- Regions Bank (Chattanooga, TN)
- …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...and economic markets + Progress towards Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and advisors + Proven leadership abilities to manage and motivate an investment team. + CFA Charterholder or equivalent professional designation preferred. ... obtained through education and experience, to develop and execute comprehensive investment strategies that align with the trust company's goals, overseeing the… more
- Lincoln Financial (Columbus, OH)
- …or Financial Services preferred * Technical knowledge in investment accounting and investment operations * CPA / CFA Preferred but not required. * ... This role will provide timely and accurate more complex investment and derivatives data and investment accounting for the General Account Invested Assets on a… 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.… more
- Citigroup (Miami, FL)
- …with transparency. Qualifications: 15+ years of experience Extensive experience in providing investment advice and solutions. CFA , MBA degree or other advanced ... Job Description 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
- Citigroup (San Francisco, CA)
- …transparency. **Qualifications:** + 10+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely...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 We are in the search for an Investment Trading Analyst to join our team in...services industry. Responsibilities: * Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation… 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
- Cleveland Clinic (Beachwood, OH)
- …Preferred qualifications for the ideal caregiver include: + Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) + Background in ... most respected healthcare organizations in the world. The Executive Director Investment Operations, Performance Measurement and Risk Analysis is responsible for the… more
- New York State Civil Service (New York, NY)
- …Administration * Candidates who have obtained their MBA, Chartered Financial Analyst ( CFA ), or Chartered Alternative Investment Analyst (CAIA) credential* A ... NY HELP No Agency Insurance Fund, State Title Private Markets Investment Manager Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit M/C… 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 any major and have a Chartered Financial Analyst ( CFA ) designation? If so, please attach a copy of… 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
- City National Bank (New York, NY)
- …tools such as Tableau or Power BI a plus * Relevant certifications such as CFA , FRM a plus * Investment Management experience preferred * Strong interpersonal ... * INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS* WHAT...uncertainty well, and are able to simplify complexity * CFA , CAIA, and/or MBA or progress is encouraged, but… more
- Truist (Richmond, VA)
- …business field or professional designation 2. 15 or more year of Institutional Investment Management experience 3. Attainment of CFA or CIMA designation strongly ... instead of "Manages") The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to overall… more
- Janus Henderson Investors (Denver, CO)
- …information quickly Nice to have skills + Post-graduate degree such as MBA and/or CFA Investment areas + Has responsibility for supporting portfolios that are ... discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other… more
- JPMorgan Chase (New York, NY)
- …skills** + Strong preference for individuals with prior fundamental credit research experience ( investment grade/high yield) + CFA designation + VBA, Python, or ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more
- KeyBank (Southfield, MI)
- …in Finance, Accounting, or Economics with a minimum of 4 years of relevant investment experience. * Master's degree or CFA preferred. * Proficiency in Microsoft ... to identify relative value in the markets and to provide investment guidance to the investment strategy teams based on a thorough review of financial documents… more
- KeyBank (Brooklyn, OH)
- …in Finance, Accounting, or Economics with a minimum of 6 years of relevant investment experience. * Master's degree or CFA preferred * Proficiency in Microsoft ... wealth management business , and publishing articles consistent with our department's investment objectives. The Sr. Lead Research Analyst will have developed a… more
- Henry Ford Health System (Wyandotte, 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
- Charles Schwab (Orlando, FL)
- …extensive financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. **Managing change** - The Senior Regional Manager ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… more
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