- Bank of America (San Antonio, TX)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Comerica (Frisco, TX)
- …individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external, ... portfolio maintenance on various software systems. Responsible for identifying new investment opportunities and assisting in the formulation of Comerica's … more
- Comerica (Dallas, TX)
- …and sales This position will provide professional development and training for the Investment Strategists and the support staff to remain abreast of industry ... a fully integrated investment approach. Manage all Investment Strategist and support staff to achieve...cleared in accordance with policy and procedure. Work with Investment Strategist's to limit errors and trade … more
- Bank of America (Dallas, TX)
- …into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support , and providing quality service and operations ... Relationship and Onboarding Mutual Fund & Alternative Investments. The Private Bank Investment Income team provides operational support for global and domestic… more
- Santander US (Dallas, TX)
- …Answering or channeling questions to ensure the timely processing and accurate reporting of Trade and GTB products. * Support the Back Office team on the ... Operations Team Leader leads the end-to-end operations for Documentary Trade . Role reports to the US SCIB GTB PPT....& Back office for SBLC and Documentary LCs 2) support the Business Lines and Clients through the issuance… more
- JPMorgan Chase (Plano, TX)
- Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners ... you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank...knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation ... base with all benefits paid by the company. The investment firm is open to candidates who have a...to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements General ledger maintenance… more
- Scotiabank (Houston, TX)
- …US presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures… more
- Scotiabank (Houston, TX)
- …US presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...Risk Management team. The general responsibility is to provide support broadly to credit risk professionals on the team.… more
- Scotiabank (Houston, TX)
- …US presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...and reports for senior management and executive committees. + Support and maintain US Records Inventory supporting the Bank's… more