Finance Planner Jobs in Galveston, TX

Aurex Group is partnered with a Tier 1 Private Equity firm looking to hire an Investment Associate with >5 years of experience in energy investments. Direct experience working with investments in power gen/storage assets and infrastructure is required, and this role will play a critical role in investment analysis, financial due diligence, and help form part of the investment team. Overview: Due diligence and analysis for new asset investments across North America Support negotiations and execute agreements Create and review financial models Requirements: Experience with M&A, corporate development, and/or principal investment within the energy sector Direct experience working with investments in alternative/renewable power gen/storage assets and infrastructure would be preferred, however O&G, Upstream, Midstream candidates can be considered Ideal candidates will have an understanding of power and electricity markets, project development and project finance Ability to create and review DCF and three-statement models and utilize VBA to create macros If you believe this opportunity is right for you, please send your CV by using the "Apply Now" button below. To view similar opportunities or express interest in related positions, please visit our website ****************** and follow us on LinkedIn ****************** AWEBa

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for MidFirst Investment Services located at MidFirst Bank in Houston, TX. For more information, and to apply online, please scroll down. What you will do: The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. The Financial advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances Advising the customer regarding the advantages, risks, and disadvantages of different products Developing internal referral resources to identify customers Identifying external prospects and expanding new client relationships Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales Maintaining all necessary licenses and registrations as required Successfully completing all mandatory training in a timely manner Maintaining superior and courteous service to promote products and expand customer relationships Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism What you need to have: With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include: FINRA Series 7, 66, (65 and 63) (Required) State Life & Health Insurance License of state where applying Strong sales, marketing, and business development skills 2 years of experience in finance, insurance and/or banking Cetera Investment Services Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Wealth Advisor - Houston, Texas The Anderson Search Group has been engaged by a $600 million RIA in Houston to identify a Wealth Advisor. Because of this client's investments into technology and system processes and infrastructure, they are able to compete with multi-billion dollar firms while maintaining a close, family type culture. This firm is on a very aggressive growth trajectory and this is the perfect time to join them! The Ideal Candidate Shall Possess: Clean U4 and Series 7 5+ years of comprehensive financial planning and investment management experience Proven track record for developing their own book of business focused on the acquisition and service of HNW clients with a minimum of $10 million to invest Portable book The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Catalyst Financial Group LLC is a financial advisory firm with a clear focus and mission: Changing the statistic one client at a time. What are the statistics? 62% of American's live paycheck to paycheck The average American has 4,000 in their savings account The median American account balance has 35,000 in their retirement account Only 58% of people own stock Finances are the #1 cause of divorce in America Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education. We are looking for individuals who are passionate about impacting their community and making a difference. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves. A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision. Responsibilities (will be learned through our training program): Provide support to clients Build and maintain a portfolio of client assets Meeting/onboarding prospective clients Qualifications: Bachelor's Degree (Any Major) Interest in financial markets Excellent interpersonal skills Job Type: Full-time Benefits: Dental insurance Health insurance Vision insurance Physical setting: Office Supplemental pay types: Salary + Commission Pay Ability to commute/relocate: Houston, TX 77077: Reliably commute or planning to relocate before starting work (Required) Work Location: In person

