- Citigroup (New York, NY)
- …Strong academic record + Bachelor's/University degree, Master's degree preferred + CFA preferred + Excellent written and verbal communication skills and ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
- Deloitte (New York, NY)
- …Manager in our Private Wealth Tax practice, you will perform high- level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
- BlackRock (New York, NY)
- …New York. This role combines engagement with portfolio managers at the strategy level and oversight of aggregate risk exposures across the BlackRock platform. The ... with curiosity for new approaches and tools. + Interest in pursuing FRM or CFA designation (or progress toward certification). For New York, NY Only the salary range… more
- Banc of California (New York, NY)
- …performance, as required. + Provide guidance for and mentoring of junior level team members assisting in the underwriting and compliance processes. + Prepare ... per quarter when/if necessary. + Proficient in Microsoft Office, especially Excel. + CPA, CFA or MBA. **HOW WE'LL SUPPORT YOU** + **Financial Security:** You will be… more
- JPMorgan Chase (New York, NY)
- …functions to provide you with the opportunity to take your career to the next level . As an Investment Specialist in the US Private Bank, you are responsible for ... financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to… more
- JPMorgan Chase (New York, NY)
- …communication skills, including modeling, forecasting, and valuation experience + High level of organizational skills and attention to detail, with proven team ... management ability + FINRA Series 86 and Series 87 licenses and/or CFA + Ability to collaborate effectively across Global Research + Embrace technology to drive… more
- Pearson (Albany, NY)
- …degree in Finance, Accounting, Economics, or a related field; an MBA, CPA, or CFA is highly preferred. + A minimum of 10 years of progressively responsible financial ... by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii,… more
- Citigroup (New York, NY)
- …/ University Degree required. Master's Degree in Business or Finance, or CFA preferred. **Job Family Group:** Product Management and Development **Job Family:** ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
- SMBC (New York, NY)
- …and Skills** Minimum 3 full years of experience at the analyst level in an investment banking group or other similar experience. Demonstrated ability ... Preferred MA/ MS/ MBA. Licenses, Certifications, Registrations Series 63 and 79 required. CFA a plus. Language Skills Strong written and verbal English and Spanish… more
- Athene (New York, NY)
- …a plus + Bachelor's degree required; advanced degree and/or professional designation ( CFA , FRM) preferred $165,360.00 - $248,040.00 USD Annual Annual Salary for this ... 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
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