- CalSTRS (Sacramento, CA)
- …an investment environment + Experience leading, coaching or managing staff + CFA certification preferred + Strong interpersonal and mentoring skills + Knowledge of ... certification in one of the following designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM),… more
- Columbia Bank (Los Angeles, CA)
- …as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... to make critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel The pay range for this role… more
- Nuveen Investments (Sherman Oaks, CA)
- …Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and ... increase your base salary upon successful completion; preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative… more
- CalSTRS (Sacramento, CA)
- …a related field + Possession of an advanced degree or certification as a CFA , CAIA, or related + Real estate investment experience + Experience evaluating general ... An incumbent who possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential. Every 12 months, based… more
- Lumen (Sacramento, CA)
- …Reviews (PMRs). *Compliance & Documentation Support: Develop and execute a CFA -compliant EVMS reports. Ensure adherence to internal controls and federal regulations. ... and SAP S/4HANA EVMS platforms *Deep understanding of ANSI/EIA-748 and CFA certification requirements *Professional certifications (eg, PMP, EVMS, CPA, CPCM) are… more
- City National Bank (Los Angeles, CA)
- …66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) ... * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital… more
- JPMorgan Chase (San Francisco, CA)
- …in the Enterprise Software sector Preferred Qualifications, Capabilities and Skills: + CFA charterholder or progress towards CFA + Some coding capabilities ... - eg, VBA, Python JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP… more
- Wellington (San Francisco, CA)
- …to learn + Series 7 & 63 + Proficient in Salesforce, Excel, and Outlook + CFA or CAIA additive but not required Not sure you meet 100% of our qualifications? That's ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Wellington (San Francisco, CA)
- …preferred + Bachelor's degree required; advanced degree or progress toward CAIA, CFA , or MBA preferred **Career Development** At Wellington Management, you won't ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Oracle (Sacramento, CA)
- …finance, accounting or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically data tables, ... pivot tables, sensitivity analysis and macros + Advanced PowerPoint - ability to develop presentation materials under time constraint + Strong analytical and problem-solving skills + Strong written and oral communications with level of details appropriate… more