- 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 (Boston, MA)
- …to insurance company 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** **Boston, MA** **About the Corporate Controller Organization:** The… 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
- The Cigna Group (Bloomfield, CT)
- Cigna Investment Management (CIM) has overall responsibility for $30 billion investment portfolio for Cigna, a leading global health insurance provider and ... mezzanine debt, and real estate equity. **POSITION SUMMARY** An Investment Analyst to be part of the portfolio management..., Actuarial, Mathematics or related degree. + ASA or CFA or commitment to obtain CFA required.… 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
- State of Michigan (East Lansing, MI)
- …or a bachelor's degree in any major and a Chartered Financial Analyst ( CFA ), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA), ... degree or higher in any major and a Chartered Financial Analyst ( CFA ), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA),… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...consultancy desirable but not required * An MBA and/or CFA is desirable but not required * Strong critical… more
- AON (Atlanta, GA)
- Aon is looking for an Institutional Investment Consultant As part of an industry-leading team, you will help empower results for our clients by delivering innovative ... and effective solutions as part of our Investment Consulting business group in Atlanta, GA. IC Consultant...Encouraged to be working toward relevant advanced degree and/or CFA and/or CAIA credential(s) How we support our colleagues… more
- Morgan Stanley (Boston, MA)
- Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,100 investment professionals around the ... under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...oral and interpersonal communication skills. * Strong academic credentials. CFA progression is a plus. * Preferred but not… more
- Truist (Mclean, VA)
- …shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers ... and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.… more
- Wellington (Boston, MA)
- …degree or CFA /CAIA are additive though not required. **LOCATION** The Investment Director will ideally be based in Wellington's Global Headquarters in Boston, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Vanguard (Scottsdale, AZ)
- Vanguard's Investment Operations (IOPS) & Global Investment Data Management (GIDM) Service Organizations provide a global 24/6 real time support, issue ... resolution, and end-to-end stewardship of investment & trading data provided to front office portfolio...Accounting or Finance degree preferred. Graduate degree preferred. + CFA or other financial designation preferred. Special Factors: +… more
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