- Nuveen Investments (Charlotte, NC)
- **Investment Accountant II ** The Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting ... records. Under general supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. **Key Responsibilities and… more
- Truist (Charlotte, NC)
- …Truist by providing expertise/membership in various key credit functions/committees ( Asset Quality meetings, Business Unit Risk Committees, Consumer Credit Working ... risk and exceptions portfolio targets, and Consumer default management and problem asset strategies and targets, and leadership on issues management and guiding… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of… more
- Regions Bank (Charlotte, NC)
- …routine and ad hoc research at the direction of the CPM Research Manager , including (performance trends analysis, market trend and outlook) + Summarizes findings ... projects + Provides training, managerial support and/or coaching to Analyst I and II team members This position is exempt from timekeeping requirements under the… more