- Truist (Charlotte, NC)
- …financial modeling (eg, credit risk models, balance sheet optimization, complex financial statement modeling, investment banking). + Knowledge of theoretical ... Financial Risk Management, Corporate Development, Transaction Advisory or Investment Banking; or in-depth experience with wholesale and/or retail credit products… more
- Thrivent Financial (Crete, IL)
- …members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA ... Summary This position provides licensed financial and non- financial support to Maar...in this position will be focused on securities and investment advisory products and services as well as fixed… more
- Kestra Financial (Hamilton Township, NJ)
- …In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. ... customized financial plans to help clients achieve their financial goals + Manage investment portfolios and monitor market trends and economic conditions +… more
- Capital One (Chicago, IL)
- …insights into clear and concise presentations + Provide strategic advice and financial analyses for investment decisions, pricing changes, and channel and ... Principal Associate, Financial Analysis (Hybrid) We are looking for a...clients with project statuses; budget comparisons, and analysis on investment drivers and key performance indicators. You will be… more
- Neuberger Berman (Chicago, IL)
- …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) years of ... experience with all of the following: Developing investment strategies and performing security analysis for financial markets and fixed income investments;… more
- University of Kansas (Lawrence, KS)
- …compliance oversight, managing and constructing research facilities, and handling financial services, including investment of corporation resources. The ... **31861BR** **Job Title:** Financial Analyst Intermediate **Department:** Office of Research **Primary...University of Kansas Lawrence Campus **Job Description:** **70% - Financial Statements, Reporting, and Analysis** + Work with CFO… more
- Equitable (Charlotte, NC)
- …and adherence to best practices. + Provide oversight and final approval of financial planning and investment advisory activities. + Monitor and enforce ... Financial Planning Principal ( 250000NA ) **Primary Location**...an organization that will help unlock your potential? The Financial Planning Principal serves as a key supervisory leader… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …preparing industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. ... revenue and income forecasts. + Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. + Assists with preparation… more
- JPMorgan Chase (Jersey City, NJ)
- …15+ years of experience in technical or operational change within wholesale banking, investment banking, or related financial services. + Deep understanding of ... party and account data, client onboarding, investment relationships, and financial metrics in a wholesale banking context. + Proven ability to design and… more
- Equitable (New York, NY)
- …+ Serve as a point of contact to key OCIO stakeholders including Financial Planning & Analysis, Investor Relations, Investment Accounting, and Treasury. + ... **Qualifications** Required Qualifications: + 5 years experience in an investment analyst role, financial planning & analysis for a large company, and/or … more