• Retirement Plan Investments - Portfolio Manager

    Bank of America (Charlotte, NC)
    …returns), the corporate forecasting process (developing expected returns and liability valuation metrics under different economic scenarios) and developing ... interact with leading institutional investment management firms, investment consultants, actuarial services firms, finance teams and legal groups. The role offers an… more
    Bank of America (05/26/25)
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  • New Business Ventures Principal - Alternative…

    USAA (Charlotte, NC)
    …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... where our core values - honesty, integrity, loyalty and service - define how we treat each other and...and growth objectives that enable member growth and add economic value to the business. Responsible for identifying, evaluating,… more
    USAA (05/21/25)
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  • Taxable Fixed Income Asset Backed Sr Research…

    Nuveen Investments (Charlotte, NC)
    …analyses on specific organizations, securities, financial products, and the overall economic environment to optimize Taxable Fixed Income business. + Monitors, ... researches and analyzes relevant economic , industry, and company data and market trends, preparing...residual and loan level analysis ​ Related Skills Asset Valuation , Capital Markets, Collaboration, Communication, Credit Analysis, Data Analysis,… more
    Nuveen Investments (05/16/25)
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  • Fund Manager, Tax Credit Syndications

    KeyBank (Charlotte, NC)
    …deep product and solution expertise to help local affordable housing and economic development projects succeed. **ABOUT THE JOB** This is a great opportunity ... + Join a growing and expanding team rooted in economic reward for the communities in which we live...update financial models that will support the assessment and valuation of potential acquisitions and investment targets. * Review… more
    KeyBank (05/21/25)
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  • Capital Markets Agency Loan Originator

    Regions Bank (Charlotte, NC)
    …knowledge of market, including prospective clients, competitive landscape and economic trends; provides regular regional and industry market intelligence reporting ... + Interacts with Agency professionals + Cross-sells other bank products and services and receives referrals + Manages vendor relationships and expectations + Manages… more
    Regions Bank (04/15/25)
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  • Actuary, Annuity Model Development

    Lincoln Financial (Greensboro, NC)
    …Reserve reporting, Asset Adequacy Testing, Asset/Liability Management, Financial Plan and Economic Capital projections. + Gain a thorough understanding of existing ... AXIS **What we're looking for** **_Must have:_** + Actuarial modeling and/or valuation experience in GGY-AXIS + 7-10 years of actuarial experience + Substantial… more
    Lincoln Financial (04/08/25)
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  • Associate Director, CRE Debt Investments

    Lincoln Financial (Charlotte, NC)
    …asset lending transactions. + Knowledge of commercial real estate principles and valuation methods. + Knowledge of national commercial real estate markets and macro- ... economic trends that affect those markets. + Ability to...including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and… more
    Lincoln Financial (03/27/25)
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