- City National Bank (Austin, TX)
- …and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and ... new business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset… more
- Zions Bancorporation (Houston, TX)
- …companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by _American ... Factoring group is seeking a **_Portfolio Manager_** with operational and risk management experience to manage the operational aspects of factoring clients. Our… more
- Charles Schwab (Westlake, TX)
- …full time basis without employer sponsorship. Charles Schwab **Wealth** **＆** ** Portfolio Management Platforms** is responsible for delivering innovative, ... + Deliver the digital currency offer: Partner with the Portfolio Project Management Office and coordinate across horizontal and vertical tracks to… more
- PNC (Dallas, TX)
- …Communications, Insurance Legal and Regulatory Environment, Knowledge of Underwriting, Negotiating, Portfolio Management - 1, Problem Solving, Process ... the equity and debt documents to ensure that the portfolio has adequate coverage and is in compliance with...decisions. Act as first line of defense, supports risk management , compliance, and audit needs as necessary. PNC will… more
- Bank of America (Frisco, TX)
- …able to obtain within 120 days of start date. **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth ... and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for… more
- ITW (Austin, TX)
- …integrated marketing planning as well as sales and channel training. + **Product Portfolio Management ** : Lead and execute product portfolio strategy ... addition, this role will also be responsible for actively managing the product portfolio as well as develop sales tools that effectively communicate our value… more
- Columbia Bank (Dallas, TX)
- …and review client relationships on an ongoing basis, including loan origination, portfolio management , and audit readiness. + Community Engagement: Promote ... lines to deliver full-relationship solutions-including credit, deposits, and treasury management . + Business Development: Source, develop, and deepen relationships… more
- US Bank (Irving, TX)
- …fintech partnerships and investments + Advanced experience with CRM platforms, portfolio management tools, and data-driven reporting **Preferred Qualifications** ... trends, topics and companies. Involvement in extensive, analysis, due diligence, project management , and use of CRM tools. With advanced skills in using CRM… more
- Keurig Dr Pepper (Frisco, TX)
- …principles and technology standards to inform decision-making + Formalize application portfolio management , technology rationalization, and technology life cycle ... models, operating models, financial models, cost-benefit analysis, budgeting, and risk management + Deep knowledge of basic graphical modeling approaches, tools, and… more
- Vontier (Houston, TX)
- …this position will support business units in project prioritization through portfolio management , foster collaboration to identify inefficiencies, and provide ... across the enterprise + Support business units to prioritize projects via portfolio management , considering an enterprise lens. + Align projects with strategy. +… more