- Huntington National Bank (Austin, TX)
- Description + Reporting to the Director of Portfolio Solutions , the analyst will work with the Wealth Management Leadership team and other Wealth ... these key investment platforms. + Support the development of wealth products based on a deep understanding of business...drive results with third party vendors. + Solving business solutions at scale with technology. #Texas Exempt Status: (Yes… more
- Regions Bank (Atlanta, TX)
- …credit risks + Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or new ... of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible...with both internal and external clients on PWM credit solutions + Participates in pricing decisions for PWM credit… more
- Truist (Houston, TX)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions ... products, securing new clients and focusing on the Truist Wealth segmentation strategy. The typical Truist Wealth ...framework in order to ensure a high quality, compliant portfolio of relationships. Work closely with specialized areas of… more
- PNC (Houston, TX)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... valued and have an opportunity to contribute to the company's success. As an Analyst within PNC's Asset Management Group organization, you will be based across PNC's… more
- S&P Global (Houston, TX)
- …Role:** Our Compliance Services team is seeking an experienced and motivated Analyst to facilitate daily management of client coverage and deliverables. The ... The position offers direct exposure to external industry entities such as portfolio managers and trustee/custodians. The role entails partnering with other S&P… more
- Bank of America (Dallas, TX)
- …territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst . + Strategize with those Advisors on how to ... their book and how to present full suite of solutions to prospective clients. + Lead the portfolio...7 and 66 licenses **Skills:** + Market Analysis + Portfolio Management + Wealth Planning + Analytical… more
- Comerica (Frisco, TX)
- …degree in business or finance + 8 years of experience in fixed income portfolio or financial management + Chartered Financial Analyst (CFA) or Certified Public ... Job Description Portfolio Manager The Portfolio Manager assists...support of earnings announcements and investor interactions. Recommend new solutions to enhance analytics, asset quality and compliance. Hedging… more
- Truist (Dallas, TX)
- … Analyst experience 2. Deep knowledge of Treasury Management Solutions 3. Certified Treasury Professional **General Description of Available Benefits for ... review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate… more
- Truist (Bryan, TX)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- Bank of America (Frisco, TX)
- …their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to ... the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred + Ability to work under pressure, meet...+ Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth … more
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