- 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
- Vanguard (Malvern, PA)
- …Complement your education with real-world experience in the summer of 2025 Vanguard's MBA Internship Program - Investment Management Track is an opportunity to ... influence strategic decisions at one of the worlds' leading investment firms. While we provide a summer assignment and...forward + Receive rigorous coaching and mentorship from an MBA program manager and a senior department management to… 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
- 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
- Highmark Health (Columbus, OH)
- …Bloomberg, Yield Book, Bond Edge or similar tool + Progress toward an MBA , Chartered Financial Analyst ( CFA ) certification, or Certified Treasury Professional ... skills + Working knowledge of Yield Book, Bloomberg or comparable investment tool **PREFERRED LICENSURE** Chartered Financial Analyst ( CFA ) designation… 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
- 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)
- …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
- CareFirst (Owings Mills, MD)
- …plan oversight in a large, regulated environment. **Preferred Qualifications:** + MBA , CFA , CTP, Management or supervisory experience. Provider healthcare ... **Resp & Qualifications** **PURPOSE:** The Investment Consultant is responsible for the financial administration of CareFirst's pension and 401(k) plans and… more
- Manulife (Boston, MA)
- …* Two to four years of relevant experience. * Pursuing or planning to pursue the CFA designation or an MBA . **_When you join our team:_** + We'll empower you ... analyst may also be responsible for independently administering an investment portfolio, as well as making investment ...an investment portfolio, as well as making investment recommendations, with the size and complexity of the… more
- City National Bank (New York, NY)
- …on financial market research, asset allocation or portfolio strategy. *Skills and Knowledge* * CFA - Charter Financial Analyst MBA is desired. * At least 6 ... *SENIOR INVESTMENT STRATEGIST* WHAT IS THE OPPORTUNITY? The Senior Investment Strategist is a member of the investment research team reporting to the Chief … more
- M&T Bank (Radnor, PA)
- …working effectively within a team environment **Education and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- TD Bank (Hartford, CT)
- …**Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship Manager to provide comprehensive investment ... sophisticated investment products to HNW clients. The Investment Advisor will utilize their technical investment ...junior staff **Education & Experience:** + 4-year degree required, MBA or advanced degree preferred + Preferred a minimum… more
- WTW (Stamford, CT)
- …**The Requirements** + Undergraduate degree required; relevant professional qualifications such as CFA , FSA, MSc, and MBA are preferred + Five or ... efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include:… 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
- 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
- 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
- Federal Reserve Bank (Newark, NJ)
- …or Deputy CIO position of a Pension Fund, endowment or foundation. + MBA , CFA and/or CPA degree/certifications are highly desirable. **Competencies** + ... **Company** Federal Reserve Bank of Atlanta The SVP, Chief Investment Officer for the Office of Employee Benefits (OEB)...role - to model expectations and to support the investment team. Additionally, occasional presence in the Atlanta Bank… more
- Aramco Services Company (Palo Alto, CA)
- …or equivalent is considered given technical experience and capability. Post-graduate qualification ie, MBA , CFA or equivalent desired. + Minimum seven (7) years' ... OVERVIEW: Aramco's regional investment teams are responsible for identifying and executing...teams are responsible for identifying and executing opportunities for investment in North America, Europe and globally. The teams… more