- City National Bank (Newark, DE)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... planning areas such as Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning.… more
- CalSTRS (Sacramento, CA)
- …possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), ... Total Fund Managment (TFM) team. The TFM team is responsible for integrating asset allocation (tactical, strategic, and asset - liability management), risk… more
- AIG (Atlanta, GA)
- …reimagining the way we help customers to manage risk. Join us as a Claims Analyst TTPO Claims to play your part in that transformation. It's an opportunity to grow ... retain and provide direction to coverage counsel when necessary. + Assess liability and resolve claim within established evaluation. Maintain diaries and complete… more
- Capital One (Mclean, VA)
- …or Master's in Finance or related area + 1+ year of experience in asset liability management (ALM), or fixed income analysis, or corporate finance, or ... experience using coding languages (Python) to automate workflow + Certified Financial Analyst designation or Financial Risk Management designation or… more
- City National Bank (Chicago, IL)
- …and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * CFA - Charter Financial Analyst * Master's Degree * A minimum of 10 years of ... WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical… more
- JPMorgan Chase (Newark, DE)
- …Chief Investment Office (TCIO) at JPMorgan Chase is responsible for firm-wide asset and liability management, directly influencing the composition and activities ... leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a… more
- City National Bank (Harrisburg, PA)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related… more
- Truist (Charlotte, NC)
- …with data analysis tools (eg, Alteryx, Tableau, PowerBI) + MBA or Chartered Financial Analyst (CFA) designations **General Description of Available Benefits for ... + High degree of quantitative analysis skills **Preferred Qualifications:** + Proficiency in Asset / Liability Management software (specifically QRM) + Proficiency… more
- Capital One (Mclean, VA)
- … Engineering, Economics, or other quantitative field of study + Chartered Financial Analyst (CFA) license, or Certified Treasury Professional (CTP) license, ... in different macro-economic scenarios, and measure fair value of financial instruments. The Senior Manager position will participate in...or a combination + 5+ years of experience in Asset Liability Management or Interest Rate Risk… more
- AIG (Parsippany, NJ)
- …the way we help customers to manage risk. Join us as a Associate Actuary Analyst to play your part in that transformation. It's an opportunity to grow your skills ... Contact Bind Underwriting Team which writes small commercial property, liability , garage, and excess. + Produce profitability studies and...what matters At AIG, our people are our greatest asset . We know how important it is to protect… more