- Bank of America (Fort Worth, TX)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer- Investments Investment ... Consumer Investments - Investment Specialist Trainee (Obtain...moving, performance -based environment. * Has the ability to identify clients' needs and find proper solutions to meet… more
- PNC (Dallas, TX)
- …+ Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility ... the company's success. As a Wealth Advisor within PNC Investments , you may be based in Austin, Dallas, Fort...advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development… more
- Southern Glazer's Wine and Spirits (Dallas, TX)
- …truly cares about its people. **Overview** The Director, Commercial Finance Supplier Investments serves as a business partner to the Corporate Commercial team in ... + Analyze various data sources related to product/supplier financial performance, identify opportunities, and provide recommendations for areas of optimization +… more
- Gpm Investments LLC (Dallas, TX)
- …retail inventory audits; collaborate with District Manager's and Store Manager's to identify store issues + Develop preliminary audit schedule for district including ... for out of state travel one week a month Equal Opportunity EmployerGPM Investments , LLC is an equal opportunity employer and does not discriminate in employment… more
- Lincoln Financial (Austin, TX)
- …SOX investment controls. You will be responsible for performing investments research, analysis and ad hoc internal reporting of Lincoln's investment ... provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies to various internal… more
- Bank of America (San Antonio, TX)
- …services + Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and ... Investment Management Specialist San Antonio, Texas **To proceed...and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis… more
- Lincoln Financial (Austin, TX)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...multiple external managers, accounting service providers, and custodians to identify and resolve position breaks proactively utilizing excel based… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …and services + Experience consulting with customers to assess their financial status and identify investment needs + Effective knowledge of investment and ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- Bank of America (Frisco, TX)
- Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/FRISCO/Divisional-Managed- Investment -Consultant\_25014901-2) **Job Description:** At Bank of America, we are… more
- JPMorgan Chase (Plano, TX)
- …make optimization decisions. + Utilize large datasets to conduct portfolio analyses and identify investment opportunities. + Analyze data, assess KPI trends, and ... Join the Commercial & Investment Bank Finance & Business Management (F&BM) team...business cases and KPIs. + Analyze operational throughput to identify efficiency opportunities and drive transformation efforts. + Provide… more