- City National Bank (Houston, TX)
- …and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and ... delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * Ability to...development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques… 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
- IBM (Austin, TX)
- …product. You will collaborate with teams across geographies, including Marketing, Product Management , Sales, and Business Partners. In the role, you will drive the ... client interests, sales pipeline, revenue, win rate, market segment share and analyst ranking. Your primary responsibilities include: * Understand the products and… more
- Wolters Kluwer (Coppell, TX)
- …platform scalability, and revenue growth of our Audit and Assurance Solutions portfolio . This role sits at the intersection of platform innovation, AI enablement, ... revenue performance, adoption, engagement, and continuous improvement across the portfolio . You'll foster strong customer relationships through direct engagement and… more
- Prime Therapeutics (Austin, TX)
- …technologies. + As part of the business intelligence and analytics project portfolio , creates process design maps and/or high level scope or requirements documents ... **Additional Qualifications** + A bachelor's degree in business intelligence, management information systems, mathematics, statistics, analytics, computer and information… more
- Truist (Houston, TX)
- …Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital approach with a ... and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters… more
- Omnicell (Fort Worth, TX)
- …resume will be reviewed and considered for upcoming opportunities._ **Reconciliation Analyst ** **What You Can Expect:** Career growth: Opportunity is limitless at ... this role and move to sales, marketing, professional services, management , IT, and more. Learning and development: Keep your...76137 **Day in the Life:** As a Lead Reconciliation Analyst , you'll serve as the primary liaison for independent… more
- Caterpillar, Inc. (Irving, TX)
- …interpersonal, and analytical skills **Considerations for Top Candidates:** + Digital Product Management , Product Owner or Business Analyst background + Business ... Interact with VisionLink product team to ensure our API portfolio meets the needs of our dealers and customers....for strategic programs within Cat Digital's Fleet & Equipment Management division. **What You Will Have:** + **Decision Making… more
- BP Americas, Inc. (Houston, TX)
- …is to enhance group value through distinctive supply, commodity trading, risk management and information technology skills underpinned by a world class finance, ... control, compliance, risk analytics and management infrastructure. The Commodity Risk Group is a key...within a robust control framework. The Retail Commodity Risk Analyst will play a key role interfacing with trading,… more
- Mill Creek Residential (Dallas, TX)
- …have regular interaction with Mill Creek's Joint Venture Finance, Development, Acquisitions, Portfolio Management , and Asset Management teams including ... modeling support throughout entire life cycle of project + Support the Portfolio Management team with fund-specific pro forma modifications and analyses… more