- Providence (Santa Monica, CA)
- …+ 5 years of experience in fund accounting (preferred) + CPA (preferred) + CFA or experience with investment management (preferred) **About Providence** At ... CEO and the SJHCF Board of Trustees to develop and implement financial and investment strategies that support the organization's mission and goals. The CFO is a… more
- Dow (Midland, MI)
- …Master's degree or higher education (with a finance or quantitative focus preferred). + CFA Charterholder. + Prior investment management experience. + Prior ... manage assets, and work with market makers, hedge funds and other investment professionals. The successful candidate will have deep interest in financial markets,… 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...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- Chick-fil-A (Atlanta, GA)
- Overview CFA Servco is a subsidiary of Chick-fil-A Inc. responsible for managing Chick-fil-A's gift card program. The Program Lead will have full responsibility for ... all management , strategy, and growth for the assigned gift card...build programs with a focus on the stewardship/return on investment (ROI) implications of those choices while maintaining gift… more
- Noblis (Reston, VA)
- **Responsibilities** Noblis is seeking a Treasury and Investment Management Analystfocusing on treasury investment management , retirement program ... with various teams within Noblis and with external partners such as investment management firms and banks. **Job Responsibilities:** Treasury Investment… more
- Vanguard (Malvern, PA)
- …with real-world experience in the summer of 2025 Vanguard's MBA Internship Program - Investment Management Track is an opportunity to use your real passion for ... in responsibilities and expertise, and including relevant exposure to investment management . + Comfort with ambiguity...both internally and externally in a matrixed environment. + CFA , or progress towards CFA , highly preferred… more
- Edward Jones (St. Louis, MO)
- …and investment philosophy. + Work towards completion of the CFA program. Edward Jones' compensation and benefits package includes medical and prescription ... clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate… more
- JPMorgan Chase (New York, NY)
- …with the investment teams as well as other control functions. As a Risk Management - Asset Management Alternatives Investment Risk - Vice President, your ... role will include proactive management of investment , liquidity and counterparty risk...preferred + Post graduate degree or additional certifications ie CFA , CAIA a plus + Familiarity with modeling and… more
- Bank of America (Fairfield, CT)
- …Chartered Financial Analyst(R) or CFA (R) **Skills:** + Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and ... Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, ... that span the full spectrum of asset classes through our global network of investment professionals. The Asset Management Risk team is committed to being a… more
- Morgan Stanley (New York, NY)
- *_Investment Management Product Development_* *_ _* Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, ... or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term...Simfund, or Evestment, a plus. * Series 7, MBA, CFA a plus. Morgan Stanley's goal is to build… more
- FM (Waltham, MA)
- …roles. This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment ... primary focus on public equities investments with our external investment management partners. The assets under collaborative...special research projects + BA or BS required; MBA, CFA , CAIA or other advanced degree related to investments,… more
- FM (Waltham, MA)
- …roles. This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment ... focus on public Fixed Income investments with our external investment management partners. The assets under collaborative...special research projects + BA or BS required; MBA, CFA , CAIA or other advanced degree related to investments,… more
- Enterprise Bank & Trust (Clayton, MO)
- …our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management : Associate Portfolio Manager **Job Description:** **Summary:** ... least annually) meetings and other communications as needed or appropriate. Provide expert investment management service and advice to the client in conjunction… more
- JPMorgan Chase (New York, NY)
- …& private credit portfolios globally. **Job Summary** As a Vice President in the Asset Management - Investment Risk Hedge Fund Solutions team at JP Morgan, you ... Credit Strategies. + Collaborate with Senior members of the Investment Risk Team, Research, and Portfolio Management ...skills **Preferred qualifications, capabilities and skills** + MSc / CFA / CRM preferred + Python & SQL experience… more
- PNC (Fort Wayne, IN)
- …, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client ... have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... 2-5 years of relevant experience and progress towards the CFA are preferred * A university degree with very...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... knowledge of fixed income risk analysis gained from meaningful experience in institutional investment management and risk management . S/he should be… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... results-oriented environment; * Strong academic credentials. Progress towards the CFA /CAIA Charter would be viewed favorably, but is not...Management is one of the world's largest independent investment management firms. We serve as a… more