- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and advisors + Proven leadership abilities to manage and motivate an investment team. + CFA Charterholder or equivalent professional designation preferred. ... obtained through education and experience, to develop and execute comprehensive investment strategies that align with the trust company's goals, overseeing the… more
- Lincoln Financial Group (Columbus, OH)
- …and investment operations * Knowledge of Treasury Operations and relation to Investment Accounting * CPA / CFA Preferred but not required. * Demonstrates ... This role will provide timely and accurate more complex investment and derivatives data and investment accounting for the General Account Invested Assets on a… more
- Citigroup (New York, NY)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Citigroup (Miami, FL)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor is a strategic professional who closely...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …business intelligence tools such as Tableau and CAS + Progress towards investment -related certifications like CFA Opportunity awaits a skilled professional who ... Description We are in the search for an Investment Trading Analyst to join our team in...services industry. Responsibilities: * Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation… more
- JPMorgan Chase (Brooklyn, NY)
- …professional accounting qualification, eg CPA, Application Control Assessment (ACA), Certified Investment Management Analyst (CIMA) + CFA charter holder ... the dynamic Finance and Business Management group within the Commercial and Investment Bank! **Finance & Business Management's** (F&BM) goals are to ensure sound… more
- Cleveland Clinic (Beachwood, OH)
- …include: + Master's degree. + Pursuit of Chartered Financial Analyst ( CFA )/Chartered Alternative Investment Analyst (CAIA)/Financial Risk Manager (FRM) ... Investment Operations Analyst I Join the Cleveland Clinic...in the world. This position is responsible for critical investment support functions of the Cleveland Clinic Investment… more
- T. Rowe Price (Baltimore, MD)
- …skills required. + Ability to build trust, rapport and credibility quickly with Investment Professionals Preferred: + MBA and/or CFA + Prior communication ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- City National Bank (New York, NY)
- …tools such as Tableau or Power BI a plus * Relevant certifications such as CFA , FRM a plus * Investment Management experience preferred * Strong interpersonal ... * INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS* WHAT...uncertainty well, and are able to simplify complexity * CFA , CAIA, and/or MBA or progress is encouraged, but… 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
- Vanguard (Malvern, PA)
- …or equivalent combination of training and experience. Graduate degree and/or advanced investment designation ( CFA ) preferred. + This job requires a regulatory ... license and/or registration (eg FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. + FINRA Series 65 or 66, or ability to acquire within department guidelines is required . Special Factors Sponsorship Vanguard is not… more
- JPMorgan Chase (New York, NY)
- …skills** + Strong preference for individuals with prior fundamental credit research experience ( investment grade/high yield) + CFA designation + VBA, Python, or ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more
- Henry Ford Health System (Clinton Township, MI)
- …medical centers and is leading the Future of Health: Detroit, a $3 billion investment anchored by a reimagined Henry Ford academic healthcare campus. Learn more at ... henryford.com/careers . Benefits The health and overall well-being of our team members is our priority. That's why we offer support in the various components of our team's well-being: physical, emotional, social, financial and spiritual. Our Total Rewards… more
- Xcel Energy (Denver, CO)
- …accounting. **Note:** Candidates with a Master's Degree or certification such as CPA, CMA, CFA , etc or investment banking or public accounting background may be ... granted years of experience to reach the 4-year minimum. + Intermediate to advanced skills with Microsoft Office applications. + Demonstrated knowledge of and ability to apply GAAP. + Demonstrated knowledge of business and legal principles, analytical and… more
- T. Rowe Price (Baltimore, MD)
- …experience AND -2+ years of total relevant work experience Preferred: + 4+ years of investment experience + Progress towards or has CFA and/or Master's degree + ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- Cleveland Clinic (Beachwood, OH)
- …record of academic achievement preferred. **Certifications:** + Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) preferred. ... The Investment Principal will work with the Chief Investment Officer (CIO), Managing Directors and Directors to monitor and shape investments in multiple asset… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III - Direct Investments State Teachers' Retirement System JC-463343 - Investment Officer III - Direct Investments INVESTMENT ... is seeking an experienced individual to work as an Investment Officer III on the Private Equity team. Established...degree in Business, Finance, Economics, or related field + CFA , CAIA, or other industry certification + Private Equity… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...results-oriented environment; * Strong academic credentials. Progress towards the CFA /CAIA Charter would be viewed favorably, but is not… more
- State of Minnesota (St. Paul, MN)
- **Working Title: Investment Officer, Private Markets** **Job Class: Investment Officer** **Agency: State Board of Investment ** + **Job ID** : 83191 + ... Posted** : 01/13/2025 + **Closing Date** : 02/03/2025 + **Hiring Agency** : Investment Board + **Division/Unit** : State Board Of Investment (SBI) / Private… more
- Sacramento County (Sacramento, CA)
- Retirement Investment Analyst Level I/II Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/4169454) Apply Retirement Investment Analyst ... - $8,089.25/month Level 2 - $7,833.50 - $9,521.28/month The Retirement Investment Analyst Level I/II provides analytical, research and administrative support for… more
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