- Truist (Mclean, VA)
- …**Preferred Qualifications:** + Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] + MBA [or progress towards MBA ] + Additional ... Professional Designations such as CFP(R), CIMA, CAIA **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are… more
- MUFG (New York, NY)
- …Skills):** + Bachelor's degree in Business Administration, Finance, Accounting or related discipline; CFA or MBA preferred + Minimum of 10 years of adjudication ... is as important as the accomplishments we achieve. **Preferred Qualifications** + CFA or MBA + Bankruptcy Code knowledge and experience The typical base pay… more
- MUFG (Los Angeles, CA)
- …Skills):** + Bachelor's degree in Business Administration, Finance, Accounting or related discipline; CFA or MBA preferred + Minimum of 10 years of workout ... is as important as the accomplishments we achieve. **Preferred Qualifications** + CFA or MBA + Bankruptcy Code knowledge and experience The typical base pay… more
- Charles Schwab (Alexandria, VA)
- …(CWS), CFA or CFP strongly preferred + Professional designations/certifications (eg, CFP, CFA , MBA , CHFC, CPWA) preferred + Active & valid FINRA Series 7 ... licenserequired + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years industry experience + 2+ years HNW client experience Pursuant to SAFE Act… more
- Wellington (Chicago, IL)
- …bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. + At least ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Wellington (Needham, AL)
- …considered a plus + 5+ years of industry experience + Possession of or progress towards a CFA charter or MBA is a plus Not sure you meet 100% of our ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- JPMorgan Chase (Indianapolis, IN)
- …Degree in Finance, Accounting, Economics, Math preferred + CFA Charter holder, CFA candidate or MBA preferred + Strong technology skills proficiency in ... Bloomberg, MarketAxess, Tradeweb, Excel + Experience trading corporate debt instruments (bonds, loans and derivatives) + High yield trading experience preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Vaco (Columbus, OH)
- …recruitment. + Experience in audit, tax, and/or public accounting a plus. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + Must ... have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
- Vaco (Columbus, OH)
- …3 years' experience in audit, tax, and/or public accounting highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + ... Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
- BrightSpring Health Services (Louisville, KY)
- …contact with Executive President. Qualifications Bachelor's degree in accounting or finance* CPA/ CFA or MBA preferred* 3-5 years of relevant experience ... Knowledge, Skills and Abilities* Ability to use complex reporting processes, systems, and report writing tools + Experience with Adaptive and Office Connect is a plus + High attention to detail, timeliness, and accuracy* Experience in budgeting, and… more
- University of Washington (Seattle, WA)
- …with custodial bank systems, CRM software (Bipsync), portfolio management software (Caissa). * CFA , MBA or CPA desired. **WORKING ENVIRONMENT** UWINCO is an ... innovative office of professionals working as a quality focused, collaborative team. UWINCO manages more than $8.5 billion of investments including the Consolidated Endowment Fund and the Invested Funds that are regularly reviewed by the BOR, UWINCO Board,… more
- Vaco (Cincinnati, OH)
- …to perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. + ... Minimum 2 to 3 years' selling accounting/financial project solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals. **Technical Skills:** + Must have working… more
- Robert Half Finance & Accounting (Tustin, CA)
- …Minimum of 5 years of experience in a similar role or financial field * CPA, CFA , or MBA is a plus but not required Robert Half is the world's first and largest ... specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Vaco (Tampa, FL)
- …tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience ... in recruiting or business development a plus. **Location** **: In** **office.** Hybrid/Remote option may be considered with Management approval. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are… more
- Citigroup (New York, NY)
- …years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. + US Only: S7, S66 (or 63 & 65) & S31; NOTE:… more
- MUFG (Boston, MA)
- …Experience:** + Ideally a Bachelor's degree in business, finance, economics or equivalent work experience; CFA or MBA is a plus + 1-2 years of work experience in ... a financial institution, accounting firm, rating agency or equivalent credit risk related function analyzing corporate borrowers' risk and credit profiles - this is provided as a guidance only, please don't let it limit you, if you feel you have something to… more
- Vaco (Shelton, CT)
- …experience in talent advisory combined with audit, tax, and/or public accounting. + CPA, CFA , MBA , or other professional designation desired. + You have a ... stellar work ethic & unparalleled sense of commitment. + You have a history of exceeding individual goals while enhancing winning teams. + You have a knack for solving problems in ways nobody thought of. + Those around you admire you. People are naturally… more
- Citigroup (San Francisco, CA)
- …experience in providing investment advice and solutions as well as managerial experience. + CFA , MBA degree or other advance degree a plus + Prior managed ... investment experience with a strong ability to explain and implement asset allocation and individual asset classes. Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends. + US Only: S7, S66 (or 63 & 65) &… more
- Amazon (New York, NY)
- …fixed income trading / debt capital markets / portfolio management Preferred Qualifications - CFA , MBA , or other similar degree - Familiarity with portfolio and ... counterparty risk management concepts and frameworks - Advanced Excel and financial modelling skills - Background in portfolio management and trading (buy-side or sell-side), corporate treasury, or applicable field - Understanding of fixed income portfolio… more
- Palo Alto Networks (Santa Clara, CA)
- …years of experience in corporate treasury, investment banking, or relevant finance roles ( CFA / MBA preferred but not required) + Bachelor's Degree in Business ... Administration, Finance, or Accounting or equivalent military experience required + Proven analytical and quantitative skills that turn data into actionable insights + A fast-paced, high-energy environment is where you thrive + You're naturally collaborative,… more
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