- Citigroup (New York, NY)
- …15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires a ... broad and comprehensive understanding of the field. Is a true thought leader. Excellent communication skills required in order to deal with sophisticated clients. + S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)… more
- Bank of America (New York, NY)
- …EPM /Essbase reporting experience + Strong business acumen including investment products knowledge + CFA / MBA / CPA + Bachelor's degree - accounting or finance ... preferred **Skills** : Data Quality Management, Reporting, Business Process Analysis, Attention to Detail, Collaboration, Financial Analysis, Financial Forecasting and Modeling, Financial Processing, Data Visualization, Prioritization, Business Case Analysis,… more
- Vaco (New York, NY)
- …to perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. + ... Minimum 5 to 7 years' selling accounting/financial project solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals. **Technical Skills:** + Must have working… more
- JPMorgan Chase (New York, NY)
- …to both fund managers and clients + Strong teamwork and interpersonal skills + CFA or MBA JPMorganChase, one of the oldest financial institutions, offers ... innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and today we are a leader in… more
- AON (New York, NY)
- …Skills and experience that will lead to success + Education: Bachelor's degree. MBA , CFA or other advanced credentials preferred. + Experience: 10+ years ... and experience that will lead to success + Education: Bachelor's degree. MBA , CFA or other advanced credentials preferred. + Experience: 10+ years of experience… more
- AON (New York, NY)
- …Skills and experience that will lead to success + Bachelor's degree in a relevant field, MBA or CFA is preferred + 7+ years of proven experience in investor ... that will lead to success + Bachelor's degree in a relevant field, MBA or CFA is preferred + 7+ years of proven experience in investor relations, finance,… more
- Truist (New York, NY)
- …the ability to communicate highly complex ideas clearly and concisely **Preferred Qualifications** 1. CFA and/or MBA degree, with a Finance focus 2. 10 years of ... related work experience 3. Experience in mentoring and coaching junior talent 4. Technology / Coding experience (Python, R, VBA, ect.) - The annual base salary for this position in New York is $250,000 **General Description of Available Benefits for Eligible… more
- MUFG (New York, NY)
- …**Skills & Experience:** + Bachelor's degree in finance, accounting, business, or economics ( CFA and/or MBA is a plus). + Completion of formal credit-training ... program at a money center bank is a decisive asset. + 5+ years of experience within a financial institution (analyzing corporate clients' risk and credit profiles), accounting firm, or rating agency. + Strong credit skills and extensive modeling skills. +… more
- JPMorgan Chase (Brooklyn, NY)
- …training) **Required qualifications, capabilities, and skills** + BA/BS in Finance, Economics, Accounting ( CFA , CPA/ MBA ) + 6+ years of relevant FP&A or ... strategic finance experience in the financial services industry + Strong problem solving skills, leveraging versatile skillset to identify and recommend ways to address issues with performance, strategy, and organizational effectiveness + Exceptional financial… more
- City National Bank (New York, NY)
- …Series 7: General Securities Rep *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * Excellent knowledge in the following ... areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong computer skills with knowledge in basic software programs like Word, Excel, Power Point, etc. * Strong… more