• Tax Senior - Banking & Capital Markets

    Deloitte (New York, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services . Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Certified Financial Accountant ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (08/18/25)
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  • Tax Senior - Insurance Tax

    Deloitte (New York, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services. Qualifications Required + Ability to ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (08/18/25)
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  • Senior Software Engineer - Core Financial…

    Bloomberg (New York, NY)
    …internal systems have access to accurate, transparent, and real-time market data. The CFA department is made up of four specialized teams: The Market Data Analytics ... such as geographic location, work experience, market conditions, education/training and skill level . We offer one of the most comprehensive and generous benefits… more
    Bloomberg (08/16/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst ( CFA ) a plus + 15+ years of relevant work experience, with ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
    Citigroup (08/16/25)
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  • Private Equity and Real Estate Research Analyst…

    Citigroup (New York, NY)
    …accounting, mathematics, statistics, or related field required; master's degree preferred; CFA preferred. + 8-10 years relevant experience in real estate, private ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
    Citigroup (08/15/25)
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  • Senior Portfolio Advisor

    Citigroup (New York, NY)
    …and mediums + Bachelor's Degree required / Master's Degree preferred + CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group:** Private Client ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
    Citigroup (08/14/25)
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  • Lead Derivatives Onboarding Analyst

    Wellington (New York, NY)
    …rolling book of requests, the Lead Analyst is expected to have a high level of impact across the team and key stakeholders groups supporting management in strategic ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (08/14/25)
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  • Fund Finance Solutions, Analyst

    SMBC (New York, NY)
    …its employees. **Role Description** Portfolio and analytical support to the senior level members of the Fund Finance Solutions Department ("FFSD"). Preparation of ... institution. Education: Required: BA / BS Preferred: MA / MS / MBA CFA plus Software Systems / Programming Languages: Microsoft office, Word, Excel, Powerpoint… more
    SMBC (08/13/25)
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  • Senior Data Management Professional - Data Quality…

    Bloomberg (New York, NY)
    …to see: - Master's degree or equivalent experience or certification such as a CFA charter holder or CAIA - Experience with data observability platforms (eg, Great ... such as geographic location, work experience, market conditions, education/training and skill level . We offer one of the most comprehensive and generous benefits… more
    Bloomberg (08/10/25)
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  • Portfolio Strategist, Office of the CIO - C16

    Citigroup (New York, NY)
    …a global team environment + Bachelor's degree required; master's degree or CFA designation preferred **Preferred Characteristics:** + A team player who values ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
    Citigroup (08/09/25)
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