- Principal Financial Group (Charlotte, NC)
- …net asset growth across a full spectrum of asset classes including Equity, Fixed Income , Stable Value, Target Date, Liability‑Driven Investing, Real Estate, and ... plan goals to menu construction (core lineup, QDIA, capital preservation, retirement income ), backed by attribution, fees, and peer benchmarking. + Provide fiduciary… more
- First Horizon Bank (Charlotte, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... as a mortgage loan officer. You'll have the opportunity to achieve extraordinary income that is well into six figures based on your personal production. **ESSENTIAL… more
- First Horizon Bank (Archdale, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... to meet or exceed all consumer and business loans, deposits and fee income goals. + Involvement in the local market/community through civic organizations or… more
- First Horizon Bank (Winston Salem, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... + Manages complex relationships with ability to understand both C&I and income -producing real estate (CRE) borrowers. + Partners with Relationship Managers to call… more
- Nuveen Investments (NC)
- …corp. actions, collateral management etc. + Candidate with deep knowledge across Fixed Income , Equity and Derivatives performance measurement is a must. ... + Good working knowledge understanding on Eagle data enrichment, perf.calc construction and Eagle data mart modules + Good working knowledge on identifying and resolving performance returns issues + Strong investment data knowledge across EQ, FI, Derivatives… more
- Citizens (Charlotte, NC)
- …across multiple products, including mutual funds, UITs, structured products, equities, and fixed income . + Ensure accuracy and compliance with regulatory ... requirements (TRACE, RTRS, CAT). + Discrepancy Resolution: Monitor and resolve trade discrepancies promptly, coordinating with various departments to facilitate smooth trade processing. + Monitor manage accounts and provide proactive support to financial… more
- First Horizon Bank (Charlotte, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- First Horizon Bank (Charlotte, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at **www.FirstHorizon.com… more
- Bank of America (NC)
- …effective interpersonal skills + Strong Finance Knowledge including experience with Bloomberg ( Fixed Income ) **Desired skills** + Hands-on experience on Dealogic ... + Professional work experience in Project Finance or LBO Modelling + Credit Agreement Analysis including Liens, covenants, pricing grid, accordion, LC, bank group, security, ABL (borrowing base, access availability, cash dominion), swingline etc. + Bond… more
- First Horizon Bank (Yadkinville, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more