- 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...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- Truist (Mclean, VA)
- …**Preferred Qualifications:** + Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] + MBA [or progress towards MBA ] + Additional ... of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with ...Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group… more
- Sacramento County (Sacramento, CA)
- …Administration ( MBA ) or certification as a Chartered Financial Analyst ( CFA ) are desirable, but not required. Note: If the minimum qualifications include ... Retirement Investment Analyst Level I/II Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/4169454) Apply Retirement Investment Analyst… more
- Wellington (Boston, MA)
- …to embrace technology; and * Undergraduate degree with a strong academic record; MBA / CFA preferred. **LOCATION** This position will be based in Wellington's ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …A positive, collegial attitude and a high level of professionalism are essential . An MBA , CFA , CAIA, or progress toward these qualifications is a plus Not sure ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … 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… more
- Wellington (Boston, MA)
- …Analyst or Portfolio Manager, would be advantageous * Strong academic credentials: MBA and/or CFA /CAIA (or equivalent) preferred though not required **LOCATION** ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …asset manager, sell-side firm or management consultancy desirable but not required * An MBA and/or CFA is desirable but not required * Strong critical thinking ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …and understands fund vehicles. Prior experience in a related position, advanced academic work ( MBA , MS, etc.) and/or CFA are preferred. Not sure you meet 100% ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Janus Henderson Investors (Denver, CO)
- …business Nice to have skills + Post-graduate degree such as MBA , and CFA and/or CPA helpful Investment areas + Has responsibility for supporting portfolios ... you! Your opportunity + Conduct research independently to formulate investment recommendations on individual securities within the international technology industry,… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- …experience. Our client has some flexibility in the experience level from 2-10+ years of experience, MBA and or CFA would be a plus, or in process. Requirements A ... Wealth Management firm with Bergen County operations seeks a Investment Analyst to join their team. In this role...in the experience level from 2-10+ years of experience, MBA and or CFA would be a… more
- FM (Waltham, MA)
- …leads on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, finance, ... Investments and working closely with Senior PM - External Investment Management, direct real estate investment team, the Chief Investment Officer (CIO), and… more
- Citigroup (New York, NY)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... 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
- JPMorgan Chase (New York, NY)
- …+ Series 3, 7 and 63 certifications (or willingness to achieve) + MBA / CFA preferred JPMorganChase, one of the oldest financial institutions, offers innovative ... the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships… more
- Bank of America (New York, NY)
- Investment Manager Selection Analyst New York, New York...Bloomberg + Bachelor's degree or equivalent experience required + MBA , MS, JD, or CFA preferred + ... key role as part of its CIO Manager Selection team that selects third-party investment managers for client investment . Reporting into the Heads of Equities… more
- Edward Jones (St. Louis, MO)
- …WMAS, the Advice & Guidance group can be viewed as the " investment engine", encompassing asset allocation, portfolio construction and optimization, manager research, ... securities research, and other investment -related functions. The Investment Risk Group partners...other quantitative subjects. Graduate degree in quantitative discipline or MBA preferred. + Minimum 2 to 3 years' experience… more
- Manulife (Boston, MA)
- …management team(s) **Required Qualifications:** + Bachelor's degree required, may hold advanced degree ( MBA etc) and/or CFA Charter + Typically has 3+ years of ... The Associate, Investment Analyst, Fixed Income is responsible for providing...Income is responsible for providing timely, actionable, and accurate investment analysis and Buy/Hold/Sell recommendations to the various … more
- CrossBoundary (ME)
- …+ 5+ years in top tier banking, consulting, private equity, or similar + MBA or another advanced degree (including CFA ) required + Strong network in ... Vietnam - Investment Advisor About the Firm Founded in 2011, CrossBoundary is a mission-driven investment firm committed to unlocking the power of capital for… more
- Fifth Third Bank, NA (Louisville, KY)
- …are likely to have an advanced degree, such as a CFA , CFP, MBA . + 8+ years of clearly defined investment management experience focused on structuring ... GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing… more
- University of Washington (Seattle, WA)
- …with custodial bank systems, CRM software (Bipsync), portfolio management software (Caissa). * CFA , MBA or CPA desired. **WORKING ENVIRONMENT** UWINCO is an ... excitement, artistic pursuits and natural beauty. The University of Washington Investment Management Company (UWINCO) manages over $8.5 billion of endowment,… more