- Applied Materials (Santa Clara, CA)
- …is a dynamic role that will enable the candidate to lead the BUs financial investment portfolio analysis and resource management in partnership with the ... In this role, the candidate will apply conceptual and practical financial expertise to establish and standardize business processes, address complex business… more
- Comerica (Frisco, TX)
- …in business or finance + 8 years of experience in fixed income portfolio or financial management + Chartered Financial Analyst (CFA) or Certified Public ... to individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal,… more
- MetLife (Whippany, NJ)
- …the Operations Department in Whippany, NJ. Here you will work directly with investment personnel, marketing and sales representatives, and legal and compliance ... Company Overview: MetLife Investment Management (MIM) offers the chance to be...opportunity to work alongside experienced professionals, learn about complex financial instruments, and contribute to process improvements that enhance… more
- Principal Financial Group (Seattle, WA)
- **What You'll Do** Principal Asset Management will host interns for our equity investment division during the Summer of 2026. The interns will join the equity ... research analyst team of Principal Asset Management with over $120...macro-based calls. Principal Asset Management, a subsidiary of Principal Financial group, offers global asset management expertise across a… more
- Regions Bank (West Palm Beach, FL)
- …markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... and/or Economics + Technical training in estate planning and financial and economic markets + Ten (10) years in...communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales … more
- Commerce Bank (Kansas City, MO)
- …management experience required + 3+ years leadership/supervisory experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ... been a leading provider of wealth management services including financial planning, estate and tax planning, investment ...+ Solid understanding of various types of accounts and investment management thereof + Strong sales , presentation… more
- Regions Bank (Orlando, FL)
- …towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...Americas Institutional Group (AIG) within the Client Platform Institutional Sales team focusing on the Western US region and… more
- KeyBank (Albany, NY)
- …(required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory...(preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD… more
- KeyBank (Salt Lake City, UT)
- …and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial ... to the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as… more