- Celestica (Charlotte, NC)
- …participating in the decision of whether or not to proceed with the investment . Develop the integration plan for new acquisitions to ensure the realization of ... meet the business model financial and strategic objectives as established during the investment review and commitment. Work with the management team of the acquired… more
- Truist (Raleigh, NC)
- …activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or ... appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including...CIMA 2. Advanced degree or designations such as JD, MBA , or CFP 3. 15+ Years of fiduciary experience… more
- TD Bank (Charlotte, NC)
- …financial institution (FI) clients through Global Transaction Banking (GTB), Corporate and Investment Banking (CIB), and Global Markets (GM). The firm works with ... legal, and internal policy requirements. **Job Requirements** + Undergraduate degree or MBA with 5 - 10 years' experience in Commercial Card Product Management,… more
- Trane Technologies (Davidson, NC)
- …presentations and earnings call support . Manage the agenda for the enterprise Investment Review Board to evaluate major investment decisions across the ... leadership competence and business acumen . A Bachelor's degree is required; an MBA or equivalent advanced degree is highly preferred . Proven track record of… more
- CBRE (Raleigh, NC)
- …distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design workshops, ... of experience and education will be considered. Advanced degree ( MBA , MSOD, MPA, etc.) strongly preferred + Experience in...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Citigroup (Charlotte, NC)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Owens & Minor (Raleigh, NC)
- …analyses, program / initiative performance tracking vs. targets, return on investment analyses for capital expenditures and other projects, trend analyses, tracking ... Annual budget process; Strategic Long-Range Plan process; CapEx and strategic investment prioritization, planning, & tracking + Responsible for the definition and… more
- Cherry Bekaert (Raleigh, NC)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- JPMorgan Chase (Charlotte, NC)
- …* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal ... the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA , JD, CFA, or CFP preferred * Proactive, takes...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Raleigh, NC)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more