Institutional LLC Investment Sales Associate
Summr
Summr in Dallas, TX is looking for an Investment Sales Associate to build relationships with LLC managers and members. The position involves educating organizational leadership on investment strategies tailored for LLCs, as well as analyzing financials to position suitable solutions. The ideal candidate holds a Bachelor's degree and is licensed (State Life & Health, SIE, Series 63, Series 65), with strong interpersonal skills. This role offers a competitive base salary, commission structure, and comprehensive benefits. #J-18808-Ljbffr Summr
- ...Capital Management is a systematic investment manager and RIA operating at the... ...of data-driven strategy and institutional execution. We serve institutional... ...RoleWe're seeking an Investment Sales Associate to develop relationships with LLC managers, members, and investment...SuggestedFull timeRemote workVisa sponsorship
- ...Summr Capital Management is a systematic investment manager and RIA operating at the intersection of data‑driven strategy and institutional execution. We serve institutional... ...The Role We’re seeking an Investment Sales Associate to develop and manage relationships with...SuggestedFull timeRemote workVisa sponsorship
$53.4k - $109.5k
Credit Analyst II - Financial Institutions Total Base Pay Range 53,400.00 - 109,500.00 USD Annual GENERAL FUNCTION The Credit Analyst... ...LOCATION - Chicago, Illinois 60606 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to...SuggestedWork at officeLocal area- A national banking institution is seeking an experienced Credit Analyst II in Dallas, Texas. This role involves partnering with Portfolio Managers for credit analysis and underwriting, performing analytical tasks, and maintaining covenant compliance. The ideal candidate...Suggested
$53.4k - $109.5k
A leading financial institution in Dallas is seeking a Credit Analyst II responsible for partnering with Portfolio Managers and performing critical analysis to identify risks. The candidate will draft documents, prepare credit reviews, and develop financial models. A Bachelor...Suggested- Connect Search, LLC is seeking an Associate for an institutional investment platform in Dallas, TX. This role will support the oversight and performance of real asset-backed investments, working closely with senior team members on portfolio management initiatives. The ideal...
- Summr Capital Management is looking for an Investment Sales Associate based in Dallas, Texas. This role focuses on building relationships within the employee benefits ecosystem, educating decision-makers about investment solutions, and managing the sales cycle. The ideal...Remote job
$20 per hour
A full-service commercial real estate brokerage seeks a Junior Associate to gain hands-on experience in investment sales. You will prospect multifamily property owners, learning financial analysis and sales strategies under mentorship. This role offers a guaranteed hourly...Hourly pay- Summr in Dallas, Texas is seeking an Investment Sales Associate to build relationships with individuals and advisors focused on retirement strategies. You will educate clients on investment options and guide them through account setups while ensuring compliance with financial...Remote jobFull time
- ...suite of services tailored to meet the diverse needs of investors, owners, and tenants throughout Texas. Job Summary The Investment Sales Associate supports the firm’s full‑cycle transactions across multifamily, retail, office, project leasing, and property management...Work at office
- ...Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset... ...and independence.**POSITION SUMMARY:**TIG is seeking an Associate to join its Capital Markets team. The Capital Markets...Shift work
- ...Dalfen Industrial is looking for an Investment Associate to join its Central regional investment... ...Undergraduate degree from a top-tier accredited institution; postgraduate degree considered an... ...of industrial leases, purchase and sale agreements, and general real estate...Contract work
- ...Investment Professional We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers...
$105.4k - $124k
...and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience...Temporary workFor contractorsWork experience placement- ...Investment Banking Associate We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team... ...About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers...Work experience placement
- Investment Associate - Retail Investments The Investments Associate will play a key role on the Investments team, working closely with senior investment leadership, including the Head of Retail, as well as the firm’s credit, legal, and asset management teams. This is a...
- A leading global financial institution in Dallas is seeking an experienced Investment Professional to support client relationships in the U.S. Private Bank. The role involves executing brokerage trades, creating mandates, and monitoring risk metrics. Candidates should...
- A leading investment firm in Dallas is seeking an experienced Investment Associate for its Retail Investments team. The role focuses on underwriting, structuring, and executing acquisitions, with an emphasis on developing relationships within the industry. Candidates should...
$90k - $170k
...+ years of relevant Private Equity Fund/Investment Company Accounting & Reporting experience... ...applying to Gen II Fund Services, LLC must be legally authorized to work in the... ...significant investor in the asset class Institutional grade infrastructure and SSAE 18 (SOC-1,...Work at officeRemote work3 days per week$55k - $75k
...Investment Associate We are seeking an experienced Investment Associate to... ...as a trader in a financial institution In-depth knowledge of financial... ...others, Cetera Advisors LLC, Cetera Wealth Services LLC... ...342 Job Category Growth & Sales Job Schedule Full time...Full timeWork at officeFlexible hours2 days per week3 days per week- A financial institution in Texas is seeking a Portfolio Manager to oversee commercial business accounts and manage credit relationships. The ideal candidate must have over 3 years of experience in credit analysis and commercial lending. Responsibilities include analyzing...
- Transition Specialists are responsible for the data quality, analysis and execution in support of onboarding firms onto the Goldman Sachs Custody Solutions (“GSCS”) platform. The Transition Specialist facilitates the training and support of client data for account opening...Flexible hours
- ...a Portfolio Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors....Work at office
- ...seeking a Fund Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors....
$300k
...client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors... ...Proven experience in investment management sales; experience within a capital markets environment...- ...Investment Analyst Or Associate Preston Hollow Community Capital (PHCC) is seeking a highly motivated, entry-to-junior level analyst/associate to join its investment team based in Dallas, Texas. The investment team focuses on fixed income investments in high yield tax...Temporary workLocal area
- ...members than any other financial institution in the world. New York Life has the... ...develop a sound, long-term investment strategy. Through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance... ...for joint work, comprehensive sales training, and ongoing education and...Full time
- ...employee advisors who provide investment solutions to mass affluent... ...and procedures Identify new sales and asset retention opportunities... ...1,100 financial institutions, servicing and custodying approximately... ...Solutions Center at (***) ***-****. #J-18808-Ljbffr LPL Financial LLCWork experience placementWork at officeImmediate startWork from home
- 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...
- ...or an alternative application process. Investment Performance Analyst Full Time Clerical Dallas... ...needs of high‑net‑worth individuals and institutional clients. True North Advisors was founded... ..., or status as a protected veteran. #J-18808-Ljbffr True North Advisors, LLCFull timeInternshipWork at officeRemote work
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