• 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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  • Senior Finance Analyst - Business Support (The…

    Bank of America (Newark, DE)
    …Reporting experience + eLedger, EPM /Essbase reporting experience + Strong business acumen including investment products knowledge + CFA / MBA / CPA + Bachelor's ... Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, New… more
    Bank of America (06/28/25)
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  • Citi Private Bank - Director, Investment

    Citigroup (Beverly Hills, CA)
    …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 (07/26/25)
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  • Director, Investment Funds and Financial…

    Principal Financial Group (New York, NY)
    …Derivatives experience **Skills That Will Help You Stand Out** + CIT - Collective Investment Trust coverage experience + CFA , FRM or advanced degree in finance, ... **What You'll Do** We're looking for a Director, Investment Funds and Financial Risk Management to join...you'll support the execution of the second line global investment risk management program that meets business objectives and… more
    Principal Financial Group (07/24/25)
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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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  • Wealth at Work - Investment Counselor Lead…

    Citigroup (Chicago, IL)
    …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 (07/15/25)
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  • Senior Assistant Investment Manager 16

    State of Michigan (East Lansing, MI)
    …of a bachelor's degree in any major and a Chartered Financial Analyst ( CFA ), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA), ... degree or higher in any major and a Chartered Financial Analyst ( CFA ), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA),… more
    State of Michigan (08/03/25)
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  • Associate Vice President - Pension Benefit…

    Lilly (Indianapolis, IN)
    …MBA** in Finance, Economics, or Investments from accredited institution and/or **Advanced investment certifications** ( CFA , CAIA, or equivalent) + **Minimum 10 ... Benefit Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible for… more
    Lilly (07/15/25)
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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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