- Truist (Dallas, TX)
- …services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish ... Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner… more
- Truist (Fort Worth, TX)
- …by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality. May be asked to meet with clients and ... and client new business/opportunity presentations and meetings. Delivering superior level of client service to retain clients. This includes:...JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or comparable advanced knowledge course of study. 3.… more
- ExxonMobil (Spring, TX)
- …assess and advise on risk profiles from the trade to portfolio level (eg, risk reward trade-off, optimization of constrained risk, liquidity, market fundamentals, ... signals. **Qualifications:** Academic: * Bachelor's degree or above (Master's, MBA, CFA , or Ph.D.) in Economics, Finance, Mathematics or Statistics **Required… more
- Huron Consulting Group (Houston, TX)
- …with distressed clients, corporate financial restructuring, or banking crisis management - High- level of proficiency with financial modeling is required and will be ... and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ( CFA ) The estimated base salary range for this job is $165,000 -… more
- Bank of America (San Antonio, TX)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... to goals in a suitable and controlled way **Desired Qualifications:** + CFA designation **Minimum Education Requirement:** High School Diploma / GED / Secondary… more
- Citigroup (Irving, TX)
- …: + 10+ years of experience + Certifications such as CPA, FRM or CFA are a plus. + Exposure and achievement in large scale regulatory facing change ... please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Analytical Thinking, Credible… more
- Citigroup (Irving, TX)
- …: + 6-10 years of experience + Certifications such as CPA, FRM or CFA are a plus. + Comprehensive knowledge of financial instruments, risk metrics, and stress ... please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Analytical Thinking, Credible… more
- Houston Methodist (Baytown, TX)
- …FUNCTIONS** + Directs, develops and implements strategic and operational/high level projects and processes either through independent/highly autonomous work or ... + Accredited Payable Manager (APM) **OR** + Certified Financial Accountant ( CFA ) **KNOWLEDGE, SKILLS, AND ABILITIES** + Demonstrates the skills and competencies… more
- PennyMac (Plano, TX)
- …Finance, Accounting, Economics, or a related quantitative field is required. An MBA or CFA designation is strongly preferred + A minimum of 5-7 years of progressive ... valuation, and strategic analysis, preferably at a publicly-traded company. + Expert- level proficiency in Microsoft Excel, with demonstrated ability to build… more
- Scotiabank (Houston, TX)
- …of mortgage financing fundamentals + Degree in Business or related field. MBA/CPA/ CFA or other industry designation is helpful + Experience in a ... in credit analysis and familiarity with legal document review preferred + A high level of commitment and a strong sense of teamwork are needed to succeed in… more