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Investment banker jobs in McKinney, TX

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  • Investment Associate

    MHW Search 3.9company rating

    Investment banker job in Dallas, TX

    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.
    $69k-122k yearly est. 1d ago
  • Personal Banker

    First Convenience Bank

    Investment banker job in Dallas, TX

    Job Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Environmental and Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Ability to work in a high volume, stressful and noisy environment Schedules are prepared based on business need and subject to change at any time Operate a computer and other office machinery Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $31k-40k yearly est. 12h ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment banker job in Dallas, TX

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $80k-143k yearly est. Easy Apply 60d+ ago
  • 2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Plano, TX

    JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: New York, NY Plano, TX Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Risk Management Track The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include: * Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators. * Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. * Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders. Additional information about Risk Functions within JPMorganChase: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $136k-223k yearly est. Auto-Apply 8d ago
  • Investment Banker VP, Coverage

    Texas Capital Bank 4.5company rating

    Investment banker job in Dallas, TX

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at ************************* Competences Extraordinary levels of motivation and initiative. Effective team player with ability to work in a fast-paced, highly collaborative environment. Experience in training junior bankers. Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity. Very strong quantitative and analytical skills (including Excel modelling and valuation work). Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team. Deep knowledge of the industry and products and has the ability to comfortably interact with clients in a professional and mature manner. Thorough understanding of financial, legal and reputational risks facing investment banks in today's environment. Responsibilities Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions. Ability to operate as project / deal team lead, driving the work product and transaction processes. Perform financial valuation, discounted cash flow, leveraged buyout, pro forma merger, accretion / dilution, precedent transaction, and comparable companies' analyses. Analyze detailed corporate and financial information, as well as conduct due diligence. Build detailed financial operating models and valuation models. Prepare and participate in the delivery of client presentations. Supervise and direct junior bankers in the preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses. Conduct industry and product research. These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Vice Presidents are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Corporate Banking, Private Wealth, and Sales and Trading teams, collaborating to develop and execute solutions to meet client needs. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
    $118k-196k yearly est. Auto-Apply 15d ago
  • Associate, Investor Reporting

    Bellwether Coffee 4.6company rating

    Investment banker job in Dallas, TX

    Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Associate, Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Key Responsibilities Work closely with the Servicing team to reconcile remittance accounts and resolve any discrepancies promptly; Prepare reports with strict adherence to reporting requirements and partner with other departments on joint initiatives; Manage all monthly remittances on assigned portfolios within the applicable required remittance deadlines and submit for processing; Partner with the Treasury team on initiating distribution wires and oversee the documented completion process; Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions; Create summary or modified work-product that responds to audits, Rating Agency or other inquiries and requests of management; Research operational, reporting, or data issues and present solutions or process improvements to management; Maintain organized shared folders to facilitate yearly audits and reconciliation; Leverage Excel and accounting experience to create a routine remittance process to scale a growing Client base with diverse fund structures and distribution instructions; Provide direction, leadership, training, motivation, coaching and assessment for junior team members to ensure optimum performance in support of company and department goals as needed; and Conduct ad-hoc reporting or research as directed by management. Professional Experience A minimum of 3+ years of investor reporting experience in commercial mortgage servicing. Experience with Strategy servicing software valued but not required. Education/Certification Bachelor's degree in Business Administration, Finance, or a related field of study / work experience equivalence required. Essential Skills & Competencies Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature, and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have: Job Knowledge & Technical Ability: Strong analytical skills and detailed oriented. Proven ability to initiate ideas and implement new processes. Ability to read and analyze investment, lease, loan, and management agreements. Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks. Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information. Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support, and respect. Travel Requirements Travel is not anticipated but may be needed from time to time. Position Details Classification: Exempt Position Status: Regular / Full Time Reports To: Vice President, Loan Servicing Direct Reports: No Physical and Mental Demands While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items. Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery. Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly. Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative. Requires active listening, critical thinking, making decisions, time management, as well as administration skills. Ability to interact in a courteous professional manner at all times. Regular, predictable attendance is required. The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Work Environment No hazardous or significantly unpleasant conditions (such as in a typical office). Moderate noise (i.e., business office with computers, phones, printers and light traffic) Indoor business office environment with windows; light foot traffic within work areas The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefits We offer a comprehensive benefits package that includes: Employer-paid Medical, Dental & Vision, with buy-up options available Flexible Spending Account, Health Savings Account Carrot Fertility Benefit - $10,000 lifetime benefit 401k company match 4%, immediately vested Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure 14 weeks Maternity Leave & 12 weeks Parental Leave Wellbeing program offerings Cell phone reimbursement Engaging team events & holiday parties Intent of Position DescriptionThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. Equal Opportunity EmployerBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.
    $91k-149k yearly est. Auto-Apply 24d ago
  • Investment - Summer Internship 2026

