- JPMorgan Chase (New York, NY)
- …planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA + Prior experience providing complex investment solutions to individuals ... with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker… more
- UWorld, LLC (Dallas, TX)
- …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- Equitable (New York, NY)
- …sense of ownership and accountability. Preferred Qualifications: * MBA or CFA * Experience with insurance company investment frameworks and regulatory ... unlock your potential? We are seeking a highly motivated investment professional to join the General Account ("GA") ...investment professional to join the General Account ("GA") Investment team to support our $4B alternatives portfolio. This… more
- Wellington (Boston, MA)
- …for differentiated thinking and ability to problem solve effectively * Strong academic credentials; MBA and/or CFA (or equivalent) is preferred Not sure you meet ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …writing, PowerPoint, and Excel skills are required. + Bachelor's degree required; advanced degree ( MBA , CFA , etc.) is a plus but not required. Not sure you ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- T. Rowe Price (Baltimore, MD)
- …influence peers without direct Supervisory oversight + Completion of or progress towards a CFA or MBA FINRA Requirements FINRA licenses are not required and will ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...matter to you . About the Position The Multi-Asset Investment Liaison acts a key catalyst for growth and… more
- JPMorgan Chase (New York, NY)
- …data. **Preferred qualifications, capabilities and skills** + Preference for candidates with MBA , CFA . + Preferably experience in Asset Management, with ... At JP Morgan Asset Management, we provide investment solutions to many of the world's largest...identify, share and compare ideas around the globe. Our investment processes are founded on tried and tested … more
- First National Bank of Omaha (Minneapolis, MN)
- …related field ( MBA preferred). + **20+ years** of experience in investment management, including **10+ years in a leadership role.** - Preferred applicants will ... based on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth… more
- Citigroup (Beverly Hills, CA)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... 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
- CBRE (Los Angeles, CA)
- …Juniper Square preferred. + Strong presentation and communication skills, both verbal and written + MBA , CFA or CAIA credentials is a plus. + VBA, Python and ... Client Care Director, CBRE Investment Management Job ID 230030 Posted 28-Jul-2025 Service...line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Los Angeles - California - United… more