- AssetMark, Inc. (Charlotte, NC)
- …plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding , stock ... financial goals. You will develop comprehensive financial plans and advise on investment , retirement, estate, and estate planning strategies. This is a full-time… more
- Citigroup (Charlotte, NC)
- …the Non-Trading Market Risk Management (NTMR) limit framework. + Support Senior Management in the oversight of the investment of global surplus liquidity ... stock issuance and common stock repurchase. + Support Senior management in implementing investment strategies to optimize...or CFA preferred **Job Family Group:** Finance **Job Family:** Funding & Investments Management **Time Type:** Full… more
- Wells Fargo (Charlotte, NC)
- …begins with you._ **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist within our Mortgage Banker Finance Group as a part of ... Corporate and Investment Banking. **In this role, you will:** + Participate...and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan… more
- Wells Fargo (Charlotte, NC)
- …influence, gain buy-in and negotiate with a diverse group of key business partners/stakeholders including senior management . + Advanced proficiency in Microsoft ... **About this role:** Wells Fargo seeks an **Institutional Investment Operations Specialist** for **The Structured Products Group (SPG)** Team in **Corporate & … more
- Citigroup (Charlotte, NC)
- …funding to various legal entities & businesses. **Responsibilities:** + Coordinate Business Execution activities including business management desk ... updates and creating material and minutes in the Monthly Business Management Forums. + Provide support to...+ Bachelor's/University degree **Job Family Group:** Finance **Job Family:** Funding & Investments Management **Time Type:** Full… more
- USAA (Charlotte, NC)
- …for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business . + Leads intercompany capital transactions ... of capital and liquidity across the enterprise, including insurance, investment and banking lines of business , to...results and establishes contingency plans in partnership with key business partners for reporting to senior management ,… more
- City National Bank (Raleigh, NC)
- …and Client Experience: Continuously builds trusting relationships with Internal Audit peers and business management .* Acts as the key contact and responds to ... and risk events that have a significant technology and business impact.* Possesses working knowledge of the Investment...written communication skills, to effectively present to peers and business management . * Ability to exhibit integrity… more
- Citigroup (Charlotte, NC)
- …on balance sheet management , FX and interest rate risk management , funding , and liquidity management . ** Business / Team Overview:** + The Citi ... tracking and post implementation reporting. **Development Value:** + Exposure to investment management decision making process. + Exposure to banks… more
- Citigroup (Charlotte, NC)
- …on balance sheet management , FX and interest rate risk management , funding , and liquidity management . ** Business / Team Overview:** + The Citi ... tracking and post implementation reporting. **Development Value:** + Exposure to investment management decision making process. + Exposure to banks… more
- USAA (Charlotte, NC)
- …for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business . + Leads intercompany capital transactions ... scenario results and establishment of contingency plans in partnership with key business partners for reporting to senior management , governance committees, and… more
