- Creative Financial Staffing (San Antonio, TX)
- …approach. They are currently looking for a dynamic and visionary Chief Financial Investment Officer (CFIO) to lead their financial strategy and investment ... and financial management. Key Responsibilities for the Chief Financial Investment Officer: Strategic Financial Leadership: Develop and implement financial strategies… more
- Creative Financial Staffing (Chicago, IL)
- Senior Investment Analyst position at a large nonprofit organizationWhy work here: This organization is dedicated to making a positive impact on society through its ... philanthropic efforts. As an investment accountant, you will have the opportunity to contribute...position: - Bachelor's degree in accounting or finance - CFA certification preferred - 3+ years of experience in… more
- WSFS Bank (Philadelphia, PA)
- …Financial Advisor is responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy ... and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed client goals and objectivesJob Responsibilities:… more
- Creative Financial Staffing (Chicago, IL)
- …opportunities, and make suggestions to improve cash positions. Evaluate prospective investment managers by analyzing historical track records and conducting due ... or a related field. 3-7 years of relevant experience CFA designation or progress towards CFA is...Play a critical role in managing and optimizing our investment portfolio. Work closely with a dedicated team to… more
- Fidelity Investments (Boston, MA)
- …accounts. You will partner with Portfolio Managers, Traders, Quantitative Analysts, and Investment Service teams to build out a new, stand-alone platform that is ... Quantitative Research tools. Experience working with managed accounts is strongly preferred. A CFA or progress towards is strongly preferred. You have a strong focus… more
- Creative Financial Staffing (San Francisco, CA)
- …and maintain effective relationships with external partners such as auditors, investment advisors, and financial institutions. Work with these partners to optimize ... conveying complex financial information to non-finance stakeholders. MBA, PA, CMA, or CFA certification is a plus. Proven experience engaging with and presenting to… more
- JobsRUs (Camden, NJ)
- …financial information while recommending further courses of action.Advise on investment activities and provide strategies to minimize financial risk.Maintain the ... or Economics required.Working knowledge of all statutory legislation and regulations required.Professional qualification such as CFA CPA or similar preferred. more
- Citigroup (San Francisco, CA)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...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 Our client, an institutional investment manager in the Twin Cities is seeking...analytical-minded individual for a direct hire role as an Investment Portfolio Analyst. This role is integral to the… more
- Commonwealth of Pennsylvania (PA)
- …presentations to key stakeholders. + Completion of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. How ... completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ), Chartered Alternative Investment Analyst (CAIA), Financial Risk… more
- Commonwealth of Pennsylvania (PA)
- …completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ); Chartered Alternative Investment Analyst (CAIA); Financial Risk ... Senior Investment Professional, PSERS Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/4524363) Apply Senior Investment Professional, PSERS… more
- Commonwealth of Pennsylvania (PA)
- …completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ); Chartered Alternative Investment Analyst (CAIA); Financial Risk ... Junior Investment Professional, PSERS Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/4510902) Apply Junior Investment Professional, PSERS… more
- MassMutual (New York, NY)
- …+ Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus! + CPA or CFA progress towards preferred + ... ** Investment Accountant Data Analyst - Advanced** ** Investment Controllership** **Full-Time** **Boston, MA or New York, NY** **About the Corporate Controller… more
- Huntington National Bank (Columbus, OH)
- …Finance + 2-5 yrs investment experience + Prior experience as an investment analyst Preferred Qualifications: + MBA/ CFA or other professional designation or ... portfolio management. Provides reporting and portfolio analytics to Wealth & Investment leadership. May assist with client contact as needed. Basic Qualifications:… more
- Manulife (Boston, MA)
- …is required. + A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management ( CFA ) designation is desirable. + 3 plus years of ... Asset Management Segment of Manulife Financial. The General Account Group handles investment portfolios related to the insurance business, and the Wealth and Asset… more
- UWorld, LLC (Dallas, TX)
- UWorld is seeking a full-time CFA Content Specialist to write and edit content for our web-based products. CFA Content Specialist will work on-site and ... collaborate with the CFA Team, editors, and illustrators to produce high-quality content...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- J&J Family of Companies (New Brunswick, NJ)
- …3 years of investment related experience are required. + Candidates for CFA , CAIA, or other similar certifications are preferred but not required. + Successful ... Senior Investment Analyst - 2406174219W **Description** The Benefit Trust...of global assets across DB and DC Plans. The Investment Team shares responsibility for investing and managing global… more
- Edward Jones (Tempe, AZ)
- …to travel (approximately 15-30% of the time) + Begin pursuing CFP(R), ChFC(R), or CFA (R) within or another investment industry designation within 12 months of ... **Job Overview** Position Schedule: Full-Time **Team Overview:** The WM Wholesaling - Investment Advisory (IA) team provides training support to our branch teams on… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …related field. . Prior investment experience strongly preferred: . Zero to two years' investment experiences with MBA or CFA desired . One to four years' ... the management of fixed income assets through proactive partnership and skilled investment support. Handles investment management, client service, and reporting… more
- Xcel Energy (Minneapolis, MN)
- …Reporting **Note:** Candidates with a master's degree or certification such as CPA, CMA, CFA , etc. or investment banking or public accounting background may be ... working with SAP highly desirable. **Preferred Qualifications** + Advisory firm, investment banking, public accounting and/or other relevant experience. + Experience… more
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