- SMBC (Charlotte, NC)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... Sumitomo Mitsui Finance and Leasing Co., Ltd. **Role Description** Role Description The Senior Director of IT Business and Project Manager will report to the… more
- Wells Fargo (Charlotte, NC)
- …The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed ... reports for Sr. Management. **Required Qualifications:** + 4+ years of investment portfolio control experience, or equivalent demonstrated through one or… more
- Bank of America (Charlotte, NC)
- …influence. **Responsibilities:** + Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/ control performance ... helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop...unit(s) + Identifies business trends based on economic and portfolio conditions and communicates findings to senior … more
- Robert Half (Charlotte, NC)
- JOB REQUISITION Charlotte Technology Audit Senior Consultant (Financial Services) LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team....+ IT SOX + Analytics + Emerging Technologies + Control programs + Technology Enablement What Will Help You… more
- WTW (Charlotte, NC)
- **Description** The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This ... Monitoring of exposures and risk transfer pricing within assigned portfolio . + Obtain regulatory approval for changes to the...requirements of the companies + Liaise with and monitor investment managers in respect of invested funds + Assist… more
- Truist (Charlotte, NC)
- …risk and other areas to design, set up, operationalize, fulfill inside of portfolio discipline. As a subject matter expert on the Operations and Program Management ... strategy, aligning critical objectives & required resources, tools & investment readiness. Manage complex, transformational, enterprise‐wide projects. Construct key… more
- Equitable (Charlotte, NC)
- …coaching for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, ... and territory management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform… more
- WTW (Charlotte, NC)
- …a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including ... Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to… more
- Mobile Communications America (Spartanburg, SC)
- …as well as potential consequences. + Prepare presentations and reporting to senior management on potential M&A transactions, capital structure, and strategic growth ... years of related experience in transaction advisory, M&A, corporate development, investment banking, or consulting. + Previous experience preparing complex financial… more
- SMBC (Charlotte, NC)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... Finance and Leasing Co., Ltd. **Objectives:** * Coordinate and manage a portfolio of projects and activities, providing transparency of progress against the… more
- Bank of America (Charlotte, NC)
- …focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator conducts complex ... over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations while overseeing cases meet… more
- Truist (Charlotte, NC)
- …discipline, and effective controls. The CFO leads reporting and analysis for senior leadership, the Board, Investor Relations, and regulators, supporting a complex ... and highly regulated portfolio that demands precision, transparency, and high-impact decision making....engineering. The role will help design funding strategies and investment frameworks that enable secure, scalable, and cost-efficient protection… more
- SMBC (Charlotte, NC)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC is seeking a… more
