- Truist (Dallas, TX)
- …on "bridge-to-Agency" executions for clients of Truist's Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National ... this client set, as well as with the underwriting, syndications, legal, and risk teams. Areas of emphasis include structuring large, complex transactions where the… more
- PNC (Mansfield, TX)
- …investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions ... Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies**… more
- Toyota (Plano, TX)
- …view to the Benefits Committee and Pension Governance Committee on policy, asset mix, investment manager selection and investment manager termination. ... Plan Assets. **What you'll be doing** + Oversee performance, risk and compliance for all of Toyota Motor North...monitoring of investment managers. Oversee all external investment manager relationships (about 30 investment… more
- Raymond James Financial, Inc. (Dallas, TX)
- …fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn ... practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional… more
- Neuberger Berman (TX)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including… more
- JPMorgan Chase (Dallas, TX)
- JP Morgan Asset Management is the world's third-largest alternatives manager , with a 40-year history of delivering innovative alternative solutions across market ... cycles. Our alternative investment engines are managed by highly specialized independent teams,...sourcing, structuring, and negotiating new loans with the appropriate risk profile for various fund and separate account mandates.… more
- Charles Schwab (Austin, TX)
- …all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks ... Executive Management to improve the efficiency of governance processes, risk management, and internal controls. The Broker-Dealer/Asset Management enterprise team… more
- Bank of America (Fort Worth, 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
- Bechtel Corporation (Houston, TX)
- …and other risk related activities + Operates, manages, and oversees use of Active Risk Manager (ARM) or equivalent risk register software tool + Assists ... Technology markets. Our services span from initial planning and investment , through start-up and operations. Core to Bechtel is...the Project Risk Specialist or Project Risk Manager in the preparation of … more
- Bank of America (Dallas, TX)
- …focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator conducts complex ... to regulators and/or law enforcement. This role may partner with GFCC Risk Management, front line units or other stakeholders to resolve investigations. This… more