CFA Jobs in Texas

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Remote Financial Advisor

Tentek, Inc.

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Remote

Full-time

Financial Advisor Type: Full-time Client location: Encino, CA Schedule: Remote Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern tech
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Posted 60+ days ago | Updated 14 hours ago

Sr. Oracle NetSuite Functional Consultant

Avenues International, Inc.

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Remote

Contract, Third Party

Job Title- Sr. Oracle NetSuite Functional Consultant Location: Work from home Duration- 6-month contract Responsibilities: Configure NetSuite's financial modules, including general ledger, accounts receivable, accounts payable, and fixed assets, to align with the company's accounting practices and financial reporting needs.Configure Procurement, procure to pay module.Collaborate with business function owners and commercial program owners, account owners, and other leaders within PCS to address
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Posted 36 days ago | Updated 26 days ago

Fund Accountant - Alternate Asset Management

O3 Technology Solutions

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Remote

Full-time, Third Party

Job Title: Fund Accountant Alternate Asset Management Location: Remote Duration: 6 Months Exp: 8+ years Position Overview: We are looking for a highly experienced and detail-oriented fund accountant to support our alternative investment operations. The ideal candidate will bring deep expertise in accounting for complex investment vehicles, such as hedge funds, private equity, and other alternative assets. This position plays a critical role in ensuring accurate NAV calculations, capital activity
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Posted 41 days ago | Updated 28 days ago

Senior Financial Planning Analysis Analyst

GXO Logistics

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Fort Worth, Texas, USA

Full-time

Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of. You know the future holds endless possibilities, so you like to plan, strategize and dream big. As the Senior Financia
Posted 5 hours ago

Senior Financial Planning Analysis Analyst

GXO Logistics

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Fort Worth, Texas, USA

Full-time

Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of. You know the future holds endless possibilities, so you like to plan, strategize and dream big. As the Senior Financi
Posted 5 hours ago

Sr Data Modeler [Investments domain]

Charles Schwab

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Southlake, Texas, USA

Full-time

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). We are seeking a versatile business analyst to perform business analysis, technical project management and scrum master
Posted 31 days ago | Updated 8 hours ago

Lead Software Engineer

Wellington Management Company, LLP

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Remote or Boston, Massachusetts, USA

Full-time

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that ali
Posted 20 days ago

Lead Product Owner

Wellington Management Company, LLP

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Remote or Boston, Massachusetts, USA

Full-time

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that ali
Posted 5 days ago

Sr Manager Liquidity Regulatory Reporting and Infrastructure

Charles Schwab

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Westlake, Texas, USA

Full-time

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Liquidity and Funding Management group within Treasury handles liquidity and funding planning across the corporation and its subsidiaries, including our bank and broker-dealers. We monitor and ensure adherence to regulatory ratios including the Liquidity Coverage Ratio (LCR)
Posted 60+ days ago | Updated 8 hours ago

Market Risk Manager

DTCC

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Coppell, Texas, USA

Full-time

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world t
Posted 60+ days ago | Updated 4 hours ago

Senior Internal Audit Financial Risk Modeling Analyst

Request Technology, LLC

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Coppell, Texas, USA

Full-time

We are unable to sponsor for this permanent full-time role Position is bonus eligible Prestigious Financial Company is currently seeking a Senior Internal Audit Financial Risk Modeling Analyst. Candidate will be responsible for executing audits and validations related to Financial Risk. This will be focused on quantitative analysis and systems implementation. Candidate will be responsible for reviewing advanced statistical and mathematical models, supervising multiple independent assessments (au
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Posted 60+ days ago | Updated 6 days ago

Data Analytics Associate Manager (Investment Plan & Analysis)

Allstate Insurance Company

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Remote or Chicago, Illinois, USA

Full-time

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join our team as a Data Analytics Associate Manager and dr
Posted 60+ days ago | Updated 8 hours ago

IT Business Lead Analyst with Liquidity experience- New York - C13/VP

Citi

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Remote or New York, New York, USA

Full-time

The individual will work in the FRMT(Financial Resource Management Technology) Data Services team within Citi's Treasury Global Function. The Data Services team is responsible for Data Steward activities that involve liaising with Data owners, Business Treasury and Chief Data Office teams providing business support and ensure proper governance of Citi Data Governance Policy & Standards. This group is a critical contributor in strategic projects supporting regulatory feedback and influence Citi'