- PNC (Dallas, TX)
- …and proprietary fund offerings from initial closing through term of the investment . + Evaluates and reports upon data consistent to fund performance. Manages ... cash flow, dispositions, etc. + Manages the process of investment fund capital and revenue through investment ...of investment fund capital and revenue through investment calls for investors and, as appropriate, calls on… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Global Banking & Markets provides a full range of investment banking, credit and risk management products and services… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Global Banking & Markets provides a full range of investment banking, credit and risk management products and services… more
- US Bank (Irving, TX)
- …team. This role will support audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations business line. Operations provides direct ... Consumer and Business Banking, Payment Services, and Wealth Management and Investment Services business lines, and centralized support for commercial lending,… more
- Pilot Company (Houston, TX)
- …Functions** 1. Build and maintain detailed financial models to evaluate investment opportunities 2. Analyze data from third-party research, internal data, finance, ... board materials, and financial reports, covering existing investments and new investment opportunities 4. Prepare budgets, forecasts, and other reports needed to… more
- Bank of America (Houston, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Truist (Webster, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Citigroup (Dallas, TX)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- GE Vernova (Houston, TX)
- …readiness for all NPI programs & fleet Issues, namely, + Establishing & execute investment plans for new field tooling, training, etc. + Develop investment plans ... with AAJV to build & seek approval for P&E investment strategy to upgrade Level 2 & 3 service...to Services and field + Assessing resource and P&E investment needed to launch manufacturing and building that into… more
- Wells Fargo (Irving, TX)
- …Manager to join our Total Rewards Compensation Team to support our Corporate & Investment Banking line of business. This role serves as a key partner to business ... while ensuring alignment with governance and compliance standards. The Corporate & Investment Bank delivers a comprehensive suite of corporate banking; investment… more