• Investment Portfolio Manager - CFA

    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 (06/07/25)
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  • Asset Management Investment Research…

    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
    Regions Bank (08/17/25)
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  • Citi Private Bank - UHNW Investment

    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 (08/21/25)
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  • VP, Investment Counselor - Citi Private…

    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 (07/04/25)
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  • Citi Private Bank - UHNW Investment

    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 (07/03/25)
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  • Citi Wealth at Work - Investment Counselor…

    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
    Citigroup (08/14/25)
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  • Investment Banking Controller - VP

    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
    Mizuho Corporate Bank (08/13/25)
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  • Lead Portfolio Analyst, Fixed Income, Global…

    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
    T. Rowe Price (08/21/25)
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  • Investment Officer - Public Markets - Fixed…

    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 (06/25/25)
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  • Investment Officer - Real Assets - San…

    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 (06/25/25)
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