- CIBC (Austin, TX)
- …+ **Wealth management expertise:** You bring 8+ years of experience in portfolio management , wealth management , personal tax, or financial planning. + ... retaining high-net-worth client relationships, and expanding business within your portfolio . You'll align with clients' sophisticated financial needs, investment… more
- CDM Smith (San Antonio, TX)
- …transit design projects, ideally for various clients within our current TNG portfolio . * Strong Project Management experience including: the development of ... TNG is a key role in managing and building a high-performing Project Management Team through effective leadership and teamwork to successfully deliver projects and… more
- Zurich NA (Dallas, TX)
- …expected. This role will be responsible for various aspects of Energy portfolio management including utilizing data analytics to inform strategy, stewarding ... this role you will be responsible for: + Identify, prioritize, and escalate portfolio management , technical skills, and product innovation needs. + Manage data… more
- US Bank (Houston, TX)
- …circumstances + Facilitate the delivery of strategies and capabilities including portfolio management , trust administration, investment advisory, and insurance + ... market views, investment strategy, manager/fund/security research, and due diligence + Portfolio construction resulting in tailored investment management and… more
- JPMorgan Chase (Plano, TX)
- …of Merchant Acquiring industry and procedures, specifically in customer-obsessed relationship management + Portfolio management experience with account ... Manager Associate within Chase Merchant Services, you will grow and retain a portfolio of client relationships shared with our bank partners. You will collectively… more
- Global Foundries (Austin, TX)
- …on Research and Development portfolio aligned to business goals. Responsible for Portfolio Management and Approvals meeting to bring new projects to the team ... (1) Project Management including Managing End Market, Sales, Product Management ; (2) portfolio analysis; (3) finance/investment modeling including Modeling… more
- JPMorgan Chase (Houston, TX)
- …and skills** + Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience ... by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing… more
- Wells Fargo (Irving, TX)
- …include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** Wells Fargo ... Wealth & Investment Management (WIM) is one of the United States'...+ Develop stress testing frameworks to risk manage this portfolio and enhance the rules based automated dynamic lending… more
- Bank OZK (Dallas, TX)
- … management modeling techniques. + Knowledge of the origination, underwriting, and portfolio management process for consumer and commercial loan portfolios. + ... Stress Testing Program ('ESTP') and forward-looking analytics across the Bank. Assists management with all aspects of the Bank's ESTP Program, including reviewing… more
- CBRE (Dallas, TX)
- …with cross-functional teams. + Build executive level presentations that integrate portfolio strategy, occupancy planning, and transaction management data to ... Portfolio and Occupancy Analyst Job ID 217905 Posted...and verbal and visual communications with experience in change management (Preferred) + Bachelor's Degree preferred with 2-4 years… more