- JPMorgan Chase (Plano, TX)
- …strategic thinking skills, and operational excellence across product lines. As a Product Portfolio Operations Manager in the Product office of the CAO you ... experience (5+ years) creating powerful presentations in PowerPoint, with strong portfolio samples showcasing previous work + Demonstrated ability to engage and… more
- Affinius Capital (San Antonio, TX)
- …on the review of quarterly fund attribution reports and draft speaking points to Portfolio Manager . + Work closely with investor reporting on investor messaging, ... over $63 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and… more
- JPMorgan Chase (Plano, TX)
- …If so, you've found the right team! As a Product Portfolio Operations Manager in Commercial & Investment Banking (CIB), you are a foundational member of ... Are you looking to ensure our product investments and roadmaps align with our strategic objectives,...with product, sales and service teams to manage product portfolio priorities, dependencies, and risks; maintain a prioritized backlog… more
- Comerica (Dallas, TX)
- …application of credit policy in analysis and address escalations to Relationship Manager , Portfolio Manager and/or Credit Administration Officer (RM/PM/CAO). ... to ensure thorough and complete underwriting prior to submission to Relationship Manager , Portfolio Manager and/or Credit Administration Officer (RM/PM/CAO).… more
- Deloitte (Dallas, TX)
- …Certifications: + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile ... to help clients get the most from their SAP investments -and help position businesses for the evolving digital economy....Software Engineer + Certified SAFe Product Owner / Product Manager + Certified SAFe Agilist + Certified SAFe Advanced… more
- Bank of America (Frisco, TX)
- …and guidance are informed by our Chief Investment Office around portfolio construction, investment / manager selection, asset allocation, and best ... is informed by our Chief Investment Office that revolves around portfolio construction, investment / manager selection, asset allocation and best practices… more
- Scottish Rite for Children (Dallas, TX)
- …We're committed to giving children back their childhood! Job Posting Title: Investment Portfolio Analyst Location: Dallas - Hospital Additional Posting Details: ... guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including… more
- Huntington National Bank (Austin, TX)
- …+ Communicate key developments in external research and manager performance to portfolio managers and the investment team. + Assist in preparing periodic ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment … more
- Bank of America (San Antonio, TX)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis… more
- Lincoln Financial (Austin, TX)
- …SOX investment controls. You will be responsible for performing investments research, analysis and ad hoc internal reporting of Lincoln's investment ... interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related...accounting research and information on fixed income and other investments for existing and developing investment strategies… more