Are you an experienced financial professional looking for a role where you can focus on what truly matters-serving clients-without the pressure of constant lead generation? Selah Financial Services is seeking a Meeting Advisor to join our collaborative team and help manage our growing client base. At Selah, we take a personalized, team-based approach to financial advising. Clients trust us during life's biggest transitions-starting a family, preparing for retirement, or navigating unexpected changes. Your role will be to guide them with care, expertise, and integrity. Why This Role is Different: No Cold Calling or Prospecting - Focus on advising, not selling Existing Clients - Step into a book of business with ongoing demand Team-Based Approach - Work alongside seasoned advisors in a supportive environment Meaningful Impact - Help clients achieve their financial goals through a structured, personal approach What You'll Do: Conduct client meetings (annual reviews, financial planning sessions, transaction oversight) Ensure top-tier client service by handling paperwork, transactions, and account updates Collaborate with the team to maintain a 99%+ client retention rate Stay compliant with industry regulations and firm best practices What We're Looking For: 3+ years in the investment/insurance industry Series 7 & 66 licenses required BA/BS in Business, Finance, or related field (CFP , MBA, or CPA preferred) Strong interpersonal skills and the ability to build lasting client relationships Passion for client-first advising in a team-oriented setting If you're ready to take your career to the next level-focusing on client relationships rather than sales targets-this could be the perfect opportunity. Selah Financial Services is exclusively partnered with FireSeeds for this hiring process. All candidate inquiries and applications must be directed through us. No unsolicited resumes sent directly to Selah Financial Services will be considered, nor will they result in any placement fees.

Full training and mentorship program in sales, finance, leadership, and entrepreneurship. 100% Commissions based opportunity with uncapped earnings. No prior experience required. Ready to be your own boss? Let's turn your passion into a paycheck! (What you'll do…) Offer services such as insurance, disability, retirement, and investment accounts to set clients up for financial success Provide ongoing advising to clients while generating future security for families. Growing your network and creating long lasting relationships. A career path that could change everything. Here's how… (How we prepare you...) Receive personalized coaching from an experienced development director and successful advisor Pairing with a mentor to strategize for your business plan and support you every step of the way Equip you with tools to support your clients and live up to your promise do to what's right while creating a better future. Consistent development discussions to scale your business and provide opportunities for growth to lead a team, shaping the future of financial reps If you've considered starting a business, this may be what you're looking for. (What do you gain?) A flexible environment that is best for you and your client's needs. Uncapped earning potential Be the creative director Unmatched network of people and opportunities Financial freedom is closer than you think… (Benefits) Medical insurance, dental, and vision, pension, group life Support for necessary licensing (Life & Health, SIE, and Series 6) Compensation in the form of commissions, fees, incentive programs, and bonuses Annual recognition company wide Revenue streams Renewable income Prior experience is not necessary. We have an award winning training program to teach you everything you need to be successful. If you have an entrepreneurial spirit with a relentless grit mentality, this opportunity will provide you with an unimaginable return. For more information, feel free to visit our site (****************************************************** and enjoy these videos highlighting a day in the life as an advisor: ******************************************* ******************************************* ******************************************* Interview Process The following stages are strategically sequenced to provide true insight into the complexity of the opportunity. We wanted to paint a clear picture to allow you to make an informed decision. 5 minute call with recruiter - learn the basics to make sure this is a good fit 5 minute survey to get you matched with your potential mentor 30 minute zoom interview to discuss the basics Connect with Chief Recruiting Officer Market Assement Mentor meeting to learn the day to day and how this opportunity will fit into your life Compensation Conversation Final interview with owner of the firm

