Finance planner jobs in Tyler, TX - 1,808 jobs

Senior FP&A Analyst We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through operational efficiency, strategic initiatives, mergers & acquisitions and complex transactions. The ideal candidate will have strong financial modeling skills(3 statement modeling), strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization. Key Responsibilities: Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives. Collaborate cross-functionally with business units to align financial strategy with operational goals. Monitor performance metrics, key drivers, and trends to guide strategic decision-making. Lead annual budgeting, quarterly forecasting, and long-range planning across decentralized business units. Analyze project-level profitability, backlog, utilization, and working capital trends. Drive variance analysis and performance management across revenue, margins, overhead, and cash flow. Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures. Support multiple capital raise initiatives, including debt, equity, and hybrid instruments. Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities. Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors. Qualifications: 3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, 3-statement modeling, and analytical skills. Proven solid experience in FP&A, M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.

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.

Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision. Challenging the norm and innovating better methods is core to our approach. The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification. Responsibilities and Duties Essential Functions: Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors. Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements. Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations. Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives. Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions. Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets. Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution. Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning. Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders. Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively. Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities. Qualifications and KSA Education: Bachelor's degree in business administration, engineering, finance, economics, or a related field is required. MBA or equivalent advanced degree is strongly preferred. Experience: 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research. Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred. Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus. Knowledge, Skills, and Abilities: Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights. Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools). Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences. Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks. High attention to detail, accuracy, and organization when managing data sets and analyses. Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment. Collaborative mindset with the ability to work effectively across functional teams and organizational levels. Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions. High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance. Working Conditions - Mental Demands / Physical Demands / Environmental Factors Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices. Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain. Motion: Frequent use of hands and fingers for typing and handling office equipment. Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents. Environment: Primarily indoor, climate-controlled office environment. Travel Requirements: Minimal travel required. Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required. Equal Employment Opportunity (EEO) Statement Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities. Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Analyst - Investment Management As an Analyst of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors. Key Responsibilities: Manage investor due diligence requests and information gathering processes for existing and prospective investors Develop and implement scalable systems for investment analysis and strategy communication Maintain and organize investment content and materials across a wide variety of investment vehicles Create investment-focused collateral to help our Capital Formation Team win Monitor macroeconomic trends and competitive landscape to inform investment positioning Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives Success as an Analyst in the Investment Management Team will be measured by your: Ability to synthesize and communicate complex investment concepts effectively Demonstrated understanding of investment due diligence processes Ability to quickly learn the CAZ investment process and philosophy Deliver high-quality work, on time, with exacting attention to detail Proficiency to work within and across Teams to bring success to all members of the Firm Strong organizational skills and drive toward process enhancements Requirements: Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred 2-4 years of investment industry experience is preferred Ability to work in a fast-paced environment under strict deadlines Demonstrates an entrepreneurial mindset and capacity to think outside the box Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds Experience with, or desire to develop, professional presentation skills Strong organizational and written communication skills with keen attention to detail Understanding of core financial concepts, including accounting and valuation Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred Highly proficient in Microsoft Excel and PowerPoint Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques Compensation and Benefits: Base salary will be commensurate with experience Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability Participation in our matching 401k plan We offer a generous PTO plan, along with an excellent benefits portfolio

The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin. Senior Financial Relationship Consultant Duration: 6-month contract to hire Interview Process: 2 rounds of virtual interviews Location: Austin 78701 (near W Cesar Chavez and Brazos Street) Qualifications 5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling Series 65 License or willingness to study / take exam once a full-time employee Knowledge of banking products and services including deposits, lending and other financial services Ability to multitask and solve problems in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proficient knowledge of Salesforce preferred Bilingual in Spanish is a plus Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high-touch / engagement model Proactive phone calls to both existing and prospect customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations Assist in community awareness events to increase bank outreach and foster new business opportunities Assist management with various operational duties and responsibilities Abide by company policies, procedures, and regulatory compliance guidelines

