- Charles Schwab (Westlake, TX)
- …built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing ... planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication… more
- KBR (Houston, TX)
- …right for the planet, the communities where we work, and our people is good for business . + We Empower - We empower our people with a shared purpose, the right tools ... embedded environmental, social and governance (ESG) principles in every business operation and corporate function. Not only are we...statement presentation of IT's: + Capital Asset Requisitions + Fixed Assets + Prepaid Expenses + Leases + Cost… more
- Charles Schwab (Westlake, TX)
- …built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing ... phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams.… more
- Robert Half Finance & Accounting (Houston, TX)
- …* Perform month-end closing activities, including accruals, leases, and fixed asset accounting, and balance sheet/ income statement reconciliations ... activities. You will also be tasked with treasury functions, including cash management for multiple accounts, and preparing ad-hoc financial analyses as requested.… more
- Regions Bank (Houston, TX)
- …memos + Gains exposure to capital markets solutions including loan syndications, fixed income , equity capital markets, real estate placements, asset-based ... Supports Relationship Managers with call planning coordination and production/pipeline management + Ensures quality reporting across all sales performance… more
- Cherry Bekaert (Austin, TX)
- …tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for writing NMTC ... detail and commitment to deadlines and a mission to help make a difference in low- income communities. About SFS: SFS has been involved in the NMTC industry since its… more
- First Horizon Bank (Dallas, TX)
- … business , wealth and trust management , retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been recognized ... complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the… more
- PNC (Dallas, TX)
- … and Balance Sheet Analytics + Capital Markets Group: Derivatives, Foreign Exchange, Fixed Income , Financial Institutions Group and Structured Products Group + ... work experience. The Capital Markets track includes the following business segments: + Asset & Liability Management :...following business segments: + Asset & Liability Management : Liquidity & Capital Management , Investment Portfolio… more
- Scotiabank (Houston, TX)
- …& acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious ... Office: Expert in Word, PowerPoint, and Excel. With knowledge of business intelligence/automation tools + Organization & Project Management : Efficiently… more
- Teledyne (TX)
- …and company goals. Maintain up to date opportunity and forecast information to allow management access to accurate data to make business decisions. + Participate ... geographic territory. + Develop and maintain a territory sales management plan to effectively work opportunities and manage sales...and coordinate communications between the TMS business team and the customer to define and advance… more