- Bank of America (New York, NY)
- …include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes. + Series 7 and 66 licenses or ability to obtain within 120 days of ... Master's degree preferred. Advanced designation (CFA, CAIA, CPA) preferred. + Minimum of 7 + years of investment experience with a strong focus on private market… more
- KeyBank (New York, NY)
- …market. **Licenses and Certifications** + Candidates will be required to complete the FINRA Series SIE, 7 , 63, 86, 87 licenses. **Tactical Skills** + Strong ... degree in Finance, Accounting, or Economics. + CFA, CPA, or FINRA Series licenses is a plus. **Experience Qualifications:** + Candidate should possess strong… more
- Citizens (New York, NY)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- SMBC (New York, NY)
- …internally and externally. + Proficiency in PowerPoint, Excel and Bloomberg. + Series 7 , 79, 63 preferred **Additional Requirements** SMBC's employees ... participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates… more
- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 , 79 and 63 + 3+ Years of related experience **Who ... We Are** TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities… more
- BlackRock (New York, NY)
- …**Qualifications** + Bachelor's degree required. + Has or is willing to obtain the Series 7 , 63, and 3 licenses. + Strong analytical and critical thinking ... skills. + Excellent written and verbal communication abilities. + High proficiency in Microsoft Office and CRM platforms. + Detail-oriented with strong organizational and time management skills. + Demonstrated interest in institutional relationship management… more
- BlackRock (New York, NY)
- …Proficient in Bloomberg/ Morningstar Direct/FactSet and ESG data providers a plus + BA/BS required; Series 7 , 63 preferred For San Francisco, CA and New York, NY ... Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a… more
- TD Bank (New York, NY)
- …**Education & Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 , 79 and 63 + 5- 7 Years of related ... experience **Who We Are** TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating… more
- City National Bank (New York, NY)
- … 7 -10 years of financial modeling skills and proficiency in valuation methodologies * FINRA Series 7 and 63 or 66 licenses (or the ability to obtain) * ... infrastructure, and investment processes *QUALIFICATIONS* *Required Qualifications* * Minimum 7 -10 years of equity research experience with demonstrated sector… more
- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 , 79 and 63 + 3+ Years of related experience ... **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard… more