Finance planner jobs in Pflugerville, TX

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. 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. 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 and dental benefits Unlimited paid time off Right-to-invest eligibility after one year anniversary Professional development assistance Downtown Austin parking provided 24/7 In office Monday-Friday requirement

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? 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 over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost 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 ABOUT TRINITY Trinity REIS is a commercial real estate brokerage built on strong relationships and a long-term partnership mindset. From our Fort Worth headquarters and Austin office, we collaborate with developers, funds, and high-net-worth investors to buy and sell investment properties across the country. We specialize in single-tenant net lease (STNL), retail, and industrial assets, and we back it up with results: more than $3.7B in total transactions and $235M+ in active listings. Our culture is collaborative, entrepreneurial, and agent-centric. We're here to help you grow a business you're proud of. DESCRIPTION We're looking for an Investment Sales Associate with proven experience in prospecting and relationship management. The right candidate is driven, growth-minded, and committed to long-term success. You'll focus on STNL retail, shopping centers, and industrial properties, so knowledge of these asset types or the ability to learn them quickly is essential. Requirements • Source and cultivate relationships with real estate investors and developers. • Proactively generate new business by making a substantial number of lead-generating calls each week, with call expectations agreed upon with your mentor. • Work with investors to understand their financial objectives for their real estate assets. • Review leases and other due diligence materials and guide clients through the sale process. • Research Trinity's active inventory and pitch properties to potential buyers. • Keep detailed notes and track activity in the CRM. • Submit all marketing needs to the designated marketing team and pull sales comparables for your opportunities. • Collaborate with the transaction team through the entire escrow process. • Consistently aim to meet or exceed sales goals. WHAT WE LOOK FOR IN AN AGENT • Do you have your Texas Real Estate Sales Agent License or are you in the process of obtaining it? • Do you have experience or demonstrated interest in commercial real estate and sales? • Do you have a natural competitive drive with a team-player attitude? • Are you motivated by 100% commission? • Are you coachable and eager to learn? • Are you proficient in Salesforce or comparable CRM platforms? Benefits • Industry leading five-week training program for new agents. • Mentorship pairing with a senior agent and open-door access to partner level help. • Access to premium industry tools and subscriptions (Crexi, AlphaMaps, Terrakota, CoStar, LoopNet). • Full marketing support: proposals, off-market packages and offering memorandums for listings. • Transaction management support from LOI to closing. • Regular team events: happy hours, office lunches, holiday parties, golf tournaments, company outings and more!

Job Description Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group. The ideal candidate will have 3-5 years of experience with corporate transactions. Experience in the structuring, formation and management of private equity funds, real estate funds, alternative investment vehicles and management companies is preferred. Relevant general corporate experience will also be considered.

Mid -Level Investment Funds Associate | AmLaw 100 Powerhouse Locations: Austin, Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC (Hybrid) Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid -level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. This is not a plug -and -play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point. What You'll Bring: JD from a top -tier institution 3-5 years of experience with fund formation and investments Strong background in structuring private funds and investor -side work Exposure to secondaries, SMAs, and carried interest vehicles a plus Previous AmLaw 100 firm experience is strongly preferred What You'll Get: Base comp between $260,000 and $365,000 Top -shelf medical, dental, vision, and 401(k) Real -time mentorship and long -term runway Hybrid flexibility, without sacrificing prestige or opportunity This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting. Ready to elevate your career? Let's talk. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

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

Lincoln Property Company (“Lincoln”) is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations. Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda. Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment. Conduct macro and micro-level market research to support underwriting assumptions and investment theses. Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations. Populate, maintain, and enhance the acquisition pipeline and related tracking systems. Travel as needed for property and market tours, and industry conferences. Asset Management Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses. Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models. Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS). Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes. Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting. Travel as needed for property tours, asset management meetings, and industry conferences. Preferred Qualifications 1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking. Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required. Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials. Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required. General understanding of real estate finance, valuation, and basic accounting concepts. Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities. Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment. Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform. 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, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. 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 the companies 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.

