- City National Bank (Houston, TX)
- * PORTFOLIO MANAGER * WHAT IS THE OPPORTUNITY?...minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment… more
- Charles Schwab (Westlake, TX)
- …+ Experience in all areas of investment management is valued, but experience in equity portfolio analysis is a distinct plus. + CFA charter or an active desire ... investment risk of more than 493 different investment portfolios and strategies. The Senior Manager will be a key figure in the investment risk team and will work… more
- Sedgwick (Dallas, TX)
- …to optimize performance + Ability to meet or exceed Performance Competencies CFA Project Manager Summary Overview/Expectations The Client Facing Applications ( ... CFA ) project manager serves as the primary liaison between project stakeholders...and documentation are current in Change Point and in CFA Project Portfolio SharePoint site. + Ensure… more
- CIBC (Dallas, TX)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Relationship Manager ** , you'll focus on growing direct revenue, retaining ... high-net-worth client relationships, and expanding business within your portfolio . You'll align with clients' sophisticated financial needs, investment objectives,… more
- CIBC (Austin, TX)
- …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth ... client relationships, and expanding business within your portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the… more
- Capital One (Houston, TX)
- Manager , Financial Planning & Analysis We are seeking a strategically minded leader, analyst, and top notch problem solver to provide financial leadership for the ... driving the highest business priorities Example Projects: + Evaluate PULSE's customer portfolio and broader economic trends in order to recommend opportunities for… more
- WM (Houston, TX)
- **Job Summary** We are seeking a strategic and hands-on Senior Manager , Risk Control to lead our energy commodity risk management function for WM Renewable Energy ... + Propose valuable improvements to existing models or methodologies for evaluating portfolio risks + Build and implement comprehensive risk frameworks including VaR,… more
- Nuveen Investments (Dallas, TX)
- …and managing capital and liquidity adequacy. **Key Responsibilities and Duties** Portfolio Risk Analysis: * Conduct comprehensive risk assessments of new investment ... opportunities and existing portfolio positions * Prepare detailed risk reports and presentations...Graduate degree (MBA, MS, MA in relevant field) + CFA , FRM, ASA, FSA, PhD, CPA, or other relevant… more
- Vistra (Irving, TX)
- …debt documentation and ensure timely debt service payments across the project finance portfolio + Assist Directors, VP, and SVP with various ad hoc financial and ... through college degree with concentration in finance, economics or accounting and/or CFA /CPA certification + At least 8 years of experience in banking, project… more
- Vistra (Irving, TX)
- …in finance, economics, engineering, data science, or related field. Relevant certifications (eg, CFA , FRM) are highly desirable. *5+ of work experience in the energy ... focus on reliability, affordability, and sustainability, powered by a diverse portfolio that includes natural gas, nuclear, coal, solar, and battery energy… more