- Zions Bancorporation (Houston, TX)
- Zions Bancorporation is currently seeking a Fixed Income Portfolio Manager (PM) to join the Corporate Investments & Liquidity Management (CILM) team. ... as needed. **_Job Responsibilities:_** + Proficient in all aspects of fixed income portfolio management including portfolio construction techniques,… more
- Comerica (Frisco, TX)
- …or Finance Bachelor's degree in business or finance + 8 years of experience in fixed income portfolio or financial management + Chartered Financial Analyst ... assists the Balance Sheet Manager in the oversight of up to $25 billion fixed income securities portfolio which is a major provider of liquidity and interest… more
- Charles Schwab (Westlake, TX)
- …Experience with Python, Sequel or Artificial Intelligence preferred. + Strong knowledge of fixed - income investment portfolio forecasting at a bank and broker ... up to our Treasury Capital Markets (TCM) organization, which includes ALM and fixed income investing. Reporting to the Senior Manager, Balance Sheet Forecasting… more
- Santander US (Dallas, TX)
- …of company-wide strategic initiatives + Build financial models relating to asset valuation, fixed income portfolio valuation, and regulatory capital and ... liquidity analysis + Prepare presentations that provide a logically reasoned and data-supported approach for deal counterparties, senior executive teams, and board of directors + Act as a liaison between businesses, other departments, vendors, consultants, and… more
- Charles Schwab (Westlake, TX)
- …clients in a proactive and consultative manner + A desire and ability to learn portfolio analysis to conduct Fixed Income planning conversations with clients ... quo" and transform the finance industry together. As a Fixed Income Service Senior Specialist, you would...from basic trade execution to more complex research and portfolio reviews. Execute transactions and provide guidance based on… more
- Truist (Dallas, TX)
- …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
- UWorld, LLC (Dallas, TX)
- …reporting and analysis, corporate finance, equity investments, fixed income investments, derivatives, alternative investments, and portfolio management and ... wealth planning. + Ability to think strategically, analytically, and collaboratively + Ability to be adaptable and flexible + Proficiency in MS Office/Working knowledge of IT and marketing software (eg CRM) + Solid organizational, prioritization, and… more
- Charles Schwab (Westlake, TX)
- …strategies. Products managed include a wide variety of active and indexed equity, fixed income , asset allocation strategies, and money markets funds. SAM uses ... work closely with the Head of Investment Risk, with portfolio managers, and with other analysts in monitoring overall...active investment strategies for a wide spectrum of equity, fixed income , and multi-asset investment products. This… more
- MetLife (Dallas, TX)
- …markets. With about $600 billion in assets under management, we apply expertise in Fixed Income , Equities, Private Credit, and Real Estate to create thoughtful, ... DSG focuses on the origination and management of commercial mortgages and the portfolio management of MIM's clients. The summer analyst will gain hands-on exposure… more
- PNC (Houston, TX)
- …Office/Strategy,Derivative Products Group,Financial Institutions Group (Domestic & International Banks), Fixed Income ,Foreign Exchange, and Structured Products ... Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury + Capital Markets...Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and… more