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

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role: Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time. PitchBook's Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements. Primary Job Responsibilities: Collect and organize financial statements to ensure accurate and efficient data management Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve Support the vision and values of the company through role modeling and encouraging desired behaviors Participate in various company initiatives and projects as requested Skills and Qualifications: Bachelor's degree, commonly in Finance or Accounting 1+ years of work experience, including internship experience Ability to provide a high-level of customer service Adaptable to unique and changing business needs Demonstrated success in problem solving and ownership to resolve issues Ability to work independently and as a team member in a fast-paced environment Ability to operate using sound judgement to make decisions Proficiency with financial statements Process-oriented, organized, and with amazing attention to detail Excellent written and verbal communication skills Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits + Compensation at PitchBook: Physical Health Comprehensive health benefits Additional medical wellness incentives STD, LTD, AD&D, and life insurance Emotional Health Paid sabbatical program after four years Paid family and paternity leave Annual educational stipend Ability to apply for tuition reimbursement CFA exam stipend Robust training programs on industry and soft skills Employee assistance program Generous allotment of vacation days, sick days, and volunteer days Social Health Matching gifts program Employee resource groups Subsidized emergency childcare Dependent Care FSA Company-wide events Employee referral bonus program Quarterly team building events Financial Health 401k match Shared ownership employee stock program Monthly transportation stipend *Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment. Compensation This role is non-exempt and paid a salary of $70,000-$80,000 Target annual bonus percentage: 5% Working Conditions: At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week. The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. Life At PB: We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community. We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook. #LI-MS1 #LI-Onsite

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual - Greater San Marcos is seeking to onboard a new Financial Advisor onto our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666 The Backbone of Our Success, Our Local Leaders: Ty Terrazone Financial Advisor: Time with NM: 2 years Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team. Luke Borst Managing Director: Time with NM: 10 years Prior Experience: Spent 5 years in business development at First National Bank of Omaha Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events. Brian Vrana Managing Partner: Time with NM: 23 years (started through the internship program in college) Prior Experience: Farmer Passionate About: Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay current on insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k)) Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Austin, Texas, 78723 United States Investment Operations Alternative Investments Analyst - Associate Requisition ID: req1316 Employment Type: Unclassified Regular Full-Time (URF) Division: Investment Operations Compensation: Depends on Qualifications Location: IMD Job Closing: 2/5/2026 WHO WE ARE: With the Investment Management Division (IMD) you will be joining a diverse group of achievers who celebrate the unique value individuals bring to support our shared cause: earning trust and contributing to the financial future of 2 million public education employees and retirees throughout Texas. Navigating the current market environment takes innovation and we're passionate about stewarding the right investments to make an impact both in the lives of our members and all Texans. We invite you to partner with the best financial minds in the business to manage a global portfolio of over $200 billion in public and private investments. Our success starts with you. The Investment Operations Alternative Investments Analyst-Associate performs complex investment-related financial analysis work. The incumbent will assist with or plan, design, implement, and administer investment information and reporting; compile, analyze, and evaluate related financial data; and consult with Investment portfolio managers and TRS management on information and reporting needs. This position will proactively work with the Budget and Accounting team, IMD staff, and TRS employees. This position reports to the Investment Manager, Budget & Accounting WHAT YOU WILL DO: Investment Process and Reporting • Processes setup, lifecycle transactions, and monthly/ quarterly valuations of alternative investments, including but not limited to capital calls, distributions, and capital account statements in internal system (SimCorp) and with the Custodian, • Reviews financial statements of the investment to ensure changes in the capital call statements are reasonable, reviews the audited financial statements and disclosures to ensure any issues are noted, and makes recommendations for resolution. • Researches the causes of and reconciliation of complex financial holdings, performance and other investment data discrepancies on a daily, monthly, quarterly, and annual basis with SimCorp and the Custodian for alternative investments. • Performs research and analysis of alternatives' investment data, including conferring with Investment portfolio managers, TRS management, and staff to meet business data and reporting needs. • Assists with identifying and sharing best practices with team members and supports development of data management infrastructure for alternative investments. • Assists with developing new or revisions of existing data analysis and reporting system techniques, models, and methodologies. • Assists with assessments of investment analysis, data, security, and reporting needs. • Creates or assists with creating metrics, outcomes, and reporting objectives. • Analyzes pricing data, cash movements, trading information, and other issues that affect alternatives' portfolio valuation, performance, compliance and regulations. • Provides support for audit requests or accounting reports. • Monitors data feeds and recommends appropriate corrective action to ensure accurate data flow between systems. Portfolio Services • Works with owners to create and present investment data for decision making. • Participates on or leads various investment operations related projects to implement strategic initiatives or improve system integration between applications, custodian, internal and external partners, portfolio analytics and other third-party software. • Actively researches and identifies areas for improvement around operations, reporting and investment systems. • Updates and maintains operational documentation, policies and procedures. • Facilitates resolutions cross-organization. WHAT YOU WILL BRING: Required Education • Bachelor's degree from an accredited college or university in business administration, finance, accounting, operations research, math, information technology, liberal arts or a closely related area. • A Master's degree in a related area may substitute for a year of the required experience. Required Experience • One (1) year of full-time investment operations, data management, accounting, financial analysis, trade settlement or related experience requiring compilation, reconciliation, and/or analysis of detailed information (Analyst). • Three (3) years of full-time investment operations, data management, accounting, financial analysis, trade settlement or related experience requiring compilation, reconciliation, and/or analysis of detailed information (Sr Analyst). • Five (5) years of full-time investment operations, data management, accounting, financial analysis, or related experience requiring compilation, reconciliation, and/or analysis of detailed information (Associate). Required Registration, Certification, Licensure • None Preferred Qualifications • One (1) - seven (7) years of full-time professional investments experience or other experience involving a high degree of skill in data analysis and evaluation, such as accounting, financial analysis, or statistics. • Experience with Alternative Investments such as Hedge Funds, Real Estate, or Private Equity. • Certification as a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) or working towards CPA/CFA/CAIA. • Knowledge of Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) statements, and Financial Accounting Standards Board (FASB).statements • Experience with software languages, database and report writing technology (SQL, SSRS, and PowerBI). • Basic understanding of capital markets, investment securities (equities, bonds, and derivatives), and/or private markets (real estate or private equity). • Basic understanding of investment performance measurement. Knowledge of: • Knowledge of investment concepts, terminology, styles, models, strategies and fundamental and quantitative investment factors. Skill in: • Performing complex financial analysis. • Verifying and auditing financial data. • Using a computer in a Windows environment with MS Office word processing, spreadsheet (including advanced Excel functions and macros), and database systems; report writing; and other business software. • Conducting data searches and evaluations of large amounts of information, performing complex statistical analysis of the data, and preparing concise and accurate reports. • Communicating complex technical information, verbally and in writing, including presenting analysis. • Organizing and coordinating work assignments to effectively meet frequent and/or multiple deadlines, in handling multiple tasks simultaneously, and in managing conflicting priorities and demands. Ability to: • Establish and maintain harmonious working relationships with co-workers, agency staff, and external contacts. • Thrive in an environment driven by change and improvement and adapt effectively to changing requirements. • Work effectively in a professional team environment. Military Occupational Specialty (MOS) Codes: Veterans, Reservists or Guardsmen with experience in the Military Occupational Specialty ( *********************************************************** ) along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply. Please contact Talent Acquisition at ********************* with questions or for additional information. To view all job vacancies, visit ************************* or **************************** For more information, visit ******************

