- KeyBank (Syracuse, NY)
- …+ Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst ( CFA ) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD ... to $175,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for… more
- Deloitte (Jericho, NY)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or MAcc + Mid- Level ... to Advanced skills in MS Project, Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to effectively handle multiple, competing priorities + Experience in coaching and mentoring junior colleagues + Self-starter with… more
- BlackRock (New York, NY)
- …Implementations are high profile initiatives which require team members to have senior level exposure and play an active role in transforming client organizations; a ... the Wealth Management / Private Banking industry, capital markets instruments, and market risk. CFA / FRM a strong plus + Technologically aware to be conversant with… more
- MUFG (New York, NY)
- …: + 5+ years of experience + Bachelor's degree required, MBA and/or CFA a plus + Excellent interpersonal and communication skills + Results driven, with ... employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an… more
- SMBC (New York, NY)
- …preferred. Required: BA / BS Preferred: MA / MS / MBA CFA preferred **Additional Requirements** **Required Skills/Abilities** : Deep understanding of legal documents ... and proficiency in financial analysis. Expected to have highly advanced level of credit experience and execution experience in proposing and negotiating, both… more
- M&T Bank (Buffalo, NY)
- …Demonstrated experience in designing, implementing and operating enterprise level financial performance measurement framework, managing profitability, short-term and ... Preferred:** Advanced degree in Finance, Accounting, or Business Administration CPA/ CFA certifications CMA Experience leading a business/P&L and large teams… more
- WTW (New York, NY)
- …+ Bachelor's degree is mandatory. Progress toward or completion of MBA, CFA , CAIA, or financial engineering qualifications is highly desirable. **Compensation and ... Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and… more
- Athene (New York, NY)
- …Accounting, Economics, or a related field + MBA or Chartered Financial Analyst ( CFA ) or CPA designation are a plus $154,080.00 - $231,120.00 USD Annual Annual ... be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Depending on the… more
- Bank of America (Melville, NY)
- …with high net worth and ultra-high net worth clients. + JD, CPA, MBA, CFA , CIMA, CTFA or CFP preferred. **Skills:** + Business Development + Critical Thinking + ... specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific… more
- Citigroup (New York, NY)
- …+ Bachelor's Degree required/MBA (not required, but preferred) + Professional Certification: CFA , CAIA or FRM (not required, but preferred) **Job Family Group:** ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Anticipated Posting Close Date:** Apr 24, 2025… more
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