- Citigroup (San Francisco, 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
- Robert Half Finance & Accounting (Minneapolis, MN)
- …business intelligence tools such as Tableau and CAS + Progress towards investment -related certifications like CFA Opportunity awaits a skilled professional who ... Description Our client, an institutional investment manager in the Twin Cities is seeking...analytical-minded individual for a direct hire role as an Investment Portfolio Analyst. This role is integral to the… more
- Commonwealth of Pennsylvania (PA)
- …completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ); Chartered Alternative Investment Analyst (CAIA); Financial Risk ... Senior Investment Professional, PSERS Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/4524363) Apply Senior Investment Professional, PSERS… more
- Principal Financial Group (Des Moines, IA)
- …various investment team's GIPS claim of compliance in line with CFA 's Institute's Global Investment Performance Standards and regulatory requirements. + ... Do** **Principal Financial Group has an opportunity for an** ** Investment Performance and Analytics Associate** **to join our ...System + Strong desire for continued education in CIPM, CFA , Master's and Data Analytic skills + Detail orientation… more
- Commonwealth of Pennsylvania (PA)
- …completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ); Chartered Alternative Investment Analyst (CAIA); Financial Risk ... Junior Investment Professional, PSERS Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/4510902) Apply Junior Investment Professional, PSERS… more
- Cleveland Clinic (Beachwood, OH)
- …preferred. **Certifications:** + Possession or progression toward Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) preferred. ... The Investment Analyst will work with the Chief Investment Officer (CIO) and Managing Directors to support macroeconomic research and investment strategy… more
- MassMutual (New York, NY)
- …+ Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus! + CPA or CFA progress towards preferred + ... ** Investment Accountant Data Analyst - Advanced** ** Investment Controllership** **Full-Time** **Boston, MA or New York, NY** **About the Corporate Controller… more
- Huntington National Bank (Columbus, OH)
- …Finance + 2-5 yrs investment experience + Prior experience as an investment analyst Preferred Qualifications: + MBA/ CFA or other professional designation or ... portfolio management. Provides reporting and portfolio analytics to Wealth & Investment leadership. May assist with client contact as needed. Basic Qualifications:… more
- Manulife (Boston, MA)
- …is required. + A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management ( CFA ) designation is desirable. + 3 plus years of ... Asset Management Segment of Manulife Financial. The General Account Group handles investment portfolios related to the insurance business, and the Wealth and Asset… more
- UWorld, LLC (Dallas, TX)
- UWorld is seeking a full-time CFA Content Specialist to write and edit content for our web-based products. CFA Content Specialist will work on-site and ... collaborate with the CFA Team, editors, and illustrators to produce high-quality content...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- J&J Family of Companies (New Brunswick, NJ)
- …3 years of investment related experience are required. + Candidates for CFA , CAIA, or other similar certifications are preferred but not required. + Successful ... Senior Investment Analyst - 2406174219W **Description** The Benefit Trust...of global assets across DB and DC Plans. The Investment Team shares responsibility for investing and managing global… more
- Edward Jones (Tempe, AZ)
- …to travel (approximately 15-30% of the time) + Begin pursuing CFP(R), ChFC(R), or CFA (R) within or another investment industry designation within 12 months of ... **Job Overview** Position Schedule: Full-Time **Team Overview:** The WM Wholesaling - Investment Advisory (IA) team provides training support to our branch teams on… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …related field. . Prior investment experience strongly preferred: . Zero to two years' investment experiences with MBA or CFA desired . One to four years' ... the management of fixed income assets through proactive partnership and skilled investment support. Handles investment management, client service, and reporting… more
- Xcel Energy (Minneapolis, MN)
- …Reporting **Note:** Candidates with a master's degree or certification such as CPA, CMA, CFA , etc. or investment banking or public accounting background may be ... working with SAP highly desirable. **Preferred Qualifications** + Advisory firm, investment banking, public accounting and/or other relevant experience. + Experience… more
- Xcel Energy (Minneapolis, MN)
- …experience. **Note:** Candidates with a Master's Degree or certification such as CPA, CMA, CFA , etc or investment banking or public accounting background may be ... granted years of experience to reach the 6-year minimum. + Demonstrates ability to effectively communicate information and recommendations to department management. + Effective at giving and receiving information in individual or group situations. As a leading… more
- First Horizon Bank (Knoxville, TN)
- …responsible for reviewing and approving Investment Risk Questionnaires and Investment Policy Statements. **Qualifications Include** - CFA charter holder, or ... $13 billion of fiduciary assets. We are seeking an investment professional who is comfortable working under pressure in...interact with clients. The Senior Portfolio Strategist oversees the investment of trust assets. This position reports to the… more
- CalSTRS (Sacramento, CA)
- …certification in one of the following designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager ... collaborate with other Private Equity Portfolio Managers and the broader CalSTRS Investment Office leaders to engage in projects ranging from evaluation of… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...2-5 years of relevant experience and progress towards the CFA are preferred + Demonstrated analytical skills including the… more
- Wellington (Boston, MA)
- …communication skills * Strong academic credentials: post-graduate degree and/or FRM/ CFA /CAIA preferred **LOCATION** The Investment Risk Manager, Alternatives ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...2-5 years of relevant experience and progress towards the CFA are preferred * A university degree with very… more