analysis, financial modeling, budgeting, planning, and management reporting. 2+ years experience working for an IB, PE Firm or Advisory / Consulting firm required Knowledge of the EPC, Construction or Engineering sectors a plus Advanced Excel and Power BI skills required Strong analytical and strategic conceptual thinking skills. Excellent verbal and written communication skills, with the ability to explain financial concepts to senior management.

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

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment. #J-18808-Ljbffr

Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Leads the CMP (client management process) within the client team to identify new business development opportunities - Sources new clients in alignment with established risk appetite - Leads the client team to deliver meaningful interactions and a branded client experience - Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs - Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management - Encourages use and adoption of digital capabilities to enhance the client and client team experience - Builds relationships with internal and external partners and centers of influence Required skills: - 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree - Responsible for driving new business development for target client segment ($3MM++ investable assets) - Present to clients a holistic approach, leveraging the entire Private Bank platform - A high touch, client-focused individual with exceptional interpersonal skills - A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client - Ability to influence; proactively asks for and closes business - Solutions oriented; sales and financial aptitude a must - Must be a skilled negotiator - Ability to work and identify the need for team specialists; collaborate closely with other team members - Takes on a leadership role on the team and within the business community - Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: - MBA or Post-Graduate Degree preferred - CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Used in this Role: - Business development - Prospecting and Qualification - Oral Communication - Investment Products and Solutions - Client team management - Influencing - Consulting - Problem Solving - Investment Products and Solutions - Advisory Sales - Pipeline management - Active Listening - Collaboration - Transitioning client conversations **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Harmer Associates has partnered with a publicly traded company to hire for Senior Financial Analyst. Responsible for supporting the analysis of various operational and financial objectives across the company; as well as performing perform financial modeling and analysis. Location: North Dallas area Work Model: Hybrid (1 day remote) 6-figure Base + Bonus + Benefits Qualifications: Bachelor's degree in finance, business, or a related field Min 2-3 years' forecasting at location level (multi-unit) and measuring/forecasting key drivers that drive revenue Relevant finance experience, including financial analysis, forecasting, or reporting SQL and BI experience (ability to extract and manipulate data) Ability to translate financial statements and P&L's Experience with ERP systems such as NetSuite, Hyperion, PBCS, etc. Resumes must clearly include all of the above experience to be considered for scheduling of candidacy fit and exploration.

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.

Job Description: Client Advisors Reports To: Store Manager The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general. Responsibilities Sales Performance: Achieve and exceed sales and metric goals Utilize product knowledge and trends to provide relevant styling suggestions Actively engage with customers, building relationships to drive repeat business Maintain knowledge of store key performance metrics and work towards targets Collaborate with the management team to develop action plans and sales strategies Customer Service/Clienteling: Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers Assist customers by selecting appropriate styles based on their needs and preferences Use Product Knowledge to speak to the collection's vision and the product's quality Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up Proactively reach out to clients based on their preferences and past purchases Sales Floor/Operations: Maintain the visual presentation of the store, ensuring VM standards are met Assist in floor sets and replenishment of merchandise as needed Complete opening and closing duties Collaborate with the management team to oversee any additional operational tasks Other duties as assigned The A.L.C. Style Seven! - Key responsibilities of Stylists include: 1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion. 2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic. 3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve. 4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively. 5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses. 6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering. 7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact. Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices. Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms. Qualifications: · Previous experience in a retail role, preferably with a fashion luxury/contemporary brand · Strong sales, customer service, and communication skills · Basic computer skills in retail point of sales system, excel, and word · Organizational skills and an eye for detail · A positive, high energy, entrepreneurial spirit · A team player who is inspired by other's successes as well as your own · Able to work retail hours, including weekends and holidays The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate's relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

Yorktown Capital (YKTN) is a direct private credit provider for homebuilders, institutional investors, and land developers. We finance the acquisition, recapitalization, construction, and development for residential and multi-unit projects nationwide. YKTN is adding entry-level and experienced loan originators to our sales team. The ideal candidate will help YKTN identify new lending opportunities and monitor our existing real estate investment loans portfolio. To assist with these efforts, you will conduct client acquisition activities, develop financial models, and source loan opportunities that present a clear and profitable exit for all parties. Responsibilities: -Originate investment loans that meet our lending requirements for institutional investors, developers, and builders. -Conduct modeling and financial analysis for each new loan opportunity. -Manage and monitor the performance of portfolio loans. Qualifications: -Bachelor's degree required. -Strong communication skills. -Sales experience preferred. -Excellent multitasking skills. -Must have knowledge of investment real estate fundamentals. Compensation: -Draw -Competitive and uncapped commission splits -YKTN proudly covers 100% of employee health, vision, and dental insurance premiums

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor Assistant, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Demonstrated customer service skills Excellent written and verbal communication skills Proficiency in Microsoft computer applications Additional Preferred Skills: Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Job Description The Data Center Investment Associate will support the firm's data center investment platform across acquisitions, development, capital markets, and asset management. The role is designed for a candidate with approximately 3 years of experience as a Real Estate Analyst who can underwrite complex mission-critical assets and engaging in financing, joint venture, and portfolio management activities throughout the asset lifecycle. Key Responsibilities Investment Analysis & Underwriting Build and maintain detailed financial models for data center acquisitions, developments, and recapitalizations. Underwrite power density, total MW capacity, phased power delivery, infrastructure costs, and lease structures. Evaluate development budgets, operating statements, rent rolls, and long-term capital plans. Transaction Execution & Due Diligence Support transactions from LOI through closing. Coordinate and review third-party diligence including engineering, utility, and environmental reports. Assist with drafting and reviewing purchase agreements, development agreements, and JV documentation. Capital Markets & Financing Support debt and equity capital markets activities including construction, bridge, and permanent financing. Prepare lender and investor materials. Assist in evaluating term sheets and modeling debt structures. Asset Management & Portfolio Oversight Monitor asset-level financial performance and development milestones. Support lease negotiations and renewals. Assist with quarterly valuations and disposition underwriting. Market, Power & Infrastructure Analysis Analyze utility capacity, power pricing, interconnection timelines, and fiber availability. Track hyperscale and AI-driven demand trends. Investment Committee & Reporting Prepare investment committee memoranda and presentation materials. Support investor reporting and portfolio performance reviews. Qualifications Required Bachelor's degree in Finance, Real Estate, Economics, Engineering, or related field. Approximately 3 years of experience as a Real Estate Analyst. Advanced Excel financial modeling skills. Strong understanding of real estate and capital markets. Preferred Experience with data center or mission-critical assets. Familiarity with redundancy concepts and power infrastructure. MBA or MS preferred. Compensation & Benefits Competitive base salary and performance-based bonus. Comprehensive benefits package. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Are you interested in joining our Firm but don't see a current position that matches your skills? We invite you to submit a general application. Please attach your resume and a cover letter outlining your areas of interest and expertise. We will keep your information on file and reach out should a related position become available. About Barrow Hanley Global Investors: Founded in 1979, Barrow Hanley is an institutional asset management firm with approximately $50bn in assets under management. The firm manages equity and fixed income portfolios across U.S., non-U.S., and emerging markets for a large and diverse global client base Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all potential and current employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, affectional or sexual orientation, gender identity or expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law. Barrow Hanley provides reasonable accommodations to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm's EEO policy, please email HR at [email protected].

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

Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As an Investment Strategy Specialist on the Investment Strategy team, you will play a crucial role in supporting our financial advisors with their investment needs. You'll work at the intersection of trading, product development, customer service and investment strategy helping to support our advisors and their clients investment goals. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management. Your Impact Assist with model implementation for complex scenarios Review and formulate solutions for complicated trading situations Gather and proactively provide product feedback to improve our technology Provide strategic guidance on investment selection with support from senior team members. Identify areas for improvement within our processes and solution the change. Support advisors in utilization of the Farther tools such as proposals and trading features. Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes. The Ideal Match CFA (or equivalent) designation or in progress of obtaining a CFA or equivalent Bachelor's degree in Finance, Economics, Business, or related field 3-5 years of experience in trading or directly with investments; 5-7 years of experience overall Strong analytical and quantitative skills Excellent attention to detail and organizational abilities Outstanding written and verbal communication skills Ability to manage multiple projects while maintaining accuracy and meeting deadlines Team player mentality with a client-first approach Bonus Points Experience working directly with clients Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing) Series 65 license (or equivalent active 66) or ability to obtain within 90 days Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!

Top Tier Wealth Management Firm seeks Senior Investment Advisor in Dallas, TX to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management. Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies Interface with research group to effectively communicate investment strategy to clients and interact closely with business development professionals to develop and deepen client relationships Maintain extensive contact with clients' and their advisors regarding tax, trust, estate, and investment matters Requires 8+ years' investment experience and strong client facing skills. Advanced degree preferred (CFA, MBA)

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. Works with Investor Reporting team members to resolve items within the investors' accounts. Maintains and follows procedures and controls within the monthly process. Assists with internal and external audits. Heavy use of Microsoft excel for data analysis and reporting. Attention to detail and strong organization skills important. Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Develops and enhances operational procedures. Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management. Education and Experience Requirements High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. Advanced MS Excel experience required. Proficient in MS Word and PowerPoint. SQL or other database reporting experience preferred. Servicing Director knowledge a plus Strong problem solving and analytical skills. Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. Strong communication skills to interact with Senior Management and other business units. Working understanding of operational risks and related controls. Strong organizational and time management skills necessary. Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. 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