- 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
- 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
- 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
- State of Michigan (East Lansing, MI)
- …of Michigan Retirement Systems (SMRS) pension fund and manages one or more investment portfolios. Management of such funds include making recommendations to buy, ... Please select from the list below any designations you have: + Chartered Alternative Investment Analyst (CAIA) + Chartered Financial Analyst ( CFA ) + None 09… more
- JPMorgan Chase (New York, NY)
- …in the global institutional businesses. **Job summary** As a Vice President in Asset Management Risk within the Investment Risk Alternatives team, you will play ... and managing risks effectively. The position will include proactive management of investment , liquidity and counterparty risk...Tableau + Post graduate degree or additional certifications ie CFA , CAIA JPMorgan Chase & Co., one of the… 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)
- …clients, to lead our Real Estate Debt platform. **Job Summary** As an Asset Management - Real Estate Debt Lead Investment Specialist within JP Morgan Asset ... JP Morgan Asset Management , a leading global alternatives manager, offers innovative...and fluency about Real Estate Debt markets, macroeconomics, our investment outlook, our portfolio construction methodology, individual portfolio holdings,… 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
- JPMorgan Chase (Los Angeles, CA)
- …and Product/Asset Class Specialist teams to implement the JP Morgan Wealth Management strategy to JP Morgan Advisors. The individual will accomplish this by ... having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights...as well as an overall understanding of the Wealth Management industry. As a Vice President, Product Manager Investments… more
- PNC (Phoenix, AZ)
- …, 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 (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... skills, preferably in a relevant capacity such as institutional equity sales, investment management , investment consultant, product management ,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... would be advantageous * Strong academic credentials: MBA and/or CFA /CAIA (or equivalent) preferred though not required **LOCATION** The...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. ... consultancy desirable but not required * An MBA and/or CFA is desirable but not required * Strong critical...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. ... of fixed income risk analysis gained from meaningful experience in institutional investment management and risk management . Prior experience focused… 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. ... is desirable, but not required * An MBA and/or CFA is desirable, but not required * Advanced analytical...Management is one of the world's largest independent investment management firms. We serve as a… more