• Senior Capital and Liquidity Management Analyst

    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
    Zurich NA (11/05/25)
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  • Asset Management - Private Equities Secondaries…

    JPMorgan Chase (New York, NY)
    …team-oriented attitude, with desire to develop **Preferred qualifications, capabilities and skills** + CFA and/or MBA a plus, but not a requirement + Experience ... operating within a small team a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government… more
    JPMorgan Chase (11/01/25)
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  • Stress Testing, Senior Associate

    JPMorgan Chase (Jersey City, NJ)
    …high-quality results under tight deadlines. **Preferred qualifications, capabilities and skills** + CFA , CPA, MBA + Experience in the financial services industry ... + Experience with CCAR + Familiarity with Anaplan XL and Alteryx JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate,… more
    JPMorgan Chase (10/26/25)
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  • Inside Sales Senior Associate - RIA Bank

    Aristotle Capital Management (Newport Beach, CA)
    …7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
    Aristotle Capital Management (10/18/25)
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  • Stress Testing and Workflow Automation, Senior…

    JPMorgan Chase (Jersey City, NJ)
    …partner well, mentor and influence others **Preferred qualifications, capabilities and skills** + CFA , CPA, MBA + Experience in the financial services industry + ... Experience with CCAR and regulatory stress testing frameworks + Familiarity with other data management or reporting tools JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses… more
    JPMorgan Chase (10/18/25)
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  • Consultant - Finance

    FirstEnergy (Akron, OH)
    …accounting, business administration, Economics or a related field is required. Advanced degrees such as CFA , CPA or MBA is preferred. + A minimum of 10 years' ... relevant work experience at progressively increasing levels of responsibility and complexity is required + Excellent analytical abilities + Ability to work independently or as part of a team effort on assignments that may be broad in nature + Excellent written… more
    FirstEnergy (10/16/25)
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  • Private Client Office Planning & Analysis…

    JPMorgan Chase (Columbus, OH)
    …quickly, be flexible and think strategically **Preferred qualifications, capabilities, and skills** + CFA , CPA, MBA a plus Applicants must be authorized to work ... for any employer in the US We **are not able** to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be… more
    JPMorgan Chase (10/02/25)
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  • Product Reporting Analyst

    Wellington (Boston, MA)
    …A positive, collegial attitude and a high level of professionalism are essential + An MBA or CFA /CMA/CAIA, or progress toward these qualifications is a plus Not ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (12/16/25)
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  • Wealth Advisor

    Truist (Philadelphia, PA)
    …* Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification programs ... such as CFA , CFP, CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of… more
    Truist (12/15/25)
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  • Fixed Income Portfolio Manager, Bank Loans

    Wellington (Boston, MA)
    …and growth mindset; and * Undergraduate degree with a strong academic record; MBA / CFA preferred. **LOCATION** This position will be based in Wellington's Global ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
    Wellington (12/01/25)
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