- Robert Half Accountemps (San Antonio, TX)
- Description Our client a Real Estate Investment firm is hiring a Treasury Cash Analyst for an immediate start! Individuals will need to be able to work onsite ... information requests. 2. Responsible for accurately reporting prior day debit and credit transactions to accounting. 3. Process wire transfers and ACH transfers to… more
- Fifth Third Bank, NA (Dallas, TX)
- …and document credit decisions, conditions, and modifications. + Collaborates with the Credit Analyst to perform Portfolio management duties such as: ... review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst . Responsible and accountable for risk by openly exchanging… more
- Capital One (Plano, TX)
- …key risks in a given portfolio or across portfolios + Identifying gaps in credit policy, credit processes, and credit risk rating models + Identifying ... Senior Manager, Commercial Credit Review Capital One's Credit Review...and targeted review activities within assigned portfolios. The commercial portfolio includes, but is not limited to, Middle Market… more
- Comerica (Frisco, TX)
- …regulations, etc. Monitor, communicate and adopt industry best practices, identify relevant portfolio themes in support of earnings announcements and investor ... various factors such as paydowns, new purchases, amortization expenses, collateral changes, portfolio growth/runoff, etc. to support earnings calls and releases… more
- JPMorgan Chase (Plano, TX)
- …client due diligence including written credit approval memos and annual credit reviews + Manage client portfolio including limit sizing and maintenance, ... Qualifications, Capabilities and Skills** + Completion of a major corporate bank credit / analyst training program + Prior hedge fund experience JPMorganChase, one… more
- Ford Motor Company (Austin, TX)
- …+ Work with Regional Manager (RM), Commercial Business Development Manager, and Business Support Analyst to achieve budgeted metrics (profit, ROE, volume, share, ... retail, lease, wholesale and fee income product performance, in support of the Ford Credit Value Proposition....and Lincoln Protect program penetration. + Collaborate with the Portfolio Analyst to complete analysis of dealership… more
- Comerica (Dallas, TX)
- Job Description Interest Rate Risk Analyst The Interest Rate Market Risk Analyst is responsible for providing guidance and assessing the risks associated with ... interest rate changes within an organization's portfolio . This role involves performing effective challenges on design...effective challenge and subject matter expertise where appropriate. Provide support to the annual review of interest rate risk… more
- Banc of California (Austin, TX)
- …**Experience:** Required: + At least two years' experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture ... that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California,...There is a focus on credit analysis, credit application preparation and coordination with Portfolio … more
- Truist (Dallas, TX)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- Wells Fargo (Dallas, TX)
- …educate and consult with Wells Fargo Investment Professionals (Financial Advisors, Portfolio Managers, Investment Strategists) and their clients on the Alternative ... division (WFA, FINET and the Private Bank) to gain support , access and guidance on how best to ...on the individual product level + Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree + Advanced… more