    Globe Life Inc. 4.6company rating

    Investment banker job in McKinney, TX

    Primary Duties & Responsibilities Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026! The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation. This is an onsite position located in McKinney, TX. What You Will Do: * Analyze credit risk through research on corporate and municipal debt issuers. * Report ongoing company-specific and industry-wide developments and trends (verbal/written). * Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc. * Present industry/sector outlooks and provide investment recommendations. What You Can Bring: * Junior/Senior * Minimum 3.0 GPA. * Interest/participation in the CFA Program. * Ability and willingness to perform clerical functions as needed. * Willingness to learn different areas within the organization. * Work on different projects within the department as well as team projects. * Back up other team members during vacations and/or leaves of absence. * Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.). * Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance. * Strong, detail-oriented, analytical/reasoning skills with ability to analyze large quantities of information efficiently and effectively. * Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation. * Proficiency in financial statement analysis and other relevant information. * Self-starting, and exhibiting ownership of assigned sector coverage. * Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus). * Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week Program Overview: The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences: * DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively. * Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights. * Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships. * Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future. * Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere. * Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs. * Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search. The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer! Location: 7677 Henneman Way, McKinney, Texas
    $65k-98k yearly est. 12d ago
  • Senior Investment Associate

    Culdesac

    Investment banker job in Dallas, TX

    Who We Are Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion. Culdesac is the co-developer and tech-enabled property manager. Learn more about our vision, our product, and how we are changing how people live, work, and move: Watch An immersive look at life in our car-free neighborhood by Hard ResetRead Living Car-free in Arizona, on Purpose and Happily by The New York TimesRead America's "First Car-Free Neighborhood" by DwellWatch Blueprint for Environmentally Friendly, Car-Free Living on PBS NewsHourListen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator. The Role As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders. The Requirements While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most candidates will need at least 4-6 years of relevant experience to fulfill this position. Investment Analysis & Deal StructuringConduct due diligence on land acquisition opportunities.Build and maintain custom pro forma underwriting models.Evaluate financing alternatives and understand what “makes a deal work.”Lead a deal from cradle to grave. Financial Planning & ReportingOrganize the preparation and review of quarterly financial statements, annual budgets, and forecasts.Review market analyses, real estate tax forecasts, and disposition strategies.Prepare and review recurring investor, partner, and lender reports.Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders. Operations & Asset ManagementMonitor cash flow, distributions, and returns of existing projects.Ensure adherence to operating and capital budgets, surface variances, and communicate risks.Ensure assets operate in line with management agreements, JV agreements, and loan documents. Execution & Problem SolvingManage critical timelines and deadlines for transactions and capital raises.Identify and proactively resolve issues that could affect closing or capital flow. Transactions & LegalReview legal documents.Work with counsel to negotiate key deal terms.Support transaction closings, including the title process.Build familiarity with zoning and entitlement processes. Locations We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office. For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants. Benefits & Perks 🏥 Benefits Package - Options for medical, dental, and vision coverage.🥚 Family Planning Benefits - Support for family planning resources and services.🐣 Parental Leave - Up to 12 weeks paid time off for qualifying events.🏦 401K Savings Plan - Retirement savings plan available to employees.🖥️ Work From Home Stipend - Up to $500 for equipment paid by the company.🌎 Co-Working Stipend - $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass). Remote employees only. 🚲 Mobility Stipend - Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).🛴 Car-Free Commuter Benefit - $200 per month, paid by Culdesac. Tempe employees only. 🏡 On-Site Living Discount - 25% discount on base rent for one unit at a Culdesac-managed property. Our Values As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living. Come help us make our residents happier, healthier, and more productive - both in the years they spend with us and in the moments they share together. At Culdesac, we: Work as a team Be inclusive, drawing on the strengths of people who bring a different perspective.Find ways to work together that overcome disciplinary and geographic separations. Act from ownership Be output oriented. When we see a problem, we roll up our sleeves and fix it.Don't let blockers stop you from seeing your work through to the end. Rule 0, then iterate Don't start from scratch: learn from our own and others' previous attempts.Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.Then, we learn from our own designs to continually improve. Design for humans Ask people for feedback and observe behavior. Only users know if we're creating value for them.Human paradoxes and contradictions are our opportunity to create joy.Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules. Create and capture value Focus on what our residents value: profitability is essential for sustainability and allows us to scale.Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.We build value by executing on the fundamentals and excelling at mobility, community, and open space. Next Steps If you think Culdesac might be a good fit, we encourage you to apply! Here's our typical hiring process: 1. Recruiter Call (20 min) - Introductory conversation to learn more about you, your background, and logistics.2. Take-Home Assignment (2.5 hrs) - A practical exercise to showcase your skills.3. Finance Interview (30 min) - Deep dive with our Finance Leader into your professional experience and approach.4. CIO Interview (30 min) - Scenario-based conversation with our Chief Investment Officer.5. Culture & People Interview (30 min) - A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.6. CEO Interview (30 min) - A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them. We build in time for your questions at every stage because finding the right fit matters - for you and for us at Culdesac. We look forward to hearing from you! Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $72k-131k yearly est. Auto-Apply 60d+ ago
  • Associate, Investor Reporting

