- Principal Financial Group (San Francisco, CA)
- …+ Understanding of institutional investment processes (search/selection, due diligence, reporting). + CFA Level I or progress preferred but not required. + FINRA ... licensing including SIE or equivalent, series 7 and series 63 required within 6 months + Must be able to attend to and prioritize day-to-day demands while maintaining a strategic, analytical focus. **Salary Range Information** Salary ranges below reflect… more
- JPMorgan Chase (Irvine, CA)
- …the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical thinking ... to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with… more
- Deloitte (Costa Mesa, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or… more
- Deloitte (Los Angeles, CA)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of… more
- Deloitte (San Jose, CA)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or MAcc + Mid-Level to ... Advanced skills in MS Project, Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to effectively handle multiple, competing priorities + Experience in coaching and mentoring junior colleagues + Self-starter with demonstrated… more
- Deloitte (San Jose, CA)
- …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Certified Change Management Professional (CCMP) + Certified Business Analysis Professional (CBAP) + Procurement/Legal Procurement or SAS(R) Certified Data Scientist. + Paralegal Certification with a 4-year degree + Other Technical Certifications: + Six Sigma… more
- Deloitte (Los Angeles, CA)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or… more
- Nuveen Investments (San Francisco, CA)
- …and/or structured credit industry + Bachelor's degree from an accredited four-year university; CFA , MBA (or progress toward) a plus + Strong understanding of BSL ... CLOs + Entrepreneurial mindset and strong client service and sales orientation + Excellent written communication skills, keen attention to detail and organizational prowess + Experience analyzing and synthesizing attribution in written and verbal format +… more
- San Jose State University (San Jose, CA)
- …Faculty - Tenured/Tenure-Track Location: San Jose Categories: Unit 3 - CFA - California Faculty Association, Probationary, Tenured/Tenure-Track, Full Time, Faculty - ... Engineering Position Rank and Title: Tenure-track Assistant Professor School/Department Name: Engineering/Computer Engineering Compensation: Commensurate with qualifications, experience, and rank as established by the CSU Salary Schedule… more
- Robert Half Accountemps (San Leandro, CA)
- …degree in Finance, Accounting, Economics, or related field (advanced degrees or certifications like CFA or CPA are a plus). + 2-5 years of financial analysis or ... related experience preferred. + Proficient in Microsoft Excel (pivot tables, VLOOKUPs, financial modeling, etc.) and financial software systems (eg, SAP, Oracle, or Hyperion). + Exceptional analytical and problem-solving skills with attention to detail. +… more