- Janus Henderson Investors (Denver, CO)
- …large amounts of information quickly Nice to have skills + Post-graduate degree such as MBA and/or CFA Investment areas + Has responsibility for supporting ... 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
- 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...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- JPMorgan Chase (Palm Beach, FL)
- …financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment … more
- New York State Civil Service (New York, NY)
- …* Candidates who have obtained their MBA , Chartered Financial Analyst ( CFA ), or Chartered Alternative Investment Analyst (CAIA) credential* A foundation in ... 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
- Citigroup (New York, NY)
- …role requires registration for securities both in the US and in Canada. Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished ... at establishing, growing and managing investment relationships with ultra-high net worth clients. They should...securities both in the US and in Canada + CFA Charterholder: CFA designation required for registration… 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… more
- Wellington (Boston, MA)
- …team + Leadership skills, grace under pressure, flexibility, ability to get things done + MBA and/or CFA are preferred Not sure you meet 100% of our ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …and understands fund vehicles. Prior experience in a related position, advanced academic work ( MBA , MS, etc.) and/or CFA are preferred. Not sure you meet 100% ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …and understands fund vehicles. Prior experience in a related position, advanced academic work ( MBA , MS, etc.) and/or CFA are preferred. Not sure you meet 100% ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- University of Michigan (Ann Arbor, MI)
- …required as part of the interview process. **Desired Qualifications + Advanced Degree or MBA + CFA charterholder **Modes of Work** Positions that are eligible ... Principal Investment Professional Apply Now **How to Apply** A...to the position. **Job Summary** The University of Michigan Investment Office would like to add an experienced team… more
- FM (Waltham, MA)
- …leads on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, finance, ... Investments and working closely with Senior PM - External Investment Management, direct real estate investment team, the Chief Investment Officer (CIO), and… more
- Fifth Third Bank, NA (Lexington, KY)
- …are likely to have an advanced degree, such as a CFA , CFP, MBA . + 8+ years of clearly defined investment management experience focused on structuring ... GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing… more
- Truist (Tampa, FL)
- …and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA / CFA and/or equivalent professional designation 10. Combination of buy and ... States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to… more
- FM (Waltham, MA)
- …managers on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO),… more
- FM (Waltham, MA)
- …managers on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO),… more
- New York State Civil Service (Albany, NY)
- …accounting issues. Minimum Qualifications Preferred Qualifications:* Education: BA/BS in related field; MBA , Master's in Finance and CFA preferred * Experience: ... Comptroller, Office of the Title Director of Fixed Income (Special Investment Officer) Item# 00358 Occupational Category Financial, Accounting, Auditing Salary Grade… more
- Citigroup (Miami, FL)
- …issues with transparency. Qualifications: 15+ years of experience Extensive experience in providing investment advice and solutions. CFA , MBA degree or other ... 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)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... 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
- Citigroup (New York, NY)
- …+ 15+ years of experience **Education:** + Bachelor's/University degree, Master's degree preferred + CFA , MBA degree or other advanced degree a plus **Job Family ... The Investment Counselor Team Lead manages a team of Investment Counselors and Investment Associates. The job requires a broad and comprehensive knowledge of… more
- Charles Schwab (Lone Tree, CO)
- …fund and ETF recommendable lists. We currently have an opening for a Senior Investment Due Diligence Analyst on the qualitative investment due diligence team. ... also includes responsibility for the qualitative portions of certain investment strategy searches and for ongoing investment ...mutual funds, and ETFs) + BA/BS degree required + MBA or other advanced degree in finance a plus… more