• Investment Analyst II

    Truist (Mclean, VA)
    …**Preferred Qualifications:** + Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] + MBA [or progress towards MBA ] + Additional ... Professional Designations such as CFP(R), CIMA, CAIA **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are… more
    Truist (04/09/24)
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  • Senior Loan Workout Specialist, Director - (New…

    MUFG (Los Angeles, CA)
    …Skills):** + Bachelor's degree in Business Administration, Finance, Accounting or related discipline; CFA or MBA preferred + Minimum of 10 years of workout ... loan documentation and loan workouts is necessary. **Preferred Qualifications** + CFA or MBA + Bankruptcy Code knowledge and experience The typical base pay… more
    MUFG (04/05/24)
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  • Mgr, FP&A - Capital

    CVS Health (Downers Grove, IL)
    …skills + Self-motivated with ability to work independently under tight deadlines + CPA/ CFA / MBA preferred Education + Bachelor's degree in Business, Accounting or ... Finance or relevant work experience + CPA/ CFA / MBA preferred Pay Range The typical pay range for this role is: $63,300.00 - $139,200.00 This pay range represents… more
    CVS Health (03/21/24)
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  • Relationship Analyst, Alternatives

    Wellington (Chicago, IL)
    …degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. The candidate should ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (04/11/24)
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  • Relationship Analyst

    Wellington (Boston, MA)
    …bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. + At least ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (04/09/24)
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  • Executive Recruiter

    Vaco (Columbus, OH)
    …3 years' experience in audit, tax, and/or public accounting highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + ... Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
    Vaco (03/06/24)
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  • Wealth Advisor

    Robert Half Finance & Accounting (Los Gatos, CA)
    …license or commitment to obtain the license within 3 months of employment. * CFP, CFA , or MBA is a plus. * Strong organizational, time management, analytical, ... and communication (verbal and written) skills, with the ability to foster relationships across the firm. * Proven ability to manage multiple projects simultaneously and under tight deadlines. * High level of integrity both personally and professionally… more
    Robert Half Finance & Accounting (04/28/24)
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  • Associate Director of Financial Recruiting

    Vaco (Tampa, FL)
    …tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience ... in recruiting or business development a plus. **Location** **:** Tampa, in office. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are representative of those that must be met by an employee to… more
    Vaco (04/27/24)
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  • Managing Director, Interest Rate Derivatives

    Capital One (New York, NY)
    …or more years of experience marketing Interest Rate Derivatives to corporate clients + CPA, CFA , or MBA + Strong knowledge of Swap Dealer rules and regulations ... _At this time Capital One will not sponsor a new applicant for employment authorization for this position._ The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for… more
    Capital One (04/27/24)
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  • Retirement Plan Investments - Portfolio Manager

    Bank of America (Charlotte, NC)
    …MS Office tools (Excel - advanced user) & tableau **Desired Skills & Experience:** + CFA / MBA - working towards or relevant experience + 3+ years Institutional ... Asset Management experience + Multi-asset class knowledge across public and private markets + Demonstrated ability to efficiently learn and apply financial concepts + Ability to establish and maintain professional relationships with portfolio managers,… more
    Bank of America (04/20/24)
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  • High Yield Credit Analyst

    Guardian Life (New York, NY)
    …level of credit modelling and communication skills to pitch their ideas effectively + CFA or MBA encouraged. + Current mix of recommendation ideas and examples ... of previous trade ideas + Current High Yield or Leveraged Loan references. **You will** + Take independent ownership of assigned sectors, including secular trends, relative value and other competitive factors + Be part of an analyst team to generate trading… more
    Guardian Life (04/19/24)
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  • Manager, Direct-to-Consumer Marketing Finance

    Disney Entertainment (New York, NY)
    …subscription, direct-to-consumer, and media industry economic models **Education** BA/BS required; CPA, CFA , MBA or equivalent preferred The hiring range for ... this position in NY is $126,000.00-$157,400.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A… more
    Disney Entertainment (04/18/24)
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  • Analyst, Investment Liaison Equity

    T. Rowe Price (Baltimore, MD)
    …influence peers without direct Supervisory oversight + Completion of or progress towards a CFA or MBA + Intellectually curious and ability to apply critical ... thinking skills + Ability to think strategically and creatively FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for remote work up to two days a week. Applicants for employment… more
    T. Rowe Price (04/18/24)
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  • Investment Analyst

    Beth Israel Lahey Health (Boston, MA)
    …produce complex documents, perform analysis and maintain databases. **Preferred Qualifications:** 1. CFA or MBA is a plus. **Competencies:** 1. **Decision ... Making:** Ability to make decisions that are guided by general instructions and practices requiring some interpretation. May make recommendations for solving problems of moderate complexity and importance. 2. **Problem Solving:** Ability to address problems… more
    Beth Israel Lahey Health (04/18/24)
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  • Executive Recruiter

    Vaco (Richmond, VA)
    …3 years' experience in audit, tax, and/or public accounting highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + ... Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
    Vaco (04/16/24)
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  • Financial Advisor - Best in Class Invesment…

    Robert Half Finance & Accounting (San Jose, CA)
    …license or commitment to obtain the license within 3 months of employment. * CFP, CFA , or MBA is a plus. * Strong organizational, time management, analytical, ... and communication (verbal and written) skills, with the ability to foster relationships across the firm. * Proven ability to manage multiple projects simultaneously and under tight deadlines. * High level of integrity both personally and professionally… more
    Robert Half Finance & Accounting (04/16/24)
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  • Sr Treasury Analyst

    Nestle (Solon, OH)
    …360T), bank portals, payment systems, ERP systems (SAP preferred) and Bloomberg + CTP, CFA or MBA designation or progress toward completion preferred + Strong ... Microsoft Office suite capabilities + Ability to leverage systems or technology to automate processes + Knowledge of the consumer packaged goods industry **Critical traits and competencies:** + Strong organizational, critical thinking and analytical skills… more
    Nestle (04/16/24)
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  • Client Services Advisor

    Vaco (Houston, TX)
    …experience in talent advisory combined with audit, tax, and/or public accounting. + CPA, CFA , MBA , or other professional designation desired. + You have a ... stellar work ethic & unparalleled sense of commitment. + You have a history of exceeding individual goals while enhancing winning teams. + You have a knack for solving problems in ways nobody thought of. + Those around you admire you. People are naturally… more
    Vaco (04/16/24)
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  • Research Analyst, Non-Investment Grade Credit

    Neuberger Berman (Chicago, IL)
    …into actionable investment ideas. + Strong accounting and financial modeling experience required; CFA or MBA preferred. + Candidate must obtain Series 7 & ... 66 within six months of joining. + Strong academic credentials and achievement. _Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin,… more
    Neuberger Berman (04/16/24)
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  • Business Development Manager

    Vaco (Richmond, VA)
    …to perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. + ... Minimum 2 to 3 years' selling accounting/financial project solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals. **Technical Skills:** + Must have working… more
    Vaco (04/16/24)
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