- JPMorgan Chase (New York, NY)
- …and contribute to a fast-paced agenda. Additional certifications such as CFA , CFP, or CMT are advantageous. **Key Responsibilities:** + Support cross-functional ... management, or related financial services roles is preferred. + Additional certifications ( CFA , CFP, CMT) are a plus. + Proficiency in data analytics, Excel,… more
- City National Bank (New York, NY)
- …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
- Zurich NA (New York, NY)
- …degree in Business Administration, Economics, Finance, Law or Accounting OR a professional certification; CFA / CP A if the undergraduate degree is not in one of the ... / excellence. + Graduate degree in Finance, Business, Economics, Law or completed either CFA or CAIA or both. The pay range shown is a national average and… more
- IAHD-Institute for Applied Human Dynamics (Bronx, NY)
- …Plan and interdisciplinary Team meetings. + Monitor and review habilitation plans, CFA 's, Life Plans, and documentation for accuracy, quality, and compliance. + ... run reports and track deadlines to maintain compliance. + Attend Life Plan and CFA meetings; advocate for individuals when the Day Hab Coordinator is unavailable +… more
- JPMorgan Chase (New York, NY)
- …mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP, etc.) **QUALIFICATIONS** + 8+ years of experience in ... mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP, etc.) JPMorganChase, one of the oldest financial… more
- Wellington (New York, NY)
- …would be preferred. Advanced degrees, language skills, and/or progress towards the CFA designation are viewed favorably. The candidate must be able to work ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree + Holds or is working towards a CFA designation preferred for publishing analysts and associates + Masters or PhD preferred ... a higher degree in a life science-related field (PhD and/or MD) + MBA or CFA a plus + Outstanding analytical skills. Ability to do deep primary research, analyze and… more
- Wellington (New York, NY)
- …perspective. * An undergraduate degree with a strong academic record; MBA/MSF and CFA /CAIA are preferred. **LOCATION** The Fixed Income Credit Analyst may be based ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Rise Life Services (Riverhead, NY)
- …all parties the Individual deems necessary to partake in their Life Plan/ CFA ; Maintains active target dates on the Residential Habilitation Plan/LRO/SRO necessary ... for service delivery + Coordinates the implementation of Residential Habilitation Goals LRO/SRO, including staff assignments for goal-related activities, data collection, progress notes, billing requirements. + Works collaboratively with clinical department… more
- AECOM (New York, NY)
- …to travel as needed for client engagements. + Professional certifications such as CFA , CPA, PMP, or equivalent are a plus. Preferred candidates will possess the ... following skills, experience or attributes: + **Strong Core Consulting Skills:** C-suite level client experience, problem decomposition, solution framework development, data-driven insight generation, strong engagement leadership and management, impeccable… more