Investment Specialist: Private Credit, Strategy & Education
Madison Professional Group
Madison Professional Group, a boutique wealth advisory partnering with a Frisco-area RIA, seeks an Investment Specialist to join the team. You will manage in-house models, perform research across public and private markets, and develop thoughtful investment recommendations for high-net-worth clients. The role blends portfolio construction, market analysis, and client strategy, requiring clear communication with advisors and clients, plus the creation of educational content. #J-18808-Ljbffr Madison Professional Group
- ...boutique Registered Investment Advisor (RIA) in... ...Investment Specialist to join its growing... ...investments, and client strategy while serving as... ...public and private markets, and developing... ..., or creating educational video content.... ...emphasis on private credit and structured...Private
- ...millions of members reach their goals. Our credit team manages credit risk activities for... ...products including Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage, and designs data‑driven strategies to grow the business while managing risk....PrivateWork experience placementWork at office
- ...Of Co-Brand Card & Networks LegalJoin the Strategy and Corporate Development Legal Team to... ...Banking, Asset & Wealth Management, and the Private Bank. You'll lead drafting and... ...agreements—from payment network and co-branded credit card partnerships to credit card benefits...PrivateContract work
- ...Investment OfficerCatalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management... ...securities, certificates of deposit, private placements of subordinated debt, loan participations...PrivateTemporary workCasual workWork at officeFlexible hours
- Catalyst Corporate Federal Credit Union is seeking an Investment Officer in the DFW area to grow sales of investment products such as fixed‑income securities, CDs, and private placements. You will engage clients via calls, emails, virtual meetings, and in‑person visits...Private
$136.5k - $253.5k
...Acquisition Sales Specialist - AI Solutions The Acquisition Sales Specialist - AI Solutions... ...ensuring proper marketing sources are credited appropriately Develop and deliver... ...as appropriate to develop sales strategies Maintain a working knowledge of company...Work at officeLocal areaFlexible hours- ...position focuses on driving local relationships and executing market strategies, fostering growth and profitability. The ideal candidate should possess a strong background in the public and private construction industry, exceptional leadership presence, and the ability...PrivateLocal area
- ...Base+Commission/year Position Type Full Time Education Level High School Travel Percentage Up... ...borrower in understanding and clearing credit problems.Maintain regular contact with... ...FHLMC, FHA, VA, local bonding programs and private investors.Must be familiar with local,...PrivateFull timeFor contractorsLocal area
- ...Licensed Investment Professional At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships... ...a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business...Work at officeLocal areaRemote workMonday to Friday3 days per week
- ...involved in testing to ensure a successful implementation of Client's Credit's new loan and lease servicing system.Supplying guidance and... ...or investor reporting is required. Post CPA firm experience in private industry.Experience with compliance (SOX, other regulatory)...PrivateContract workImmediate start
- Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join our Education, Training & E-Learning team. House Parents live in student homes and provide a safe, structured, and nurturing environment...PrivateLive in
- ...other relational data bases, to provide analytical support on strategies, ensure goals are met, and propose policy/procedural changes within... ...knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) Bachelor's/Master's degree...Work at officeShift workDay shift
- ...- Finance in Plano, TX (Remote) for a 12-month contract. This role partners with Finance leadership, FP&A, Accounting, Investments, and Private Credit teams to analyze processes, drive transformation, and deliver solutions that boost efficiency and performance. The ideal...PrivateContract workRemote work
- ...Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors... ...initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private...PrivateWork experience placementShift work
- ...banking services.Who you are: As a Private Banking Officer I, you will... ...lines of business, especially investments, insurance, and the customer’s... ...call and post-call planning and strategy reviewMonitor and manage clients’ existing credit relationships by regularly reviewing...PrivateFull time
- ...and direct analyses of information affecting investment programs and ensure compliance with accounting... ...activities. Execute capital-raising strategies to support company expansion. Oversee the firm’s issuance of credit, establish credit-rating criteria, determine...Contract workWork experience placement
- ...of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.... ...encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We...
- ...skilled Financial Analyst to join their Finance team. This role is responsible for managing commission processes, vendor remittances, credit card reconciliations, and supporting various finance operations. The ideal candidate will be detail-oriented, highly analytical,...Full timeWork experience placementWork at officeMonday to Friday
- ...Executive Director within the Private Label Captive Finance (PLCF)... ...including revenue, FTP/funding, credit losses, operating expense,... ...including potential technology investments), with scenarios and... ...analytics. Proven experience in strategy development, portfolio analytics...Private
$168.5k - $271.2k
...reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or... ...Cybersecurity Architect, you will lead the strategy and design of enterprise-wide security... ...architecture framework across on-premises, private cloud, public cloud, and hybrid...PrivateTemporary workH1bWork at officeMonday to Friday$30 - $40 per hour
...classes for older adults in senior living communities. Instructors are also responsible for providing individualized attention through Private One-on-One Training and Small Group Training sessions. This role requires a passion for helping seniors stay active, with a strong...PrivateHourly pay- ...supporting municipal utility and private sector clients through... ...will be responsible for guiding strategy, building a national resource... ...industry licenses and continuing education opportunities that foster a... ...Status. Learn how Garver invests in people and places they call...PrivateRemote work
$180k - $225k
...executing the product vision, strategy, and roadmap for the... ...enterprise level. Education Professional... ...solutions, including private flood, fine art, specialty... ...property, real estate investment, and lender-placed insurance... ...Kiln (TMK), a leading specialist insurance underwriting...PrivateWork at officeLocal areaRemote work2 days per week3 days per week- ...innovation in the automotive industry? As a Vehicle Acquisition Specialist, you will play a key role in building dealership inventory and... ...market trends and vehicle availability to support inventory strategy and profitability goalsAssist in coordinating auction inventory...Weekly payTemporary work
- ...Management Operations, you will own the end-to-end investor and fund lifecycle for complex alternative investment strategies spanning hedge funds, private equity, and private credit. This role is built for someone with deep experience in fund administration, capital activity...PrivateWork at office
$33 - $34 per hour
...analyses of information affecting investment programs of public or private institutions. A typical financial analyst... ...and external teams with R&D Tax Credit preparation. Setup yearly... ...other related financial software. Education & Experience Bachelor's degree in accounting...PrivateFull timeContract workWork at officeWork from home- Carpe Diem Private Preschool, part of Endeavor Schools, is hiring a Lead Infant Teacher in Frisco, TX. You will develop age-appropriate curriculum, plan engaging activities, and assess student progress while ensuring safety. We offer competitive pay, tuition discounts,...PrivateRelocation
- ...accounting experience required. Experience with investment analysis, with an understanding of Net... ...or the construction industry. Credit report in good standing. FLSA Status: Exempt... ...training program may override required education and/or experience requirement. Job descriptions...Work at office
- ...team, you will play a key role in shaping our risk acquisition strategies and driving process improvements. You’ll collaborate with cross... ...participating in complex analytic projects, you help deliver proactive credit views and support strategic decision‑making across Chase Auto...Full time
- ...Diverse financial services firm & investment bank Industry Financial... ...Economics Insurance Credit Specialties consumer &... ...bank asset management private banking and commercial banking... ..., and building clear strategies that drive measurable outcomes...Private
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