- Truist (New York, NY)
- …problem solving attitude 7. Mastery of financial and accounting concepts **Preferred Qualifications:** 1. CFA and/or MBA degree, with a Finance focus 2. 6 years ... of related work experience 3. Technology / Coding experience (Python, R, VBA, ect.) The base salary for this position is $160,000 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not… more
- Cypress Creek Renewables (New York, NY)
- …corporate development private equity, principal investing, and structured/project finance + CFA Designation/ MBA a plus Successful completion of an Excel-based ... modeling test will be required. Location: The preferred location for this role is New York City, NY. Our team operates on a hybrid schedule, with in-office schedule of three days per week. Compensation: The salary range for the position is $130,000-$145,000… more
- S&P Global (New York, NY)
- …Preferred Qualifications:** + Experience leveraging AI tools to support finance operations. + CFA , CPA or MBA + Highly proficient in Microsoft Excel, PowerPoint, ... Ariba, Power BI, SmartView, Anaplan, Alteryx, and Tableau or other database tools a plus. We are seeking candidates who are passionate about leveraging automation and GenAI technologies to drive innovation and efficiency in finance. Join our team and be at the… more
- Manulife (Boston, MA)
- …and a collaborative mindset. + Progress toward professional designations or graduate education ( CFA , CIMA, MBA , MSF, or similar) is highly desirable. **When you ... join our team:** + We'll empower you to learn and grow the career you want. + We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, we'll support you in shaping the… more
- City National Bank (Houston, TX)
- …Word, Excel, Power Point, etc. *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7: General Securities Rep ... * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong computer skills with knowledge in basic software programs like Word, Excel,… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP, CFA , CIMA, or MBA **Travel Requirements** 50-75% ... * Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients… more
- Truist (New York, NY)
- …the 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 work experience 3. Experience in mentoring and coaching junior talent 4. Technology / Coding experience (Python, R, VBA, ect.) - The annual base salary for this position in New York is $250,000 **General Description of Available Benefits for Eligible… more
- City National Bank (Los Angeles, CA)
- …years of experience in a financial management role *Additional Qualifications* * A CFA , CPA, or MBA is highly desirable. * Excellent managerial, organizational, ... analytical, and project management skills required. * Excellent interpersonal, verbal, and written communication skills. * Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the… more
- S&P Global (Chicago, IL)
- …about empowering those around them **Additional Preferred Qualifications:** + Undergraduate degree required; CFA and/or MBA preferred (or progress to) + Min 5 ... years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, with asset management of wealth + Effective in networking with financial advisors across multiple channels + Prior experience with… more
- Zurich NA (Schaumburg, IL)
- …principles and treasury transactions / accounting Preferred Qualifications: + CPA / CPCU / CFA / CTP + MBA + Insurance industry experience + Project management ... experience + Leadership experience + Strong verbal and written communication skills At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In… more