• Wealth Management Solutions, Donor Advised Funds…

    JPMorgan Chase (New York, NY)
    …and Series 63/66 licenses are required, and additional certifications such as CFA , CFP, or CMT are advantageous. **Key Responsibilities:** + Lead cross-functional ... roles. + FINRA Series 7 and Series 63/66 licenses required. + Additional certifications ( CFA , CFP, CMT) are a plus. + Advanced skills in data analytics, Excel,… more
    JPMorgan Chase (10/30/25)
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  • Sr. Fixed Income Analyst

    First National Bank of Omaha (Omaha, NE)
    …. 7+ years of fixed income securities analysis experience . BS/BA degree and CFA Charterholder (or progress/interest toward the CFA charter) . In depth knowledge ... of the investment industry, finance, accounting, and economics. . Excellent analytical and decision-making skills, and attention to detail . Strong written and verbal communication skills. **Secondary Qualifications** . Preference for experience in securitized… more
    First National Bank of Omaha (10/30/25)
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  • Fixed Income Portfolio Analyst, Securitized Team

    Wellington (Boston, MA)
    …degree is required; A post-graduate degree or relevant professional qualification (eg, CFA /CAIA), or progress towards one, would be viewed favorably. Not sure you ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (10/25/25)
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  • Financial Analyst

    Entergy (New Orleans, LA)
    …skills. **Any certificates, licenses, etc. required for the position:** None CPA, CFA , PE or similar certificates/licenses are a plus \#LI-AH1 **Primary Location:** ... in this position. Entergy will not sponsor candidates for work visas for this position. **Job Segment:** Financial Analyst, Finance MBA, Financial, CFA , CPA, Finance more
    Entergy (10/24/25)
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  • Quantitative Analyst -FRTB

    Motion Recruitment Partners (New York, NY)
    …with FRTB, VaR, and regulatory change adaptation. + Masters or PhD, CPA or CFA preferred if lacking 2+ years of Quantitative experience. + Familiarity with SQL and ... with FRTB, VaR, and regulatory change adaptation. + Masters or PhD, CPA or CFA preferred if lacking 2+ years of Quantitative experience. + Familiarity with SQL and… more
    Motion Recruitment Partners (10/24/25)
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  • Wealth Management, Product Development, Vice…

    JPMorgan Chase (New York, NY)
    …mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP, etc.) **QUALIFICATIONS** + 8+ years of experience in ... mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP, etc.) JPMorganChase, one of the oldest financial… more
    JPMorgan Chase (10/24/25)
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  • Strategist, Investment Platform Business…

    Wellington (Boston, MA)
    …and ability to problem solve effectively * Strong academic credentials; MBA and/or CFA (or equivalent) is preferred Not sure you meet 100% of our qualifications? ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (10/22/25)
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  • Lead Fund Controller, Private Funds

    Wellington (Boston, MA)
    …+ Undergraduate degree in accounting or finance; completion or progress towards a CPA, CFA , or MBA is strongly favored + 7+ years' experience from an alternative ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (10/21/25)
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  • Transaction Advisory Associate (In-Person)

    Maxwell Locke & Ritter (Austin, TX)
    …experience in public accounting (preferably Big 4, national, regional or large local firm) + CPA, CFA , or eligible to sit for CPA or CFA exam + Ability to work ... in-person at our downtown Austin office + Strong Excel skills + Highly motivated team player + Strong written and verbal communication skills + Aptitude for project management + Exposure or some experience with M&A transactions and Quality of Earnings reports… more
    Maxwell Locke & Ritter (10/21/25)
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  • Client Transitions Analyst

    Wellington (Boston, MA)
    …would be preferred. Advanced degrees, language skills, and/or progress towards the CFA designation are viewed favorably. The candidate must be able to work ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (10/16/25)
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