- Federal Reserve Bank (Newark, NJ)
- …strong experience in a CIO or Deputy CIO position of a Pension Fund, endowment or foundation. + MBA, CFA and/or CPA degree/certifications are highly desirable. ... **Competencies** + Communicates Effectively/Displays Interpersonal Savvy + Exhibits Courage + Demonstrates Decision Quality + Reflects a Strategic Mindset + Develops and Engages Talent + Values Differences + Ensures Accountability _This is not necessarily an… more
- University of Washington (Seattle, WA)
- …of Washington Investment Management Company (UWINCO) manages over $8.5 billion of endowment , operating and life income funds for the University. This Program ... custodial bank systems, CRM software (Bipsync), portfolio management software (Caissa). * CFA , MBA or CPA desired. **WORKING ENVIRONMENT** UWINCO is an innovative… more
- JPMorgan Chase (New York, NY)
- …Manager, Investment Bank, or Institutional Investor (eg Sovereign Wealth Fund, Endowment ) + Excellent communication, presentation, and public speaking skills to ... highly confidential information Preferred Qualifications, Skills and Capabilities: + CFA or desire to achieve CFA highly...Capabilities: + CFA or desire to achieve CFA highly encouraged JP Morgan Wealth Management Solutions comprises… more
- Michigan State University (MI)
- …is responsible for managing the long-term assets of the university through the university's endowment fund. As of June 30, 2024, the fund has assets over $4.4 ... field required. Desired Qualifications Education / Experience + Master's degree, CFA and/or CAIA designation preferred. + Experience in working effectively with… more
- TD Bank (New York, NY)
- …and intermediary asset owner marketplace + Undergraduate degree + Preferred designations: CFA , CAIA, CIPM or MBA + Knowledge of the asset owner marketplace, ... including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors + Preferred knowledge and/or interest in various… more
- BlackRock (New York, NY)
- …and portfolio investment strategies for corporate and public DB, DC, NDT, OPEB, Endowment , Foundation, Healthcare, and Family Office clients. + Review the impacts of ... and industry-specific regulatory requirements. + Relevant professional certifications (eg, CFA , CPA, FRM) are highly desirable. **Required Experience & Skills:**… more
- Novant Health (Charlotte, NC)
- …experience required. Relevant leadership experience in private markets at endowment , foundation, pension, fund-of-funds, investment banking or asset management firm, ... Financial Analyst - possess or actively be in the process of earning CFA designation, preferred. + **Essential Functions:** + Effective communication skills and the… more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- …one year of experience in an investment related field (private equity, endowment , foundation, family office, investment research and/or investment banking) OR a ... banking. + Desire to work towards obtaining an investment certification such as the CFA and/or CAIA. + Microsoft Excel proficiency makes aspects of the role much… more
- TD Bank (New York, NY)
- …RFP process **Education & Experience:** + Undergraduate degree + Chartered Financial Analyst ( CFA ) + 10 + years experience in a business development sales role with ... + Extensive knowledge of the institutional marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the… more