- The Hartford (Hartford, CT)
- …Professional designations such as CIPM, CFA , preferred. + 5+ years Investment Management experience with emphasis on Performance Measurement. + Broad ... position is for a highly motivated Senior Analyst with fixed income investment management experience and a strong background in Investment Performance and… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …training and experience. + CFA designation preferred. + Knowledge of investment management software tools desirable. + A master's degree is preferred. ... or the Managing Director of Public Markets, the Director, Investment of Investments, Real Estate and Real Assets is...related field and six years of capital market or investment management experience, or an equivalent combination… more
- Regions Bank (Indianapolis, IN)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments in the ... ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical,… more
- UWorld, LLC (Dallas, TX)
- …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- Regions Bank (Dallas, TX)
- …of financial services industry experience in commercial banking, consumer banking, trust investment , wealth management , or related **Skills and Competencies** + ... section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the… more
- State of Michigan (East Lansing, MI)
- …of a bachelor's degree in any major and a Chartered Financial Analyst ( CFA ), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA), ... degree or higher in any major and a Chartered Financial Analyst ( CFA ), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA),… more
- AON (Chicago, IL)
- Aon is looking for an Investment Consultant Analyst, Private Markets in Chicago, IL We are a leading global investment consulting firm with the primary ... and recommendations for private equity and other private markets investment opportunities. + As part of the underwriting team,...+ Bachelor's degree in a Business related major. + CFA or on CFA path is preferred.… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Director, Investment Funds and Financial Risk Management to join our Asset Management Risk team. In this role, you'll ... support the execution of the second line global investment risk management program that meets business...Will Help You Stand Out** + CIT - Collective Investment Trust coverage experience + CFA , FRM… more
- CBRE (Los Angeles, CA)
- Client Care Director, CBRE Investment Management Job ID 230030 Posted 28-Jul-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - California - United States of America **About CBRE Investment Management ** CBRE Investment ...and communication skills, both verbal and written + MBA, CFA or CAIA credentials is a plus. + VBA,… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business … more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. ... JP Morgan Wealth Management Solutions and Practice Management Leads to maintain industry-leading investment solutions...and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus… more
- FM (Waltham, MA)
- …roles. This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment ... primary focus on public equities investments with our external investment management partners. The assets under collaborative...special research projects + BA or BS required; MBA, CFA , CAIA or other advanced degree related to investments,… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …and Associates, Business Development, Compliance, and Operations teams. Key Responsibilities Client Investment Management + Serve as the lead investment ... provides comprehensive trust and fiduciary services including custodial accounts, wealth management , and specialized investment administration. Chartered in 1999… more
- PNC (Houston, TX)
- …, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client ... an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …leadership. **Skills in:** + Strategic planning, execution, and market expansion within investment management and wealth advisory sectors. + Leading distribution ... or relevant professional designation preferred. + 15+ years of leadership experience in investment management , asset management , or wealth advisory services,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... knowledge of fixed income risk analysis gained from meaningful experience in institutional investment management and risk management . S/he should be… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... Business Administration, or related fields or equivalent qualification. Certification: CFA preferred. Experience: + 5+ years in investment...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... 2-5 years of relevant experience and progress towards the CFA are preferred + Demonstrated analytical skills including the...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... statistics, computer science, or a related field. PhD or CFA designation preferred. **Experience:** * 10+ years of experience...Management is one of the world's largest independent investment management firms. We serve as a… more