- Affinius Capital (San Antonio, TX)
- …over $64 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and ... rotational program include Acquisitions, Capital Markets, Development, Asset Management, Portfolio Management, and Infrastructure. Department rotation assignments will be… more
- Wells Fargo (Irving, TX)
- Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized ... wealth management, investment , planning, and retirement products and services to help...& Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** Wells… more
- Bank of America (Dallas, TX)
- …by identifying broader product and service solutions that meet their investment , savings and liability management solutions. FSAs demonstrate knowledge of ... and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of...with one in every two households. + Managing a portfolio of clients by providing exceptional client care with… more
- Keurig Dr Pepper (Frisco, TX)
- …reports and dashboards to IT leadership + Provide meaningful analysis on IT portfolio performance, spend drivers, and investment returns + Oversee project cost ... complex financial models, and leading initiatives that enhance value across the IT portfolio . **What you will do:** + **Financial Planning & Budgeting:** + Lead the… more
- Regions Bank (Plano, TX)
- …a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + ... of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the… more
- JPMorgan Chase (Plano, TX)
- …Finance, you will covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, ... Evaluation of prospective real estate initiatives involving ownership/leasing, capital investment and occupancy strategies associated with JPMC's corporate and… more
- Truist (Fort Worth, TX)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- Scotiabank (Houston, 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...closing of transactions. + Works on maintaining the existing portfolio by handling clients' requests related to the warehouse… more
- Scotiabank (Houston, 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...of annual industry reviews + Perform monitoring of credit portfolio + Work closely with credit officers to learn… more
- Raymond James Financial, Inc. (Dallas, TX)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more