- Charles Schwab (Southlake, TX)
- …life cycle to include front office functions such as Equity and Fixed Income Trading, Portfolio Management , Investment Risk and Trade Compliance. We are ... to work on site in the specified location._ Charles Schwab Investment Management Technology provides application strategy, development and support for the Investment… more
- First Horizon Bank (TX)
- …small business, wealth and trust management , retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... **Location:** On site at office locations within the bank's footprint **SUMMARY** The Portfolio Management Team Lead: Specialized position leads and manages an… more
- First Horizon Bank (Dallas, TX)
- …small business, wealth and trust management , retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and… 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
- Aston Carter (Plano, TX)
- …settlement, fixed income , investment banking, investment analysis, portfolio analysis, finance, securities, financial services, asset management , trade ... for functions within Trade Operations, including the confirmation and settlement of fixed income trades, problem resolution, supporting the needs of Front… 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 ... strong quantitative and communication skills to partner closely with multiple portfolio management teams at SAM while liaising regularly with other Schwab… more
- First Horizon Bank (Houston, TX)
- …small business, wealth and trust management , retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... Given Default and Probability of default models for on-going annual portfolio management . + Ensures client adherence to covenants with review of calculations,… more
- First Horizon Bank (Houston, TX)
- …small business, wealth and trust management , retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... + Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager,… more
- Scotiabank (Dallas, TX)
- …& acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious ... Defense, responsible for overseeing and enhancing the technology risk management framework for the US portfolio . This...technology risk management framework for the US portfolio . This role ensures robust risk controls, compliance with… more
- First Horizon Bank (Dallas, TX)
- …small business, wealth and trust management , retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... annual analyses, identifies potential and emerging credit risks, and performs proactive portfolio management through ongoing monitoring. Some travel to call on… more