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Investment banking analyst Jobs in Plano, TX

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Investment banking analyst • plano tx

Last updated: 15 hours ago
  • Promoted
Director, Investment Accounting

Director, Investment Accounting

National Life GroupAddison, TX, United States
Full-time
Come join one of America's fastest-growing insurance companies.Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad.Throughout ...Show moreLast updated: 10 days ago
  • Promoted
Commercial Banking Relationship Manager

Commercial Banking Relationship Manager

Hilltop HoldingsFrisco, TX, US
Full-time
PlainsCapital Bank is seeking results-driven Relationship Managers to join our team.This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial ...Show moreLast updated: 6 days ago
  • Promoted
Vice President, Investment Banking

Vice President, Investment Banking

MarshBerryPlano, TX, US
Full-time
Vice President, Investment Banking.MarshBerry is growing! We are seeking a Vice President to join our team.We have a people first, fast paced, collaborative culture with plenty of opportunity for g...Show moreLast updated: 2 days ago
Banking & ACH Implementation Analyst

Banking & ACH Implementation Analyst

CompunnelRichardson, TX, United States
Full-time
ACH Conversion Specialist / Banking & ACH Implementation Analyst.Richardson, TX (Work from home, one day at office in a week (may be)). We are seeking an experienced ACH Conversion Specialist to lea...Show moreLast updated: 1 day ago
  • Promoted
Director, Investment Accounting

Director, Investment Accounting

National Life Insurance CompanyAddison, TX, US
Full-time
Director, Investment Accounting.Come join one of America's fastest-growing insurance companies.Since 1848, National Life Group has aimed to keep our promises, providing families with stability in g...Show moreLast updated: 6 days ago
  • Promoted
Private Banking Officer II

Private Banking Officer II

Cullen / Frost BankersWylie, TX, US
Full-time
Private Banking Officer II / h2pIts about caring for the generations ahead.Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with afflue...Show moreLast updated: 30+ days ago
  • Promoted
Technology Audit Manager - Commercial Investment Banking Technology

Technology Audit Manager - Commercial Investment Banking Technology

JPMorgan ChasePlano, TX, US
Full-time
We are seeking an energetic team member to help develop and execute annual audit plans, manage audit engagements, oversee and perform audit testing!. As a Technology Audit Manager within Commercial ...Show moreLast updated: 30+ days ago
  • Promoted
Commercial & Investment Bank Strategy, Analyst

Commercial & Investment Bank Strategy, Analyst

ChasePlano, TX, US
Full-time
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs.The Head of Strategy is responsible for defining the overall strategic direction...Show moreLast updated: 6 days ago
  • Promoted
Senior Credit Analyst Commercial Banking - Dallas Metro

Senior Credit Analyst Commercial Banking - Dallas Metro

Solid Rock Recruiting LLCPlano, TX, US
Full-time
Senior Credit Analyst – Commercial Banking.Multiple locations throughout the Dallas Metro.A Texas-based community bank is seeking a Senior Credit Analyst to support its commercial lending tea...Show moreLast updated: 16 days ago
  • Promoted
Project Manager, Banking Operations

Project Manager, Banking Operations

BIPPlano, TX, US
Full-time
Business Integration Partners (BIP) is Europe’s fastest growing digital consulting company and are on track to reach the Top 20 by 2030, with an expanding global footprint in the US (New York...Show moreLast updated: 30+ days ago
  • Promoted
Vice President Investment Banking Speciality Insurance (Plano)

Vice President Investment Banking Speciality Insurance (Plano)

ConfidentialPlano, TX, US
Part-time
Vice President Investment Banking Speciality Insurance.Nationally focused investment bank.The Vice President Investment Banking Speciality Insurance will be responsible for leading the execut...Show moreLast updated: 1 day ago
Audit Manager, Vice President - Commercial Investment Banking

