- Comerica (Frisco, TX)
- …+ 8 years of experience in fixed income portfolio or financial management + Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) ... management of various Comerica employee benefit plans. Position Responsibilities Portfolio /Asset Management Evaluate, recommend and execute strategies for the… more
- Huntington National Bank (Austin, TX)
- …or a related field required. + 3-5 years of experience in investments, asset management , or financial services, with exposure to alternatives preferred. + Strong ... + Communicate key developments in external research and manager performance to portfolio managers and the investment team. + Assist in preparing periodic reviews,… more
- Robert Half Technology (Mcallen, TX)
- …platforms, and other enhancements required to gather and analyze bank and portfolio data Collaborate with other data engineers and IT professionals to optimize ... college or university in computer science, statistics, or data management * Minimum of 5 years of experience in...MS Power BI or Tableau) * Some Knowledge of financial institution regulations including Reg Z, Reg. B, Truth… more
- Woodforest National Bank (Houston, TX)
- …III participates in the underwriting and loan summary preparation and on-going portfolio management related to Credit facilities. Conducts the underwriting and ... opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest...loan analysis and loan compliance reviews with the credit analyst prior to distribution and evaluates completeness of risk… more
- MetLife (Dallas, TX)
- …the origination and management of commercial mortgages and the portfolio management of MIM's clients. The summer analyst will gain hands-on exposure to ... equity. ESG focuses on real estate equity investment, asset management , and portfolio management . The summer analyst will gain hands-on exposure to… more
- CBRE (Austin, TX)
- …and guidance. **Transaction Analyst ** **About the Role** As a CBRE Transaction Management Analyst , you will provide evaluation and support the execution of ... Transaction Management Early Career Talent Community Job ID 229836...real estate transaction activities and financial reporting for a defined portfolio of… more
- JPMorgan Chase (Plano, TX)
- …client portfolio including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants + Analyze exposure metrics including ... leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a… more
- Comerica (Dallas, TX)
- …+ CFA (Chartered Financial Analyst ) preferred + FRM ( Financial Risk Management ) Certification preferred About Comerica We know our employees ... Job Description Interest Rate Risk Analyst The Interest Rate Market Risk Analyst...tools. Collaboration with Key Stakeholders Partner with the Treasury, Portfolio Management , and Finance teams to align… more
- Truist (Dallas, TX)
- …(preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) ... role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and… 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