Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Bank Investment Associate — Client Trading & Analysis

JPMorgan Chase & Co.

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 have a Bachelor's Degree, and the Series 7 and 66 licenses are essential within the initial 90 days. This position offers an opportunity for career advancement in a dynamic and collaborative environment. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Bank Investment Associate — Client Trading & Analysis in Dallas, TX vacancy
  •  ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an...  ...to the next level.As an Investment Professional in the U.S....  ...on and execute brokerage trades, including: advising the...  ...what-if' scenario-based analysis. Work with Team Leader to... 
    Private

    JP Morgan Chase

    Dallas, TX
    5 days ago
  • $150k - $200k

    Job Description Investment Banking Associate - Technology, Media & Telecommunications...  ...assignments for clients across the TMT...  ...executives, private equity firms, and institutional...  ...Financial analysis and modeling Deal execution...  ...advisory, sales and trading, research, and... 
    Private
    Full time
    Part time
    Local area

    Jefferies

    Dallas, TX
    4 days ago
  •  ...relationships with affluent market clients, supporting moderately...  ...providing unparalleled banking services.Who you are: As a Private Banking Officer II, you...  ...of business, especially investments, insurance, and the...  ...knowledge of financial analysis relating to personal... 
    Private
    Full time

    Frost Bank

    Dallas, TX
    1 day ago
  •  ...Analyst role in the U.S. Private Bank. You will join an integrated team of bankers, investment specialists, and estate...  ...to attract and serve clients, with potential to advance to Associate after two years. The program...  ..., rigorous financial analysis, and client-focused... 
    Private

    JPMorgan Chase & Co.

    Dallas, TX
    3 days ago
  • Investment Associate - Retail Investments The Investments Associate will play a key role on...  ...years of experience in investment banking, real estate private equity, principal investing, commercial...  ...modeling, valuation, and credit analysis skills Solid understanding of net-lease... 
    Private

    Confidential Jobs

    Dallas, TX
    5 days ago
  •  ...1933, Stephens is a privately held family‑owned business...  ...advisor to our clients. We have a long history...  ...and women of Stephens Investment Banking have the opportunity...  ...AND RESPONSIBILITIES Associates leverage their knowledge...  ...comparable company analysis Building... 
    Private

    Stephens

    Dallas, TX
    1 day ago
  • Associate or Vice President Divisional...  ...associated with trading activities, or...  ...and risk analysis, CR ensures that...  ...risk aspects of private equity fund...  ...teams in Global Banking & Markets to actively...  ...skills.Client and Business Focus...  ...global investment banking, securities... 
    Private

    Goldman Sachs

    Dallas, TX
    1 day ago
  •  ...exciting opportunity has arisen for an Investment Associate to join a highly entrepreneurial...  ...commercial real estate sectors. Our client is a privately held real estate investment platform...  ...financial underwriting and investment analysis for prospective acquisitions and... 
    Private
    Local area

    Michael Page

    Dallas, TX
    2 days ago
  •  ...culture where both attorneys and professional staff contribute to client success and organizational excellence.ABOUT THE ROLEThe...  ...you must have secure and reliable internet service and a safe, private workspace from which to work.Baker Botts L.L.P. is an equal opportunity... 
    Private
    Full time
    Work at office
    Local area
    Remote work
    Afternoon shift

    Baker Botts

    Dallas, TX
    3 days ago
  • $90k - $130k

     ...II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a...  ...II's standard of technical excellence, client service, and operational integrity. Primary...  ...+ years of relevant Private Equity Fund/Investment Company Accounting & Reporting... 
    Private
    Work at office
    Remote work
    3 days per week

    Gen II Fund Services

    Dallas, TX
    1 day ago
  •  ...delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit...  ...Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the... 
    Private
    Full time
    Contract work

    The Baldwin Group

    Addison, TX
    1 day ago
  • $14.5 - $16.5 per hour

     ...Intake Specialist (Client Service - Sales) Heard and Smith, LLP was founded on the principles...  ...spelling and grammar Problem analysis and problem-solving Self-motivated, self...  ...cell phone signal in home office Quiet, private home office with no distractions during... 
    Private
    Remote job
    Hourly pay
    Immediate start
    Work from home
    Home office

    Heard & Smith

    Dallas, TX
    4 days ago
  •  ...Description Internal Audit GBM Private Technology Audit, Associate The Goldman Sachs Group...  .... is a leading global investment banking, securities and...  ...substantial and diversified client base that includes corporations...  ...Proficiency in data analysis using Excel or SQL... 
    Private
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...- Core Engineering, Associate The Goldman Sachs Group...  ...is a leading global investment banking, securities and investment...  ...and diversified client base that includes corporations...  ...) Cloud computing (Private, AWS, Google, Azure,...  ...Data and Log Analysis (using SQL and Splunk... 
    Private
    Work at office
    Local area

    Goldman Sachs

    Dallas, TX
    1 day ago
  •  ...owners, and tenants throughout Texas. Job Summary The Investment Sales Associate supports the firm’s full‑cycle transactions across...  ...management assignments. The role combines financial analysis with direct client exposure, focusing on business development, underwriting... 
    Work at office

