- Bank of America (Plano, TX)
- …and Reporting group is responsible for providing financial support for the Consumer, Wealth Management and Small Business Card unsecured lending products. The ... pricing, financial reporting, and overseeing value creation ideas and new investment business cases. Job expectations include supporting management in… more
- Comerica (Frisco, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... including assessment risks and potential liabilities. + Active role in the management and administration of granular portfolio of equity investments. This… more
- Truist (Dallas, TX)
- …Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital ... and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters… more
- TIAA (Dallas, TX)
- …+ Develop and maintain strong partnerships with internal business stakeholders, including Portfolio Managers and Wealth Management Advisors + Participate ... Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management , Tax, Technical Writing, Trusts **Anticipated Posting End… more
- Bank of America (Dallas, TX)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... based commercial lending/corporate finance/relationship management experience + Demonstrates management capability of an extensive portfolio of Healthcare,… more
- Broadridge Financial Solutions (Houston, TX)
- …General Manager, Sentry. Broadridge's "Sentry" business refers to its Sentry PM portfolio management technology, a cloud-based solution designed for private ... debt, loans, and CLOs (Collateralized Loan Obligation), streamlining activities like portfolio management , research, origination, trading, and compliance. We… more
- S&P Global (Dallas, TX)
- …+ Supporting more junior members of staff with any complexities within the deal/ portfolio + Interpreting the underlying legal documents to ensure the deal and its ... analysis of deals to ensure accruals and pricing mechanics are correct + Management of outstanding work items in line with expected Key Performance Indicators… more
- PNC (Dallas, TX)
- …Solutions: Partner with stakeholders across various lines of business (eg, retail banking, wealth management , corporate and investment banking) to understand ... Strategy: Develop and communicate a clear vision for the bank's data product portfolio , aligned with overall business goals and regulatory requirements. * Lead the… more
- PNC (Dallas, TX)
- …Solutions: Partner with stakeholders across various lines of business (eg, retail banking, wealth management , corporate and investment banking) to understand ... Strategy: Develop and communicate a clear vision for the bank's data product portfolio , aligned with overall business goals and regulatory requirements. * Lead the… more
- UWorld, LLC (Dallas, TX)
- …finance, equity investments, fixed income investments, derivatives, alternative investments, and portfolio management and wealth planning. + Ability ... Required: + CFA charter required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write high-quality CFA questions and… more