- 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...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- CIBC (Boston, MA)
- …business related field. Advanced degree or designation preferred (eg, MBA , CFA ) + Proven experience in investment management, risk assessment and compliance ... CIBC.com (https://www.cibc.com/en/about-cibc.html) CIBC Private Wealth Management ("PW") conducts an investment advisory and fiduciary business, which focuses primarily on… 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
- 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)
- …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
- Ascension Health (St. Louis, MO)
- …with two to four years of financial investment experience preferred. A CPA, MBA and/or CFA candidate is preferred. **Why Join Our Team** Ascension associates ... **Details** + **Department:** Ascension Investment Management (AIM) + **Schedule:** 8-hour day shift,...**POSITION SUMMARY:** The Senior Accountant reports to the Director, Investment Operations, and supports the Manager, Investment … more
- FM Global (Waltham, MA)
- …managers on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO),… more
- FM Global (Waltham, MA)
- …managers on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO),… more
- USAA (Plano, TX)
- …preferred. + Certification: Industry certification such as Chartered Financial Analyst ( CFA ) certification and or Chartered Alternative Investment Analyst (CAIA) ... calendar year. Accountable for oversight and direction of the investment strategy, investment governance, and investment operations for USAA institutional… more
- T. Rowe Price (Baltimore, MD)
- …influence peers without direct Supervisory oversight + Completion of or progress towards a CFA or MBA + Intellectually curious and ability to apply critical ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...your career with us. About this Role: The Multi-Asset Investment Liaison acts to support the investment … 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. + One to three years (1-3) ... Investment Analyst (1088)Aramco VenturesPalo Alto, CA - Full Time Overview: The Investment Analyst supports deal leads and investment managers in performing… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Insurance Fund, State Title Chief Investment Risk Officer Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit M/C - ... least ten years' experience at an insurance company overseeing and managing investment risk; OR ten years' experience managing Investment RiskPreferred… more
- JPMorgan Chase (New York, NY)
- …Skills, and Capabilities:** + Working knowledge of Python & Matlab is a plus + MBA or CFA designation is preferred JPMorgan Chase & Co., one of the ... a Portfolio Manager and be a part of the Retirement Plan Investment Group, within the Chief Investment Office, is responsible for managing and advising on ~ $80… more
- Citigroup (San Francisco, CA)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... 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
- Morgan Stanley (Alpharetta, GA)
- …is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With ... visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner… more
- Neuberger Berman (Chicago, IL)
- …into actionable investment ideas. + Strong accounting and financial modeling experience required; CFA or MBA preferred. + Candidate must obtain Series 7 & 66 ... We are seeking an experienced and proactive Research Analyst to join our Non- Investment Grade Credit platform. Our goal is to further deepen our research resources… more
- BlackRock (New York, NY)
- …years of financial services experience, preferably in a client service/business development role; CFA /CAIA/ MBA a plus + Ability to clearly articulate ideas, both ... sits within BlackRock's Multi-Asset Strategies & Solutions (MASS) business, the investment group at the heart of BlackRock's portfolio construction, asset allocation… 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 ... portfolio management. Provides reporting and portfolio analytics to Wealth & Investment leadership. May assist with client contact as needed. Basic Qualifications:… more
- Morgan Stanley (New York, NY)
- …ability to perform under pressure and tight deadlines - Bachelor's degree required; an MBA and/or CFA designation would be an asset. Relevant degree in Business ... Stanley is a leading global services firm providing a wide range of investment banking, securities, investment management and wealth management services. The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cannot be applied * Required: Series 7 * Preferred: CAIA, CFP, CFA , or MBA **Job:** Business Development **Primary Location:** US-FL-St. Petersburg-Saint ... this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with the ultimate objective… more