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants in the Houston, TX area. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Houston, TX area. Responsibilities Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) CFP preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Headquartered in Houston, Texas, Summit Midstream Corporation (NYSE: SMC) is a value-driven corporation focused on developing, owning and operating midstream energy infrastructure assets that are strategically located in unconventional resource basins, primarily shale formations, in the continental United States. We currently operate natural gas, crude oil and produced water gathering systems in four unconventional resource basins: the Williston Basin in North Dakota, which includes the Bakken and Three Forks shale formations; the Denver-Julesburg Basin, which includes the Niobrara and Codell shale formations in Colorado and Wyoming; the Fort Worth Basin in Texas, which includes the Barnett Shale formation; and the Piceance Basin in Colorado, which includes the liquids-rich Mesaverde formation as well as the emerging Mancos and Niobrara Shale formations. Our systems and the basins they serve are as follows: the Polar & Divide system, which serves the Williston Basin; the DFW Midstream system, which serves the Fort Worth Basin; the Grand River system, which serves the Piceance Basin; and the Niobrara G&P system, which serves the DJ Basin. SMC has an equity investment in and operates Double E Pipeline, LLC, which is natural gas transmission infrastructure that provides transportation service from multiple receipt points in the Delaware Basin to various delivery points in and around the Waha Hub in Texas. We generate a substantial majority of our revenue under primarily long-term and fee-based gathering agreements with our customers. The majority of our gathering agreements are underpinned by areas of mutual interest (“AMIs”) and minimum volume commitments (“MVCs”). Our AMIs provide that any production drilled by our customers within the AMIs will be shipped on our gathering systems. The MVCs are designed to ensure that we will generate a minimum amount of gathering revenue over the life of each respective gathering agreement. The fee-based nature of the majority of the gathering agreements enhances the stability of our cash flows and limits our direct commodity price exposure. Since our formation in 2009, our management team has established a track record of executing this strategy through the acquisition and subsequent development of DFW Midstream, Grand River, Polar & Divide, Niobrara G&P, and Double E Pipeline. Summit Midstream is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Relocation: No Relocation assistance provided. Work Sponsorship: Summit Midstream will only employ those who are legally authorized to work in the United States. Any offer of employment is contingent upon the Company receiving satisfactory results from a pre-employment drug screening, a criminal background check, and reference checks and your satisfaction of all other applicable fitness for duty requirements. Summary: The Corporate Development & Finance Analyst or Associate will play a key role in executing SMC's corporate strategy by (i) preparing and maintaining financial models, various financial analyses and reports to assist leadership in making data-driven informed decisions, (ii) assisting in the execution of various strategic alternatives including potential organic growth projects, mergers, acquisitions, divestitures, capital raises, etc., (iii) assisting in existing and prospective investor communications and outreach, (iv) providing research and analytical support regarding the energy markets and overall capital markets and (v) evaluating energy transition opportunities. The Corporate Development & Finance Analyst or Associate will work frequently and have interactions with senior and C-suite leadership of SMC. Principal Duties & Responsibilities: Maintain and develop detailed financial projection models for SMC and its various operating subsidiaries Develop internal materials for senior leadership and the board that evaluate historical and projected business trends, energy and capital market trends, the financial impact and rationale for potential strategic alternatives, and other information as requested Prepare external presentation materials, press releases and other materials necessary to facilitate potential transactions, investor conferences, quarterly earnings, meetings with current and prospective investors, and various other situations Assist in the preparation and management of data rooms, marketing materials, information requests and other information flow for various strategic alternatives Interact with debt and equity investors related to various strategic initiatives and capital raising efforts Evaluate energy transition opportunities and assist with implementation of ESG initiatives Perform other duties and special projects as assigned Education, Qualifications and Experience: Bachelor's degree in finance or relevant field required One to three years of relevant experience required Prior experience in investment banking, consulting, equity research or valuations preferred Demonstrable experience with financial analysis and modeling required A solid understanding of finance and generally accepted accounting principles required Skills & Knowledge / Additional Competencies: Strong analytical and financial skills Good written, verbal communication and presentation skills Collaborative team player with ability to partner and work with cross functional teams across the organization Ability to work effectively in a fast-paced environment and manage multiple workstreams simultaneously Intellectually curious and a self-starter / entrepreneurial attitude Ability to meet strict deadlines Proficient technical skills in Microsoft Office Suite and other related platforms and systems Work Environment: Will work primarily in an office environment Summit Midstream offers a comprehensive benefits package including: Company Paid Holidays Discretionary Performance Bonus Medical Insurance Dental Insurance Vision Insurance Employer supplemented Health Savings Account Flexible Benefit Plan Basic Term Life Insurance Voluntary Term Life and AD&D Insurance Employer Short & Long-Term Disability Insurance Employee Assistance Plan (EAP) Hospital Indemnity, Critical Illness and Accident Insurance Wellness Incentive Program 5% Retirement Plan Match Notice Summit Midstream Corporation will not pay a fee of any kind to any third party agency without a valid Summit Midstream Corporation' Master Service Agreement (MSA) authorized and signed by Human Resources. Any resume, application or other form of candidate submission to any employee of Summit Midstream Corporation, without a valid MSA on file, will be considered property of Summit Midstream Corporation and no fee will be paid. Are you ready to join a fast-paced, growth oriented midstream company, then apply today! Not yet ready to apply? That's okay! Learn more about us on LinkedIn ***No phone calls or email, please.*** No Agency Calls and /or submissions will be accepted

