- Bloomberg (New York, NY)
- …Master's or PhD in quantum information preferred We'd love to see: * CFA designation and/or MBA degree, and/or graduate educational experience. * Experience ... # 10044740 **Description & Requirements** Bloomberg Intelligence ("BI") is a leading investment research platform of 500+ investment professionals providing a… more
- SMBC (New York, NY)
- …+ Undergraduate degree in Finance, Business Administration or related fields. MBA / CFA or other professional qualification highly preferred. SMBC's employees ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Principal Financial Group (Des Moines, IA)
- …10+ years' experience in financial services required * Post-graduate study resulting in MBA , CPA and/or CFA degrees preferred * Advanced knowledge of retirement ... retirement products. + Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and design. + Ensure full compliance with… more
- Vanguard (Chesterbrook, PA)
- …degree in a business-related field or equivalent experience. Professional certification (eg, CIA, CFA , CPA) or advanced degree (eg, MBA ) is a plus. + ... a Senior Manager in Audit Services for the Global Investment and Financial Audit Services (GIFAS) team! This is...for candidates with strong people leader experience within the investment and financial auditing space. If you're passionate about… more
- PennyMac (Westlake Village, CA)
- …degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA or CFA designation is strongly preferred + A minimum of 5-7 ... models that underpin the company's strategic planning, forecasting, and investment analysis processes. The Manager Financial Planning and Analysis, Corporate… more
- JPMorgan Chase (Nashville, TN)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- Raymond James Financial, Inc. (Bismarck, ND)
- …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.* Preferred: CAIA, CFP, CFA , CIMA, or MBA **Travel Requirements** 50-75% ... industry operations.* Financial markets, products, financial advisory function, and investment process.* Advanced investment concepts, practices, and procedures… more
- MUFG (Los Angeles, CA)
- …banking products + Bachelor's degree in a related field such as accounting, finance. + MBA / CFA , a plus + 3-5 years working experience in large financial ... subsidiary lending, designated customers will be complex relationships focusing on non- investment grade clients, customers with a large credit exposure, structured… more
- Bank of America (Nashville, TN)
- …date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Additional Skills Used in this Role:** + ... Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting +… more
- Bank of America (NC)
- …raising and strategic advisory transactions. Specifically, the team helps Global Investment Bankers in their business origination and client coverage efforts through ... Being a techno-functional role, the job requires good understanding of various investment banking and capital markets concepts and the ability to leverage various… more