- Banc of California (Durham, NC)
- …job training, small business support, affordable housing, and more. **Job Summary** The Portfolio Analyst role is responsible for monitoring the performance of ... from expected performance, and raising credit concerns to the Portfolio Management team. The Portfolio Analyst...a Venture Banking business unit (Technology, Life Sciences or Fund Finance ) and supports borrower relationships managed… more
- ElectriCities of North Carolina (Raleigh, NC)
- …Process and verify all input/output of investment activity into the investment portfolio system, conduct end-of-month summary reconciliations by fund , and ... Overview Introduction The Finance Division has the responsibility for the fiscal...and satisfactory resolution of any principal/interest payment by bond fund trustees. + Respond to inquiries from investors/brokers/ analyst… more
- Lumen (Raleigh, NC)
- …help shape the strategic characteristics of the trust, manage the portfolio , and facilitate internal and external engagement through effective communication. ... date funds. + Assist in the management of custom target date fund portfolios, including setting strategic asset allocation, evolving the glide path, rebalancing,… more