• Neuberger Berman (New York, NY)
    …process efficiencies of manager traded strategies. **_Qualifications_** **:** + Bachelor degree required; MBA and/or CFA a plus + 7+ years in asset management ... be expected to be proficient at articulating a strategy's value proposition, investment process, portfolio positioning and rationale for specific holdings within the… more
    DirectEmployers Association (10/16/25)
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  • Principal Financial Group (New York, NY)
    …Satellite, Media Entertainment, Wireless and Wireline, Aerospace/Defense, and Diversified Manufacturing) + MBA and CFA designation + Strong abilities in the ... Do** We're looking for an experienced fixed income credit analyst to join our Investment Grade team. In this role, you'll cover the TMT and Industrial sectors! +… more
    DirectEmployers Association (11/27/25)
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  • Principal Financial Group (New York, NY)
    …technology, and other issues relevant to the effective transaction of business + MBA and/or CFA designation **Salary Range Information** Salary ranges below ... and proactively establish an ongoing dialog with portfolio managers and firm's investment staff + Maximize exposure to favorable liquidity. Minimize adverse impact… more
    DirectEmployers Association (12/09/25)
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  • Neuberger Berman (New York, NY)
    …roles and seniority levels-both internally and externally + Self-motivated and team-oriented + CFA , CAIA, or graduate degree ( MBA , MS, etc.) preferred + Series ... partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and… more
    DirectEmployers Association (11/20/25)
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  • SMBC (New York, NY)
    …finance. Undergraduate degree in Finance, Business Administration or related fields. MBA / CFA or other professional qualification preferred. + Experience to ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
    DirectEmployers Association (12/05/25)
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  • SMBC (New York, NY)
    …+ Undergraduate degree in Finance, Business Administration or related fields. MBA / CFA or other professional qualification highly preferred. **Additional ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
    DirectEmployers Association (11/26/25)
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  • US Private Bank - Investment Specialist…

    JPMorgan Chase (Garden City, NY)
    …financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment more
    JPMorgan Chase (11/25/25)
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  • Senior Private Investment Valuation Analyst

    Wellington (New York, NY)
    …independently as well as part of a team. The candidate should have either a CFA or MBA designation or should be working toward it. **RESPONSIBILITIES** + Primary ... Excellent verbal and written communication skills + Designation or demonstrated progress toward CFA or MBA strongly preferred + Experience with market data… more
    Wellington (11/26/25)
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  • Investment Analyst II

    Truist (New York, NY)
    …Qualifications:** Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] MBA [or progress towards MBA ] Additional Professional ... of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with ...Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group… more
    Truist (12/19/25)
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  • Citi Private Bank - UHNW Investment

    Citigroup (New York, NY)
    …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires a broad ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
    Citigroup (12/17/25)
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