Private Equity Investment Assocaite in Sustainability/Manufacturing/Industrial Space ~270,000 all in base/bonus Growing team where you will get full exposure to the deal flow from origination to close Ambitious personality in M&A Investment Banking profile best match Open to Mid/Downstream

Energy Banking Analyst BBVA Houston, Texas, United States (Hybrid) Summary of Responsibilities: A Corporate & Investment Banking Analyst is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Analyst's primary responsibility is to support Corporate Clients - US Sustainable Banking Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries. The Analyst will coordinate closely with Relationship Managers in the United States and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution Identify and understand client needs, promptly responding to all client requests. Coordinate transaction closings, including management of all documentation and follow-up. Prepare for client meetings, including presentation materials, background information and call plans. Research and evaluate potential new client relationships. Risk/reward Analysis and Decisions Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc. Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America. Participate in Credit Committees jointly with Relationship Managers. Internal Coordination and Problem Solving Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc. Coordinate internal procedures with the Credit, Operational and Legal departments. Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development. Information Management and Reporting Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts. Ensure integrity of domestic/global profitability information gathering for internal team reporting. Maintain the Customer Relationship Management system for pipeline and profitability reporting. Level of Complexity and Risk Involved: The Analyst position requires a high level of involvement and responsibility. Analysts are responsible for substantial amount of in-depth analysis and research and play a crucial role on deal execution and interaction with clients. For each client in the portfolio, the Analyst plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties : Analysts play a critical and indispensable role as members of the Corporate Banking team. Analysts support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Analysts are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables. Additional expectations within the scope of the analyst role: to interact and communicate effectible with internal and external clients. knowledge of finance and accounting. to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail). interaction with the various product groups and colleagues. to work under pressure. solid knowledge of corporate banking products and services. work ethic and high degree of proactiveness. Skills, knowledge, and abilities/Competencies: Technical Skills: Bachelor's degree with 1-2 years minimum of work experience; MBA preferred Fluency in English and Spanish is a plus Strong analytical and financial modeling skills Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus Understanding of international economics and markets Credit Training a plus Performance Skills: Excellent communication skills; ability to coordinate with people across different departments and regions (Clients, Product Specialists, Credit team, Corporate Banking, and local relationship managers) Ability to work under pressure Strong attention to detail Strong interpersonal and teamwork skills Management Responsibilities: Analysts work with and report to various senior bankers. Each analyst is responsible for a set number of client accounts within various industry sector(s). Analysts are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our Houston Office, the expected base salary ranges from $80,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Financial Representative Trainee (Sales) - Houston, TX Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‐workers. Discover Our Culture Related Job Openings Field Development Supervisor (Mutual of Omaha Advisors) - Irvine, CA California | 503783 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Tampa, FL Florida | 503743

Analyst - Investment Management Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success. Key Responsibilities: Evaluate new investment opportunities and support the monitoring of existing investments, primarily across the full range of private markets Collaborate on initial due diligence and prepare Investment Memos to be presented to the Investment Committee Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments Success as an Analyst in the Investment Management team will be measured by: High-quality investment diligence and analysis, culminating in the creation of Investment Committee memos Ability to deliver quality work, on time, with strong attention to detail Proficiency to work within and across Teams to bring success to all members of the Firm Ability to demonstrate and communicate an understanding of the financial markets and economics Requirements: Bachelor's degree in Finance, Economics, or a related field. Progress toward the CAIA, CFA or MBA is preferred 2-3 years of investment industry experience is preferred Ability to work in a fast-paced environment under strict deadlines Exceptional organizational and written communication skills with exacting attention to detail Research experience and financial knowledge, with understanding of accounting and financial valuation Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms Strong proficiency with Microsoft Office, and specifically Microsoft Excel A solid understanding of underlying macro- and micro-economic forces and trends Ability to quickly learn and utilize quantitative modeling techniques Strong communication skills Selfless team player with a strong work ethic Compensation Structure: Base salary will be commensurate with experience Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability Participation in our matching 401k plan We offer a generous PTO plan, along with an excellent benefits portfolio

