- Nuveen Investments (Andover, MA)
- …Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the ... CFP or CFA certification, TIAA will cover the cost of obtaining...preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC Related Skills Business Development, Client Relationship Management,… more
- Truist (Philadelphia, PA)
- …clients. Responsible for developing and deepening client relationships through needs-based, high- level client service and through delivery of the full suite of ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the...Business, Finance or Economics * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment… more
- JPMorgan Chase (New York, NY)
- …skills, as well as modelling, forecasting, and valuation experience + Advanced level of proficiency in Excel + Ability to multi-task and collaborate within ... team environment as well as work independently + High level of organizational skills, excellent attention to detail, and...the Utilities sector Preferred Qualifications, Capabilities and Skills: + CFA charterholder or progress towards CFA +… more
- City National Bank (Madison, WI)
- …firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is ... to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of...assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical… more
- IAHD-Institute for Applied Human Dynamics (Bronx, NY)
- Salary Range $22.59 - $22.59 Hourly Level Experienced Position Type Full Time Job Shift Day Education Level 4 Year Degree Description About the Role The Program ... Plan and interdisciplinary Team meetings. + Monitor and review habilitation plans, CFA 's, Life Plans, and documentation for accuracy, quality, and compliance. +… more
- Wellington (New York, NY)
- …communicating analyses/recommendations that add value to client portfolios * Providing deal- level updates to respond to secondary market opportunities as well as ... as well as ability to work well under pressure. * High level of initiative, and experience developing and implementing value-added investment recommendations. *… more
- HCA Healthcare (Bradenton, FL)
- …having completed 2250 hours surgical rotation. + Current Certified First Assistant ( CFA ) having completed 350 cases. Two years of experience within the last ... Life Support) certification required. + Current Certification as First Assistant ( CFA ) or Surgical Assistant-Certified, (SA-C) through ABSA. + Critical thinking,… more
- Casella Waste Systems Inc. (Rutland, VT)
- …I:** Has 0\-2 years of experience in financial analysis at a corporate level \. Possesses solid working knowledge of financial analysis, annual budgets and modeling\. ... Has 5\+ years of progressive financial analysis experience\. MBA, CFA , or CPA preferred but not required\. Performs work...interpersonal skills are expected\. An MBA, Chartered Financial Analyst \( CFA \), or CPA are optional for this position\. ##… more
- Carnegie Mellon University (Pittsburgh, PA)
- …of curricular, operational, and event support and working with relevant faculty, the CFA Dean's office and outside experts in the planning of the future facility. ... to the Senior Manager of Resource Operations in the CFA Dean's Office. Renovations on the 477 Melwood building...population of internal and external partners at a high level of integrity. We are looking for someone who… more
- Lumen (Honolulu, HI)
- …Reviews (PMRs). *Compliance & Documentation Support: Develop and execute a CFA -compliant EVMS reports. Ensure adherence to internal controls and federal regulations. ... and SAP S/4HANA EVMS platforms *Deep understanding of ANSI/EIA-748 and CFA certification requirements *Professional certifications (eg, PMP, EVMS, CPA, CPCM) are… more