• Institutional Portfolio

    Bank of America (Dallas, TX)
    Institutional Portfolio Manager III Chicago, Illinois;Dallas, Texas; Charlotte, North Carolina; Atlanta, Georgia **Job Description:** At Bank of America, ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management… more
    Bank of America (05/01/24)
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  • Senior Auditor, Broker Dealer

    Charles Schwab (Westlake, TX)
    …platform and their clients; (ii) client product solutions and market expertise; ( iii ) portfolio advisory services and research; (iv) asset management functions; ... registered domestic and international broker-dealers and registered retail and institutional investment advisors. The team's scope includes audit execution and… more
    Charles Schwab (05/03/24)
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