- 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 ... stakeholders on complex assignments/projects. + You will research and analyze complex investment and portfolio information from a variety of internal and external… more
- KeyBank (Southfield, MI)
- …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 (Salt Lake City, UT)
- …(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 (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
- Mill Creek Residential (Dallas, TX)
- …teams to complete assignments **Certifications (Optional but preferred):** + CFA-Chartered Financial Analyst (or aspiring candidate) + Other relevant corporate ... ("MCR") is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas...a variety of activities including but not limited to: financial modeling; project underwriting and analysis; market research; and… more
- PennyMac (Westlake Village, CA)
- …reporting, hedging financial risk and in pricing activities. As the Analyst , you will bring an understanding of financial concepts including discounted ... PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac,… more
- Gpm Investments LLC (Richmond, VA)
- …and socioeconomic data to assess market potential. + Develop pro forma financial models and return-on- investment (ROI) analyses for new store projects, ... are seeking a detail-oriented and highly analytical Real Estate Analyst to join our growing Real Estate & Development...real estate performance. The ideal candidate will possess strong financial modeling skills, a deep understanding of retail site… more
- TD Bank (New York, NY)
- …level under the guidance of financial management. In addition, the Senior Financial Analyst TDS provides highly specialized financial consulting and ... still providing a high-quality work product The Senior Finance Analyst TDS provides planning, forecasting, reporting and financial...single line of business + Makes trade and CRA investment decisions on a monthly basis + Leads activities… more
- Lincoln Financial (Fort Wayne, IN)
- …not available for this opportunity. **Requisition #:** 74952 **The Role at a Glance** The Analyst on the Funds Strategy & Analytics Team is a key contributor to the ... portfolio analytics, risk reports, performance attribution, proformas, etc. for the investment backing Lincoln's separate account products. *Interest in and ability… more
- Southern Glazer's Wine and Spirits (Farmers Branch, TX)
- …and grow with a company that truly cares about its people. **Overview** The Analyst , Comm Finance Supplier Investments will be a valued and trusted business ... reports to inform decision-making. **Primary Responsibilities** + Create detailed financial reporting and analysis to assess performance vs. targets, providing… more