Audit Manager, Vice President - Commercial Investment Banking

JPMorgan Chase & Co.Plano, TX, United States
Full-time
We are on the lookout for a talented Vice President to join our Commercial Investment Banking Audit team.This is your opportunity to play a crucial role in enhancing our organization's governance a...Show moreLast updated: 1 day ago
  • New!
Remote Investment Banking Expert - AI Trainer ($130-$130 per hour)

Remote Investment Banking Expert - AI Trainer ($130-$130 per hour)

MercorAllen, Texas, US
Remote
Full-time
UK / Canada / Europe / Australia-based • •Investment Banking Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have • •at least 2 years of experience • • ...Show moreLast updated: 15 hours ago
  • Promoted
2027 Commercial & Investment Bank Innovation Development Summer Analyst Program - Product Track

2027 Commercial & Investment Bank Innovation Development Summer Analyst Program - Product Track

Chicago StaffingPlano, TX, US
Full-time
Innovation Development Program (IDP).The Innovation Development Program (IDP) is your gateway to leadership in financial services product management, blending technology, design, and strategy.As an...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Private Banking Officer I

Private Banking Officer I

Frost BankRichardson, TX, United States
Full-time
It's about caring for the generations ahead.Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting...Show moreLast updated: 15 hours ago
  • Promoted
Business Analyst - Retail Banking

Business Analyst - Retail Banking

Argo Data Resource CorporationRichardson, TX, US
Full-time
This is an onsite position in our office in Richardson, Texas.The Business Analyst (BA) is responsible for analyzing business needs, gathering and documenting requirements, and collaborating with s...Show moreLast updated: 11 days ago
  • Promoted
Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Data AnnotationFrisco, Texas
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 16 days ago
  • Promoted
Bilingual Investment Advisor

Bilingual Investment Advisor

VirtualVocationsPlano, Texas, United States
Full-time
A company is looking for a Bilingual Inbound Investment Advisor.Key Responsibilities Achieve / exceed performance targets for client engagement, enrollment, retention, and satisfaction Handle inbo...Show moreLast updated: 1 day ago
Investment Counselor Dallas

Investment Counselor Dallas

CNI Consulting Inc.Plano, Texas, USA
Full-time
Our client a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management is looking for qualified financial professionals to join their firm ...Show moreLast updated: 5 days ago
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Director, Investment Accounting

Director, Investment Accounting

National Life GroupAddison, TX, United States
10 days ago
Job type
  • Full-time
Job description

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values : Do good. Be good. Make good.

Sponsorship is not available for this role

Role Summary

  • Reporting to the AVP, Investment Accounting, the Director, Investment Accounting will lead a high-performing team of individual contributors to ensure accurate, timely financial reporting of NLG's investment portfolio. The successful candidate will demonstrate an ability to navigate between review of journal entries and higher level understanding of financial results while supporting the broader finance organization's strategic initiatives.

Essential Duties and Responsibilities

  • Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company's consolidated investment portfolio and its subsidiaries and affiliates.
  • Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting.
  • Build and maintain external relationships with auditors, vendors and other business partners.
  • Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs.
  • Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting.
  • Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same.
  • Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations.
  • Manage a team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance.
  • Minimum Qualifications

  • 7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.
  • Bachelor's degree.
  • Experience with US GAAP Accounting and / or Statutory Reporting.
  • Experience with investment accounting within an insurance or other regulated organization.
  • Ability to anticipate, identify and resolve financial issues.
  • Ability to continually manage multiple priorities and reprioritize as needed.
  • Preferred Qualifications

  • Master's degree
  • CPA or equivalent professional certification
  • Experience managing multi-site and / or remote contributors.
  • Experience with portfolios holding diverse asset classes and / or private credit.
  • Benefits

  • Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life!
  • Base Pay Range . The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including : prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

    Additional Compensation and Benefits . The total compensation package for this position may also include a full range of medical, financial, and / or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department / team performance, and market factors.

    National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

    Salary Pay Range

    $121,875-$178,750 USD

    National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA / SIPC, is a Broker / Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

    Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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    National Life Group

    1 National Life Dr

    Montpelier, VT 05604