- CVS Health (Hartford, CT)
- …degree in Finance, Business Administration (MBA), or related discipline. + CPA, CFA , or other relevant professional certification. + Experience in a large, matrixed ... capital portfolios. + Familiarity with strategic planning processes and enterprise- level investment governance. + Expertise in process improvement methodologies (eg,… more
- Bloomberg (New York, NY)
- …something doesn't align or makes sense - Advanced Microsoft Excel skills - High level of curiosity and attention to detail - Strong organization skills and capable ... A commitment to enhancing and developing products WE'D LOVE TO SEE: - CFA designation and/or MBA degree, and/or graduate educational experience - Experience using… more
- San Jose State University (San Jose, CA)
- …Faculty (Coach/Counselor/Librarian) Location: San Jose Categories: Unit 3 - CFA - California Faculty Association, Athletics, Temporary, Full Time, On-site ... opportunities for men and women to compete at the NCAA Division I level . The athletics program strives to create a diverse and inclusive environment emphasizing… more
- Capital One (Richmond, VA)
- …Profit & Loss or other statements and frequently build reports for higher level associates. They provide management and business clients with project statuses as ... Business Administration (MBA) Accounting, Finance, or Economics + Chartered Financial Analyst ( CFA ) license or Certified Public Accountant (CPA) license + At least 5… more
- Xcel Energy (Minneapolis, MN)
- …Energy could be just what you're looking for. **Position Summary** Provide high- level technical expertise in all property and sales/use tax reporting matters, and ... Accounting and Forecasting - Participate at a high technical level in the computation, recording, and documentation of property...a Master's Degree or certification such as CPA, CMA, CFA , etc or investment banking or public accounting background… more
- M&T Bank (Buffalo, NY)
- …for accuracy and quality of work products of the team. + Demonstrate expert- level knowledge of finance and accounting concepts through the aggregation of financial ... data + Display an expert- level understanding of M&T's (or applicable Business Unit within)...Experience Preferred:** Advanced degree or professional certification (ie CPA, CFA , etc.) M&T Bank is committed to fair, competitive,… more
- Deloitte (Raleigh, NC)
- …Securities (RMBS) and Collateralized Loan Obligations (CLO). Our services include asset- level file review, cash flow modeling, asset and bond analytics, and ... + Execute collateral analysis and stratification and develop detailed loan and pool- level analytical reports using proprietary or Excel-based models. + Model and… more
- TIAA (Denver, CO)
- …Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management ... investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration. **Required Qualifications:** + 5+… more
- Truist (Oakton, VA)
- …services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish ... Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner… more
- Bank of America (Washington, DC)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... + Undergraduate degree in Finance, Marketing or Business Administration ( CFA , CAIA or MBA a plus) is preferred +...for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based… more