- City National Bank (New York, NY)
- …a plus * Relevant certifications such as CFA , FRM a plus * Investment Management experience preferred * Strong interpersonal and influencing skills - and ... * INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS* WHAT...quantitative analysis and financial research. * Represent the Wealth Management business first line of defense (1LOD) and aid… more
- Regions Bank (Chattanooga, TN)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and development 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
- State of Michigan (East Lansing, MI)
- …of a bachelor's degree in any major and a Chartered Financial Analyst ( CFA ) designation. Experience Treasury Investment Analyst P11 No specific type or ... Investment Analyst (Treasury Investment Analyst P11)...in business administration, accounting, finance, economics, or real estate management /financing, OR A bachelor's degree or higher in any… more
- FM (Waltham, MA)
- …to VP - Private Alternative Investments and working closely with Senior PM - External Investment Management , direct real estate investment team, the Chief ... primary focus on real assets investments with our external investment management partners. This role will work...special research projects + BA or BS required; MBA, CFA , CAIA or other advanced degree related to investments,… 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 ... focus on public Fixed Income 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
- 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
- Bank of America (Fairfield, CT)
- …Chartered Financial Analyst(R) or CFA (R) **Skills:** + Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and ... Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- PNC (Cleveland, OH)
- …, 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
- 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. ... results-oriented environment; * Strong academic credentials. Progress towards the CFA /CAIA Charter would be viewed favorably, but is not...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. ... flexibility, ability to get things done + MBA and/or CFA are preferred Not sure you meet 100% of...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. ... related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of...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. ... related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of...Management is one of the world's largest independent investment management firms. We serve as a… 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)
- …to maintain deep and meaningful relationships with clients while providing sound fiduciary investment management and oversight that adheres to fiduciary asset ... senior RJT leaders to ensure seamless fiduciary administrative and investment management services to trust clients +...+ Proven leadership abilities to manage and motivate an investment team. + CFA Charterholder or equivalent… more
- Deloitte (Sacramento, CA)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- AON (Atlanta, GA)
- Aon is looking for a Senior Investment Consultant in Atlanta, GA or Chicago, IL Responsibilities: + Leads all aspects of client deliverables and is responsible for ... interfacing with other teams within US Investment Consulting + Exhibits outstanding knowledge of...of clients + Demonstrates clear and proven client relationship management skills + Provides contribution to sales efforts -… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Investment Data Solutions State Teachers' Retirement System JC-474999 - Investment Officer III, Investment Data ... is seeking an experienced individual to work as an Investment Officer III, STRS (IO III) on the ...types and markets + Knowledge of best practice project management principles and methodologies + Knowledge of technological concepts… more