- Scotiabank (New York, NY)
- …in Business, Finance, Accounting, or equivalent + Master's degree, MBA, CFA , or other relevant professional designation/experience + Proficient industry knowledge, ... particularly industry-specific (fund finance, subscription finance) products. + Demonstrate ability to lead the underwriting process and close transactions independently + Strong written and verbal communication skills + Financial modelling skills and… more
- SMBC (New York, NY)
- …finance. Undergraduate degree in Finance, Business Administration or related fields. MBA/ CFA or other professional qualification preferred. + Experience to handle ... individual accounts / deals is highly regarded. + Capability to take a standard corporate transaction from inception to approval, with some guidance and supervision where appropriate. + Ability to manage significant deal volume in a fast-paced environment and… more
- National Association of Insurance Commissioners (NY)
- …(BA) in Finance, Economics or equivalent is required. Master's degree (MA), MBA and/or CFA charter preferred. Related experience of at least 5 or more years; ideally ... at least 2 to 5 years of credit/portfolio analysis, asset management, or equivalent combination of education and experience. + Knowledge of capital markets required; knowledge of insurance industry, statutory accounting and risk-based capital preferred.… more
- City National Bank (New York, NY)
- …Word, Excel, Power Point, etc. *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7: General Securities Rep * ... Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong computer skills with knowledge in basic software programs like Word, Excel,… more
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA , or CFP preferred + Proven sales success and strong business acumen + ... Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, Skills** + Proactive, takes… more
- SUNY Brockport (Brockport, NY)
- …and finance + Professional accounting or finance certifications such as the CPA, CMA, CFA , EA + Experience with or knowledge of data analytics + Record of ... high-quality teaching at the undergraduate or graduate level + Willingness to work with students outside the classroom on impactful engagement such as the CASH VITA program and student-managed investment fund ADDITIONAL INFORMATION Work Schedule: Variable… more
- SMBC (New York, NY)
- …Master's degree in Finance, Economics, or related field. + Certifications such as CFA , FRM, or Agile BA are a plus. **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… more
- PNC (Buffalo, NY)
- …qualifications: - Client engagement skills - Investment skills and experience - CFP, CFA , or CIMA credentials - In-depth investment knowledge needed - Able and ... willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client.… more
- Scotiabank (New York, NY)
- …+ Bachelor's degree from an accredited university in finance, accounting, or related field. MBA/CPA/ CFA or other industry designation is a plus. + 8 - 10 years of ... experience in Investment Banking, Loan Syndications or Capital Markets-related field. + Accounting knowledge and experience in credit analysis required. + Proven ability to successfully win mandates and serve client relationships. + Deal execution skills,… more
- Bloomberg (New York, NY)
- …* Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred). * 5-8 years of experience in finance, FP&A, or marketing finance; ... experience supporting a marketing function is strongly preferred. * Proven expertise in financial modeling, forecasting, and ROI analysis supporting a Marketing department. * Familiarity with marketing performance metrics (eg conversion rates, media efficiency… more