- Principal Financial Group (NY)
- …various investment team's GIPS claim of compliance in line with CFA 's Institute's Global Investment Performance Standards and regulatory requirements. + Measure, ... Eagle Investment Performance System + Strong desire for continued education in CIPM, CFA , Master's, and Data Analytic skills + Detailed orientation + Ability to… more
- Neuberger Berman (New York, NY)
- …a plus. + Bachelor's degree required + Progress toward relevant certifications (eg, CFA , CAIA, PMP, Lean/Six Sigma) is a plus. Compensation Details The salary range ... for this role is $100,000-$125,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future.… more
- SMBC (New York, NY)
- …+ Required: BA / BS + Preferred: MA / MS / MBA + CFA preferred **Additional Requirements** SMBC's employees participate in a Hybrid workforce model that provides ... employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work… more
- Neuberger Berman (New York, NY)
- …licenses (required within the first 180 days) + Additional certifications such as MBA, CFA , CFP, or CIMA are beneficial but not required + Proficiency with Microsoft ... Office and prior CRM experience preferred, particularly with Salesforce + Broad knowledge of Wealth Management, financial products, and services + Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities +… more
- Principal Financial Group (New York, NY)
- …credit + Institutional business development track record + Mid-Atlantic territory coverage + CFA and/or MBA + NFA licensing 3 will be required + Excellent oral ... and written communication skills, including interpersonal skills and presentation ability + Strong organization and aim to execute effectively on a large opportunity set and in-depth product knowledge + Ability to find opportunities and view clients'… more
- Banc of California (New York, NY)
- …per quarter when/if necessary. + Proficient in Microsoft Office, especially Excel. + CPA, CFA or MBA. **HOW WE'LL SUPPORT YOU** + **Financial Security:** You will be ... eligible to participate in the company's 401k plan which includes a company match and immediate vesting. + **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability,… more
- SMBC (New York, NY)
- …mathematics, computer science or related field, Master's degree preferred; and MBA/ CFA /FRM/CPA or other professional qualification highly preferred + Manage multiple ... initiatives simultaneously and plan/prioritize appropriately + Lead and drive initiatives through creative thinking and pragmatism + Deep knowledge of statistical/predictive modeling knowledge and techniques + Strong analytical and problem-solving skills +… more
- Principal Financial Group (New York, NY)
- …**Skills That Will Help You Stand Out** + Advanced qualifications (MBA, CFA , CAIA, or actuarial credentials such as ASA/FSA). + Strong communication and ... presentation skills, with the ability to engage credibly with C-suite executives and investment committees. + Strong analytical skills with proven ability to deliver data-driven, creative solutions toclients. + Self-motivated team player who thrives in a… more
- SMBC (New York, NY)
- …Preferred MA/ MS/ MBA. Licenses, Certifications, Registrations Series 63 and 79 required. CFA a plus. Language Skills Strong written and verbal English and Spanish ... communication skills. Portuguese is a plus. Software Systems/ Programming Languages Microsoft Office, Word, Excel, PowerPoint SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as,… more
- SMBC (New York, NY)
- …complete work accurately and in a timely manner against strict deadlines. + CPA, CFA preferred. + Knowledge of MS Office Suite is required. + Knowledge and ... experience working with Intex and Bloomberg and programming tools (Python, C++, MATLAB, VBA, etc.) is preferred. SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC… more
