- WTW (New York, NY)
- …3.0 shown on resume (no major/minor specification) + Desire and commitment to complete CFA level 1 professional qualification + Proactive team player + Clear ... partner to over 1,200 clients, we advise on over $ 2 .6 trillion of global assets. **The Role** You will...joining the Investment business are expected to study for CFA level 1, providing robust technical investment… more
- Truist (New York, NY)
- …skills **Preferred Qualifications:** 1. MBA or advanced degree (PhD, JD, MD), and/or CFA designation 2 . 12 years of related work experience 3. Experience ... industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients. 2 . Conduct due diligence and provide industry expertise for capital markets… more
- Truist (New York, NY)
- …well in a fast-paced, team-oriented environment **Preferred Qualifications:** 1. Working towards CFA Designation. 2 . 4+ years of related work related experience ... industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients. 2 . Conduct due diligence and provide industry expertise for capital markets… more
- 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
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The** **Role:** Senior Index Manager, Private Markets and Equity Indices **The Location:** New York, NY ... on the individual's geographic location, as well as experience level , skill set, training, licenses and certifications. In addition...in finance, economics, mathematics, or a related field. + CFA or progress toward CFA and/or CIPM… more
- JPMorgan Chase (New York, NY)
- …requires a wide variety of strengths and capabilities, including: + A minimum of 2 + years of experience in a banking, research role, or accounting focused role which ... with knowledge of relative value highly desired + Intermediate-to-Advanced level of proficiency in Excel and Power Point +...CDS markets are a plus, not required + A CFA , or progress toward a CFA is… more
- Truist (New York, NY)
- …company initiation reports, industry landscape and company specific research reports 2 . Conduct due diligence (via KOL interviews, surveys, clinical data analyses) ... formulate investment ideas and provide valuable information to institutional clients Level -specific duties: Conduct proprietary research and write reports at several… more
- MUFG (New York, NY)
- …. + Ensure compliance with policy and regulatory requirements. **Requirements:** + Bachelor's degree, CFA candidacy is a plus. + 2 + years of work experience in ... communication with the credit approval division including final hold level strategies to ensure alignment of risk strategy and...the Securities and Exchange Act of 1934 or Section 8a( 2 ) or 8a(3) of the Commodity Exchange Act, and… more
- Truist (New York, NY)
- …management needs of the trading desk through active sales engagement Specific to level : 1. Experience in financial markets 2 . Understanding of different sales ... strategic accounts to help trading desk manage market opportunities. 2 . Deliver a comprehensive platform of senior management, trading,...CFA and/or MBA degree, with a Finance focus 2 . 10 years of related work experience 3. Experience… more
- Ankura (NY)
- …brand in the M&A advisory space, a proven track record of generating $ 2 -$4 million+ in annual revenue, and deep relationships across private equity firms, investment ... . Originate and lead financial due diligence engagements, generating $ 2 -$4 million+ in annual revenue. . Serve as a...in annual revenue and personally billing at a senior level . . Deep relationships with key stakeholders in the… more