- Citigroup (San Francisco, CA)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... 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
- Robert Half Finance & Accounting (Minneapolis, MN)
- …business intelligence tools such as Tableau and CAS + Progress towards investment -related certifications like CFA Opportunity awaits a skilled professional who ... Description Our client, an institutional investment manager in the Twin Cities is seeking...analytical-minded individual for a direct hire role as an Investment Portfolio Analyst. This role is integral to the… more
- MassMutual (New York, NY)
- …+ Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus! + CPA or CFA progress towards preferred + ... ** Investment Accountant Data Analyst - Advanced** ** Investment Controllership** **Full-Time** **Boston, MA or New York, NY** **About the Corporate Controller… more
- Manulife (Boston, MA)
- …is required. + A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management ( CFA ) designation is desirable. + 3 plus years of ... Asset Management Segment of Manulife Financial. The General Account Group handles investment portfolios related to the insurance business, and the Wealth and Asset… more
- 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...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …related field. . Prior investment experience strongly preferred: . Zero to two years' investment experiences with MBA or CFA desired . One to four years' ... the management of fixed income assets through proactive partnership and skilled investment support. Handles investment management, client service, and reporting… more
- Xcel Energy (Minneapolis, MN)
- …Reporting **Note:** Candidates with a master's degree or certification such as CPA, CMA, CFA , etc. or investment banking or public accounting background may be ... working with SAP highly desirable. **Preferred Qualifications** + Advisory firm, investment banking, public accounting and/or other relevant experience. + Experience… more
- Xcel Energy (Minneapolis, MN)
- …analysis. **Note:** Candidates with a Master's Degree or certification such as CPA, CMA, CFA , etc or investment banking or public accounting background may be ... granted years of experience to reach the 4-year minimum. + Intermediate skills with Microsoft Office applications required. + Ability to communicate effectively in writing and verbally. + Demonstrated skills in analysis, problem solving, customer service, and… more
- First Horizon Bank (Knoxville, TN)
- …responsible for reviewing and approving Investment Risk Questionnaires and Investment Policy Statements. **Qualifications Include** - CFA charter holder, or ... $13 billion of fiduciary assets. We are seeking an investment professional who is comfortable working under pressure in...interact with clients. The Senior Portfolio Strategist oversees the investment of trust assets. This position reports to the… more
- CalSTRS (Sacramento, CA)
- …certification in one of the following designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager ... collaborate with other Private Equity Portfolio Managers and the broader CalSTRS Investment Office leaders to engage in projects ranging from evaluation of… more
- Wellington (Boston, MA)
- …communication skills * Strong academic credentials: post-graduate degree and/or FRM/ CFA /CAIA preferred **LOCATION** The Investment Risk Manager, Alternatives ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...2-5 years of relevant experience and progress towards the CFA are preferred * A university degree with very… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...business intelligence tools and data architecture. - Completion of CFA \#LI-CF1 Not sure you meet 100% of our… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...academic credentials: post-graduate degree in a quantitative field and/or FRM/ CFA /CAIA preferred \#LI-AT1 Not sure you meet 100% of… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...consultancy desirable but not required * An MBA and/or CFA is desirable but not required * Strong critical… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...oral and interpersonal communication skills. * Strong academic credentials. CFA progression is a plus. * Preferred but not… more
- Truist (Mclean, VA)
- …shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers ... and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.… more
- Wellington (Boston, MA)
- …degree or CFA /CAIA are additive though not required. **LOCATION** The Investment Director will ideally be based in Wellington's Global Headquarters in Boston, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Wealth & Investment Strategy Manager manages "strategies" of stocks, bonds, funds or a combination of those in a Team Managed format for ... retirement plan services or other strategy, as assigned by the Chief Investment Office. + Completes effective and understandable research as assigned within the… more
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