- M&T Bank (Wilmington, DE)
- …of 7 years' investment/portfolio management and/or research experience CFA (Chartered Financial Analyst ) or CPA (Certified Public Accountant) designation ... **Overview:** Provides investment management advisory services to clients including formulating short and...Required:** Bachelor's degree and a minimum of 7 years' financial and/or investment experience, or in lieu of a… more
- Scotiabank (San Francisco, CA)
- …with senior bankers across a variety of different transaction types and advisory assignments: mergers & acquisitions (both buy-side and sell-side), public equity ... offerings, debt capital markets issuances and capital advisory projects. Technology Investment Banking is one of the...well as are responsible for coaching and developing our Analyst and Associates. Contribute to the overall success of… more
- Air National Guard Units (Fairchild AFB, WA)
- …operations, training, and readiness missions. Provides medical management and advisory services that contribute substantially to the plans, policies, decisions, ... current fiscal year, revised estimates, five-year projected estimates and medical unit Financial Plan in accordance with Air National Guard (ANG) medical … more
- TXNM Energy (Lewisville, TX)
- …and local, state, and federal officials Participates in technical and advisory committees, working groups, and task forces as appropriate Maintains current ... Ability to read, analyze, and interpret business periodicals, professional journals, financial reports, and legal documents Ability to speak clearly and persuasively… more
- Cleveland Clinic (Cleveland, OH)
- …Oversight of Leaders responsible for key corporate finance initiatives (ie Analyst Development/Recruitment, Financial Reporting, Cost management, etc.) + Report ... the Cleveland Clinic's Main Campus, you are responsible for directing complex financial activities to ensure alignment with the organization's mission, values, and… more
- BMO Financial Group (New York, NY)
- …achievement + 3+ years of investment banking or valuation experience at a financial analyst level. + Knowledge of capital markets, investment banking products ... BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment...investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The… more
- Truist (Newtown, PA)
- …Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), ... or lending. 3. Advanced knowledge of a broad range of personal financial planning/ advisory and investment management/asset allocation concepts and understanding… more
- University of Miami (Miami, FL)
- …system functionality. Moreover, the incumbent leads configuration leaders and Business Analyst to modify the application based on Business requirements within the ... improvements to project methodology and past design and configuration decisions. + Acts as advisory resource to other staff members on all phases of the project life… more
- University of Pennsylvania (Philadelphia, PA)
- …Job Title Director, Finance and Operations Job Profile Title Administrative and Financial Officer Job Description Summary The Director of Finance and Operations ... serves as the primary financial and administrative specialist for the Office of the...Association of Business Administrators, Budget Officer's Forum, and Business Advisory Board. Human Resources + Execute HR and Workday… more
- CBRE (Chicago, IL)
- VAS - Associate Job ID 241785 Posted 14-Jan-2026 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s) Chicago - ... assigned to an appraisal report. (To be reviewed by Sr. Real Estate Analyst /Managing Director) + Apply Argus (cash flow software) and 3rd party databases to… more