- City National Bank (Houston, TX)
- ** PORTFOLIO MANAGER ASSOCIATE (Hybrid - 3 days in office)** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for City National ... Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis -… more
- City National Bank (Los Angeles, CA)
- **BUSINESS SALES AND PORTFOLIO RELATIONSHIP ASSOCIATE COMMUNITY BANKING** **WHAT IS THE OPPORTUNITY?** Responsible for collaborating with clients and Business ... Community Managers in managing sales administration and portfolio management. Duties include loans submissions, tracking and facilitating credit transactions to… more
- Regions Bank (Nashville, TN)
- …balance sheet considerations, cash flow, retirement, and financial objectives to target investment strategies + Serves as a wealth planning expert, partnering with ... to partners that include: Wealth Advisors, Trust Advisors, Lending Advisors, Portfolio Managers, and Commercial and Corporate Banking Relationship leaders and their… more