- UWorld, LLC (Dallas, TX)
- …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- Citigroup (Houston, TX)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Zions Bancorporation (Houston, TX)
- …**Qualifications:** + Requires a bachelor's degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus + 5+ years of experience in ... Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The ...Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to… more
- Toyota (Plano, TX)
- …experience required + BA or BS in Business, Finance or related field required + MBA or CFA required + Strong understanding of security pricing theories and ... this time. **Who we're looking for** Toyota's Treasury and Investment Group is looking for a passionate and highly...person in this role will support the Treasury and Investment Group's objective to effectively manage the Benefit Plan… more
- Truist (Fort Worth, TX)
- …applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...programs such as CFA , CFP, CPWA and CPA * 5 or more… more
- CIBC (Austin, TX)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA , CPA, or CFP are preferred. + **Wealth management ... your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client… more
- Scotiabank (Houston, TX)
- …agency mortgage warehouse lending preferred * Degree in Business or related field. MBA /CPA/ CFA or other industry designation is helpful * Banking experience in ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...bridge to this key global market for trade and investment flows across the Americas and the world. Global… more
- CIBC (Houston, TX)
- …delivery that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA , CFP, CFA , JD, CTFA, CPA + 10+ years of experience in wealth ... endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …Qualifications + Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA , CFA , or CPA strongly preferred. + 5-10 years of progressive ... and strategic financial analysis. Reporting directly to the Chief Investment Officer, this position offers high visibility across the...experience in FP& A, investment banking, private equity, or corporate development. + Strong… more
- American Heart Association (Dallas, TX)
- …+ Ability to travel up to 10% nationally with overnight stay **Preferred:** + CFA , CPA, MBA , or Master's in Finance + Financial advisory or consulting ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more