- Truist (Atlanta, GA)
- …provide analysis, validation, and interpretation of insights, with a specific emphasis on deposit pricing and portfolio optimization. **ESSENTIAL DUTIES AND ... RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Partner with senior business leaders to… more
- Wells Fargo (Charlotte, NC)
- …work in partnership with Liquidity risk, Capital, Balance Sheet Optimization, Investment Portfolio and other business deposit product and strategy teams. **In ... this role, you will:** + Develop funding and deposit product strategy (product terms, pricing strategy,...+ A Master of Business Administration (MBA), Chartered Financial Analyst (CFA), or comparable professional designation + Experience with… more
- Northwest Bank (Lake Oswego, OR)
- …based on usage and/or risk exposure determination; and assisting TMO with portfolio management of deposit -only treasury service customers. Monitor upcoming ... of requirements to open a complex and unique business entity structured deposit account, obtaining required information from customers. May include escrow, property,… more
- Discover (Riverwoods, IL)
- …in the strategy, planning, and acquisition of funding through brokered certificate of deposit market. Makes pricing and tenor recommendations. + Participates in ... cash flow activity. Participates in the management of brokered certificate of deposit funding and short term investing. **Responsibilities** + Maintains and monitors… more
- Citigroup (Miami, FL)
- …as an advisor on transfer pricing methodology for the North America deposit portfolio . Forecast potential revenues by modeling financial variables in the USD ... deposit portfolio . Discuss and understand changes in transfer ...of progressively responsible, post-baccalaureate experience as an Advisory Lead Analyst , Risk Treasurer, Business Unit Manager, or related position… more
- FirstBank PR (PR)
- …instruments, including FHLB Advances, and Fed Advances . Assist in the communication of deposit pricing strategies, as well as evaluate pricing exceptions. . ... Direct communication with the Fed Reserve NY (custodial for VI collateral) Investments portfolio management and analysis . Research and analyze the full spectrum of… more
- ElectriCities of North Carolina (Raleigh, NC)
- …and verify all input/output of investment activity into the investment portfolio system, conduct end-of-month summary reconciliations by fund, and interface with ... data regarding paydowns for each Mortgage-Backed security in the portfolio , and other security needs. + Monitor investment ... monthly with current market prices using ICE Data pricing service. + Establish bank accounts and trust accounts… more
- Huntington National Bank (Columbus, OH)
- …expectations and value stream commitments + Participating in ongoing execution of concept portfolio to ensure that the build and delivery preserves the economic and ... 7 years of Banking, Finance, or Investment experience + Strong knowledge about deposit , lending, and/or investment products + Excellent skills with MS Word, Excel,… more