- Fidelity TalentSource LLC (Merrimack, NH)
- …Debt, BDC s and Direct Lending; liquid alternatives a plusBachelor s Degree required; MBA and/or CFA strongly desiredSeries 7 and 63 The TeamThe Investment ... will cultivate relationships with the research teams and field offices of investment consultants to elevate Fidelity s institutional brand and develop conviction in… more
- Fidelity TalentSource LLC (Boston, MA)
- …years investment industry experience or equivalentBachelor s Degree RequiredProgress towards MBA or CFA preferredYou have proven time management skills and ... with Sales and Client Teams? As part of the Investment Services Support team, your input and analysis may...401k participants retire and live well in their retirement.The investment analyst is critical to ensuring that all of… more
- WSFS Bank (Philadelphia, PA)
- …accounting firm, estate planning firmAdvanced degree, either CFA or MBA , preferredSeries 65 required Thorough knowledge of investment and portfolio ... responsible for working with individuals and institutions to formulate investment plans which are then documented on the ...investment plans which are then documented on the Investment Policy Statement (IPS) and utilizes a broad-based knowledge… more
- Fidelity TalentSource LLC (Boston, MA)
- …equity performance reporting and benchmarkingBachelor s Degree or equivalent experience required; MBA or CFA optionalExperience in or working with professionals ... retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions.… 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 ... range of Fidelity Digital Asset Managment s (FDAM) crypto and digital asset investment strategies and products. This role will cover existing single and multi-token… more
- Fidelity TalentSource LLC (Boston, MA)
- …a digestible manor to senior audiences with poise and confidence.Strong educational credentials: CFA , MBA or equivalent graduate degree preferred.Series 7 & 63 ... and advocacy of Fidelity Digital Asset Management's (FDAM) digital asset investment products. This role involves creating, implementing, and overseeing the design… more
- Fidelity TalentSource LLC (Merrimack, NH)
- … investment -related experienceUndergraduate degree required with progress toward MBA / CFA preferredDemonstrated interest in investing and capital marketsStrong ... in fixed income assets managed by a staff of roughly 200 investment professionals.\u00A0 At Fidelity, we combine fundamental research on domestic and international… 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...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
- Huntington National Bank (Columbus, OH)
- …Prior experience running mutual funds or centrally managed portfolios Preferred Qualifications: + MBA / CFA or other professional designation or w orking towards a ... Description Summary: The Wealth & Investment Strategy Manager manages "strategies" of stocks, bonds,...professional designation associated with the financial management industry (CFP, CFA , CTFA, CMT, etc.) #privatebank Exempt Status: (Yes =… 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
- Truist (Dallas, TX)
- …of the registrations and licenses required for this position. Preferred Qualifications: MBA / CFA and/or equivalent professional designation Combination of buy and ... States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to… more
- Hackensack Meridian Health (Edison, NJ)
- …Knowledge, Skills and Abilities Preferred: + Master of Business Administration ( MBA ); Chartered Financial Analyst ( CFA ); and/or progress toward advanced ... of Manager Selection and working closely with the Chief Investment Officer and other team members, the Investment... Investment Officer and other team members, the Investment Manager is responsible for sourcing and maintaining a… 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
