- Regions Bank (Indianapolis, IN)
- …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... + Implements and communicates investment related changes based on Investment Working...in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified… more
- Bank of America (Newark, DE)
- …Reporting experience + eLedger, EPM /Essbase reporting experience + Strong business acumen including investment products knowledge + CFA / MBA / CPA + Bachelor's ... Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, New… more
- Citigroup (Boston, MA)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Sr Principal is an internally and...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.… more
- Citigroup (Beverly Hills, CA)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Principal Financial Group (New York, NY)
- …Derivatives experience **Skills That Will Help You Stand Out** + CIT - Collective Investment Trust coverage experience + CFA , FRM or advanced degree in finance, ... **What You'll Do** We're looking for a Director, Investment Funds and Financial Risk Management to join...you'll support the execution of the second line global investment risk management program that meets business objectives and… more
- Citigroup (San Francisco, CA)
- …transparency. **Qualifications:** + 6-10 years of experience + Robust experience in providing investment advice and solutions. + CFA + Requires good analytical ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Citigroup (Chicago, IL)
- …transparency. **Qualifications:** + 5+ years of related experience + Expertise in providing investment advice and solutions. + CFA , MBA degree or other advanced ... asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and… 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
- Lilly (Indianapolis, IN)
- …MBA** in Finance, Economics, or Investments from accredited institution and/or **Advanced investment certifications** ( CFA , CAIA, or equivalent) + **Minimum 10 ... Benefit Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible for… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
- Coinbase (New York, NY)
- …of crypto that can be demonstrated in high pressure meetings. * Professional investment designations: CFA , CAIA. * Strong understanding of region marketing rules ... Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the...of our business, such that they can represent the investment team and our investment process across… more
- The Cigna Group (Bloomfield, CT)
- …as assigned. **Qualifications:** + Undergraduate degree in finance or accounting. + Investment experience or relevant business experience. + CFA designation ... Cigna Investment Management (CIM) manages over $35 billion in...monitor overall asset class exposures and sensitivities using technical investment tools such as COMET, DIVER, CIM IQ, Bloomberg,… more
- Vanguard (Miami, FL)
- …the US Offshore market. Ideal candidates will demonstrate strategic thinking, possess deep investment acumen (MBA or CFA is preferred) and have prior experience ... + Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with… 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
- BlackRock (San Francisco, CA)
- …languages + Familiarity with Aladdin or other portfolio management, OMS/EMS, compliance, or investment operations systems + CFA , FRM, CIMA, or CAIA certification ... Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology… more
- Vanguard (Malvern, PA)
- …+ Strong EM or Quantitative skillset relative to IM (to help drive investment processes) required. + CFA preferred. Special Factors Sponsorship Vanguard is ... proactive mindset. This is an opportunity for a seasoned investment professional to make a measurable impact in a...with security dealers. Acts as a back up in investment decision-making function when the portfolio manager is off… more
- The Hartford (Hartford, CT)
- …Business or Technology, or related fields. + Professional designations such as CIPM, CFA , preferred. + 5+ years Investment Management experience with emphasis on ... for a highly motivated Senior Analyst with fixed income investment management experience and a strong background in ...investment management experience and a strong background in Investment Performance and Attribution. This role will have a… more
- Regions Bank (Dallas, TX)
- …financial services industry experience in commercial banking, consumer banking, trust investment , wealth management, or related **Skills and Competencies** + Ability ... to independently manage the largest client relationships + Advanced relationship management, business development and presentation skills + Advanced sales, negotiation, problem solving, and interpersonal skills + Anticipates client needs and is proactively… more
- Henry Ford Health System (Jackson, MI)
- …medical centers and is leading the Future of Health: Detroit, a $3 billion investment anchored by a reimagined Henry Ford academic healthcare campus. Learn more at ... henryford.com/careers . Benefits The health and overall well-being of our team members is our priority. That's why we offer support in the various components of our team's well-being: physical, emotional, social, financial and spiritual. Our Total Rewards… more