- JPMorgan Chase (New York, NY)
- …planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA + Prior experience providing complex investment solutions to individuals ... with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker… 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
- GuideOne Insurance (West Des Moines, IA)
- …+ Bachelor's degree in Finance, Economics, or related field; MBA and/or CFA preferred. + Extensive experience in investment management, preferably within the ... As the Chief Investment Officer at GuideOne, you will be responsible...be responsible for the strategic asset allocation of the investment portfolio, ensuring optimal risk/reward balance and liquidity management… 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
- HSBC (New York, NY)
- …Advanced excel required and intermediate programming/phyton skill preferred + Undergraduate degree and investment experience; MBA / CFA is a plus + Experience ... credit specific ideas into portfolios as part of the investment process. This will include and not limited to,...in deep dive credit discussions, amongst others within the investment process + Contribute to global credit platform in… more
- Bank of America (Miami, FL)
- …but not essential. A bachelor's degree in a business related area is required; a MBA or CFA would be highly preferable. **Desired skills:** * MBA ... Market Investment Executive Miami, Florida;Palm Beach, Florida **Job Description:**...make a difference. Join us! **Job Description:** The Market Investment Executive (MIE) oversees the expansion of investment… 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
- Wellington (Boston, MA)
- …for differentiated thinking and ability to problem solve effectively * Strong academic credentials; MBA and/or CFA (or equivalent) is preferred Not sure you meet ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … 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
- Robert Half Finance & Accounting (Parsippany, NJ)
- …experience. Our client has some flexibility in the experience level from 2-10+ years of experience, MBA and or CFA would be a plus, or in process. Requirements A ... Wealth Management firm with Bergen County operations seeks a Investment Analyst to join their team. In this role...in the experience level from 2-10+ years of experience, MBA and or CFA would be a… more
- Citigroup (Boston, MA)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... 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
- M&T Bank (Bridgeport, CT)
- …working effectively within a team environment **Education and** **Experience** **Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- Citigroup (New York, NY)
- …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 (Miami, FL)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... The Investment Counselor 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
- 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...in Computer Science, Engineering, Business, or a related field; MBA or advanced degree preferred. + 10+ years of… more
- M&T Bank (Buffalo, NY)
- …working effectively within a team environment **Education and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… 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
- Vanguard (Chesterbrook, PA)
- …Audit & SOX department is seeking a Senior Audit Engagement Manager - Investment Lifecycle for our Global Investment and Financial Audit Services (GIFAS) ... team. This role is essential for evaluating risks across the Investment Lifecycle, including front ( investment /portfolio management), middle ( investment … more