• SVP, Chief Investment Officer - OEB

    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
    Federal Reserve Bank (10/23/24)
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  • Investment Operations Analyst

    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
    University of Washington (10/30/24)
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  • US Portfolio Strategist, Portfolio Advisory Group,…

    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
    JPMorgan Chase (10/16/24)
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  • Sr Financial Analyst

    University of Rochester (Rochester, NY)
    …Education, Research, and Health Care. It will also be involved with endowment financial forecasts, operating management, and capital project budgeting. All while ... ability to work independently with minimal supervision required. + CPA, CMA, or CFA required The University of Rochester is committed to fostering, cultivating, and… more
    University of Rochester (11/15/24)
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  • TD Epoch-Director, Business Development-NYC

    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
    TD Bank (11/15/24)
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  • Director of Investments

    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
    Michigan State University (10/08/24)
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  • TD Epoch-Director/Senior Client Relationship…

    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
    TD Bank (10/05/24)
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  • Director, Corporate Finance Strategist for OCIO…

    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
    BlackRock (10/02/24)
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  • Investment Analyst

    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
    Love's Travel Stops & Country Stores (09/24/24)
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