- TD Bank (Charlotte, NC)
- …and managing US Wealth's suite of investment products including investment management, brokerage, annuities ( fixed , indexed, and variable) and structured ... and manages productive internal and external relationships + Ensures risk issues are identified, mitigated and reported per enterprise...products + Manages investment management product including strategies and manager 's… more
- First Horizon Bank (Greensboro, NC)
- …associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business lending solutions ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- TD Bank (Charlotte, NC)
- …notes, derivatives, custom fixed income portfolios for sophisticated clients + Tailers investment vehicles to fit tax, yield, or risk needs + Works with ... strategy that is required to build out the US Investment product suite and its ongoing product management and...+ Provides direct access to trading desks for equities, fixed income, options, structured products and ETFs + Executes… more
- Truist (Charlotte, NC)
- …that may include expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... Directors, Investor Relations, and various regulatory agencies. + Senior Financial Manager role that coordinates financial analysis and reporting process workflow… more
- First Horizon Bank (Charlotte, NC)
- …all aspects of CRA examination, including document and report preparation, risk assessments, tracking of exam-related deliverables, and submission of required ... accurate and timely information flow related to CRA and community investment activities. **_Qualifications_** **:** + Bachelor's degree or equivalent work experience… more
- Nuveen Investments (Charlotte, NC)
- …responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the ... Capital Markets, Client Relationship Management, Consultative Communication, Detail-Oriented, Financial Risk Management, Fixed Income Investments, Market/Industry Dynamics,… more
- First Horizon Bank (Charlotte, NC)
- …and maintaining accurate documentation related to First Horizon Bank's loan and investment portfolios. EC modeling helps inform the Bank's capital planning, risk ... adequacy assessments across different portfolio segments. This role contributes to risk monitoring and the identification of emerging trends that could impact… more
- Truist (Raleigh, NC)
- … Fixed Income, Derivatives, Foreign Exchange, Loan Trading and Syndication, Investment Banking, Credit, Risk , and integration tools such as MuleSoft, ... Able to work all hours scheduled, including overtime as directed by manager /supervisor and required by business need. **Travel** Minimal and up to 10%… more