- JPMorgan Chase (Columbus, OH)
- …leaders **Preferred qualifications, capabilities, and skills** + Desire and/or progress towards MBA , CFA charter, CPA, CTP or other financial certification + ... Experience with programming languages, LLMs and statistical packages (eg Python, SQL, R) + Highly self-motivated, thrive in a dynamic environment, and have passion for uncovering business value + Ability to understand the business context behind data +… more
- Santander US (Boston, MA)
- …essential functions. + Bachelor's degree in Finance, Economics, or a related field; MBA , CFA , or equivalent advanced degree/certification preferred. + 12+ years ... of experience in investment strategy, portfolio management, or wealth management leadership. + Proven ability to lead an investment platform or CIO function at a large wealth management firm, private bank, or RIA. + Strong understanding of capital markets,… more
- Truist (Tampa, FL)
- …and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA / CFA and/or equivalent professional designation 10. Combination of buy and ... sell-side experience **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though… more
- JPMorgan Chase (Columbus, OH)
- …leaders **Preferred qualifications, capabilities, and skills** + Desire and/or progress towards MBA , CFA charter, CTP or other financial certification + ... Experience with relational data sets or developing queries such as Access or SQL + Familiarity with Hyperion Essbase, Dodeca or other financial data platforms + The ideal candidate will be highly self-motivated, thrive in a dynamic environment with shifting… more
- S&P Global (Englewood, CO)
- …skills and ability to work well in a collaborative team. **Preferred Qualifications** : + MBA or CFA **Location** : New York, NY | Englewood, CO _Right to ... Work Requirements: This role is limited to persons with an indefinite right to work in the United States._ _All employees are required to work from the office a minimum of 2 days per week._ _We require all candidates who reach the final stage of our interview… more
- T. Rowe Price (Baltimore, MD)
- …may be obtained within first 3 months of hire if not currently held. Preferred: + MBA , CFA , CFP, CIMA + Extensive knowledge of the financial service industry + ... Previous intermediary experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …continuous learning. **Qualifications:** + Bachelor's degree in Finance, Economics, or related field; MBA or CFA strongly preferred. + 5-10 years of experience ... with a proven track record in private wealth and strategic investments with a focus on portfolio management and building long-term, trusted client relationships. + Extensive knowledge of financial markets and investment strategies. + Excellent communication… more
- FM (Waltham, MA)
- …directors and managers on periodic, ad-hoc, and special res BA or BS required; MBA , CFA , CAIA, or other advanced degree related to investments, economics, ... finance, or quantitative analysis preferred 11-15 years of relevant experience in investments, financial markets, and/or financial risk management 11-15 years of global financial market experience across asset classes Global financial markets, investments,… more
- PennyMac (Carrollton, TX)
- …degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA or CFA designation is strongly preferred + A minimum of 5-7 ... years of progressive experience with a focus on financial modeling, valuation, and strategic analysis, preferably at a publicly-traded company. + Expert-level proficiency in Microsoft Excel, with demonstrated ability to build complex, scalable, and… more
- M&T Bank (Boston, MA)
- …markets **Education and Experience Preferred:** Master's degree in Business Administration ( MBA ) or CFA (Chartered Financial Analyst) charter holder Minimum ... of 6 years' financial product sales experience Minimum of 3 years' corporate banking experience \#LI-LA1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $119,500.00 - $199,100.00 Annual… more