Nonprofit Endowment Investment Specialist
Summr
Summr is seeking an Investment Sales Associate in the Dallas-Fort Worth area to develop relationships with nonprofit organizations and foundations. This role involves educating leadership on tailored investment strategies and ensuring adherence to compliance regulations. The ideal candidate will have a Bachelor’s degree or equivalent experience and key licensing. A strong track record in institutional sales and effective relationship management are essential. Summr emphasizes integrity and collaboration in its work culture, offering comprehensive training and development. #J-18808-Ljbffr Summr
- ...other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement...Suggested
- ...True North Advisors is currently looking to hire an investment team member to join an existing team of six investment professionals. True North is a $5+B AUM Independent RIA that manages an endowment style investment platform and runs an alternative platform strategy....SuggestedFull timeCurrently hiringRemote work
$55k - $75k
...Investment Associate We are seeking an experienced Investment Associate to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a range of assets, primarily exchange-traded funds...SuggestedFull timeWork at officeFlexible hours2 days per week3 days per week- ...Sr. Investment Analyst Our patients are our number one priority! We're committed to giving children back their childhood! Location... ...related degree with five years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with...SuggestedWork at officeMonday to Friday
- Mainstream Nonprofit Solutions in Dallas seeks a Finance Specialist I to handle accounting duties for an agency dedicated to helping families. The role includes data management, vendor relations, and financial reporting. Successful candidates will have at least one year...SuggestedFlexible hours
- Nonprofit Solutions, Inc. in Dallas, Texas is hiring a full-time Finance Specialist I to manage financial records, develop relationships with client agencies, and ensure compliance with regulations. Candidates should have at least one year of general accounting experience...Hourly payFull timeFlexible hours
$19.92 per hour
...office to be considered for Hybrid A Day in The Life as Finance Specialist I As a Finance Specialist I, you’ll be part of a team directly... ..., education, and advocacy. Equal Opportunity TFI is an Equal Opportunity Employer. #J-18808-Ljbffr Mainstream Nonprofit SolutionsHourly payFull timeWork at officeLocal areaFlexible hoursShift work- 2INgage is seeking a Finance Specialist I for a full-time position within Mainstream Nonprofit Solutions. This role supports Kansas children and families, with hybrid work options available for candidates within 50 miles of the office in Dallas, Texas. The ideal candidate...Full timeWork at officeFlexible hours
$19.92 per hour
Job Overview Finance Specialist I - Full‑time position within Mainstream Nonprofit Solutions, supporting Kansas children and families. Hybrid work is available for candidates residing within 50 miles of the office. Average hourly rate: $19.92 (including incentives, bonuses...Hourly payFull timeWork at officeFlexible hoursShift work$300k
..., with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high... ...include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset...- The Salvation Army is hiring for a Full Time Regular position in the finance department in Dallas, TX. The role involves monitoring financial operations including accounts receivable and accounts payable, ensuring financial integrity, and preparing financial information...Full timeWork experience placement
- SALVATION ARMY A GEORGIA CORP is seeking a full-time Assistant Finance position in Dallas, TX, responsible for monitoring financial operations such as accounts receivable and payable. The ideal candidate should have an associate's degree in Business Administration, with...Full time
- Summr in Dallas-Fort Worth, TX, is hiring an Investment Sales Associate. In this role, you will build and manage relationships with corporate finance teams, educating clients on investment structures and optimizing corporate capital allocation. Applicants should have a...
- A leading global financial services firm is seeking an experienced Investment Specialist to help deepen client relationships and provide tailored investment solutions. You will conduct investment reviews, develop policy statements, and coordinate sales efforts among advisors...
- ...than $700 billion in assets under administration, we partner with the world’s most forward-thinking investment managers – across private equity, private credit, endowments, hedge funds and more – to deliver seamless, tech-enabled solutions that drive performance.Our...Summer workWork at officeImmediate startRemote work
- ...than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers – across private equity, private credit, endowments, hedge funds and more – to deliver seamless, tech-enabled solutions that drive performance. Our...Summer workWork at officeImmediate startRemote work
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote work- Description Summary: The Financial Analyst II will be responsible for providing support to CHRISTUS facilities, functional corporate groups, senior leadership, and other affiliates through the design and implementation of Enterprise wide and regional Revenue Cycle...Full timeMonday to Friday
- Job title - Portfolio Analyst Location - Dallas, TX Good profile in technical levels but Manager is looking for more experience in developing executive level content or demonstrating portfolio level thinking This list is intended to reflect the current job but...
- ...Global Alternative Investment Solutions J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader... ...alternative product investor relations, alternatives product specialist functions, etc. Experience in both private investments and...
$120k - $170k
...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin, TX | San Francisco, CA Your Role The Senior Analyst will be a key member of the Global Hyperscale Team ("GHT") at Digital Realty. This team...Full timeShift work- Description Summary: Performs research and analysis in budgeting, financial trends, performance measures, and forecast information. Responsibilities: Determines and devises data survey collection, research techniques, data interpretation, and analytical methodology...Full time
- ...Mid-Cap Investment Banking Analyst As an Analyst in the Mid-Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment...Work experience placement
- ...in Dallas‑Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to... ...provides invaluable reporting and analytics to the Department: gift/endowment, monthly divisional productivity, finance and income statements...Full time
- ...Description Job Description Build a Rewarding Career in Real Estate Investing with the Nation’s Largest Home Buyer Are you highly... ...support to help you succeed. As an Investment Acquisition Specialist , you will work directly with motivated sellers and...Work at officeLocal areaMonday to Friday
- ...Automotive Vehicle Acquisition Specialist High Earnings Trophy Nissan Trophy Nissan is seeking a driven Automotive Vehicle Acquisition Specialist to join our high-volume dealership in Mesquite, Texas, serving the DallasFort Worth market. This role is focused on sourcing...
$310k - $425k
...Platform and add-on acquisitions Strategic mergers and acquisitions transactions Portfolio company transactions Growth equity and investment transactions Transaction structuring, due diligence, and negotiations Drafting and negotiating purchase agreements and ancillary...Private practice- ...human life with inherent dignity, and it must be respected and protected from conception to natural death. We believe that God has endowed all humans with the natural, and inalienable right of religious freedom to believe, pursue truth, and live within ordered liberty such...
- ...-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of... ...worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth...Work at office
- ...Vehicle Acquisitions Specialist We're looking for a highly motivated Vehicle Acquisitions Specialist who thrives on identifying opportunities, building customer relationships, and securing valuable inventory. In this fast-paced, high-energy role, you'll proactively...Base plus commissionLocal areaImmediate start
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