Our financial services client is seeking a dedicated and detail-oriented Financial Reporting Analyst to join their team on a direct-hire basis. This is an onsite position (4 days onsite, 1 day wfh) based at their in Houston, TX, offering an exciting opportunity for a professional with up to 3 years of experience in financial reporting or related fields. Only candidates currently residing in Houston, TX will be considered for this role. Key Responsibilities: Prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements. Assist with the monthly, quarterly, and annual financial close process. Collaborate with cross-functional teams to ensure accurate reporting and data integrity. Support the preparation of financial statements in compliance with GAAP. Analyze variances and provide insights into financial performance. Prepare and maintain detailed financial reporting schedules and reconciliations. Assist with internal and external audits. Identify opportunities for process improvements and automation in financial reporting. Other ad hoc financial reporting and analysis as required. Qualifications: Up to 3 years of experience as a Financial Reporting Analyst or similar role. Strong Excel skills are a must (advanced formulas, pivot tables, data analysis). Public accounting experience is preferred. CPA track and/or Master's degree in Accounting, Finance, or related field is preferred. Excellent attention to detail and strong analytical skills. Ability to work independently and as part of a team in a fast-paced environment. Strong communication skills, both written and verbal. Knowledge of GAAP and financial reporting standards. Why You Should Apply: Competitive salary and benefits. Great opportunity for professional growth and career advancement. Work in a dynamic, collaborative environment.

Job Title: Natural Gas Quantitative Analyst Salary expectations: $300k- $400k Company Insight: One of the leading global investment managers in the commodities market is seeking a highly skilled Commodities Quantitative Analyst to sit on their Natural Gas desk. For over 30 years, this firm has cultivated a culture of learning and collaboration among some of the most talented and accomplished analysts in the world and empower their employees to test their ideas and develop commercial solutions that accelerate their growth and drive real impact. In this pivotal role, you will collaborate closely with the Portfolio Managers to analyse, interpret and forecast global natural gas commodities markets and trends, while generating strategic commodity ideas based on fundamental research and data analysis. This role offers significant growth opportunities where successful candidates will gradually assume greater responsibility in shaping key investment decisions, with the long-term goal of growing into a Portfolio Manager position. This position is ideal for individuals with a passion for commodities markets, a strong analytical mindset, and the drive to influence key investment decisions. Your role: Develop investment ideas by conducting thorough fundamental research and data-driven analysis Build detailed commodity supply and demand models using Python. Develop and expand analytics tools and processes while staying on top of market research and insights. Analyze data from different commodity asset classes and produce ad hoc analysis based on short-term market developments. Evaluate and improve market data quality. Experience/skills required: A bachelor's degree or equivalent experience in Statistics, Mathematics, Computer Science or Engineering. Hands-on experience in the North American Natural Gas market, either within the industry or in an advisory role. Experience with other energy commodities such as Oil and Power is also an asset. High GPA/ 1st Class Hons degree. Strong understanding and knowledge of financial modeling, specifically using Python and/or VBA, Matlab. Proven track record of meeting challenging objectives. Ability to manage multiple tasks and thrive in a fast-paced team environment. Pre-Application: Please do not apply if you're looking for a contract or remote work. You must be eligible to live and work in the US, without requiring sponsorship. Please ensure you meet the required experience section prior to applying. Your application is subject to our privacy policy, found here: ********************************************