    Lument Real Estate Capital

    Investment banker job in Dallas, TX

    The Associate is responsible for the timely and accurate submission of data to internal and external clients. The Associate will be responsible for monitoring and reconciling loan data for portfolios assigned. Essential Duties & Responsibilities Compile and review loan/pool data for submission to Freddie Mac investors. Including reconciliation of key data points to internal data sources. Assist other team members with monthly investor reporting packages and remittances to Fannie Mae, Ginnie Mae, and other agencies/investors. Monitor payment receipts and reconcile remittances to investor, including advances and reimbursement requests. Submit system data change requests and/or work with asset management teams to submit requests due to changes in loan terms or investor status. Review manual billing statements for credit enhanced bond loans created by client services team, report the related data to the investor, and submit wire requests to remit funds to Trustees. Communicate with agency contact efficiently and clearly to answer questions or submit requests for information. Provide support for Ad Hoc requests from other Servicing/Asset Management teams or management. Gather and retain data from agency and other verified sources in an orderly manner. Create wire and ACH requests to transfer funds internally and to agency as needed. Assist with testing report enhancements, to provide feedback for technology initiatives for department and Servicing/Asset Management Teams. Support corporate accounting team to reconcile data and transactions related to agency reporting. Complete monthly bank reconciliations for custodial accounts assigned. Review ARM rate data and report projected payments to agency. Monitor and review new loans boarded into the servicing system. Reconciling data between investor data and servicing system data. Ensure that all job functions are executed in compliance with all investor requirements and Lument policies and procedures. Maintain strict compliance to the applicable regulatory, investor and internal compliance requirements governing mortgage funds application. Prepare supporting documentation for RegAB, SOX and other internal and external audits. Provide superior customer service skills. Review, prioritize and provide timely and accurate responses to tasks, emails, etc. Work professionally and harmoniously with team and coworkers. Ensure that all training needs, both technical and interpersonal, are met in a timely manner. Minimal to no travel required. Contacts This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors. Education, Skills & Experience Bachelor's degree in accounting, Finance, Economics, or Business preferred. Proficiency in Microsoft Office and list other relevant systems or software. Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities. Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), investors, legal counsel, and others. Must also demonstrate an excellent customer service attitude. The ability to effectively self-manage and to work independently, while functioning as a highly effective member of the team. This position requires access to sensitive and confidential information. It is expected that this information remains both internally and external to the company as applicable. Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation) Other projects and duties as assigned by management team. Preferred: Working knowledge of McCracken Strategy. (or similar large-scale servicing system) Mortgage servicing platform experience a plus. Problem solving skill set to review data independently. Basic database understanding to provide enhanced feedback to technology development teams. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
    $72k-131k yearly est. Auto-Apply 59d ago
  • Investment Advisory Associate

