- Truist (Webster, TX)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- JPMorgan Chase (Dallas, TX)
- …Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP ... expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on...Maintain up-to-date knowledge of lending products, market trends, and regulatory requirements to serve as a trusted resource for… more
- Citigroup (Irving, TX)
- …for risk management strategy/execution oversight for compliance with Citi Policies and Regulatory requirements, and driving Strong Risk Management - for USPB Risk, ... updated and new risk aggregations that meet changing organizational needs and regulatory /policy requirements. + Work in close partnership with USPB Risk CAO peers,… more
- Public Consulting Group (Austin, TX)
- …www.publicconsultinggroup.com . PCG Health team helps our clients meet the complex financial , regulatory , and operational challenges of today's changing health ... most effectively, to those they serve. Our in-depth programmatic knowledge and regulatory expertise help state and municipal health agencies respond to regulatory… more
- Prime Therapeutics (Austin, TX)
- …+ Certified Public Accountant (CPA), Certified Treasury Professional (CTP) or Chartered Financial Analyst (CFA) Every employee must understand, comply with and ... audit function for the organization and for planning and conducting compliance, financial and operational audits to evaluate the effectiveness of internal controls… more
- TXNM Energy (Lewisville, TX)
- …including, but not limited to, generation, transmission, distribution, system planning, financial and regulatory issues, asset utilization, and environmental ... including, but not limited to, generation, transmission, distribution, system planning, financial and regulatory issues, asset utilization, and environmental… more
- First Horizon Bank (Dallas, TX)
- …new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to ... to understand the specific customer requirements and needs. + Collect appropriate financial data and information to ensure an accurate risk assessment and thorough… more
- TXNM Energy (Texas City, TX)
- …including, but not limited to, generation, transmission, distribution, system planning, financial and regulatory issues, asset utilization, and environmental ... including, but not limited to, generation, transmission, distribution, system planning, financial and regulatory issues, asset utilization, and environmental… more
- Wells Fargo (Houston, TX)
- …accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively ... **2027 Investment Banking Summer Analyst Program** **Invest in your tomorrow** Wells Fargo...delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around… more
- Humana (Austin, TX)
- …audits, and NCQA accreditations). The leader may be a data scientist, financial analyst , economist, or other analytical professional; though experience in ... products. + Oversee the creation and tracking of performance scorecards and financial metrics to optimize segment outcomes. + Collaborate with actuarial, finance,… more