4 regional service associate jobs found in Dallas

About the Role: Grade Level (for internal use): 05 The Team: S&P Global Managed Data Services aims to provide the highest level of accuracy, visibility, and efficiency to our clients who work within the Private Capital Markets. The Associate for Managed Data Services works within a team environment to help process PCM financial data. The associate/analyst will extract relevant capital structure information and portfolio performance details from financial documents and implement this data into a variety of portfolio analysis offerings. The main software oerings that the team supports are iLEVEL & QVAL. Responsibilities and Impact: We are seeking an emerging professional with exceptional analytical abilities and strong communication skills. The ideal candidate thrives in collaborative environments, demonstrating effective teamwork and interpersonal competence. Outstanding organizational skills, acute critical thinking, and natural curiosity for problem-solving are...

About the Role: Grade Level (for internal use): 11 The Team: As a market leader in the provision of illiquid portfolio pricing and valuation services, our Private Market Valuation professionals assist clients with the post-trade valuation of alternative investments, specifically debt and equity positions for which active market quotations are not available. Since its inception in 2014, the department has been among the fastest-growing areas within S&P Global. Our teams in London, Dallas, Singapore, and Noida serve over 600 institutional investors and cover investments across the start-up, growth, mature, and distressed stages globally. Responsibilities & Impact: The Principal, Private Market Valuation will play a senior role in the execution and oversight of valuation engagements for institutional clients across a broad range of private and illiquid investments. The role requires strong technical valuation expertise, sound judgment, client relationship...

Full Time Branch Ambassador - Forest & Josey Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where technology meets human empathy. As a Branch Ambassador , you are the heartbeat of our space. You don't just "process transactions"—you embody our culture of outstanding hospitality. You are a relationship-builder who blends friendly, attentive service with cutting-edge digital innovation. Whether you’re helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals who thrive in a fast-moving environment. You are someone who doesn't wait to be asked; you anticipate needs, solve problems before they arise, and have a genuine passion for...

Location: 8117 Preston Road, Suite 400, Dallas Texas Job Summary The Sr Relationship Manager, Community Development Lending and Investments (CDLI) originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for sourcing opportunities, developing and maintaining client relationships, and supporting the growth of KeyBank's national affordable housing platform. The position offers the opportunity to manage a regional market, build deep client relationships, and contribute to sustainable community development. Essential Functions Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, and other CRA-qualified activities. Identify and maintain relationships with high-profile clients, organizations, and agencies in the affordable housing industry. Develop marketing strategies and plans for specific regions and...