- 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
- 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
- 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
- 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
- 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 (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
- 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
- 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
- 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