• Santander Holdings USA Inc (New York, NY)
    …experience in Finance, Accounting, Management, Economics or equivalent field. (Required) CFA Charter and/or MBA (Preferred) Work Experience: Financial analysis, ... structuring, underwriting and portfolio management. Experience with Infrastructure Companies, preferably renewable energy. 9-12 years (Req) Skills and Abilities: * Proficient communicator (orally and in writing) with clients, peers and fellow associates *… more
    job goal (12/24/25)
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  • Senior Private Investment Valuation Analyst

    Wellington (New York, NY)
    …independently as well as part of a team. The candidate should have either a CFA or MBA designation or should be working toward it. **RESPONSIBILITIES** + Primary ... and written communication skills + Designation or demonstrated progress toward CFA or MBA strongly preferred + Experience with market data providers such as… more
    Wellington (11/26/25)
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  • Investment Analyst II

    Truist (New York, NY)
    …Qualifications:** Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] MBA [or progress towards MBA ] Additional Professional ... Designations such as CFP(R), CIMA, CAIA The annual base salary for this position is $95,000 - $105,000 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… more
    Truist (12/19/25)
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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 ... 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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  • Relationship Analyst

    Wellington (San Francisco, CA)
    …preferred + Bachelor's degree required; advanced degree or progress toward CAIA, CFA , or MBA preferred **Career Development** At Wellington Management, 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 (10/08/25)
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  • Senior Analyst, Financial Commissions

    Southwire (Carrollton, GA)
    …5* Bachelor's degree in accounting, finance, business analytics or information systems required. CFA , CPA or MBA a plus. * Highly motivated, results-driven ... Systems Years of Experience: 8Other Preferred Skills, Licenses, & Certificates: CFA , CPA, MBA a plus **Spans of Control** Reports to: Manager, Business analysis… more
    Southwire (12/12/25)
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  • Senior Fund Controller, Alternative Funds

    Wellington (Needham, AL)
    …priorities + A client service mindset and strong communication skills + Progress towards a CPA, CFA , CAIA or MBA is a plus Not sure you meet 100% of our ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (11/19/25)
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  • Senior Fund Treasury & Custody Analyst

    Wellington (Boston, MA)
    …considered a plus + 5+ years of industry experience + Possession of or progress towards a CFA charter or MBA is a plus Not sure you meet 100% of our ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (11/07/25)
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  • Senior Audit Manager

    Bank of America (Dallas, TX)
    …or teams + 5-7 years at large financial institutions **Desired Qualification:** + CPA or CFA + MBA + Master's Degree or equivalent work experience + Advanced ... Excel, Modeling, Data Manipulation + Financial Statement Analysis Experience **Skills:** + Audit Planning + Coaching + Internal Audit Review + Issue Management + Risk Management + Business Acumen + Critical Thinking + Project Management + Relationship Building… more
    Bank of America (12/22/25)
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  • Wealth Management, Head of US Wealth Management…

    JPMorgan Chase (New York, NY)
    …information with discretion Preferred Qualifications, Capabilities and Skills + Advanced degree ( CFA , MBA , or equivalent) strongly preferred + Experience with ... alternatives, multi-asset strategies, and third-party solutions + Background in financial analysis, product strategy, or advisor training a plus Key Qualities for Success: + Strong capital markets skills + Ability to partner and collaborate across teams +… more
    JPMorgan Chase (12/20/25)
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