- Wells Fargo (Charlotte, NC)
- …role:** The Fixed Income Strategies Team is searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio ... Analyst designation) + Proven ability to generate strong investment performance and deliver business growth strategies + Ability to...+ Knowledge of Bloomberg and or BondEdge + Municipal fixed income trading, research or portfolio… more
- Citigroup (Charlotte, NC)
- …implementing analytical infrastructure in the financial services industry + Requires Fixed Income /Mortgage knowledge + Strong interpersonal skills and commitment ... and other portfolio related activities whose driving factors are asset performance and funding implementation. The Portfolio Analyst will work directly with… 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...education and experience with a proven record of high performance . + Advanced user of Microsoft Office. Experience 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 ... review the following job description:** Perform and supervise others in the performance of Master Servicing related duties for securitized commercial mortgage loans… 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 (NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... monitoring, documentation, and maintenance of credit risk models in the Consumer portfolio . The models are used for a variety of activities, including: CECL,… more
- First Horizon Bank (Raleigh, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... memos and annual reviews. + Monitors, analyzes, and reports key performance indicators of loan portfolio quality. + Works closely with the Portfolio … more
- Cherry Bekaert (Raleigh, NC)
- …will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing ... and a mission to help make a difference in low- income communities. About SFS: SFS has been involved in...and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates… 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 ... supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve.… more