    International Search Consultants

    Investment banker job in Dallas, TX

    Job Description Investment Advisory Associate Dallas, TX ISC's team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. The Investment Advisory Associate will be instrumental in partnering with UHNW Clients and will work closely with the Client Advisory and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices. Responsibilities: Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. Communicate directly with clients and their external advisors. Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests. Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management. Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals. Generate, maintain, and analyze performance reports. Execute investment decisions. Conduct client wealth forecasting. Support the onboarding process for new clients. Provide assistance in business development activities. Requirements: · 5+ years of related experience within UHNW Client Support and investments. · BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred. · Excellent communication skills - written and verbal, as well as superior analytical skills. · High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM. · Experience with Addepar, Salesforce and / or Morning Star is a plus. How to Apply: Please contact Anna Souers at International Search Consultants, annas@iscjobs.com Referrals - Do you know someone who may be a fit? We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We are looking for sharp Client Advisory Associates - whose name comes to mind?
    $72k-131k yearly est. 12d ago
  • Investment Strategies & Capital Solutions Associate - Dallas

    Direct Counsel

    Investment banker job in Dallas, TX

    Job DescriptionAssociate - Investment Strategies & Capital Solutions - Dallas Direct Counsel is representing an Amlaw 100 firm seeking a mid-level associate to join its Investment Strategies & Capital Solutions group in the Dallas office. The ideal candidate will have 3+ years of general corporate or transactional experience and an interest in working with private equity clients across multiple industry sectors. This role offers the opportunity to handle a variety of transactional matters, including structuring joint ventures and pooled investment vehicles for clients pursuing real estate and private credit investments. Familiarity with the Investment Advisers Act of 1940 is a plus but not required. Qualifications: J.D. required Active Texas Bar admission Strong academic credentials Prior law firm or clerkship experience Excellent research, writing, and communication skills Compensation: Competitive, based on experience, with a full benefits package including medical, dental, vision, life, disability, 401(k), and paid time off.
    $72k-131k yearly est. 4d ago
  • Investment Funds Associate

    5 Legal

    Investment banker job in Dallas, TX

    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 their management companies is preferred. Relevant general corporate experience will also be considered.
    $72k-131k yearly est. 2d ago
  • Investment Associate

    Frontline Source Group Holdings, LLC Dba Dfwhr 3.8company rating

    Investment banker job in Dallas, TX

    Our client is looking to hire an Investment Associate to support the CEO. This is a top priority need. Must be willing to work longer than normal hours and some weekends. This is a direct hire, hybrid opportunity. Company Profile: Start up Investment Investment Associate Role: We are seeking a high-performing, Type-A Investment Associate to serve as a strategic right hand to our CEO. This is a high-intensity, immersive position designed for a sharp, ambitious individual who thrives under pressure and is eager to gain exposure to executive decision-making at the highest level. Travel extensively with the CEO to meetings, investor events, and strategic site visits Conduct financial and strategic analysis to support key initiatives and decisions Prepare executive briefings, decks, memos, and dashboards Help drive cross-functional execution on projects and priorities Anticipate needs, solve problems on the fly, and protect the CEOâ??s time and attention Investment Associate Background Profile: Bachelorâ??s degree in Finance, Economics, Business, or related field 2+ years of experience at a top-tier finance firm (investment banking, private equity, hedge fund, or consulting) Experience performing in-depth financial research and analysis ideally for investment decisions, manage portfolios, and assist with corporate finance activities such as mergers and acquisitions is highly preferred Intellectually aggressive, exceptionally organized, and thrives in high-stakes environments Strong financial modeling, Excel, and PowerPoint skills Must be willing to travel and open to working outside normal business hours and some weekends. Interested in business leadership, private equity, venture capital, or strategic ops Able to manage ambiguity, juggle competing priorities, and move fast without breaking things Must be based in or willing to relocate to Dallas, TX Features and Benefits: Competitive Salary PTO and Holidays Remote employment Company retreats and much more
    $71k-119k yearly est. 60d+ ago
  • Frisco Dodge - Future Positions

    Greenway Automotive

    Investment banker job in Frisco, TX

    Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here! Responsibilities Include: Set an example of professionalism through daily actions and appearance Attends all staff meetings, trainings, and educational classes as required Follows all safety and security procedures Is ethical and transparent in all leading operations Maintains work area in a neat and organized manner Performs other duties as assigned Qualifications Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership Must have a steady work history and be committed to starting a new career Strong business sense and industry expertise Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.) Must be able to read and comprehend written instructions and information Are willing to submit to pre-employment background check and drug screen Able to work independently with minimal supervision Highly motivated and willing to learn new skills Highly professional and dependable Team player with excellent communication and interpersonal skills Benefits Competitive Pay Employee Purchase and Service Discounts Ongoing Training and Education Paid Vacation Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance 401(k) Retirement Savings Plan State of the Art Facility with a Professional Working Environment Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability. Greenway Automotive Group is an Equal Opportunity Employer.
    $80k-143k yearly est. 60d+ ago
  • 2026 Internships, Investment Roles

