- Wells Fargo (Charlotte, NC)
- **About this role:** **The Fixed Income Strategies Team** is searching for a ** Fixed Income Portfolio Manager . The Fixed Income ... Financial Planner (CFP) designation + Minimum 4 years of experience in fixed income portfolio management and investing experience + Knowledge of Bloomberg… more
- Nuveen Investments (Charlotte, NC)
- …for dissemination. + Identifies opportunities to improve research quality for Taxable Fixed Income portfolio . **Educational Requirements** + University ... The Taxable Fixed Income Senior Research Associate is...other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused… more
- Truist (Charlotte, NC)
- …assist in the day to day management of the bank's proprietary ~$150 billion securities portfolio of fixed income investments which provides stable income ... description:** This position will report to the Senior Investment Portfolio Manager and will work closely with...treasury preferred 3. General understanding of financial markets and fixed income securities valuation 4. Ability to… more
- Bank of America (Charlotte, NC)
- …in Finance, Business, Accounting, Quantitative, or Economics + Experience analyzing fixed income securities, interest rate derivatives + Experience withSAP ... subject matter expert responsible for forecasting the firm's balance sheet, net interest income , and noninterest income while monitoring and reporting on the… more
- First Horizon Bank (Charlotte, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... identifying portfolio weaknesses and trends and alerting management (Group Manager , Market President, Senior Credit Officer) to deteriorating portfolio … more
- First Horizon Bank (Charlotte, NC)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... The Commercial Credit Review Officer (CRO II) is responsible for evaluating portfolio quality and credit risk management practices within the commercial bank's… more
- TIAA (Charlotte, NC)
- …and provides advisory services. + Supports a wide range of assets such as fixed income , equity, derivatives, and alternative investments. + Works within a team ... due diligence and drafting sessions. + Provides reporting and analytics; tracks portfolio performance. + Works closely with senior bankers to originate client… more
- Bank of America (Charlotte, NC)
- …Markets sales, trading and underwriting business for securities, foreign exchange, fixed income , exchange traded derivatives and over-the-counter derivatives ... assist more experienced teammates. Responsibilities: * Maintains accuracy of client portfolio using internal and external comparison tools * Performs research and… more
- TIAA (Charlotte, NC)
- …and analytical skills + Significant knowledge of the financial markets, both equity and fixed income , and the ability to articulate investment discipline with a ... and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions. **Key… more
- Nuveen Investments (Charlotte, NC)
- …Collaboration, Communication, Credit Analysis, Data Analysis, Financial Modeling, Fixed Income Investments, Investment Research/Analysis, Investments, ... to managing risk exposures + Perform ESG analysis and monitoring for portfolio companies; engage management teams on ESG related issues **Educational Requirements**… more