Job Title: Senior Investment Associate (Acquisitions & Asset Management) Compensation: $90,000 - $100,000 Base + Performance Bonus + GP Equity Path The Role: Aligned Ventures is hiring a Senior Investment Associate to support the Partners in executing a high-volume acquisition mandate. This is a technical role focused on financial analysis, due diligence management, and operational reporting. You will act as the "Technical Control Tower" for the firm. Your primary responsibility is to ensure the integrity of our financial data-from the initial underwriting of a new deal to the monthly performance tracking of our existing portfolio. This is a direct apprenticeship role with the Partners, designed for a professional who aims to evolve from an Analyst into a Principal. Core Responsibilities: 1. Acquisitions & Underwriting Financial Modeling: Build and manage complex dynamic financial models for value-add multifamily assets. You must be capable of building waterfall structures (Tiered IRR/Pref) from scratch. Pipeline Screening: Review T-12s and Offering Memorandums to filter opportunities based on our buy-box criteria. You will be responsible for stress-testing broker assumptions against market realities. Due Diligence Coordination: Manage the closing checklist. You will coordinate third-party reports (ESA, PCA, ALTA), audit lease files, and assist in physical unit inspections during the contract period. 2. Asset Management & Reporting Variance Analysis: Track monthly P&L performance against the pro-forma budget. You will identify operational discrepancies (expense leakage, income gaps) and report them to the Partners. Investor Reporting: specific monthly and quarterly performance decks. You are responsible for translating raw financial data into clear, accurate investor updates. Renovation Tracking: Maintain "Budget vs. Actual" trackers for all CapEx projects to ensure business plan execution remains on schedule. Mandatory Hard Skills & Qualifications Experience: 2-5 years of direct experience in Real Estate Private Equity, Investment Banking, or Commercial Lending. Advanced Excel Proficiency: This is a non-negotiable requirement. Candidates will be required to pass a timed financial modeling test during the interview process. If you rely on pre-built templates and cannot troubleshoot circular references or build dynamic cash flow projections from blank cells, do not apply. Texas Residency: You must currently reside in Houston, Austin, Dallas, or San Antonio. This role requires physical site visits and property tours. Operational Literacy: Ability to read and interpret a T-12, Rent Roll, and General Ledger. The Opportunity Mentorship: Work directly with the Principals to learn the full lifecycle of a deal, from LOI to Exit. Wealth Creation: This role offers a clear path to General Partnership (GP) equity in the assets you help acquire and manage. Growth: We are aggressively scaling to $1B AUM. We are looking for a key team member to grow with the portfolio and into a more senior position To Apply Submit your resume. In lieu of a cover letter, Reply “Aligned” if you meet all the requirements under Mandatory Hard skills and qualifications

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Houston marketplaces. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred. A combination of education and experience may meet the requirements. Required licensing, FINRA Series 7 & 66 ( 65/63), life and health insurance. A CFP certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skills. Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. Process a keen understanding of financial planning.

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. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed 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. 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

DescriptionThe position of Digital Banking Analyst will be responsible for the daily support of the digital banking suite of products. This individual will be asked to learn all aspects of the different technology solutions we offer including but not limited to debit cards, online & mobile banking, gift cards, bill pay, voice banking, ATMs, digital wallets, BNK N GO, and Docu-Sign. This individual must work well in a fast paced, team environment while maintaining a high regard for our internal and external customers staying consistent with the banks mission statement. This individual will have a passion for working in the fintech space and have a desire to continually be learning new things. Essential Duties Consistently demonstrates the City Bank Promises and complies with all policies and regulations Represent the bank to the customer (internal and external) in a courteous and professional manner while providing prompt, efficient, and accurate service Maintain a clean work area as well as a professional appearance Prepare tickets as assigned to adjust for product income and expense Respond to support emails, calls, and online messages received from internal and external customers Act quickly on time-sensitive requests Establish, prepare, and store customer information in a secure manner to comply with Information Security policy Familiarity and comfort using smartphone and tablets of any brand Participate in development opportunities as assigned by the manager Perform duties as assigned by manager Equal Opportunity Employer/Veterans/Disabled