    Carlson Capital LP 4.7company rating

    Investment banker job in Dallas, TX

    About Company: At Carlson Capital, L.P., our core mission is to provide our investors with a return that combines the low-risk profile of fixed-income assets with the growth potential inherent in equity investments. We achieve this balance through our strategic application of non-directional, relative value investment approaches. As a registered investment advisor headquartered in Dallas, Texas since 1993, our firm has been a beacon of empowerment for investment professionals. If you're eager to contribute your visionary ideas and make a meaningful difference, we encourage you to apply. Discover the opportunities that await you in a workplace that thrives on cooperative spirit and vibrant dynamism. Let's shape the future of investing together. About the Opportunities: Our internships last 13 weeks and are based in our headquarters in Dallas, Texas. We do not expect to start interviews until January of 2026 for the summer of 2026. Our investment internship roles could include positions in either our Equity Relative Value (EqRV) strategy, our Corporate Catalyst strategy, or within our Alpha Capture team. Interns will work directly with an Equity Sector Specialist or with senior managers in Alpha Capture. All roles will require skills in financial modeling, market data analysis, and most importantly, interpersonal communication skills. These internships are designed for those graduating in 2027 from a well-respected business or math program at a major four-year university. Unfortunately, these positions are not eligible for Visa sponsorship. Minimum Qualifications: Candidates for a BBA in Finance, Accounting or Economics or candidates studying for a B.S. or B.A in Applied Mathematics. Strong organizational and time management skills. Excellent communication and interpersonal skills with the ability to succinctly summarize large volumes of financial data into written investment memos. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Knowledge of Factset and Bloomberg. Interns for the Alpha Capture teams will need to know Python and have knowledge of enterprise repository tools and data modeling tools as well as a current understanding of LLM's and AI in the investment realm. Responsibilities: Maintain decision support tools, including forecasts and valuation models. Monitor sector positions for changes from the original investment catalyst or theme. Assist in the development of catalyst themes based on original research. Write and share investment memos with the team based on new information and market developments. Interns in the Alpha Capture team will work with data extraction tools and Carlson proprietary tools to assist our investment team.
    $59k-85k yearly est. Auto-Apply 60d+ ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Investment banker job in Dallas, TX

    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, Business Administration, or a related field. Basic understanding of investment concepts, financial markets, and asset management strategies. Familiarity with financial modeling, quantitative analysis, and investment research techniques. Ability to assist in the analysis of market trends, economic data, and investment opportunities. Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models. Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, for working with investment teams and presenting findings. Eagerness to learn and stay updated with advancements in investment strategies and market conditions. Hands-on experience in creating and interpreting financial reports and investment portfolios. Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
    $67k-108k yearly est. Auto-Apply 60d+ ago
  • Investment Summer Intern

    Cabot Properties

    Investment banker job in Dallas, TX

    Cabot Properties is a leading international private equity real estate investment firm specializing in logistics and industrial properties. With a strategic focus on high-growth, global gateway markets, we invest in, develop, and operate modern distribution facilities that power global commerce. For more than 35 years, we have delivered value on behalf of our institutional investors through disciplined investment strategies and deep expertise. Our global footprint spans the United States, United Kingdom, Europe, and Asia Pacific, where we have built a strong reputation as a trusted partner in the logistics real estate sector. To date, Cabot has invested over $17 billion in logistics real estate, managing a portfolio of more than 1,750 properties encompassing 243 million square feet and serving over 4,300 tenants. Our scale, experience, and commitment to operational excellence position us as a long-term industry leader in one of the most dynamic segments of commercial real estate. Job Summary We have an exciting opportunity for an Investment Intern in our Dallas office for the summer of 2026. This program offers a unique opportunity to engage in the acquisition of industrial real estate, while developing transactional, financial, and investment management skills. The Investment Intern will gain exposure to the structure of private equity real estate transactions and support the team in underwriting investment opportunities, reviewing due diligence materials, conducting market research, and assisting with other components of the investment process. Key Responsibilities Investment Underwriting and Analysis Work with members of the Investments team to support investment activity across all Cabot's investment vehicles. Assist in preparing investment underwriting in Argus and Excel. Transaction and Market Research Conduct market and submarket research using CoStar and supplementary data sources. Review due diligence materials in support of potential acquisitions. Data Management Prepare and enter lease abstracts into Cabot's accounting database. Update Cabot's lease and sales transaction database maintained in Excel. Team Support Participate in special projects for the Investments team as needed. Perform other duties as assigned. Qualifications & Experience Proven record of academic performance. Preferred graduation date of 2027. Strong attention to detail and organizational skills. Effective problem-solving skills with the ability to multi-task. Works effectively and cooperatively as a member of a team. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook; Access a plus). Basic finance, accounting, or business knowledge preferred. Work Environment & Travel Hybrid work model based primarily in a professional office environment. Ability to remain in a stationary position (e.g., seated at a desk) for extended periods. Must be able to operate a computer and communicate effectively in person and via digital platforms. Reasonable accommodations will be provided in accordance with applicable laws to support individuals with disabilities. Equal Opportunity Statement Cabot Properties is an equal opportunity employer committed to creating an inclusive and respectful workplace for all. We provide equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, pregnancy, marital or civil partnership status, veteran status, or any other characteristic protected by applicable laws. We believe that diversity, equity, and inclusion are essential to our success, and we strive to foster a culture where every team member feels valued, respected, and empowered to contribute fully.
    $41k-75k yearly est. Auto-Apply 5d ago
  • Investment Banking Intern (Spring 2026)

