• Equity Research, Senior Analyst - Aerospace…

    Wells Fargo (New York, NY)
    …**Desired Qualifications:** + BS/BA or higher + An active Chartered Financial Analyst ( CFA ) designation + Direct sell-side experience covering Aerospace & ... role:** Wells Fargo is seeking a Senior Equity Research Analyst in the Aerospace & Defense sector. Learn more...institutional investor client base via consistent dialogue. The Senior Analyst will build strong relationships not only with Equity… more
    Wells Fargo (08/20/25)
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  • Investment Banking - Investment Grade Finance…

    JPMorgan Chase (New York, NY)
    …deliverables **Preferred qualifications, capabilities, and skills:** + Chartered Financial Analyst (" CFA "), Certified Public Accountant ("CPA"), Chartered ... We are seeking an experienced Analyst to join our industry-leading Investment Grade Finance...join our industry-leading Investment Grade Finance team. As an Analyst in Investment Grade Finance (IGF), you will function… more
    JPMorgan Chase (05/30/25)
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  • Equity Analyst Senior

    City National Bank (New York, NY)
    …of financial modeling skills and proficiency in valuation methodologies * Chartered Financial Analyst ( CFA ) charterholder certification * FINRA Series 7 and 63 ... *SENIOR EQUITY SECTOR ANALYST * *OPPORTUNITY OVERVIEW* This position serves as a...*OPPORTUNITY OVERVIEW* This position serves as a lead sector analyst within our equity research team, responsible for developing… more
    City National Bank (08/07/25)
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  • Senior Quantitative Analyst

    New York State Civil Service (New York, NY)
    …in finance or a quantitative discipline, or possess the Chartered Financial Analyst ( CFA ) credential* Experience with portfolio management software* Five years ... NY HELP No Agency Insurance Fund, State Title Senior Quantitative Analyst Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit M/C -… more
    New York State Civil Service (07/31/25)
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  • Senior Treasury Asset Liability Management (ALM)…

    M&T Bank (Buffalo, NY)
    …and Experience Preferred:** + Master's degree in Business Administration (MBA)/Chartered Financial Analyst ( CFA ) + 2 or more years' proven Asset/Liability ... experience + Andrew Davidson & Co (AdCo) or related software experience + Experience in mathematical modeling of financial instruments + Knowledge of bank products and services + Proficiency in data analytics + Proven ability to work well in a fast-paced,… more
    M&T Bank (08/15/25)
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  • Equity Research Analyst , Smid/Mid…

    Wellington (New York, NY)
    …in a collaborative, team-based, results-oriented environment * Strong academic credentials, MBA/ CFA preferred. **LOCATION** The Equity Research Analyst , SMID/Mid ... Role** **THE POSITION** We are currently seeking to recruit an Equity Research Analyst ( Analyst ) to join our established SMID/MID Opportunistic Value (OppValue)… more
    Wellington (07/11/25)
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  • Investment Consultant

    City National Bank (New York, NY)
    …63 or 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… more
    City National Bank (08/22/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …(CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst ( CFA ) (preferred) + Licensed Attorney/JD (varies by state) ... (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric approach + Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise + Demonstrated… more
    KeyBank (07/18/25)
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  • Vice President, Commercial Rating & Underwriting

    American Express (New York, NY)
    …Graduate degree with a finance or business emphasis, or Chartered Financial Analyst ( CFA ) designation, is preferred **Qualifications** Salary Range: $185,000.00 ... to $260,000.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you… more
    American Express (08/21/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …- Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst ( CFA ) a plus + 15+ years of relevant work ... experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts and insurance product positioning + Ability to think strategically and… more
    Citigroup (08/16/25)
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