- Deloitte (Washington, DC)
- …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above), + Conga CLM + Agiloft + Sirion Labs + Kira +… more
- Deloitte (Miami, FL)
- …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above) + Conga CLM + Agiloft, + Sirion Labs + Kira +… more
- JPMorgan Chase (Garden City, NY)
- …functions to provide you with the opportunity to take your career to the next level . As an Investment Specialist in the US Private Bank, you are responsible for ... financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to… more
- JPMorgan Chase (Summit, NJ)
- …functions to provide you with the opportunity to take your career to the next level . As a Wealth Strategist you will be responsible for delivering the firm's wealth ... MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst ( CFA ) professional designations strongly preferred + Series 7, 66 and Insurance… more
- Entergy (New Orleans, LA)
- …Economics, Finance, Accounting, Relevant Field, or equivalent work experience MBA or CFA is a plus **Minimum experience required of the position** 7+ years, ... Strong written and oral communication, presentation and interpersonal/leadership skills High level of integrity and dependability with strong sense of urgency and… more
- Scotiabank (New York, NY)
- …Transition Loans, Credit Risk Transfer + Degree in Business or related field. CFA , MBA or other industry designation is preferred + Prior experience in mortgage ... detail is critical + Familiarity with legal document review required + A high level of commitment, collaboration and a strong sense of teamwork are needed to succeed… more
- Thrivent Financial (Minneapolis, MN)
- …the Thrivent Asset Management business lines. These efforts may range from high- level to intermediate case analysis to assistance with advanced product applications ... 180 days of hire/transfer. + Progress towards an advanced industry designation such as CFA , ChFC, CFP, CIMA, or CLU is preferred. + Must have strong investment… more
- New York State Civil Service (New York, NY)
- …primary and/or secondary private market comingled fund opportunities.* Demonstrated high level of integrity and ethical standards in investment practices.* Advanced ... candidates who have obtained their MBA, Chartered Financial Analyst ( CFA ), or Chartered Alternative Investment Analyst (CAIA) credential.Preferred Qualifications:*… more
- Truist (New York, NY)
- …needs of the trading desk through active sales engagement Specific to level : 1. Experience in financial markets 2. Understanding of different sales approaches ... ability to communicate highly complex ideas clearly and concisely **Preferred Qualifications** 1. CFA and/or MBA degree, with a Finance focus 2. 10 years of related… more
- Wellington (Boston, MA)
- …+ Creation and management of proactive analytics that unlock ideas and enables high- level discussion of investment & growth areas + Partner with global operations ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more