- Truist (Charlotte, NC)
- …support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership. 4. Applies knowledge of best practices derived from experience ... solutions to propose innovative solutions. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions. 5. Reviews monthly… more
- Fifth Third Bank, NA (Charlotte, NC)
- … will be responsible to produce deliverables in support of that effort. The Senior Analyst will assist in the training and supervision of Wealth Planning ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists,...current state analyses (Net Worth Statements, Current Cash Flow, Tax , etc.) based upon the clients'/prospect's priorities, goals and… more
- Truist (Charlotte, NC)
- …strategies and/or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects/initiatives with potential ... and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership. Following is a summary of the essential functions for… more
- Truist (Charlotte, NC)
- …Risk Management Organization (RMO), operating under the leadership of the Senior Treasury Market and Liquidity Group Risk Officer, perform independent quantitative ... and changes, key risk modeling assumptions, liquidity risk management, funds transfer pricing (FTP), and investment portfolio strategy. Oversight activities and… more