    Wellington Realty LLC

    Dallas, TX
    3 days ago
  • $100k

    VC Stack is looking for an Investment Associate in Dallas, TX. The role involves driving...  ...marketing materials for clients in the commercial real estate and private equity sectors. Candidates should...  ...have experience in investment analysis and strong communication skills... 
    Private
    Full time

    VC Stack

    Dallas, TX
    4 days ago
  • $90k - $100k

     ...specialize in helping our clients navigate the complex landscape of investment migration and...  ...talk about you! As a Private Client Advisor you'll be...  ...insurance, real state, private banking, or wealth management....  ...research and strategic analysis skills, with proficiency... 
    Private
    Work at office
    Flexible hours

    Henley & Partners

    Dallas, TX
    5 days ago
  • $87.36k - $131.04k

     ...and workflows within the Banking, Credit and Investments platform. They ensure a seamless...  ...role impacting the client experience.. This role requires...  ...monitoring, assessment, analysis, and evaluation of...  ...experience. Job Family Group Private Client Coverage Job Family... 
    Private
    Full time

    Citi

    Dallas, TX
    4 days ago
  • $185k - $300k

     ...year A bit about us: Our client is an established Dallas-based...  ...providers including banks, family offices, and private equity funds. This is not...  ...Details Banking & Finance Associate | Dallas, TX A sophisticated...  ...hands‑on mentorship in legal analysis, deal execution, client... 
    Private
    Temporary work
    Work at office
    Local area
    Work from home
    Monday to Friday
    Flexible hours

    Jobot

    Dallas, TX
    5 days ago
  •  ...financing solutions for private and public companies, investment banks, and private equity firms...  ...top-tier private equity clients and internal corporate...  ...managing all of the risks associated with their business...  ...Management, Credit Risk Analysis, Credit Structuring, Deal... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Flexible hours

    The PNC Financial Services Group

    Dallas, TX
    3 days ago
  • Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service... 
    Private

    Frost

    Dallas, TX
    1 day ago
  • A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management...  ...should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant... 
    Private

    JPMorgan Chase

    Dallas, TX
    1 day ago
  • OUR IMPACT The Private Bank is a business unit of the Asset...  ..., to high net worth clients of the firm’s global Wealth...  ...We are looking for an Associate to join the Private...  ...hoc pricing and risk analysis to inform standard and...  ...pricing, e.g., trading term deposits and partnering... 
    Private
    Full time
    Temporary work
    Bank staff
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    3 days ago
  • A client of ours is a Top Tier Real Estate Investment Firm that has a high-impact leadership opportunity. They have approximately...  ...and financial reporting and analysis Responsibilities Drive...  ...develop enablers to support the private markets growing complexity and scale... 
    Private

    Coda Search│Staffing

    Dallas, TX
    1 day ago
  • $105k - $140k

     ...companies operating and investing in the middle...  ..., we support clients ranging from large...  ...data centers, public‑private partnerships (P3s)...  ...Energy Industry Team, associated practice groups...  ...speaking engagements and trade/professional...  ...insights and analysis on legal industry... 
    Private
    Temporary work
    Night shift

    FBT Gibbons

    Dallas, TX
    3 days ago
  •  ...Senior Private Wealth Banker Acting as a...  ...our high-net-worth clients grow, preserve, and...  ...of Brokerage, Investment management, Trust,...  ...Your Client Service Associate will be the direct...  ...renewals, detailed analysis of financial statements...  ...in credit/banking and/or 14-16 years... 
    Private
    Local area

    BOK Financial

    Dallas, TX
    5 days ago
  • $98k - $127k

     ...perform preliminary financial analysis, address industry risks,...  ...address routine and non-routine client servicing matters in addition...  ...loans and participate in the bank's loan approval process Offer...  .... In addition, eligible associates may take advantage of pre-tax... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Busey

    Dallas, TX
    1 day ago
  • $106.5k - $195.1k

     ...Financial Services Organization. In the Private Tax practice, we serve privately held companies...  ...and business structures. Support clients in wealth transfer, succession planning,...  ...solutions through research and analysis. Proven ability to guide and supervise... 
    Private
    Work experience placement
    Private practice
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Dallas, TX
    1 day ago
  •  ...Portfolio Manager II Make banking a Fifth Third better® We connect...  ...for the ongoing review and analysis of financial statements and...  ...the creditworthiness of each client and communicate this view to...  ...Fifth Third Bank, National Association is proud to have an engaged and... 

    Fifth Third Bancorp

    Dallas, TX
    4 days ago
  • $130k - $175k

     ...approach to solving our clients' problems and...  ...currently growing Our Private Client Services (PCS)...  ...Manage and reconcile bank accounts Reconcile various...  ...concise, and thoughtful analysis Build client relationships...  ..., and motivate our Associates, Senior Associates and... 
    Private
    Part time
    Private practice
    Work at office
    Flexible hours

    Alvarez & Marsal

    Dallas, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank Investment Associate — Client Trading & Analysis. Be the first to apply!