- Lincoln Financial (Austin, TX)
- …the General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and documenting SOX ... of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically...inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. + You… more
- Omni Hotels (Dallas, TX)
- …budgets and reporting standards. + Prepare and present monthly and quarterly reports for asset management + Prepare and present quarterly reports and budget for ... management team to ensure that owners, the General Manager , and Omni Corporate Management are provided...Owners, Asset Management and Brand + Prepare and… more
- Truist (Dallas, TX)
- …order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial ... of a broad range of personal financial planning/advisory/insurance and investment management / asset allocation concepts and understanding of retail credit and… more
- PNC (San Antonio, TX)
- …needed to be successful in this position. **Preferred Skills** Accountability, Asset Management , Client Relationship Building, Corporate Finance, Decision ... and middle market transactions - Proven ability to up-tier bond underwriting roles from co- manager to lead -Hands on leadership with the ability to lead, work with,… more
- PNC (Dallas, TX)
- …nature. The Capital Markets track includes the following business segments: + Asset & Liability Management segments: Chief Investment Office - Portfolio ... Income,Foreign Exchange, and Structured Products Group + Investment Banking Analyst: Asset Backed Finance, Debt Capital Markets, and Public Finance Capital Markets… more
- Maxwell Locke & Ritter (Round Rock, TX)
- Family Office Bookkeeping Associate Department: Tax Location: Round Rock, TX Who We Are Maxwell Locke & Ritter LLP (https://www.mlrpc.com/) is the largest locally ... to ultra-high net-worth clients, including bill pay, payroll administration, insurance management , cash flow planning, and financial reporting in QuickBooks. You… more
- TEKsystems (Houston, TX)
- …Skills Customer service, Support, Microsoft office, Help desk support, Imaging equipment, Asset management , Troubleshooting, ERP, ms office suite Top Skills ... Details Customer service,Support,Microsoft office,Help desk support,Imaging equipment, Asset management Additional Skills & Qualifications * Regularly required to… more
- Toyota (Plano, TX)
- …independent view to the Benefits Committee and Pension Governance Committee on policy, asset mix, investment manager selection and investment manager ... plan assets totaling $18 billion. Reporting to the Group Manager , Treasury and Investments, the person in this role...on investments and broad financial market trends for senior management . + Effectively present plan updates and recommendations to… more
- Toyota (Plano, TX)
- …recommend actions when necessary. + Working closely with Treasury teams on Asset Liability Management related items including funding, liquidity management ... selection or development. + Working cross-functionally as the project manager and point of contact with other teams, including...+ A deep understanding of the relationship between the Asset -Liability Management function and Balance Sheet /… more
- Toyota (Plano, TX)
- …standards. + Proven experience managing and improving efficiency in system deployment and asset management on a large scale in a multiplatform environment. Deep ... and problem-solving the Data Centers and Critical Facilities. Reporting to the Senior Manager - Infrastructure Architecture, the person in this role will join the… more