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

The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals supporting clients in the Fort Worth or McKinney markets. Other responsibilities include: Meeting with clients to discuss their financial goals and current financial position Building and maintaining relationships with clients Cross-selling bank products and services Investigates each client's financial situation in order to provide investment and financial planning advice May require work on physical bank premises Qualifications: Bachelor's degree or equivalent educational/work experience 3-5 years of full Financial Advisor experience NASD Series 7, 63, 65 or 66 license, and applicable state insurance license Criminal background check required and personal finances must be in good standing (for financial licensing purposes) Skills: Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions.] Travel to a variety of locations to perform work and/or attend meetings as required Work occasionally requires more than 40 hours per week to perform the essential functions of the position Must be able to travel regularly from location to location Lifting in an office setting may be required up to 30 lbs. ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience. As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience. To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service. Our team mission is passionately conveying the vision of Giorgio Armani. QUALIFICATIONS & SKILLS Preferred retail experience in a similar position High School diploma/GED preferred Excellent communication (verbal and written) skills and demonstrated passion for working as a team Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset Able to work a flexible schedule, including holidays, nights and weekends The appointed candidate will be offered a salary within the range of $16.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience. Compensation: $16.00 - $16.00

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.

Global Investment Banking Summer Associate - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Associate Program Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group. Similar to full-time GIB Associates, Summer Associates will spend their time: Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB Developing and preserving complex financial models Contributing to the delivery of client meetings and presentations Conducting research to analyze market trends Researching and analyzing future opportunities What do you need to succeed? In selecting Summer Associates, we look for the following: Students in their penultimate year of study at an accredited 2-year MBA program 2+ years' work post-undergraduate work experience Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Associate or Vice President) An opportunity to network and discuss career opportunities through a number of social events Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-08-25 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. Undergraduate degree in accounting, business, economics, engineering, finance or mathematics and MUST have 1-2 years previous Public Finance experience Excellent quantitative skills Strong interpersonal communication skills and attention to detail Strong computer skills utilizing Excel, Word and PowerPoint Ability to communicate in writing clearly and concisely Ability to verbally communicate effectively with others Ability to make critical decisions while following company procedures Ability to be truthful and be seen as credible in the workplace Ability to get along well with a variety of personalities and individuals Demonstrated interest in public sector/community service The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Work with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions. Provide extensive financial analysis using spreadsheet and industry-specific software packages. Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients. Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).

As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future! Job Title: Corporate Philanthropy Analyst (or Sr. Analyst) Position Overview: NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals. Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company. Key Responsibilities: * Operations Support Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements. * Project Management & Coordination Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met. * Grant Process Management Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting. * Data Management & Visualization Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights. * Presentation & Reporting Support Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling. * Communications Coordination Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact. Qualifications: * Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field * 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination * Strong organizational and project management skills * Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools * Excellent written and verbal communication skills * Ability to manage multiple priorities and work collaboratively across teams * Passion for social impact, sustainability, and community engagement Working Conditions: * Hybrid or office-based work environment * Occasional travel * Flexibility to occasionally support evening or weekend events as needed NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. Official description on file with Talent. Nearest Major Market: Houston

Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you! Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Responsibilities: Participating in all aspects of transactions, from pitching clients to closing deals. Responsible for overseeing analysts daily tasks. Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings. Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations. Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical. Qualifications: Bachelor s degree in Finance, Accounting or related field. Minimum 2-4 years of investment banking or M&A employment strongly preferred. Motivated self-starter who excels in both independent and team-oriented environments. Superior work ethic and commitment to high-quality results. Ability to drive deliverables with minimal oversight. Proficient in financial modeling, writing and presentation skills to support deals. Articulate, with exceptionally strong communication skills. Superior attention to detail. Advanced knowledge of Excel and PowerPoint to perform responsibilities. Ability to effectively, interact with senior executives and business owners. Must be able to commute to the Houston office. Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.

As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future! Job Title: Corporate Philanthropy Analyst (or Sr. Analyst) Position Overview: NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals. Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company. Key Responsibilities: Operations Support Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements. Project Management & Coordination Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met. Grant Process Management Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting. Data Management & Visualization Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights. Presentation & Reporting Support Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling. Communications Coordination Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact. Qualifications: Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination Strong organizational and project management skills Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools Excellent written and verbal communication skills Ability to manage multiple priorities and work collaboratively across teams Passion for social impact, sustainability, and community engagement Working Conditions: Hybrid or office-based work environment Occasional travel Flexibility to occasionally support evening or weekend events as needed NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. Official description on file with Talent.

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