Top Investment Executive jobs in San Antonio, TX
Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Top Investment Executive jobs
Public Finance Investment Banker Associate (Onsite)
- SWBC Investment Services LLC
-
San Antonio, TX
FULL_TIME
- SWBC is seeking a talented individual to originates new public finance business primarily in the assigned geographical/line of business market. With guidance, evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Essential duties include the following: Prepares written proposals and pitch books, make presentations to prospective and existing client base, and manage public finance negotiated underwritings and private placements. Prepares credit and bond sizing analysis for prospective transactions, manage rating presentations, develop financial models to structure and optimize transactions, preparing analyses on client capital structure, debt capacity and coordinate work flow through negotiation and settlement of transactions. Serves in a consultative role to prospects, advising top leadership on the best way to achieve their short- and long- term financing objectives through the firm’s solutions. Prospects are located across the United States. May assist a more senior Business Development colleague on large or complex accounts to gain breadth/depth of knowledge. May be responsible for achieving organic incremental growth from existing clients. Locates potential prospects through in-depth industry research and an understanding of the market environment, including short- and long-term trends, fixed income market conditions, competitor offerings, regulatory developments etc. Screens and evaluates prospects by analyzing market strategies, deal requirements, growth potential, financials and internal firm priorities. Works with existing clients and prospects on their strategic and financial vision and uses an understanding of the firm’s solutions and value proposition to help them achieve that vision. May help develop a negotiation strategy and position to align prospect needs to firm offerings. Assists with closing of new prospects by contributing analyses supporting deal structures (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm. Assists with ensuring that deals are compliant with all regulations. Follows up with other firm-wide resources (marketing, legal, compliance, etc.) to gather needed information required to finalize a proposal/deal. Work closely with related teams and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development activities are conducted and captured. Tracks and reports on business development results. Serious candidates will possess the minimum qualifications: Bachelor’s degree or equivalent in finance, economics, political science, or other related field with a preference for an advanced degree. 5 years of experience in the Public Finance industry with an entity that is either an investment banker, municipal issuer, financial advisor, investment manager or other industry profession. Excellent communication skills as well as quantitative capabilities. High proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. License Required Series 7 and 63, or MSRB 52 Strong knowledge of the Public Finance market participants and mechanics, including marketing experience, deal structuring, legal documentation, federal and applicable state laws and regulations around tax-exempt and taxable debt issuance by states, municipalities and other issuers. Demonstrated track record of working with states, municipalities, non-profits or other tax-exempt and taxable debt issuers on their financing needs. Strong understanding of the fixed income debt markets. Excellent history of regulatory compliance and understanding the regulatory requirements. SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Emerging Professionals and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.
- 17 Days Ago
Investment Officer
- US Air Force Services Agency
-
Lackland AFB, TX
FULL_TIME
- Duties The Investment Officer, Portfolio & Working Capital Branch, performs cash management duties to support $1.4 billion in NAF funds working capital, defined benefit pension, and 401 (k) pension po...
- 1 Day Ago
Labor & Employment Associate
- Top Tier Reps LLC
-
San Antonio, TX
FULL_TIME
- Our client's Labor & Employment practice group seeks an Associate with 1-3 years of litigation experience in Texas and federal courts for the San Antonio office. Qualifications:Experience in employmen...
- 17 Days Ago
Mechanical Engineer
- Tree Top Staffing LLC
-
San Antonio, TX
FULL_TIME
- We are looking for a creative Mechanical Engineer to work on all product stages from research and development to design and manufacture, through to installation and final commissioning. The goal is to...
- 7 Days Ago
TRUCK ACCESSORIES MECHANICAL KNOWLEDGE
- TOP NOTCH TRUCK AND TRAILER
-
New, TX
FULL_TIME
- Benefits: Opportunity for advancement Paid time off Job description We are looking to hire a tire technician / installer for a growing local automotive accessories and trailer shop. We install all typ...
- 26 Days Ago
Structural Engineer
- Top Tier Reps LLC
-
San Antonio, TX
FULL_TIME
- Yearly Salary: $75,000 - $110,000Responsibilities:Design and analyze structural systems and components for various construction projects.Prepare technical drawings, specifications, and reports using d...
- 1 Month Ago
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0 Top Investment Executive jobs found in San Antonio, TX area
Quantitative Analyst I
- International Bancshares Corp
-
San Antonio, TX
- IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects ...
- 4/24/2024 12:00:00 AM
USAF / USSF Portfolio Technical Analyst III
- ManTech International Corporation
-
San Antonio, TX
- Secure our Nation, Ignite your Future The USAF/USSF Portfolio Technical Analyst III is the primary technical advisor to ...
- 4/24/2024 12:00:00 AM
Financial Advisor
- New York Life Insurance Company
-
- Career Description: *** Must live in San Antonio, Texas, USA or within 100 miles from San Antonio, Texas, USA.*** Financ...
- 4/23/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
San Antonio, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/22/2024 12:00:00 AM
Acquisitions Associate - Multifamily (Semi-Remote)
- Advice Personnel
-
San Antonio, TX
- Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
- 4/22/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
San Antonio, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/21/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
San Antonio, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/21/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
San Antonio, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/21/2024 12:00:00 AM
About San Antonio, Texas
San Antonio (/ˌsæn ænˈtoʊnioʊ/; from Spanish, "Saint Anthony"), officially the City of San Antonio, is the seventh-most populous city in the United States, and the second-most populous city in both Texas and the Southern United States, with more than 1.5 million residents. Founded as a Spanish mission and colonial outpost in 1718, the city became the first chartered civil settlement in present-day Texas in 1731. The area was still part of the Spanish Empire, and later of the Mexican Republic. Today it is the state's oldest municipality.
The city's deep history is contrasted with its rapid rec...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$358,828 to $736,685
San Antonio, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Top Investment Executive do?
Top Investment Executive in Boulder, CO
These products are subject to investment risk, including the possible loss of value.
November 28, 2019
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020