    Comcap Holdings LLC

    Investment banker job in Dallas, TX

    About ComCap Holdings ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies. During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments. Role Qualifications Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above. Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses. Financial modeling experience in Excel, basic or better PowerPoint skills. Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period. Strong written and verbal communication skills. A strong academic record from a leading undergraduate program is required. Entrepreneurial streak. Work authorization in the US. Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally. Role & Responsibilities Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients. Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit. How to Apply: Please submit the following to ************************ Subject: First Name Last Name - CV / Position Applied for Given Name Last Name Email University Expected Graduation Date Major Field of Study Resume/CV Academic Transcript Why do you want to intern at ComCap? How many hours can you commit to the internship? Visit our career page at ***************************** for more information.
    $41k-75k yearly est. Easy Apply 1d ago
  • 2026 Summer Internship - Investor Reporting

    Newrez LLC

    Investment banker job in Coppell, TX

    Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners' mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current. Primary Function: FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented. The Investor Reporting Intern will fully immerse in the day-to-day activities of our Servicing team who are responsible for the financial aspects of mortgage banking, including but not limited to cash posting and cash movement. Primary Responsibilities Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios. Performs business analyses and provides recommendations to leadership for business and process changes Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties. Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects. Will be required to attend company sponsored training classes and attain certain certifications. Performs related duties as assigned by supervisor. Education and Experience Requirements Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027. Degree in Finance, Accounting or Mathematics preferred. Knowledge, Skill, and Ability Requirements Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy. Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership. Excellent written and verbal communication skills Proficiency in quantitative analysis Ability to adapt Willingness to learn An entrepreneurial business mindset. Strong business communication skills with an ability to work well in a collaborative environment. Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment. Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.). Experience with PowerPoint and Visio a plus. Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career prorgram opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT. While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $41k-75k yearly est. Auto-Apply 60d+ ago
  • 2026 Summer Internship - Investor Reporting

    Newrez

    Investment banker job in Coppell, TX

    Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current. Primary Function: FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented. The Investor Reporting Intern will fully immerse in the day-to-day activities of our Servicing team who are responsible for the financial aspects of mortgage banking, including but not limited to cash posting and cash movement. Primary Responsibilities * Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios. * Performs business analyses and provides recommendations to leadership for business and process changes * Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices * Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties. * Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects. * Will be required to attend company sponsored training classes and attain certain certifications. * Performs related duties as assigned by supervisor. Education and Experience Requirements * Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027. * Degree in Finance, Accounting or Mathematics preferred. Knowledge, Skill, and Ability Requirements * Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy. * Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership. * Excellent written and verbal communication skills * Proficiency in quantitative analysis * Ability to adapt * Willingness to learn * An entrepreneurial business mindset. * Strong business communication skills with an ability to work well in a collaborative environment. * Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment. * Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.). * Experience with PowerPoint and Visio a plus. Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career prorgram opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT. While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $41k-75k yearly est. Auto-Apply 60d+ ago

Learn more about investment banker jobs

How much does an investment banker earn in McKinney, TX?

The average investment banker in McKinney, TX earns between $83,000 and $277,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in McKinney, TX

$152,000
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