- Truist (Charlotte, NC)
- …review the following job description:** This position will report to the Senior Investment Portfolio Manager and will work closely with other team members ... of analytical processes involving securities and strategies being evaluated for the investment portfolio 3. Generate month end portfolio risk metrics to… more
- Citigroup (Charlotte, NC)
- …funding and share repurchase programs. The Treasury Funding and Investments Intermediate Analyst will support CTI and drive the production needs and lead various ... workstreams related to investment of Citi's major liquidity portfolios and raise long...the process of management and execution of the CTI portfolio including management of the USD interest rate risk… more
- Huntington National Bank (Charlotte, NC)
- …Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...+ Bachelors Degree + 5 or more years of Investments/ Analyst experience Exempt Status: (Yes = not eligible for… more
- Nuveen Investments (Charlotte, NC)
- …Leveraged Finance team is seeking to hire an experienced industry coverage analyst across leveraged loans, high yield, and convertibles. The Leveraged Finance ... underwriting across the capital structure and risk spectrum, from higher quality non- investment grade to distressed situations. The team's philosophy is to invest in… more
- RVO Health (Charlotte, NC)
- …reporting package for senior management including reporting on KPI's + Manage investment portfolio , provide strategies, and proactively evaluate options for ... growth and recent acquisitions we are currently seeking an experienced Senior Treasury Analyst to join our team. This person will be responsible for the treasury… more
- Citigroup (Charlotte, NC)
- …and Derivatives. + CTI is responsible for managing central liquidity and investment portfolio , executing the foreign exchange hedge program, and providing ... The Citi Treasury Investments group (CTI) manages over a $500 billion portfolio consisting of Issued Debt, Intercompany Borrowings & Placements, AFS/HTM Securities,… more
- US Bank (Charlotte, NC)
- …of the business and financial structure of Guarantors/Sponsors of Investment and Production tax credit investments. The Guarantor/Sponsor usually represents ... strategy and access to capital, hiring and organizational trends, portfolio trends, etc. Discussions should include a focus on...incorporated as part of the credit package for the investment . 8. The position will also entail understanding and… more
- Citigroup (Charlotte, NC)
- …Securities, and Derivatives. CTI is responsible for managing central liquidity and investment portfolio , executing multiple hedge programs, providing US dollar ... The Citi Treasury Investments group (CTI) manages a portfolio consisting of Issued Debt, Intercompany Borrowings & Placements, AFS/HTM… more
- Wells Fargo (Charlotte, NC)
- …new business opportunities **Required Qualifications:** + 4+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one ... Income Strategies Team** is searching for a **Fixed Income Portfolio Manager. The Fixed Income Strategies Team (FIST)** is...Strategies Team (FIST)** is part of the Wells Fargo Investment Institute (WFII) within the Investment Solutions… more
- Truist (Monroe, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Truist (Charlotte, NC)
- …(TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small ... and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters… more
- Bank of America (Charlotte, NC)
- …and ad-hoc analysis to inform key strategic decisions and inform overall investment portfolio management + Project management and change execution on ... and informed guidance to the Global Funding (GF) function which executes key investment and hedging transactions across Bank and Non-Bank entities using on- and… more
- Lincoln Financial (Charlotte, NC)
- …**Requisition #:** 74301 **The Role at a Glance** The Sr. Analyst , Enterprise Architect ensures that complex architecture decisions are implemented consistently ... working across business and technology teams to deliver a 3+ year technology investment plan and implementation roadmap for the business line they are aligned.… more
- Lincoln Financial (Charlotte, NC)
- …will support a team that manages a $16 billion commercial mortgage loan portfolio . **What you'll be doing** + Interfacing with internal and external stakeholders, ... including production officer, production analyst , correspondent, borrower, in-house counsel, outside counsel, title company, accounting, treasury, servicing, … more
- US Bank (Charlotte, NC)
- …with cross-functional stakeholders to shape outcome-based product roadmap, product risk, investment areas and success measures. + Drives product development with ... customer experience, etc.). + Owns all engagement for assigned technical portfolio regarding the SDLC, eg, adoption, collaboration. + Develops, analyses, monitors,… more
- Huntington National Bank (Charlotte, NC)
- …with multiple stakeholders including senior Leveraged Finance members, portfolio managers, credit officers, capital markets professionals, company management, ... and operations personnel. + Accountable for quality and timeliness of self and analyst 's work + Manage analysts' time and seek opportunities to contribute to senior… more