- JPMorgan Chase (Plano, TX)
- …of study plus 3 years of experience in the job offered or as Lead Credit Officer, Analyst , or related occupation. The employer will alternatively accept a ... of experience in the job offered or as Lead Credit Officer, Analyst , or related occupation. Skills...credit due diligence sessions; Managing client account and portfolio including multiple client credit relationships from… more
- Comerica (Frisco, TX)
- …+ 8 years of experience in fixed income portfolio or financial management + Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) preferred ... management of various Comerica employee benefit plans. Position Responsibilities Portfolio /Asset Management Evaluate, recommend and execute strategies for the… more
- Woodforest National Bank (Houston, TX)
- …Manager III participates in the underwriting and loan summary preparation and on-going portfolio management related to Credit facilities. Conducts the ... Managers. Reviews completed loan analysis and loan compliance reviews with the credit analyst prior to distribution and evaluates completeness of risk… more
- Ford Motor Company (Austin, TX)
- …for increased Ford and Lincoln Protect program penetration. + Collaborate with the Portfolio Analyst to complete analysis of dealership operations and financial ... position ** + Act as the liaison between Ford Credit and Ford and Lincoln dealers. + Manage and...direct, in-dealership and virtual training and consulting to dealership management and staff. + Focus on improving finance performance,… more
- S&P Global (Houston, TX)
- …Level (for internal use):** 12 **The Role** **:** **Director, Relationship Management ** **The Team:** We're seeking a dynamic, client-focused Relationship Manager ... + Serve as the primary relationship owner for a portfolio of upstream-focused accounts + Understand client priorities, market...deliver relevant solutions + Collaborate across commercial, product, and analyst teams to bring the best of S&P Global… more
- Comerica (Dallas, TX)
- …real-time risk tracking tools. Collaboration with Key Stakeholders Partner with the Treasury, Portfolio Management , and Finance teams to align on risk ... statistical modeling and stress testing Licenses/Certifications: + CFA (Chartered Financial Analyst ) preferred + FRM (Financial Risk Management ) Certification… more
- Truist (Dallas, TX)
- …of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail credit and ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more
- Banc of California (Austin, TX)
- … credit analysis, credit application preparation and coordination with Portfolio Management . Performs all duties in accordance with the Company's policies ... of new loans as well as transitioning loans to Portfolio Management . This role will work closely...At least two years' experience as a Venture Banking Portfolio Analyst or comparable experience at a… more
- Wells Fargo (Dallas, TX)
- …in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private ... educate and consult with Wells Fargo Investment Professionals (Financial Advisors, Portfolio Managers, Investment Strategists) and their clients on the Alternative… more
- Scotiabank (Houston, TX)
- …the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and ... a wide array of renewable investors, developers and regulated utilities. The Analyst will have the opportunity to immediately and meaningfully contribute to live… more