- TD Bank (New York, NY)
- …a person with passion in these areas. **Depth & Scope:** + Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and ... & Experience:** + Undergraduate degree + Holds or is working towards a CFA designation preferred for publishing analysts and associates + Masters or PhD preferred… more
- TIAA (Ithaca, NY)
- …Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the ... CFP or CFA certification, TIAA will cover the cost of obtaining...preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC Related Skills Business Development, Client Relationship Management,… more
- JPMorgan Chase (New York, NY)
- …skills, as well as modelling, forecasting, and valuation experience + Advanced level of proficiency in Excel + Ability to multi-task and collaborate within ... team environment as well as work independently + High level of organizational skills, excellent attention to detail, and...Stores, Specialty Softlines & Leisure sector Preferred qualifications: + CFA charterholder or progress towards CFA +… more
- Truist (New York, NY)
- …clients. Responsible for developing and deepening client relationships through needs-based, high- level client service and through delivery of the full suite of ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the...Business, Finance or Economics + CFP preferred or CTFA, CFA , CPA, JD or MBA + Completion or enrollment… more
- Citigroup (New York, NY)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... topics: + 6-10 years of relevant experience . Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective verbal, written and negotiation… more
- Wellington (New York, NY)
- …relationship skills, demonstrated analytical and writing skills, effective communication skills, a high level of attention to detail, and is likely to have at least ... Prior experience in a related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of our qualifications? That's ok. If… more
- JPMorgan Chase (New York, NY)
- …modeling, and valuation with knowledge of relative value highly desired + Intermediate-to-Advanced level of proficiency in Excel and Power Point + Strong written and ... of loan and CDS markets are a plus, not required + A CFA , or progress toward a CFA is a plus, not required **Credit Portfolio Group - Lending** The Credit… more
- City National Bank (New York, NY)
- …such as Tableau or Power BI a plus * Relevant certifications such as CFA , FRM a plus * Investment Management experience preferred * Strong interpersonal and ... uncertainty well, and are able to simplify complexity * CFA , CAIA, and/or MBA or progress is encouraged, but...has been designed to indicate the general nature and level of work performed by employees within this classification.… more
- Synchrony (New York, NY)
- …a good understanding of process risk and control framework + Experience with account level database such as these internal database(ie RDG, CDCI, ALP 2.0 and CLBP2) ... and other techniques + Master's Degree desired with quantitative underpinning, MBA, CFA , CAS or SOA exams, or other relevant certifications or designations +… more
- Travelers Insurance Company (New York, NY)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary management system to ... severity/ complexity protocols that should be transferred to another level of claim professional and refers on a timely...preferred. + 5 years business experience preferred. + Advanced level knowledge and skill in claim and litigation. +… more
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