- Creative Financial Staffing (Westerville, OH)
- …Bachelor's degree in Finance, Accounting, Economics, or related fields. An MBA or CFA qualification is advantageous. Demonstrate a proven track record as a Financial ... Analyst, ideally in a senior capacity. Exhibit advanced expertise in financial modeling, data analysis, and financial reporting tools. Possess an in-depth understanding of accounting principles, financial regulations, and industry best practices. Excel in… more
- Fidelity TalentSource LLC (Denver, CO)
- …helpfulA Bachelor s Degree is preferred, but is not a requirementA CFP\u00AE or CFA \u00AE certification is a plus The Purpose of Your RoleThis position delivers an ... helpfulA Bachelor s Degree is preferred, but is not a requirementA CFP\u00AE or CFA \u00AE certification is a plus The Purpose of Your RoleThis position delivers an… more
- Reynolds Consumer Products Inc. (Lake Forest, IL)
- …logically and systematically.Icing on the cake: MBA and/or Professional certification (CPA/ CFA ) + relevant experience.CPG and SAP experience.Want to know more? Check ... out our website or connect with us on LinkedIn! Apply today to join a fast-growing innovative company! Not a good fit but know someone who is? Please refer them! Local candidates only, no relocation assistance available #LI-Hybrid more
- Reynolds Consumer Products Inc. (Lake Forest, IL)
- …an executive level.Icing on the cake: Advanced Degree (EG. CPA, MBA, CFA , etc.).Exposure to CPG/Public Accounting and/or Manufacturing environment.Want to know more? ... Check out our website or connect with us on LinkedIn! Apply today to join a fast-growing innovative company! Not a good fit but know someone who is? Please refer them! Local candidates only, no relocation assistance available #LI-Hybrid more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …SummaryThe Certified Surgical Assistant (SA-C) / Certified First Assistant (CST/ CFA ) performs First Assist responsibilities in accordance with the Association ... School Diploma or GED. Must meet and fulfill the SA-C or CST/ CFA job description qualifications and competencies.Minimum Experience: Two (2) years First… more
- WSFS Bank (Philadelphia, PA)
- …organization, eg, consultancy, accounting firm, estate planning firmAdvanced degree, either CFA or MBA, preferredSeries 65 required Thorough knowledge of investment ... and portfolio management theory, along with a fundamental knowledge of financial planning principlesMust have knowledge of fiduciary, tax, and other regulations impacting the investment management functionMust have knowledge, understanding, and application of… more
- Fidelity TalentSource LLC (Boston, MA)
- …years of experience in Computer Science, Mathematics, Engineering, or equivalentProgress towards CFA (or equivalent) a plus The TeamThe Quant Development team is ... part of Asset Management s Quantitative Research & Investment Technology group. We partner with Asset Management s Advance Strategies and Research team on cutting edge projects including systematic investment strategies, portfolio construction, risk… more
- Fidelity TalentSource LLC (Boston, MA)
- …and benchmarkingBachelor s Degree or equivalent experience required; MBA or CFA optionalExperience in or working with professionals in investment management and ... supporting functions The Skills You BringExperience with owning outcomes and driving solutionsStrong interpersonal and relationship building skills that enable you to engage cross-functionallySubject matter depth and operations process expertiseAbility to… more
- Fidelity TalentSource LLC (Boston, MA)
- …channels and their specific client needs and competitor sets.Strong educational credentials: CFA , MBA or equivalent graduate degree preferred.Series 7 & 63 licenses ... (can be obtained while in role). The TeamFidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelity s retail customers and intermediary and institutional… more
- Fidelity TalentSource LLC (Boston, MA)
- …travel to meet with external portfolio managers.Advanced degree, CFA or CAIA preferred LocationBoston, MassachusettsCertifications:Company Overview Fidelity ... Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we… more
- Fidelity TalentSource LLC (Boston, MA)
- …quantitative discipline is helpful5+ years of experience in a data and/or operational role. CFA designation or working towards one a plus The Team:The role is part ... of the PAG group, which is an integral part of the Quantitative Research and Investing (QRI) division within Asset Management. The PAG team leads all aspects of production processes, data integrity and end-to-end support for portfolio management, risk models… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Direct Lending; liquid alternatives a plusBachelor s Degree required; MBA and/or CFA strongly desiredSeries 7 and 63 The TeamThe Investment Consultant Relations (CR) ... group sits within Fidelity Institutional, which is a business unit dedicated to the distribution of Fidelity s equity, fixed-income, alternatives, high-income and global asset allocation investment capabilities to institutional channels. This role joins a team… more
- Fidelity TalentSource LLC (Boston, MA)
- …instruments.Knowledge of relational databases and experience writing complex SQL queriesA CFA or progress towards is strongly preferred.You have a strong focus ... on execution and identify, communicate, and remove impediments to progress for your teamsYou are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teamsYou establish and… more
- Fidelity TalentSource LLC (Boston, MA)
- …Skills You Bring Bachelor s degree required Advanced degree or designation (CFP, CFA ) a plusSeries 7 + 63 registrations required10 years + industry experienceClient ... facing experience required Business development a plusKnowledge of Fidelity systems (Focus Point, FBSI, SalesForce) and various Fidelity business unitsStrategic, creative and marketing-like mindsetConfident, effective communicator with ability to profile and… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …& Brokerage) at leading wealth management firmsAbility to travel up to 50% CFA or CIMA preferred.5+ years investment management experienceSeries 7 and 63 licenses ... required The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wire houses, regionals and independent broker/dealers, bank, trust companies, and insurance… more
- Fidelity TalentSource LLC (Boston, MA)
- …manor to senior audiences with poise and confidence.Strong educational credentials: CFA , MBA or equivalent graduate degree preferred.Series 7 & 63 licenses ... (can be obtained while in role). The TeamFidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelity s retail customers and intermediary and institutional… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …income investment-related experienceUndergraduate degree required with progress toward MBA/ CFA preferredDemonstrated interest in investing and capital marketsStrong ... analytical ability along with excellent communication skillsAbility to multi-task in a fast-paced environment with a constant focus on accuracyTeam player who is flexible, willing to pitch-in where needed, be familiar with front-to-back office operations, and… more
- Fidelity TalentSource LLC (Boston, MA)
- …or higher in computer science, mathematics, or a related field. Progress towards CFA (or equivalent) a plus3+ years of hands-on experience as a quantitative ... developer developing financial models and software solutionsSolid software development skills including experience in R, Python and SQL. Knowledge of Database design and query optimization a plusFull stack software engineering experience, with proven… more
- WSFS Bank (Wilmington, DE)
- …and managersMinimum Qualifications: Bachelor's degree in Finance, Accounting or Economics; MBA/CPA/ CFA a plus but not required 10-15 years FP&A experience; 5-7 ... years of management experience, financial services preferredExcellent knowledge of Microsoft Excel, PowerPoint, and business modeling toolsProficient in Oracle GL and Oracle Smartview (Essbase/Hyperion) with prior experience working with multi-dimensional… more
- Fidelity TalentSource LLC (Boston, MA)
- …investment industry experience or equivalentBachelor s Degree RequiredProgress towards MBA or CFA preferredYou have proven time management skills and are a hard ... worker.Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths.You have outstanding communication skills both oral and writtenYou have strong organizational skills and an ability to juggle multiple projects… more
