- JPMorgan Chase (New York, NY)
- …planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA + Prior experience providing complex investment solutions to individuals ... with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker… more
- State of Michigan (East Lansing, MI)
- …+ Master's in Business Administration ( MBA ) + Chartered Financial Analyst ( CFA ) + Chartered Alternative Investment Analyst (CAIA) + Certified Public ... of a bachelor's degree in any major and a Chartered Financial Analyst ( CFA ), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA),… 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...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- Equitable (New York, NY)
- …and accountability. Preferred Qualifications: Preferred Qualifications: * MBA or CFA * Experience with insurance company investment frameworks and regulatory ... unlock your potential? We are seeking a highly motivated investment professional to join the General Account ("GA") ...investment professional to join the General Account ("GA") Investment team to support our $4B alternatives portfolio. This… more
- Vanguard (Miami, FL)
- …cover the US Offshore market. Ideal candidates will demonstrate strategic thinking, possess deep investment acumen ( MBA or CFA is preferred) and have prior ... combination of training and experience. Graduate degree preferred. + Progress towards MBA , CFA , CIM preferred. + Requires regulatory license and/or registration… more
- Wellington (Boston, MA)
- …writing, PowerPoint, and Excel skills are required. + Bachelor's degree required; advanced degree ( MBA , CFA , etc.) is a plus but not required. Not sure you ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …for differentiated thinking and ability to problem solve effectively * Strong academic credentials; MBA and/or CFA (or equivalent) is preferred Not sure you meet ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- First National Bank of Omaha (Minneapolis, MN)
- …related field ( MBA preferred). + **20+ years** of experience in investment management, including **10+ years in a leadership role.** - Preferred applicants will ... based on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth… more
- Citigroup (Boston, MA)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires a broad ... 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
- Fifth Third Bank, NA (Birmingham, AL)
- …are likely to have an advanced degree, such as a CFA , CFP, MBA . + 8+ years of clearly defined investment management experience focused on structuring ... Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on growing AUM through… more
- Charles Schwab (Lone Tree, CO)
- …partnerships and collaborate effectively Preferred Qualifications: + Progress toward or completion of a CFA charter + MBA or advanced degree in a related field + ... Schwab & Co., Inc., is a leading provider of investment management solutions, offering a range of multi-asset funds,...value, transparency, and innovation, we are seeking an Equity Investment Manager Research Analyst to join our team and… more
- Citigroup (Beverly Hills, CA)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... 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
- CBRE (Los Angeles, CA)
- …Juniper Square preferred. + Strong presentation and communication skills, both verbal and written + MBA , CFA or CAIA credentials is a plus. + VBA, Python and ... 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 Management Location(s) Los Angeles - California - United… more
- Eastern Bank (Boston, MA)
- …etc. **Training and Support** **Education and Experience** + Bachelor's degree is required; CFA is preferred; MBA is advantageous but not necessary. + At ... in monthly reviews of client accounts to ensure compliance with investment objectives and models; and coordinate and communicate with Relationship Managers,… more
- JPMorgan Chase (New York, NY)
- …+ Series 3, 7 and 63 certifications (or willingness to achieve) + MBA / CFA preferred JPMorganChase, one of the oldest financial institutions, offers innovative ... the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships… more
- Truist (Tampa, FL)
- …and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA / CFA and/or equivalent professional designation 10. Combination of buy and ... States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to… more
- TD Bank (Mount Laurel, NJ)
- …perspectives to drive portfolio objectives **Education & Experience:** + Bachelor's Degree required + MBA and/or CFA preferred + 7+ years related experience in a ... Manager is responsible for the effective execution and management of an investment portfolio(s), and the investment strategies, aligned to the organization's… more
- FM (Waltham, MA)
- …managers on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO),… more
- KeyBank (Brooklyn, OH)
- …+ Advanced degree ( MBA , MS Finance, etc.) or professional certifications (eg, CFA , FRM) + CFIRS or other like certifications + Experience working in a private ... **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Investment Risk Compliance Manager plays a critical role in independently measuring,… more
- JPMorgan Chase (New York, NY)
- …guidance to junior staff **Required Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + Series 7, 66 and Insurance ... **Primary Function** As an Investment Specialist you are responsible for helping the...deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment … more