- Verus Investment (Seattle, WA)
- …or veteran status. Prerequisites Bachelor's Degree in Business required; preferably Finance; MBA , Masters of Finance, or CFA Level II candidacy preferred; ... experience, and geographic pay differentials. Verus is an independent, institutional investment consulting firm. Since 1986, we have been working closely with… more
- Aristotle Capital Management, LLC (Los Angeles, CA)
- …university and strong academic background: requiredAdvanced/Master's degree or professional certificate ( CFA , CFP, MBA ): desiredSeries 7: requiredSeries 63 or ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Audax Private Debt (Boston, MA)
- …Finance, Accounting, or a related major, with an advanced degree or certification a plus ( MBA , MF, MA, CPA, CFA , CAIA, CIPM)Minimum of 8 years of relevant ... Audax Group is a leading alternative investment manager with offices in Boston, New York,...businesses. With more than 400 employees and approximately 180 investment professionals, the firm is a leading capital partner… more
- 4050 DEVELOPMENT LLC (Los Angeles, CA)
- … investment management.RequirementsDegree from a four-year college or university required; MBA / advanced degree, related credentials (like CFA ) strongly ... truly differentiated in our market. Arixa is both an investment manager and a lending platform, while our competition...do not manage their own funds. With our 14-year investment track record and over $4 billion dollars funded,… more
- Assetmark (Los Angeles, CA)
- …advisory industry, financial products and wealth management servicesA bachelor's degree is required; MBA , CFA charter or CPA is a plusCompensation: The Base ... The Job/What You'll Do:We are looking for an experienced Investment Product Manager to join our Investment ...experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help… more
- Assetmark (Concord, NH)
- …industry, financial products, and wealth management servicesA bachelor's degree is required; MBA , CFA charter, or CPA is a plusCompensation:The Base Salary ... The Job/What You'll Do:We are looking for an experienced Investment Product Manager to join our Investment ...experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help… more
- CFRA Research (Washington, DC)
- …following credentials a plus, though not required: advanced degree in public policy, JD, MBA , or CFA (or equivalent) Knowledge of and interest in the financial ... Analysts provide independent and objective analysis and forecasting to the global investment community. Our team delivers actionable and timely research to our… more
- Aztec (Boston, MA)
- …skills.A positive, can-do attitude with the ability to motivate and inspire others.Preferred Qualifications: MBA , CFA a plus.FINRA 7, 63 and 3 required or ... is evolving. Institutional investors not only need the right investment products and services, but they need the right... products and services, but they need the right investment partners who can solve their needs. State Street… more
- State Street Global Advisors (Boston, MA)
- …communication skills. A positive, can-do attitude with the ability to motivate and inspire others. MBA , CFA a plus. FINRA 7, 63 and 3 required or obtained within ... is evolving. Institutional investors not only need the right investment products and services, but they need the right... products and services, but they need the right investment partners who can solve their needs. State Street… more
- Fanning Personnel (Boston, MA)
- …minimum must have attained a bachelor's degree. Advanced degrees and/or certifications (CFP, MBA , CFA , CPA, JD, etc.) are strongly preferred.Required Years of ... overview and performance monitoring.Provide comprehensive guidance to clients regarding investment and portfolio needs.Proactively work with Client Service Associates… more
- Morningstar (Chicago, IL)
- …and persuasive presentations. Ability to understand complex investment concepts. A bachelor's degree required; MBA or CFA a plus. #J-18808-Ljbffr ... Morningstar, Inc., a leading global provider of independent investment research, is looking for an index data...asset managers and asset owners in serving their clients' investment needs. Morningstar Indexes Team seeks a highly motivated… more
- Morningstar, Inc. (Chicago, IL)
- …professional and persuasive presentations.Ability to understand complex investment concepts.A bachelor's degree required; MBA or CFA a plus. #J-18808-Ljbffr ... Morningstar, Inc., a leading global provider of independent investment research, is looking for an index data...asset managers and asset owners in serving their clients' investment needs.Morningstar Indexes Team seeks a highly motivated Index… more
- State Street (Boston, MA)
- …& Preferred QualificationsUndergraduate degree required with preference for advanced degree ( MBA , CFA , etc.)Minimum of 10 years' experience in senior ... strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal...steward the investments of millions of people. We provide investment servicing, data & analytics, investment research… more
- myGwork - LGBTQ+ professionals & allies (Chicago, IL)
- …presentations.Ability to understand complex investment concepts.A bachelor's degree required; MBA or CFA a plus.Morningstar's hybrid work environment gives ... contact the recruiter directly.Morningstar, Inc., a leading global provider of independent investment research, is looking for an index data sales individual to… more
- Illinois CPA Society (Boston, MA)
- …acquisitions.Excellent verbal and written communication skills.Education & Preferred Qualifications* MBA , CFA or similar strongly preferred.* Minimum of ... strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal...steward the investments of millions of people. We provide investment servicing, data & analytics, investment research… more
- State Street (Boston, MA)
- …& Preferred QualificationsUndergraduate degree with relevant experienceAdvanced degree preferred - MBA , CFA , etc.Minimum of 10 years of work experience ... strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal...steward the investments of millions of people. We provide investment servicing, data & analytics, investment research… more
- State Street (Boston, MA)
- …& Preferred Qualifications Undergraduate degree with relevant experience Advanced degree preferred - MBA , CFA , etc. Minimum of 10 years of work experience in ... strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal...steward the investments of millions of people. We provide investment servicing, data & analytics, investment research… more
- State Street (Boston, MA)
- …Education & Preferred Qualifications Undergraduate degree required with preference for advanced degree ( MBA , CFA , etc.) Minimum of 10 years' experience in senior ... strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal...steward the investments of millions of people. We provide investment servicing, data & analytics, investment research… more
- State Street (Boston, MA)
- …& Preferred QualificationsUndergraduate degree required with preference for advanced degree ( MBA , CFA , etc.)Minimum of 10 years' experience in senior ... steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to… more
- Third Harmonic Bio, Inc. (San Francisco, CA)
- …QualificationsBachelor's degree in science, business or related field; advanced degree preferred ( MBA or CFA ) with 10-12 years of related experienceExperience in ... communicate THRD's value proposition, plans and progress to the investment communityDevelop written communications, including press releases, business sections of… more
