- 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...3 years of related work experience 4. Mastery of financial and accounting concepts to facilitate the creation of… more
- Regions Bank (Clearwater, FL)
- …markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment ...possess sales aptitude + Proven performance in investment management and client service + Skilled in applicable… more
- Nuveen Investments (Charlotte, NC)
- …experience with real life situations and projects. This job work with financial services technology platforms and tools and will learn the techniques, disciplines ... Work **Career Level** 5IC **COMPANY BACKGROUND** Nuveen is the investment management arm of TIAA. It is one of...to create outcome-focused solutions to help them secure their financial future. For more information about the firm please… more
- State of Massachusetts (MA)
- …other duties as assigned. *Supervisory Responsibilities* * Supervise the Assistant Financial Analyst , including recruitment, onboarding, and training. * Lead ... grant payments*to districts. * Receive, record, and report monthly sales tax revenues. * Monitor cash activity to ensure...Trust Committee. *Other Duties* * Maintain and manage MSBA financial contracts ( investment advisors, financial … 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
- 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
- KeyBank (Buffalo, NY)
- …(preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is...(preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD… more
- KeyBank (Albany, NY)
- …(preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center...(preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth… more
- Neuberger Berman (Chicago, IL)
- …plus five (5) years of experience with asset management in the position offered, as a Financial Investment Analyst , or a related position. Must have five (5) ... matter experts and incorporating feedback from investment , sales , and legal teams; Utilizing financial data...investment , sales , and legal teams; Utilizing financial data systems, including Bloomberg and BlackRock Aladdin, to… more
- Commerce Bank (St. Louis, MO)
- …management experience required + 3+ years leadership/supervisory experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...+ Solid understanding of various types of accounts and investment management thereof + Strong sales , presentation… more