- Lincoln Financial (Greensboro, NC)
- …actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. + You will collaborate effectively ... excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst ** to support the Investment Accounting and Reporting Team. The Investment… more
- Bank of America (Charlotte, NC)
- …employees around the world + Knowledge of Cash Manager , Client Transaction Manager (CTM), Funds Processing System (FPS) and/or Asset Transfer Control System ... Ops Sr Analyst Charlotte, North Carolina **To proceed with your...and communicate effectively. **Responsibilities:** + Maintains accuracy of client portfolio using internal and external comparison tools + Performs… more
- Wells Fargo (Charlotte, NC)
- **About this role:** The Fixed Income Strategies Team is searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio ... advantaged, and SMA strategies with a focus on investment grade securities across most asset classes / sectors and across the yield curve. Learn more about our… more
- Volvo Group (Greensboro, NC)
- …in loan or lease in retail or commercial underwriting, banking fields, portfolio asset management or formal credit/risk management training/coursework (ideally 5 ... Retail Credit Analyst Location: Greensboro, NC, US, 27409 Position Type:...on-site team in Greensboro reporting to the Retail Credit Manager . **What is the job?** You are the face… more
- City National Bank (Charlotte, NC)
- *CREDIT OFFICER II - Asset Based Lending (ABL)/Capital Finance* *4 Days in Office, CNB Hub * WHAT IS THE OPPORTUNITY? Participates in the loan management process by ... decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit Manager 's request to facilitate… more
- TD Bank (Charlotte, NC)
- …that align with the Bank's broader financial goals. **Job Summary:** The Sr Manager Treasury Strategy oversees and leads a large and/or highly complex, and diverse ... + Strategic partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing… more
- Truist (Charlotte, NC)
- …Masters degree in Business, Economics, or similar concentration + Chartered Financial Analyst (CFA) designation. + Thorough understanding of asset liability ... monetization channels, unsecured instruments, secured borrowings, and securitization. Work with Asset Liability Management (ALM) team to develop funding forecast and… more
- US Bank (Charlotte, NC)
- …at-all from Day One. **Job Description** US Bank is seeking a Quantitative Analyst to provide oversight over clearing risk management and stress testing for ... risk across the business, producing detailed analysis of the derivative portfolio for internal and external constituents and manage the control framework… more
- Truist (Mooresville, NC)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R)… more
- TD Bank (Charlotte, NC)
- …stakeholders, including the project sponsor, business project owner, project / program / portfolio manager to ensure they are aware of significant changes which ... of Business:** Enterprise Enabling Functions **Job Description:** The Sr Business Analyst plans, manages, leads and oversees the end-to-end delivery of requirements… more
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