- Texas Tech University (TX)
- …CFR budget. + Collaborate with the School to efficiently administer state-allocated funds . + Lead the completion of assessment activities. + Attend School, College, ... plan for the year and provide a year-end summary report summarizing activities, fund use, and program results. + Maintain up-to-date files relevant to operations,… more
- Huntington National Bank (Houston, TX)
- …high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment , private equity) and specialized verticals: Fund Finance, ... Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds ; understanding of large private and public companies ($50MM - $2BB+… more
- Lincoln Financial (Austin, TX)
- …technology/digital projects/initiatives in support of Lincoln's open and closed end fund investment products. They will develop and maintain relationships ... solutions and provide ongoing support of our open and closed end fund investment management. They will also lead internal enterprise resources in the execution… more
- JPMorgan Chase (Plano, TX)
- …striving to be best-in-class. As a Credit Risk Associate on the Commercial and Investment (CIB) Risk Asset Managers Credit team, you will assist in the management of ... a client portfolio of asset manager and fund exposures, serving as key coverage for those credit...that are industry leaders engaging across the spectrum of investment strategies. **Job responsibilities** + Perform client due diligence… more
- Innovapptive (Houston, TX)
- …offices in Australia. We are backed by Tiger Global Management, a Global Marquee Fund with over $30 Billion of Assets Under Management (AUM). Tiger Global Management ... Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"), a leading...led by Vista Equity Partners ("Vista"), a leading global investment firm focused exclusively on enterprise software, data and… more
- Vanguard (Dallas, TX)
- …strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management ... situations, goals, risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and… more
- USAA (Plano, TX)
- …and related risk measures, particularly ALM, financial risk, optionality, prepayment, funds transfer pricing, and return on capital, and translates this knowledge ... + 4 years proven ability in a corporate treasury, investment or finance, OR an advanced degree or CFA...SQL queries. + Experience with Asset Liability Management and Funds Transfer Pricing. + ALM assumption documentation, back testing… more
- Truist (Fort Worth, TX)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more
- Kilgore College (Kilgore, TX)
- …and hire staff as required. + Manage cash flow planning process and ensure funds availability. + Oversee cash investment and asset management. + Utilize ... funding streams and anticipated expenses. + Prepare and present Return on Investment (ROI) reporting on the college's instructional programs and services. + Serve… more
- Adecco US, Inc. (Dallas, TX)
- **Adecco** is seeking an **Operations Specialist** to join the dynamic Investment and Monetary Controls Teams within Global Wealth & Investment Management and ... and data processes. + Knowledge of various product types (Mutual Funds , Alternative Investments, Managed Products, etc.). **Responsibilities** + Execute workflows… more
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