- 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
- KeyBank (Seattle, WA)
- …(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) + Certified Wealth… more
- Scotiabank (San Francisco, CA)
- …skills. + A MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset. **Interested?** At Scotiabank, ... Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing… more
- Lincoln Financial (Radnor, PA)
- …proven ability to develop creative and collaborative approaches. _Nice-to-haves:_ + Chartered Financial Analyst designation, Associate of Society of Actuaries or ... complex assignments/projects. + You will research and analyze complex investment and portfolio information from a variety of internal...Fellow of Society of Actuaries or Chartered Enterprise Risk Analyst or progress towards any of these + Bermuda… more
- S&P Global (New York, NY)
- …to the global investment community. The role will allow the Senior Analyst to have impactful exposure to multiple groups within S&P DJI (Index Governance, Index ... Impact** : S&P Dow Jones Indices (SPDJI) serves the financial services industry as a leader in providing indices...industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices underpin leading… more
- Truist (New York, NY)
- …revenue, EPS, and cash flow forecasts at the company level. 4. Conducts financial and valuation analyses. 5. Formulates investment ideas. 6. Writes draft ... Depending on experience and the needs of the individual analyst , may work closely with Capital Markets, sales...4 years of related work experience 4. Mastery of financial and accounting concepts to facilitate the creation of… more
- Scotiabank (New York, NY)
- …internally developed templates by extrapolating relevant information from historical financial performance, company provided projections and analyst ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
- Truist (Charleston, SC)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for...new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more
- Regions Bank (Orlando, FL)
- … Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more