- Coinbase (Austin, TX)
- …desks, PBs) and execution tools. * *Market Analysis*: * Monitor price movements, liquidity trends, and news flow to support trade execution and idea generation. * ... for order book depth, volatility, or volume metrics. * * Risk Management*: * Assist in trade booking and ensure...position tracking within the portfolio framework. * Support the risk team by producing exposure reports and analyzing key… more
- Huntington National Bank (Addison, TX)
- …business needs and take full ownership of the sales cycle for cash management, liquidity , card, and merchant services deals. This includes the full sales cycle, from ... revenue growth and high utilization of treasury solutions + Risk Management & Compliance : Manage risk ...+ Risk Management & Compliance : Manage risk and ensure compliance with relevant regulations + Sales… more
- Scottish Rite for Children (Dallas, TX)
- …investment analysis at an underlying mandate or fund level, including risk decomposition, guideline compliance, and portfolio optimization for an institutional ... investment analysis at an investment fund and mandate level, including liquidity , exposures, benchmark comparisons (including peers), and related guideline analysis.… more
- Advancial (Dallas, TX)
- …union and the credit union's subsidiaries, and assist in analyzing risk through use of asset-liability management systems. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ... ALCO and Board of Directors reporting timeline schedule. Quarterly gathers risk analysis using the asset-liability management model. Creates various interest rate… more
- TIAA (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… more
- Truist (Dallas, TX)
- …via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. **ESSENTIAL DUTIES ... capital services and solutions, including receivables, payables, information reporting and liquidity solutions 6. Adheres and follows all applicable policies and… more
- Charles Schwab (Westlake, TX)
- …These client offerings must balance needs across client experience, pricing, liquidity , and other regulatory requirements, while also contributing to the firm's ... client experience, product teams, treasury, financial planning, corporate strategy, technology, risk management, and the cash related stakeholders at Schwab +… more
- City National Bank (Austin, TX)
- …THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a ... * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of… more
- City National Bank (Austin, TX)
- …THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a ... * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of… more
- ATI (Dallas, TX)
- …cash and liquidity management, cash forecasting, and support for the risk management (hedging and insurance), leasing, and pension functions. A successful Senior ... Treasury Operations Analyst is innovative and process-oriented, a collaborator, and excellent communicator who can perform well in a visible role. To become successful, you will have to quickly learn ATI, our treasury function, and apply your knowledge to a… more