• Senior Private Investment Valuation Analyst

    Wellington (New York, NY)
    …as well as part of a team. The candidate should have either a CFA or MBA designation or should be working toward it. **RESPONSIBILITIES** + Primary valuation ... verbal and written communication skills + Designation or demonstrated progress toward CFA or MBA strongly preferred + Experience with market data providers such… more
    Wellington (11/26/25)
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  • Quality Compliance, Incident Specialist

    AHRC Suffolk (Bohemia, NY)
    …for coordinating the review of billing-related Life Plans/Staff Action Plans, CFA /Hab Plans, and ensuring all documentation meets regulatory standards Salary $20/h ... new documentation requirements as well as eVero and Life Plan/SAP/ CFA /Res Hab training for Program Managers. . Acts as...of assigned caseloads reviewing Staff Action Plans, Life Plans, CFA 's, Hab Plans and Plans of Protective Oversight on… more
    AHRC Suffolk (11/04/25)
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  • Associate, VGE

    Wellington (New York, NY)
    …Independence of thought, high degree of intellectual curiosity, and an entrepreneurial nature + CFA charter holder or progress towards CFA preferred Not sure you ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (10/22/25)
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  • Portfolio Research Support Specialist II (US)

    TD Bank (New York, NY)
    …models using the appropriate software applications **Education & Experience:** + Bachelor's Degree required; CFA / CFA candidate a plus + 4+ years of related ... work experience preferred + In-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas + Demonstrated ability to integrate the broader organizational context into advice and solutions within own area +… more
    TD Bank (01/01/26)
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  • Quantitative Analyst -FRTB

    Motion Recruitment Partners (New York, NY)
    …with FRTB, VaR, and regulatory change adaptation. + Masters or PhD, CPA or CFA preferred if lacking 2+ years of Quantitative experience. + Familiarity with SQL and ... with FRTB, VaR, and regulatory change adaptation. + Masters or PhD, CPA or CFA preferred if lacking 2+ years of Quantitative experience. + Familiarity with SQL and… more
    Motion Recruitment Partners (01/01/26)
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  • Senior Analyst, Privates Compliance

    Wellington (New York, NY)
    …in the legal or compliance space + Bachelor's degree plus professional designation (eg CFA ) a plus + Experience working at a large investment manager with diverse ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (12/23/25)
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  • Investment Analyst II

    Truist (New York, NY)
    …complex projects with minimal supervision. **Preferred Qualifications:** Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] MBA [or ... progress towards MBA] Additional Professional Designations such as CFP(R), CIMA, CAIA The annual base salary for this position is $95,000 - $105,000 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All… more
    Truist (12/19/25)
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  • Equity Research Associate - Software

    Truist (New York, NY)
    …87 and either the Series 86 or a FINRA waiver for those who have completed CFA II. 3. Minimum of 4 years of related work experience 4. Mastery of financial and ... well in a fast-paced, team-oriented environment **Preferred Qualifications:** 1. Working towards CFA Designation. 2. 4+ years of related work related experience -… more
    Truist (12/19/25)
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  • Lead Program Control Consultant - Public Sector

    Lumen (Albany, NY)
    …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
    Lumen (12/10/25)
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  • Senior Liquidity Risk Oversight Analyst

    M&T Bank (Buffalo, NY)
    …with outstanding academic credentials, minimum two years work experience or BA/CPA/ CFA with three-plus years experience. Excellent written and oral communication ... Experience Preferred:** Master's degree in Business Administration (MBA)/Chartered Financial Analyst ( CFA ) 4 or more years' proven Treasury experience Knowledge of… more
    M&T Bank (12/06/25)
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