mission investment officer - San Antonio

+Under general direction, is responsible for performing professional level work in investment management in the Financial Management Division. · +Maintains continuous contact with the market and executes buy and sell orders. · Interacts with and interviews brokers/dealers. · ...

The Investment Officer is responsible for managing the City's cash and securities portfolio under general direction in an office environment. · ...

Under general direction is responsible for performing professional level work in investment management in the Financial Management Division. Working conditions are primarily in an office environment Exercises no supervision. · ...

We are seeking a Director of Accounting & Reporting to oversee day-to-day accounting operations, financial reporting, and investment analysis for a private family office. · ...

We are a growing, well-established wealth management firm specializing in retirement planning. Our comprehensive approach integrates tax planning, estate strategies, investment management, and insurance solutions to help clients achieve long-term financial confidence. · Develop a ...

We provide exceptional support and issue resolution for clients. We handle customer claims and complaints according to FINRA and firm policy. · We build rapport with clients and utilize Salesforce for communication. · We react to client needs by referring them to licensed investm ...

Develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. · ...

The Treasury Manager oversees daily treasury operations including credit administration lender compliance insurance programs and debt modeling.This role establishes policies and controls to ensure regulatory compliance alignment with organizational goals while supporting strategi ...

Great opportunity for an intellectually curious individual to gain exposure to all facets of corporate finance and to work directly with C-suite executives in an entrepreneurial and dynamic work environment. · ...

This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. K ...

Job summary · Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions Respond to referrals and introductions generated through business partners and digital sources and recommend the best ...

This is a full-time on-site position for Legal Assistant in San Antonio, · Career-oriented · Self-motivated · Energetic · ,Skills Sets Required Proficient in Client Billing ...

We are in need of a real go-getter who can make an immediate impact on our Property Management division As a Property Maintenance Manager, you will work on a team that manages a portfolio of approx. · 300+ single-family homes, townhomes, condos, and multi-family properties in San ...

VINC is seeking a Fixed Income Research Analyst with demonstrated experience in the oil and gas sector. · ...

Clarendon Capital is seeking an Operating Associate/Director to join a portfolio company. · Busing problem-solving skills and flexibility to get things done across a wide range of tasks from supporting daily operations to complex projects. · Help manage financial performance, dev ...

The Controller is responsible for providing oversight of all financial accounting budgeting investing auditing and reporting for Catholic Cemeteries for the Archdiocese of San Antonio. · This position works closely with the Executive Director to develop and implement financial po ...

The Controller is responsible for providing oversight of all financial, accounting, budgeting, investing, auditing, · and reporting for Catholic Cemeteries for the Archdiocese of San Antonio.This position works closely with the Executive Director to develop and implement financia ...

Marcus & Millichap's San Antonio office is seeking a driven sales professional to join our industrial investment sales team. We maintain a proven agent development model that offers significant earnings potential within a collaborative environment. Our ideal candidate possesses t ...

We believe in investing in future talent by offering hands-on, real-world experience through our annual internship program. · ...

The Advisor Development Program Client Associate role is an entry point into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Ad ...