- Wells Fargo (Charlotte, NC)
- …role:** The Fixed Income Strategies Team is searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio ... and functional areas + Knowledge of Bloomberg and or BondEdge + Municipal fixed income trading, research or portfolio management experience + Knowledge of… 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 ... **On site in Charlotte, NC** **SUMMARY** We're seeking an experienced Senior Portfolio Manager to work with the Charlotte Commercial & Middle Market team.… more
- First Horizon Bank (NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... within the company's footprint. **Summary** The Treasury Management (TM) Project Portfolio Manager is responsible for providing business governance oversight for all… more
- Citigroup (Charlotte, NC)
- …implementing analytical infrastructure in the financial services industry + Requires Fixed Income /Mortgage knowledge + Strong interpersonal skills and commitment ... The Portfolio and Funding Analyst will implement and assist...execution of the management framework that the Director of Portfolio Management develops for the Residential Mortgage and the… 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 ... site in Memphis, TN or Charlotte, NC **Summary** The Portfolio Manager assists in the assessment of risk and...assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight. Partners with… more
- Truist (Charlotte, NC)
- …securitized CMBS and CLO transactions; + Strong understanding of commercial real estate, fixed income and general financial concepts; + Advanced knowledge of the ... CMBS and CLO securitized loans within our Master Servicing portfolio . This experienced candidate will also be actively engaged...Master Servicing + Proactive oversight and management of a portfolio of Master Serviced CMBS & CLO loans +… more
- US Bank (Charlotte, NC)
- …required, perform portfolio compliance tests on a selection of structured fixed income deals (trade testing). Compile monthly, quarterly and annual payment ... the proceeds of which are used to buy a portfolio of collateral such as syndicated bank loans, corporate...Preferred Skills/Experience - Basic understanding of syndicated bank loans, fixed income securities, securitization, trading or mutual… more
- Principal Financial Group (Charlotte, NC)
- …and maintaining best practices for effective management of investment related risks in fixed income and equities. + Provide independent and objective assessments ... of investment related portfolio risks to help identify areas of potential exposure,...management firm with asset experience, preferably in Equities and/or Fixed Income + Strong technical understanding of… more
- Bank of America (Charlotte, NC)
- …Markets sales, trading and underwriting business for securities, foreign exchange, fixed income , exchange traded derivatives, and over-the-counter derivatives ... Markets sales, trading and underwriting business for securities, foreign exchange, fixed income , exchange traded derivatives, and over-the-counter derivatives… 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 ... execution of real estate transactions across the bank's corporate and retail portfolio . This role will serve as a critical liaison between internal stakeholders… more