- SNI Financial (Tampa, FL)
- Portfolio Management: oversee the team responsible for the maintenance of credit quality the portfolio administration and monitoring of credit quality ... and CRE loan portfolio in the assigned regionIncluding monitoring portfolio and individual loan relationship trends, including credit covenants, triggers,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …etc.), consumer reports, and related information.Work closely with Risk Analytics and Senior Credit Management to manage channel approval and conversion rates, ... credit recommendation.When needed, prepare and present recommendations to members of Senior Management or Credit Committee, including a summary of the… more
- Fidelity TalentSource LLC (Boston, MA)
- …of a portfolio management capability and several new routines with Senior Management, including Quarterly Business Review . You will drive enhancements to ... greater transparency and resource alignmentEnable L1 and L2 effective portfolio review and assessments to drive better...not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... Job Description:The RoleWe are seeking a VP, Systematic Liquid Alternatives Portfolio Construction Technology to join our Quantitative Research & Investments… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... custom solutions and target date funds. The Value You DeliverThe Institutional Portfolio Manager (IPM) will play an integral role in addressing institutional client… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... Job Description: Senior Front End DeveloperThe Role:Strategic Advisors Technology (SAT)...Technology(AMT) provides worldwide technology and support to all the Portfolio Management, Research, Trading and Investment Operations functions. AMT… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... running and/or using research to support evidence-focused design decisions preferredA digital portfolio we can review online is requiredAn array of design… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... client inquiries in a timely mannerBecoming a specialist of processing and review of daily security and cash movements, corporate actions, stock certificate/… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... fund, index/peer group performance in response to requests from Senior Management, Group Leaders and Portfolio Managers...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... and patterns to create actionable recommendations at project and portfolio level. Provide rapid prototyping support to communicate concepts/designs recommendations… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... fixed income (ie alternatives, private investments, and derivatives)Respond to ad-hoc senior management and portfolio manager requests from across SAIEvaluate… more
- Truliant Federal Credit Union (Matthews, NC)
- …larger loan requests to SBA and Member Business Loan Committee. Prepares annual credit reviews. Updates reports that track annual review relationships and tracks ... relationships and works out strategies. Assists with SBA loan portfolio quality management. Serves in a backup capacity to...for Business Lending Credit Theory to other Credit Union staff. Provides accuracy review for… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... in either equities, fixed income, or alternative asset classesExperience with portfolio construction is requiredYou have senior level experience defining… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... projections and understand business implicationsGravitas to engage with portfolio company management, investment partners and senior executivesExcellent… more
- Truliant Federal Credit Union (Greensboro, NC)
- …and objectives and establishes an ongoing relationship with members to periodically review their portfolio . The Financial Advisor presents a professional image ... of the JobThe Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... and prospect follow-upOutstanding partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and… more
- Fidelity TalentSource LLC (Westlake, TX)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... with particular focus on web application development on AWS\u00A0Driving e2e application portfolio strategy - roadmaps, TLM, standards and ensuring scale & reuse… more
- Fidelity TalentSource LLC (Boston, MA)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... with the investment teams on various projects including risk management and portfolio construction. You will build high quality, robust, and efficient technology… more
- Fidelity TalentSource LLC (Westlake, TX)
- …includes but is not limited to a criminal, civil litigations and regulatory review , employment, education, and credit review (role dependent). These ... portfolio .Experience with the creation of investment reporting to senior leadership and/or boards.Experience with proxy voting and class actions.Experience… more
