- Vontier (Greensboro, NC)
- …and performance. **What you will do:** + Support all aspects of financial reporting, including accuracy and efficiency of closing, forecasting, strategic and budget ... finance teams with analytics: rebates, profitability and segment profiles + Analyze financial data, summarize, and can provide a concise and meaningful narrative of… more
- SMBC (Charlotte, NC)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** As… more
- Truist (Charlotte, NC)
- …data quality. 5. Previous experience in credit decisioning, managing credit risks, or portfolio management. 6. Ability to work independently or as a member of a ... **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers)… more
- Truist (Raleigh, NC)
- …level of the organization's business processes and systems. Provide project and portfolio management for smaller projects and business enhancements. Serve as a key ... **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers)… more
- Regions Bank (Charlotte, NC)
- …**Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing, underwriting, and negotiating ... new and renewed debt products including performing credit underwriting, analyzing financial statements and projections, utilizing financial models, determining… more
- Truist (Greensboro, NC)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), ... the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent… more
- Bank of America (Charlotte, NC)
- …and procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance. The Middle Market Financial Sponsors (MMFSG) Credit ... Required Skills: + 5+ years of solid experience in financial analysis, structuring, underwriting and portfolio management,...Skills: + BS/BA degree and 2-3 years of credit analyst experience preferred **Shift:** 1st shift (United States of… more
- City National Bank (Charlotte, NC)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the… more
- Bank of America (Charlotte, NC)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- American Express (Charlotte, NC)
- …Product Management and Lending (PML) organization has been created to evolve our portfolio and transform the way we meet customers' borrowing needs in an evolving ... landscape. Within PML, the US Insurance Team owns a portfolio of No Additional Charge (NAC) and fee-based insurance...customer and competitor + Lead, coach and develop an Analyst **Minimum Qualifications** + 5 years product management experience,… more