- SUNY Geneseo (Geneseo, NY)
- …on the strong student interest shown in our Finance minor and the Student Managed Investment Fund ($750 K AUM , three Bloomberg terminals), and to make this new ... as successful as our long-established Accounting major. Geneseo has CFA Institute Affiliated University Status and a record of...and a record of very strong performance in the CFA Research Challenge. Geneseo embraces the teacher-scholar model, and… more
- S&P Global (New York, NY)
- …Qualifications:** + Advanced degree in finance, economics, mathematics, or a related field. + CFA or progress toward CFA and/or CIPM certification a plus. + ... considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies. S&P Dow Jones Indices is a division of S&P… more
- Deloitte (Jericho, NY)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Deloitte (New York, NY)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced… more
- KeyBank (Tarrytown, NY)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Arena Investors LP (Purchase, NY)
- Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by ... portfolio surveillance, and maximization of return for the firm's investment portfolio. Ideal candidates will be organized, self-motivated, resourceful, and… more
- JPMorgan Chase (New York, NY)
- …Growth Portfolio Managers with the objective of producing actionable investment recommendations. **Major Responsibilities:** + Perform thorough fundamental analysis ... universe to identify high-potential stocks consistent with the high-quality growth investment philosophy. + Initiate and maintain written and verbal communications… more
- Nuveen Investments (New York, NY)
- …GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This ... fully integrated team of more than 200 investment professionals, including one of the largest research teams...industry + Bachelor's degree from an accredited four-year university; CFA , MBA (or progress toward) a plus + Strong… more
- Truist (New York, NY)
- …at the company level. * Conduct financial and valuation analyses. * Formulate investment ideas. * Write draft research commentary. * Work closely with Capital ... plus 5 years of progressive experience in finance and/or investment banking positions performing/utilizing the following: o Financial and...Series 86 or FINRA waiver for those w/ completed CFA II license). * The annual base salary for… more
- Scotiabank (New York, NY)
- …business objectives and financial needs. You will collaborate with Corporate & Investment Bankers (CIBs) to offer comprehensive financial solutions and leverage your ... including Group Treasury, Global Risk Management, Capital Markets, Corporate & Investment Banking, Global Operations, Fulfillment and Servicing. + Responsible for… more