- First Horizon Bank (Charlotte, NC)
- …excel in a team environment **Education:** + Exceptional educational background required + CFA Level II Candidates and above preferred **About Us** First Horizon ... Analyst is a member of the credit and underwriting team providing a high level of analytical support in identifying and mitigating risks in existing and proposed… more
- Citigroup (Charlotte, NC)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... function, or legal entity at the regional or country level + Leverage a comprehensive expertise to manage a...years of relevant experience . Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension… more
- City National Bank (Charlotte, NC)
- …firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is ... to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of...assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical… more
- TIAA (Durham, NC)
- …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
- Truist (Charlotte, NC)
- …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
- TIAA (Charlotte, NC)
- …3+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 6IC **2+ Years Required, 3+ Years Preferred of the following ... Fund Manager Research + Morningstar Direct or eVestment + CFA designation or demonstrated pursuit of CFA ...+ CFA designation or demonstrated pursuit of CFA **Location:** This position is deemed Hybrid Flex which… more
- First Horizon Bank (Charlotte, NC)
- …Communicate findings, root causes, and risk implications clearly and concisely to executive- level stakeholders. + Monitor and report on the status of remediation ... (IIA) Standards Certification or License required (CIA, CISA, CPA, CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.)....LICENSES, REGISTRATIONS** Certification or License required (CIA, CISA, CPA, CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.)… more
- Principal Financial Group (Charlotte, NC)
- …We are open to hiring either a Director or Managing Director level . See qualifications differences below. Operating at the intersection of financial services ... That Will Help You Stand Out** + MBA or CFA expected + Easily demonstrates excellent verbal and written...strong motivation and leadership skills + For Managing Director level : Proven leadership skills specific to managing teams within… more
- Travelers Insurance Company (Charlotte, NC)
- …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
- Truist (Charlotte, NC)
- …strong negotiation and persuasion skills during their interactions externally with C- level corporate management and private equity clients, and internally with ... completing entire annual reviews on assigned clients. + Provides high- level support in providing financing and structural advice to...environment. **Preferred Qualifications:** + Master's Degree and/or CPA or CFA + Minimum GPA: 3.0 + 6 to 10+… more