- Fidelity TalentSource LLC (Smithfield, RI)
- …(Advisory & Brokerage) at leading wealth management firmsAbility to travel up to 50% CFA or CIMA preferred.5+ years investment management experienceSeries 7 and ... Job Description: Investment Relationship Manager The RoleThe Financial Institutions Group...The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …MBA and/or CFA strongly desiredSeries 7 and 63 The TeamThe Investment Consultant Relations (CR) group sits within Fidelity Institutional, which is a business ... will cultivate relationships with the research teams and field offices of investment consultants to elevate Fidelity s institutional brand and develop conviction in… more
- Fidelity TalentSource LLC (Westlake, TX)
- …easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better ... from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment ... allocation solutions, as well as the methodologies for many of Fidelity s investment planning tools, to help investors reach their financial goals. With over $750… more
- Fidelity TalentSource LLC (Boston, MA)
- …a dynamic and fast-paced development team within Quantitative Research and Investment Technology supporting Asset Management researchers. You will provide high ... or higher in computer science, mathematics, or engineering. Progress towards CFA (or equivalent) a plusMinimum four years development experienceFull stack software… more
- Fidelity TalentSource LLC (Boston, MA)
- …s product roadmap. The Expertise and Skills You BringDemonstrates strong investment competence and communication skillsAble to interact well with both external ... due diligence analysts, etc.) as well as internal clients ( investment management, distribution, product management and senior management constituents, etc.)Serve… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …of Fidelity s Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients.\u00A0 We are ... in alternative credit. The ideal candidate will require a growth mindset, investment acumen and the ability to collaborate across Product Development, Marketing,… more
- Fidelity TalentSource LLC (Boston, MA)
- …candidate for this position will be the primary interface between investment professionals, investments services teams, technology groups and vendors. The Value ... skills and are confident working with both technical and investment teamsA Bachelor s degree in computer science, engineering,...helpful5+ years of experience in a data and/or operational role. CFA designation or working towards one a plus The… more
- Fidelity TalentSource LLC (Boston, MA)
- …directly with senior leadersDeep curiosity about the intermediary and institutional investment marketsAbility to lead multiple workstreams and maintain an agile ... skills in Microsoft PowerPoint and ExcelStrong academic credentials: MBA, CFA or other relevant advanced degree preferredThe TeamFidelity Institutional serves… more
- Creative Financial Staffing (Grand Rapids, MI)
- …cross-functional teams to support strategic initiatives, including evaluating investment opportunities, cost optimization, and revenue enhancement. Conduct research ... accounting, economics, or a related field. A master's degree or relevant certifications ( CFA , CPA) are preferred. Proven experience as an FP&A Analyst or in a… 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)
- …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
- 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
- BlackRock (New York, NY)
- …to the portfolios, markets and competitors **Key Qualifications:** + 4-8 years of investment industry experience, progress toward CFA designation a plus + ... this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and… 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
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …in business administration, finance, or accounting Chartered Financial Analyst ( CFA ) Charterholder Chartered Alternative Investment Analyst (CAIA) Certified ... Investment Manager of Private Markets Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/4456537) Apply Investment Manager of Private… more
- Charles Schwab (Phoenix, AZ)
- …financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. **Managing change-** The Senior Regional Manager will ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… 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
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