- State of Minnesota (St. Paul, MN)
- …knowledge and experience with Microsoft Excel. + Willingness to pursue the CFA Institute Investment Foundations Certificate. **Preferred Qualifications** + Four ... **Working Title: Investment Analyst, Junior - Investment Operations** **Job Class: Investment Analyst, Junior** **Agency: Investment Board** + **Job ID**… more
- 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
- Robert Half Finance & Accounting (Minneapolis, MN)
- …Economics or other relevant field * Minimum 4 years of relevant experience in the investment industry * CFA or progress towards CFA designation preferred ... Description Our client, a leading investment management firm in the Twin Cities, is...in the Twin Cities, is seeking a dynamic Senior Investment Performance Analyst to join our reputable client's team.… 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
- CalSTRS (Sacramento, CA)
- …certification in one of the following designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager ... Job Posting: Portfolio Manager, Sustainable Investment & Stewardship Strategies (SISS) State Teachers' Retirement System JC-431796 - Portfolio Manager, Sustainable … 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 Data Analytics Specialist** ** Investment Controllership** **Full-Time** **New York, NY or Boston, MA** **About the Corporate Controller… more
- Robert Half Finance & Accounting (Chapel Hill, NC)
- … investment strategies. + Previous experience in alternative investments, hedge funds, or investment banking is preferred. + CFA or similar certification is a ... Analyze market trends, economic indicators, and geopolitical events to inform investment decisions and generate alpha. + Collaborate closely with portfolio managers… 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
- Xcel Energy (Minneapolis, MN)
- …analysis. **Note:** Candidates with a Master's Degree or certification such as CPA, CMA, CFA , etc or investment banking or public accounting background may be ... 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… more
- Manulife (Boston, MA)
- …and ability to apply knowledge to work assignments + Progress toward CFA other investment related accreditations preferred + Outstanding analytical skills, ... **Individual Responsibilities** + Implement changes in the portfolios and oversee investment process from end-to-end; review cash levels and flows, assist Portfolio… 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
- C&S Wholesale Grocers, Inc. (North Houston, TX)
- …Information Science, Bachelor's Degree - Computer and Information Science, Certificate in Investment Performance Measurement (CIPM) - CFA Institute, High School ... Diploma - General Studies **Shift** 1st Shift (United States of America) **Company** C&S Wholesale Grocers, LLC **About Our Company** C&S Wholesale Grocers, LLC is an industry leader in supply chain solutions and wholesale grocery supply in the United States.… 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
- UMB Bank (Kansas City, MO)
- Every step of the UMB **Private Wealth Management** investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a ... oversight teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage...+ You hold one of the following credentials: MBA, CFA , CFP, CPA, or JD. + You have direct… 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...business intelligence tools and data architecture. - Completion of CFA \#LI-CF1 Not sure you meet 100% of 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...academic credentials: post-graduate degree in a quantitative field and/or FRM/ CFA /CAIA preferred \#LI-AT1 Not sure you meet 100% 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...related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% 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...consultancy desirable but not required * An MBA and/or CFA is desirable but not required * Strong critical… more
- Morgan Stanley (Boston, MA)
- Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,100 investment professionals around the ... under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance,… more