- Scotiabank (Dallas, TX)
- …operating models across GBM lines of business (eg, Sales & Trading, Investment Banking, Risk, Operations). + Lead assessments of current-state vs. target-state ... capabilities to inform investment decisions and transformation roadmaps. + **Target Operating Model...States : Texas : Dallas Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more
- Principal Financial Group (Dallas, TX)
- …and presentation skills If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job ... or equivalent required and 2+ years sales specific industry experience ( investment products, capital markets, partnering with advisors). + FINRA licensing required… more
- Lightsource bp (Austin, TX)
- …(expected to be semi-annually). * Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group. ... or update portfolio models for valuation and divestment purposes. **Within the Investment Management Team** * Support the IM Portfolio Management group on investor… more
- SitusAMC (Dallas, TX)
- …Director, Originations for our client, a multi-$billion-dollar financial services institution (the " Bank "). This position will report directly to the Head of Debt ... of debt originations and will work closely with members of the investment teams, including originations, asset management, research, portfolio management, legal and… more
- Scotiabank (Dallas, TX)
- …culture on the team focused on mitigating risks for clients and the Bank . **Accountabilities** + Leads and drives a customer focused culture throughout their team ... to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Ensure the effective & efficient delivery of day-to-day operations… more
- Scotiabank (Dallas, TX)
- …throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge Provides overall leadership and performance ... Provide subject expertise and thought leadership from fraud perspective to support bank projects/initiatives + Keep abreast of emerging issues, trends and evolving… more
- JPMorgan Chase (Dallas, TX)
- …with whom the Trust Administrative Officer works. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been… more
- Wells Fargo (Austin, TX)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- JPMorgan Chase (Plano, TX)
- JP Morgan Asset & Wealth Management offers top-tier investment management and private banking solutions, managing $4 trillion in client assets. Asset Management ... ownership of monthly financials and management reporting for the Global Private Bank 's Deposit business. You will evaluate the financial impact of product economics,… more
- SitusAMC (Dallas, TX)
- …Analyst, Originations for our client, a multi-$billion-dollar financial services institution (the " Bank "). This position will report directly to the Head of Debt ... of debt originations and will work closely with members of the investment teams, including originations, asset management, research, portfolio management, legal and… more