- Nuveen Investments (Charlotte, NC)
- …CLO and/or structured credit industry + Bachelor's degree from an accredited four-year university; CFA , MBA (or progress toward) a plus + Strong understanding of ... BSL CLOs + Entrepreneurial mindset and strong client service and sales orientation + Excellent written communication skills, keen attention to detail and organizational prowess + Experience analyzing and synthesizing attribution in written and verbal format +… more
- Huntington National Bank (Charlotte, NC)
- …work across lines of business and product groups to deliver competitive solutions. + CFA or MBA + Diverse industry financing experience + Completion of ... formalized credit training program #LI-MK1 #Huntingtonproud #CML #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch… more
- Citigroup (Charlotte, NC)
- …High energy, self-starter with a desire to show creative ideas and continued progress + CFA or MBA a plus **Job Family Group:** Finance **Job Family:** Funding & ... Investments Management **Time Type:** Full time **Primary Location:** 615 S COLLEGE STREET **Primary Location Full Time Salary Range:** $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary… more
- Vaco (Charlotte, NC)
- …tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience ... in recruiting or business development a plus. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications,… more
- Truist (Charlotte, NC)
- …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 base salary for this position is $250,000. **General Description of Available Benefits for Eligible Employees of Truist… more
- Truist (Raleigh, NC)
- …+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA , CPA, JD or MBA + Completion or enrollment in certification programs ... such as CFA , CFP, CPWA and CPA + 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of… more
- Truist (Raleigh, NC)
- …senior levels to adopt a new perspective **Preferred Qualifications:** 1. Master's degree or MBA , CFA and ten years of experience or an equivalent combination of ... education and work experience 2. Banking or financial services experience 3. SaFE Agile certification or commensurate designation **OTHER JOB REQUIREMENTS / WORKING CONDITIONS** **Sitting** Constantly (More than 50% of the time) **Standing** Frequently (25% -… more
- Truist (Charlotte, NC)
- …interpersonal skills and solid written/verbal communication are essential. **Preferred Qualifications:** + MBA , CFA or other advanced degree. + Graduate of ... industry banking school. + Active leadership role in industry profession association. \#Atlanta #Charlotte **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… more
- Comerica (Raleigh, NC)
- …plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA , CPA, JD, or MBA About Comerica We know our employees are critical to our ... overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and… more
- JPMorgan Chase (Charlotte, NC)
- …deposits, trust and financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex ... investment solutions to individuals + In depth experience and/or knowledge of hedge funds, private equity and alternative investments + Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including:… more
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