About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities. Our aspiration is to be loved by millions of members and built to thrive for generations. Our employees are not only part of our team but also Members themselves. They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do. UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth. If you're looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U. Join us and work with purpose. Essential Functions of the Job Member Relationships Open savings, checking and deposit accounts as well as Certificate of Deposits Educate members on Credit Reviews and Needs Assessments Accept and input consumer and business loans Communicate UFCU's Mission, Vision, and Values Account Services Refer fraud claims to experts Provide online and mobile support Increase Automated Teller Machine limits Release check holds Provide notary services Conduct Signature Guarantees Complete wire transfers Validate vehicle values Manage account restrictions and pop-up concerns, and add travel notes on member accounts Partner with Collections for members who are past due Problem solve and facilitate connecting members with internal business partners Conduct Transactions Process service requests and financial transactions Process stop payments via check, ACH and/or Cashier's Checks Process ATM and Point-of-Service transaction disputes Set-up and grant access to safe deposit box Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development Make external business partner referrals Host tables at and attend community events Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Effective active listening skills Excellent verbal, interpersonal, and written communication skills Ability to be adaptable and work in a fast-paced environment Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues Strong attention to detail Strong organizational and time management skills Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude High proficiency in Microsoft Office Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Required Qualifications High School Diploma or GED English/Spanish bilingual Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! INDUFCU

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 Financial Analyst 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

Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com. We create places people want to call home - starting with you. With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S. At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact. The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include: * A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership * Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations * The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program The program will run from June 1 - July 31, 2026. Responsibilities Responsibilities: We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today! * Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules * Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting * Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc. * Shadow the underwriting/proforma process for potential business * Additional tasks as assigned * Check assigned email regularly * Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise Qualifications Qualifications: * Interest or desire to work in property management, real estate, or finance * Strong analytical skills & ability to grasp new concepts quickly. * Strong written and verbal skills. * Ability to maintain sensitive and confidential information. * Strong problem-solving skills. * Must display intellectual curiosity and eagerness to learn. * Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

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 Financial Analyst 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.

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

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 Financial Analyst 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.