- Nuveen Investments (Dallas, TX)
- …and reviews processes related to monitoring and managing capital and liquidity adequacy. **Key Responsibilities and Duties** Portfolio Risk Analysis: * Conduct ... comprehensive risk assessments of new investment opportunities and existing portfolio positions * Prepare detailed risk reports and presentations for senior management and investment committees * Monitor emerging risks, particularly rapid growth impacts in… more
- Citigroup (Irving, TX)
- …Well-developed analytical skills, including an understanding of key financial components ( liquidity position, leverage profile with the ability to form independent ... opinions on credit and recognize emerging risks + Solid and thorough knowledge of Citi's systems + Experience in preparing presentations for seniors + Full awareness and adherence to the control environment including Quality Assurance and Quality Control… more
- Nuveen Investments (Frisco, TX)
- …for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. ... + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional… more
- Huntington National Bank (Dallas, TX)
- …segment, or risk experience + 3+ years of Treasury, including Capital or Liquidity or Market Risk Preferred Qualifications: + Intermediate level Adobe and Microsoft ... Office skills required, including Excel and Word required. + Professional certification (CPA, CIA, CAMS, CRCM, etc.) is required within 24 months of start date. + Motivated, career-focused, developer of talent. + Comprehensive knowledge of the risk governance… more
- ExxonMobil (Spring, TX)
- …portfolio level (eg, risk reward trade-off, optimization of constrained risk, liquidity , market fundamentals, and market sentiment sensitivities) + Ensure adherence ... to mandated exposure and risk limits and provide guidance on actions to be taken to reduce risk if necessary + Execute daily market risk processes and generate risk reports, collaborating closely with Global Trading teams to manage market risk + Provide daily,… more
- Wells Fargo (Irving, TX)
- …and understand collateral, historical and projected financial statements, cash flows, liquidity , relevant valuation metrics, and market significance + Coordinate and ... drive the scope of due diligence including collateral focused field examinations; inventory appraisals; quality of earnings review; and background investigations + Develop and maintain a positive relationship with prospective clients throughout the customer… more
- Scotiabank (Dallas, TX)
- …Banking functions and operations including cash management (eg. Payments, liquidity , cash operations, etc) assessing control design, operational effectiveness, and ... regulatory compliance. Identify key issues, provide clear recommendations, and partner with stakeholders to validate findings, strengthen controls, and validate remediation. + Works with other audit teams as required. + Carries out specific IT audit projects,… more
- USAA (Plano, TX)
- …application ownership/support, with a specific focus on treasury functions related to Liquidity and Cash Management. This includes a proven track record in ... troubleshooting, maintaining, and enhancing SAP systems to ensure optimal performance and user satisfaction. + Proficiency in Agile methodologies. + Proactive and solution oriented. + US military experience through military service or a military… more
- JPMorgan Chase (Plano, TX)
- …**Preferred qualifications, capabilities, and skills** + Understanding of deposit pricing, liquidity management, and IRRBB (interest rate risk in the banking book) ... is a plus + Proficiency in SQL and/or Python is a plus + Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus Applicants must be authorized to work for any employer in the US We are not able to provide immigration sponsorship or take over… more
- JPMorgan Chase (Dallas, TX)
- …countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Clients turn to our industry-leading Markets, ... Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that… more