- Regions Bank (Indianapolis, IN)
- …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... + Implements and communicates investment related changes based on Investment Working...in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified… more
- Regions Bank (Birmingham, AL)
- …of the system. **Job Description:** At Regions, the Asset Management Investment Research Analyst assists in the selection, evaluation, and on-going monitoring ... of investment managers. **Primary Responsibilities** + Identifies and recommends ...field **Preferences** + Master's degree in Business Administration and/or CFA Charter + CAIA, CMT, FRM + PitchBook +… more
- Citigroup (Greenwich, CT)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Citigroup (San Francisco, CA)
- …transparency. **Qualifications:** + 6-10 years of experience + Robust experience in providing investment advice and solutions. + CFA + Requires good analytical ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Citigroup (New York, NY)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Citigroup (New York, NY)
- …transparency. **Qualifications:** + 5+ years of related experience + Expertise in providing investment advice and solutions. + CFA , MBA degree or other advanced ... asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and… more
- Mizuho Corporate Bank (New York, NY)
- …valuation, accounting treatment, and disclosure in the financial statements Qualifications: + Investment Banking experience + CPA or CFA preferred, but not ... Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through… more
- T. Rowe Price (Baltimore, MD)
- …AND + 8+ years of total relevant work experience Preferred: + 8+ years of investment experience + CFA and/or Master's degree + Asset class expertise + ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...subject matter expert for their assigned T. Rowe Price investment strategy(s) and a representative of those investment… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more