- Fidelity TalentSource LLC (Merrimack, NH)
- …Debt, BDC s and Direct Lending; liquid alternatives a plusBachelor s Degree required; MBA and/or CFA strongly desiredSeries 7 and 63 The TeamThe Investment ... 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 (Smithfield, RI)
- …Service functions. The Expertise and Skills You BringBachelor s degree required MBA and/or CFA strongly desired12+ years prior successful capital introduction ... of Fidelity s Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients.\u00A0 We are… more
- Fidelity TalentSource LLC (Boston, MA)
- …a voice of the client for ongoing product development and executionBachelor's degree required. MBA , CFA or equivalent graduate degree a plus.Series 7 & 63 ... s product roadmap. The Expertise and Skills You BringDemonstrates strong investment competence and communication skillsAble to interact well with both external… more
- Fidelity TalentSource LLC (Boston, MA)
- …Service functions. The Expertise and Skills You BringBachelor s degree required MBA and/or CFA strongly desired12+ years prior successful capital introduction ... of Fidelity s Asset Management business with responsibility for managing the investment relationships with Fortune 500 and large public sector clients.\u00A0 We are… 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...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- JPMorgan Chase (Los Angeles, CA)
- …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
- Truist (Mclean, VA)
- …**Preferred Qualifications:** + Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] + MBA [or progress towards MBA ] + Additional ... of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with ...Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group… more
- Janus Henderson Investors (Denver, CO)
- …business Nice to have skills + Post-graduate degree such as MBA , and CFA and/or CPA helpful Investment areas + Has responsibility for supporting portfolios ... from you! Your opportunity + Conduct research independently to formulate investment recommendations on individual securities within the US consumer industry, with… 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)
- …asset manager, sell-side firm or management consultancy desirable but not required * An MBA and/or CFA is desirable but not required * Strong critical thinking ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- The Cigna Group (Bloomfield, CT)
- Cigna Investment Management (CIM) has overall responsibility for $30...ASA or CFA or commitment to obtain CFA required. FSA, MBA or other advanced ... billion investment portfolio for Cigna, a leading global health insurance...mezzanine debt, and real estate equity. **POSITION SUMMARY** An Investment Analyst to be part of the portfolio management… more
- 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 ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...grow your career with us. About the Role:The Equity Investment Liaison acts to support the investment … more
- Wells Fargo (St. Louis, MO)
- …to work in a highly collaborative and flexible environment + Chartered Financial Analyst ( CFA ) and/or MBA **Job Expectations:** + This position is not eligible ... this role:** Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Securities Research (GSR) as...Global Securities Research (GSR) as part of Wells Fargo Investment Institute (WIFI) in Wealth & Investment … more
- Vanguard (Malvern, PA)
- …analysis, investment risk management, and / or manager research and selection. + CFA strongly preferred. MBA , CAIA, CIPM, or FRM is also beneficial. + Proven ... John C. Bogle had a vision to start an investment company that did things differently. A company with...fairly, and to give them the best chance for investment success. Team & Opportunity The Oversight & Manager… 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 ... 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
- Ascension Health (St. Louis, MO)
- …with two to four years of financial investment experience preferred. A CPA, MBA and/or CFA candidate is preferred. **Why Join Our Team** Ascension associates ... **Details** + **Department:** Ascension Investment Management (AIM) + **Schedule:** 8-hour day shift,...**POSITION SUMMARY:** The Senior Accountant reports to the Director, Investment Operations, and supports the Manager, Investment … more
- Aramco Services Company (Palo Alto, CA)
- …or equivalent is considered given technical experience and capability. Post-graduate qualification ie, MBA , CFA or equivalent desired. + One to three years (1-3) ... Investment Analyst (1088)Aramco VenturesPalo Alto, CA - Full Time Overview: The Investment Analyst supports deal leads and investment managers in performing… more
- 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 ... We are seeking an experienced and proactive Research Analyst to join our Non- Investment Grade Credit platform. Our goal is to further deepen our research resources… more
- 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 ... of America) Job Summary: The Beth Israel Lahey Health Investment Office (BIHIO) manages the long term investment... Investment Office (BIHIO) manages the long term investment assets for the Beth Israel Lahey hospital system… more
- Georgetown Univerisity (Washington, DC)
- …a difference in the world. Requirements Associate Director for Public Markets - Investment Office - Georgetown University Job Overview The Investment Office is ... office environment. Tasks include but are not limited to investment sourcing, investment research, due diligence on...and Qualifications + Master's degree - preference for an MBA + 7+ years of relevant experience - with… more
