U.S. Private Bank – Investment Professional - Houston

This is a full-time on-site role for an Investment Management Professional in Houston, TX. · Assist the senior portfolio manager in the day-to-day management of their book · Respond to and handle client requests · ...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. · If you have an entrepreneurial mindset and are looking to constantly challenge yo ...

The Sterling Group is seeking a rising second-year MBA student to join their team as a summer intern for Summer 2026. The internship provides hands-on experience and insight into private equity investing with a focus on operational improvement. · Current MBA student graduating in ...

We are seeking a talented and motivated Private Equity Associate to join our team of investment professionals. Collaborate with senior members of the investment team to identify and evaluate potential investment opportunities. · Conduct thorough market research... · ...

Our client in Houston is looking to hire a Senior Associate with experience who will own and help execute transactions. · ...

Suitable for a detail-oriented finance professional to evaluate investments and monitor portfolio performance in Houston. · ...

We are looking for a Director of Investment Management to support the Capital Formation Team and serve as a leader within the Investment Management department. The ideal candidate will articulate sophisticated thematic investment strategies to Partners and Team members, serve as ...

The Firm actively invests in lower middle market companies ($3.0 - $20.0 million EBITDA) in diverse market segments across the capital structure. · ...

Platform is looking for an Associate who will play a critical role on the investment team. The Associate will help drive the identification, evaluation, · execution and management of investment opportunities across a variety of sectors. · ...

We are seeking a · Senior Administrative Assistant · for Bernstein Private Wealth Management, · a unit of AllianceBernstein, · L.P.Senior Administrative Assistants are client service professionals who exhibit drive, · ambition,and exceptional communication and relationship-build ...

This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke solutions through a comprehensive, client-centric approach. They provide a wid ...

+Job summary · Join United Capital Financial Advisors where relationships, planning and investment execution come together.This role is designed for a client-facing professional with strong investment acumen who wants to sit closer to portfolio implementation and long-term adviso ...

The Director, Energy Private Equity Secondaries is responsible for helping to lead the investment team for a Houston-based energy private equity secondaries and continuation fund investment business. · ...

We invite college Juniors, Seniors, or post-grad CFP candidates to explore a career in financial planning and wealth management through our Wealth Management Internship. · Finance, Business, Accounting, or Financial Planning major preferred · Minimum GPA of 3.2 required · ...

We invite college Juniors, Seniors or post-grad CFP Certificants to explore the career of financial planning and wealth management through our unique Protege Program. · Assist in the preparation for client meetings by preparing a high volume of Investment Review books for clients ...

The Vice President of Energy Private Equity Secondaries position at Westwood Holdings Group involves participating on an investment team for a Houston-based energy private equity secondaries fund. Responsibilities include sourcing, underwriting, financial modeling, evaluating new ...

We are seeking a highly organized and detail-oriented accounting professional to manage and track all aspects of an individual's private investment portfolio. This role includes investment accounting capital activity tracking reporting tax documentation support and assisting in p ...

We are looking for ambitious individuals who are ready to build a successful career as an Investment Real Estate Agent.We value your determination and growth mindset more than your past experience. · ...

This is a full-time role for a Personal Financial Representative located in Greater Houston. · ...

The Client Operations Specialist is responsible for client operations and service support using strong administrative skills and attention to detail. This position offers opportunities for growth in various tracks. · Prepares and processes paperwork to open new investment account ...