- Bank of America (San Antonio, TX)
- …an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key ... + Monitors, analyzes, and reviews the current market environment and research portfolio recommendations + Monitors and manages client portfolios to align with client… more
- Neuberger Berman (TX)
- …commentary regarding market movements, economic and industry trends, product and portfolio updates; offer clients accurate performance attribution, portfolio ... + Series 31 required within 3 months of employment + CFP, CIMA, and/or CFA /CAIA desired \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for this role is… more
- Toyota (Plano, TX)
- …the Bank's hedge accounting program that will include among other possibilities the portfolio layering method. + Leading the implementation of the project in all of ... selection or development. + Working cross-functionally as the project manager and point of contact with other teams, including...+ Experience with Empyrean, QRM, or Calypso + CPA, CFA or Master's degree in a relevant field (Statistics,… more
- PNC (Houston, TX)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Reporting to the Institutional Asset Management Regional Managing ... unique needs, and supporting the development of new business opportunities. The CFA (R) designation is strongly preferred. **Job Description** + Manages accounts in… more