- City National Bank (Austin, TX)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...the enterprise and of high quality. * Assist Wealth Analyst with preparation of reports/dashboards and making other changes… more
- Banc of California (Austin, TX)
- …as well as transitioning loans to Portfolio Management. This role will work closely with senior Bankers on new transactions. They will also be a key part of business ... + At least two years' experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture capital/private equity firm,… more