- Banco Popular Puerto Rico (San Juan, PR)
- … Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth Advisor), ... individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs,...CFA(R) (Chartered Financial Analyst (R)), ChFC (Chartered Financial Consultant) designation preferred.… more
- Iowa Department of Administrative Services (State Of Iowa, IA)
- …IA Job Type Full-time Job Number 26-00488 Agency 213 Department of Insurance & Financial Services - Banking Opening Date 08/22/2025 Closing Date 10/6/2025 11:59 ... business-related field; or at least two years of experience in auditing, accounting, banking , examining financial institutions or in an occupation which provides… more
- Capital One (Chicago, IL)
- … Analysis (Hybrid) We are looking for a customer focused, inquisitive Principal Financial Analyst to join Discover Global Payments Network (GPN) Finance and ... Degree in Business Administration (MBA), Accounting, Finance, or Economics + Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA)… more
- Scotiabank (San Francisco, CA)
- …Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly ... in the world and provides a full range of investment banking , credit and risk management products...MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset.… more
- SMBC (New York, NY)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It ... 400-year history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit...services industry within the credit function as a credit analyst , including at least 3-5 year of experience in… more
- Pew Charitable Trusts (Washington, DC)
- …policies. Investment Support Functions + Provide backup support to the investment analyst as needed, including preparation of reports, data aggregation, and ... cash management strategies. While the role includes exposure to investment reporting and analysis, such activities will be performed...platforms and act as the primary liaison for daily banking inquiries and issue resolutions with financial … more
- Access Dubuque (Dubuque, IA)
- …Summer Internship- Transportation Sales (Kans Kunkel & Associates, Inc. Plant Financial Analyst Sedona Staffing Services Benefits Service Representative ... False False False **Job Details** Categories Advertising/Marketing/Public Relations Agricultural Banking /Mortgage/ Financial Services Insurance Real Estate Sales/Service Location… more
- Truist (Norcross, GA)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to … more
- JPMorgan Chase (Columbus, OH)
- …a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... Wealth Management Solutions, Portfolio Manager Analyst or Associate. The Portfolio Management Group (PMG)...Management Group (PMG) is the implementation engine for Private Banking 's discretionary investment business, providing leverage for… more
- KeyBank (Southfield, MI)
- …serving our clients' financial needs through expert advice and personalized banking , borrowing and investment solutions. The Relationship Manager is at the ... + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that will...Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered… more