- Advancial (Dallas, TX)
- …the credit union and the credit union's subsidiaries, and assist in analyzing risk through use of asset-liability management systems. **ESSENTIAL DUTIES AND ... the ALCO and Board of Directors reporting timeline schedule. Quarterly gathers risk analysis using the asset-liability management model. Creates various interest… more
- Scottish Rite for Children (Dallas, TX)
- …(including peers), and related guideline analysis. + Prepare fund exposure analyses and risk decomposition for the monitoring and management of the various ... investment analysis at an underlying mandate or fund level, including risk decomposition, guideline compliance, and portfolio optimization for an institutional… more
- Jacobs (Dallas, TX)
- …and globally. As a Senior Financial Analyst, you will be responsible for: Cash & Liquidity Management * Analyze Cash Flow Activity on a weekly basis to provide ... * Prepare PowerPoint slides for Monthly Performance Review (MPR), Board presentations, Risk Management Committees, and others. * Provide analytical support to… more
- Charles Schwab (Westlake, TX)
- …with client experience, product teams, treasury, financial planning, corporate strategy, technology, risk management , and the cash related stakeholders at Schwab ... and Brokerage Cash Products team manages a broad range of product management responsibilities for the firm, including bank deposit products, payments/move money… more
- ATI (Dallas, TX)
- …will span the treasury organization and include global cash and liquidity management , cash forecasting, and support for the risk management (hedging ... and changes + Lead the day-to-day monitoring of our pension assets, including management of cash and investments, and relationship management with Trustee +… more
- TIAA (Frisco, TX)
- …for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. ... + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment, grows book of business… more
- JPMorgan Chase (Plano, TX)
- …than 200 years, JP Morgan has helped clients make trade payments, access liquidity , and manage risk . We connect counterparties with market-leading Supply Chain ... for term sheet negotiations + Supports team with general CRM and data management tasks + Demonstrates aptitude in mastering the fundamentals of Trade and Working… more
- Truist (Dallas, TX)
- …Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital approach with a focus on risk mitigation and grounded in ... capital services and solutions, including receivables, payables, information reporting and liquidity solutions 6. Adheres and follows all applicable policies and… more
- City National Bank (Austin, TX)
- …THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a ... * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of… more
- City National Bank (Austin, TX)
- …THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a ... * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of… more