- Equitable (New York, NY)
- …public & private credit, securitized products, and alternatives as well as investment strategies + CFA and/or ASA/FSA-track or analogous technical experience ... Investment Risk Manager ( 240000IT ) **Primary Location**...will help unlock your potential? We are seeking an investment risk management professional, that can play a pivotal… more
- Moss Adams LLP (Portland, OR)
- …Finance, Investments Mathematics or Economics + 2 year of experience in an investment research environment + CFA candidate, charter holder and/or CAIA ... **Senior Investment Research Analyst** **Description** At Moss Adams, we...while solving complex and interesting business challenges. The Senior Investment Research Analyst, as a member of the … more
- The Hartford (Hartford, CT)
- …skills + Bachelor's degree required; MBA and/or professional/graduate qualification in an investment -related discipline preferred. + CFA or desire to obtain ... Senior Investment Analyst - DFH703Investment Analyst - DFH802 We're...we help shape the future. Real Estate - Senior Investment Analyst Overview: HIMCO is seeking a Research Analyst… more
- CalSTRS (Sacramento, CA)
- …certification in one of the following designations: Chartered Financial Analyst ( CFA ), CertifiedCommercial Investment Member (CCIM), Financial Risk Manager ... Job Posting: Head of Investment Risk State Teachers' Retirement System JC-457104 -...Risk State Teachers' Retirement System JC-457104 - Head of Investment Risk PORTFOLIO MANAGER $16,000.00 - $24,000.00 per Month… 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 (Denver, CO)
- …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
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- …investments or investment banking. + Desire to work towards obtaining an investment certification such as the CFA and/or CAIA. + Microsoft Excel proficiency ... **Req ID:** 446246 **Summary:** Cortes Capital is the Oklahoma City-based private investment office for the Love family. Our vision is to deliver exceptional… 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
- 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
- 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 ... build programs with a focus on the stewardship/return on investment (ROI) implications of those choices while maintaining gift...cards and payments. + Serve as a representative of CFA Servco on cross-functional teams, with external vendors and… more
- CalSTRS (Sacramento, CA)
- …certification in one of the following designations: Chartered Financial Analyst ( CFA ), CertifiedCommercial Investment Member (CCIM), Financial Risk Manager ... direction of the Director of Real Estate, the Portfolio Manager provides investment recommendations and portfolio/asset management expertise as it pertains to a real… 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
- Charles Schwab (Orlando, FL)
- …extensive financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. **Managing change** - The Senior Regional Manager ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… more
- Xcel Energy (Minneapolis, MN)
- …experience. **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 6-year minimum. + In depth knowledge of GAAP, SEC, FERC and various other regulatory or tax rules and principles. + Advanced skills with Microsoft Office applications. + Demonstrated ability to effectively communicate… more
- FirstBank PR (San Juan, PR)
- …the functions of this job. Asset liability management or treasury investment experience preferred. CPA, CFA or FRM license/certifications preferred. Competencies: ... The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy. + . Understanding of accounting, financial industry related products, and good… 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
- T. Rowe Price (Baltimore, MD)
- …-2+ years of total relevant work experience Preferred Qualifications + 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
- Morgan Stanley (Miami, FL)
- …a collaborative environment, as well as independently. * Completion of or progress towards investment designations, such as a CFA or CAIA strongly preferred. * ... Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,200 investment professionals around the… more
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