• Investment Portfolio Manager - CFA

    Regions Bank (Chattanooga, TN)
    …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... more
    Regions Bank (04/02/25)
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  • Chief Investment Officer - RJ Trust

    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. ... more
    Raymond James Financial, Inc. (03/25/25)
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  • Analyst, Investment Accounting Operations…

    Lincoln Financial Group (San Juan, PR)
    …or Financial Services preferred * Technical knowledge in investment accounting and investment operations * CPA / CFA Preferred but not required. * ... more
    Lincoln Financial Group (03/05/25)
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  • Investment Counselor

    Citigroup (Miami, FL)
    …with transparency. Qualifications: 15+ years of experience Extensive experience in providing investment advice and solutions. CFA , MBA degree or other advanced ... more
    Citigroup (04/03/25)
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  • Citi Wealth at Work - Investment Counselor…

    Citigroup (San Francisco, CA)
    …transparency. **Qualifications:** + 10+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... more
    Citigroup (03/12/25)
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  • Investment Trading Analyst

    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 ... more
    Robert Half Finance & Accounting (03/21/25)
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  • Senior Investment Professional, PSERS

    Commonwealth of Pennsylvania (PA)
    …completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ); Chartered Alternative Investment Analyst (CAIA); Financial Risk ... more
    Commonwealth of Pennsylvania (04/05/25)
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  • Intermediate Investment Professional PSERS

    Commonwealth of Pennsylvania (PA)
    …completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ); Chartered Alternative Investment Analyst (CAIA); Financial Risk ... more
    Commonwealth of Pennsylvania (04/04/25)
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  • Executive Director Investment Operations,…

    Cleveland Clinic (Beachwood, OH)
    …Preferred qualifications for the ideal caregiver include: + Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) + Background in ... more
    Cleveland Clinic (03/13/25)
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  • Private Markets Investment Manager

    New York State Civil Service (New York, NY)
    …Administration * Candidates who have obtained their MBA, Chartered Financial Analyst ( CFA ), or Chartered Alternative Investment Analyst (CAIA) credential* A ... more
    New York State Civil Service (03/05/25)
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  • Asset Management - National Accounts Client…

    JPMorgan Chase (New York, NY)
    … capabilities preferred + Knowledge of mutual funds, variable annuities, retirement investment products preferred + CFA or similar qualifications preferred ... more
    JPMorgan Chase (03/14/25)
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  • Senior Sales Executive - US Offshore

    Vanguard (Miami, FL)
    …the US Offshore market. Ideal c andidates will demonstrate strategic thinking, possess deep investment acumen (MBA or CFA is preferred) and have prior experience ... more
    Vanguard (03/26/25)
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  • Finance Professor- CFA Content Specialist

    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 ... more
    UWorld, LLC (03/11/25)
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  • Investment Due Diligence Analyst…

    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 ... more
    City National Bank (04/04/25)
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  • Investment Analyst (Treasury…

    State of Michigan (East Lansing, MI)
    …of a bachelor's degree in any major and a Chartered Financial Analyst ( CFA ) designation. Experience Treasury Investment Analyst P11 No specific type or ... more
    State of Michigan (04/01/25)
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  • Associate Analyst, Municipals

    T. Rowe Price (Baltimore, MD)
    …impact the investment process + Strong support for pursuing the CFA designation + Competitive compensation with significant upside potential for high performers ... more
    T. Rowe Price (02/21/25)
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  • Asset Management - Corporate Bond Portfolio…

    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 ... more
    JPMorgan Chase (03/20/25)
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  • KPB Sr Lead Research Analyst

    KeyBank (Brooklyn, OH)
    …* Bachelor's degree in Finance, Accounting, or Economics with 6-10 Years of relevant investment experience. * Master's degree or CFA preferred * Proficiency in ... more
    KeyBank (04/02/25)
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  • Surgical Assistant - CFA /CSA -1.0 Day…

    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 ... more
    Henry Ford Health System (01/14/25)
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  • Senior Property and Sales Tax Analyst…

    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 ... more
    Xcel Energy (04/05/25)
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