- CRC Insurance Services, Inc. (Charlotte, NC)
- …versus forecast, plan, and prior year, providing variance analysis and executive- level commentary. + Deliver monthly forecast updates and annual operating plans, ... experience desired. **CERTIFICATIONS, LICENSES, REGISTRATIONS** + CPA, CMA or CFA preferred **FUNCTIONAL SKILLS** **Required Qualifications:** + Strong understanding… more
- Bank of America (Bloomfield Hills, MI)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... + MBA or Post-Graduate Degree preferred + CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Additional...for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based… more
- Bank of America (New York, NY)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... annual meetings. **Qualifications/Desired** **Skills:** + Master's degree preferred. Advanced designation ( CFA , CAIA, CPA) preferred. + Minimum of 7+ years of… more
- Capital One (Richmond, VA)
- …in preparing financial statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform ... or Master's Degree in Finance + Chartered Financial Analyst ( CFA ) license or Certified Public Accountant (CPA) license +...or part-time status, exempt or non-exempt status, and management level . This role is expected to accept applications for… more
- PNC (Erie, PA)
- …stocks and bonds. There will be a need to eventually obtain a credential (CFP, CFA , or CIMA) in this role. Recent college graduates with a Finance degree or exposure ... and Services, Value Selling **Work Experience** Roles at this level typically require a university / college degree, with...to 25 vacation days each year, depending on career level ; and years of service. To learn more about… more
- PNC (Pittsburgh, PA)
- …qualifications: - Client engagement skills - Investment skills and experience - CFP, CFA , or CIMA credentials - In-depth investment knowledge needed - Able and ... and Services, Value Selling **Work Experience** Roles at this level typically require a university / college degree, with...to 25 vacation days each year, depending on career level ; and years of service. To learn more about… more
- Wellington (Boston, MA)
- …them to see real-life results. Technology needs are advancing, and this level of complexity requires a highly sophisticated and well-managed Cross Asset Trading ... implementation, and team management responsibilities. It will entail a high level of direct interaction with traders/trading professionals as well as senior… more
- JPMorgan Chase (Denver, CO)
- …and functions to provide you with the opportunity to take your career to the next level . As a Market Team Lead at the JP Morgan Private Bank, you are responsible for ... being measured and achieved on an individual and team level + Provide ongoing coaching, feedback and development to...a leadership position + Bachelor's degree required; MBA, JD, CFA , or CFP preferred + FINRA Series 7, 66,… more
- Ankura (Nashville, TN)
- …generating $2-$4 million+ in annual revenue and personally billing at a senior level . . Deep relationships with key stakeholders in the M&A ecosystem, including ... a top academic institution; advanced degrees and professional certifications (CPA, CFA , CIRA) preferred. . Expertise in financial analysis, deal structuring, and… more
- University at Albany (Albany, NY)
- …in the Department of Finance, which is responsible for undergraduate and graduate level (MBA) education in our AACSB-accredited finance concentrations as well as the ... in the Department of Finance, which is responsible for undergraduate and graduate level (MBA) education in our AACSB-accredited finance concentrations as well as the… more