Ulysses Commodities LLC is HOUSTON BASED a registered Introducing Broker with the CFTC and a member of the NFA. The firm is dedicated exclusively to the institutional commodities community. Ulysses Commodities focuses on providing tailored services to meet the unique needs of its clients within the commodities market. The company operates with a commitment to professionalism and compliance. Role Description FULL TIME HOUSTON BASED ON PREM Quantitative Analyst. The Quantitative Analyst will be responsible for analyzing market risks, applying quantitative analytics, utilizing mathematics and statistics to inform decision-making, and developing and refining analytical models. The role involves close collaboration with other team members to ensure accurate and effective analysis is conducted on commodities markets. Qualifications MUST HAVE COMMODITIES EXPERIENCE Proficiency in Market Risk analysis and Quantitative Analytics Strong skills in Mathematics and Statistics Exceptional Analytical and Communication Skills Excellent communication and teamwork abilities Bachelor's degree in Finance, Economics, Mathematics, Statistics, or related field

At Coalesce Management Consulting, we are a community of people with a strong passion for excellence. We deliver bespoke project solutions within the Electric Transmission and Distribution sectors through our community of high-caliber industry specialists. We are currently seeking a Senior Cost Analyst to support ongoing Generation CAPEX projects. The Challenge: Monthly cash flows Checks and balances between Schedulers, Project Management, and other Cost Analysts Shows autonomy/initiative and problem solving Team player Handles conflict well Dependable and reliable Someone not afraid to speak up and address issues they may see with the team Basic Qualifications: Experience with Maximo or Power Plant software is a plus At least 5+ years experience conducting cost analysis for an utility Experience conducting monthly cash flows Has an understanding of how Generation projects are set up and ran

Piper Maddox have been engaged on a search with a renewable energy investment firm that invest in clean energy tax credit projects. They are backed by an established private equity firm that has a track record since the 1990s focusing primarily on energy companies supported by a management team with a multi-decade track record of executing similar types of tax equity investments. The company is going through rapid growth, with the goal to deploy $1billion in investments in the next 18 months. This company has a small fast-paced start-up culture, providing the perfect platform for driven individuals to grow and develop. They are looking for multiple headcount to build out the business - Analyst Associate Manager VP You will be heavily focused on tax equity modelling and you will need to build and run very detailed and complex structuring and pricing exercises with multiple variables. This is an in-office role based in Houston, TX. They offer a strong compensation package with up to 50% bonus plus other benefits. If you are interested, please apply now!

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm provides a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services across the Americas, Europe and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company. Group Description: The Jefferies Energy Transition team, based in Houston and New York, is one of the largest investment banking teams on Wall Street dedicated to advising companies in the Renewable Energy, Electric Vehicle, Low Carbon Fuels, Decarbonization and Sustainability sectors. We have advised clients on more than 100 M&A and capital raising transactions over the past five years, including three of the five largest cleantech IPOs, four of the ten largest acquisitions of renewable energy developers, two of the three largest PIPEs into renewable energy companies, the largest sale of environmental credits, the largest sale of a sustainability-as-a-service company and the largest sale of an EV charging equipment company in history. Position: The Energy Transition Team is actively looking for Analysts/Associates to join our Houston office. Primary Responsibilities: Preparing and participating in the delivery of client presentations. Compiling a variety of financial analyses such as valuation, ECM scenarios, and three statement operational models. Analyzing business plans and participating in due diligence sessions. Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s. Participating actively in drafting sessions. These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Energy Transition team are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. Requirements: Bachelor's degree from an accredited college or university AND 1-4 years of Investment Banking (or similar) experience OR an MBA with 1+ years of Investment Banking (or similar) covering the Energy Transition sector Proficient in financial modeling and detailed company summary report preparation Live in Houston or willing to relocate Resourceful self-starter; able to work autonomously. Demonstrated team player and leader with a strong work ethic. Strong technical, written and verbal communication skills. Strong valuation skills and significant valuation experience. Ability to manage a variety of transactions and projects simultaneously. The class of 2024 or later are not eligible The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.