- JPMorgan Chase (Denver, CO)
- …preferred + Five plus years of experience in a leadership position + Bachelor's degree required; MBA , JD, CFA , or CFP preferred + FINRA Series 7, 66, 9, 10 and ... acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Act as a… more
- JPMorgan Chase (Summit, NJ)
- …Net Worth solutions, and retirement strategies + Bachelor's degree required; MBA , JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst ( ... CFA ) professional designations strongly preferred + Series 7, 66...results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …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… more
- Ferguson Enterprises, LLC. (Newport News, VA)
- …as needed. **Qualifications:** + Bachelor's degree in Accounting, Finance, Economics or related field. MBA , CPA, CTP or CFA a plus. + Multiple years (5+) of ... Build and maintain relationships with external parties such as investment banks and rating agencies. + Assist in preparation...progressive experience in Treasury or Investment Banking. + Familiarity with planning software (Oracle Smart… 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 6-8 ... financial models that underpin the company's strategic planning, forecasting, and investment analysis processes. The Financial Planning & Analysis Assistant Vice… more
- NextEra Energy (Juno Beach, FL)
- …us! **Position Specific Description** Corporate Development is responsible for engaging with investment banks and counterparties during the deal process in order to ... + Bachelor's Degree in finance, accounting or technical field highly preferred + MBA , CPA, or relevant graduate degree highly desirable **Job Overview** Employees in… more
- CBRE (Raleigh, NC)
- …Background in advisory, investment banking, private equity, or institutional capital raising. + MBA , JD, CPA or CFA a plus but not required. CBRE carefully ... and Renewables** CBRE is the world's largest commercial real estate services and investment firm. The CBRE Energy and Renewables group operates like an agile… more
- 3D Systems, Inc. (Rock Hill, SC)
- …consultants. *What You'll Bring* * Bachelor's degree in Finance, Accounting, Business, or related field. MBA , CPA, CFA , or CTP a plus * 15 years of progressive ... serve as the voice of the company to the investment community. As a trusted advisor to the CFO...the capital approval process and represent Treasury on the Investment Plan Committee (401(k) oversight). * Maintain strong, strategic… more
- SMBC (Jersey City, NJ)
- …mathematics, computer science or related field, Master's degree preferred; and MBA / CFA /FRM/CPA or other professional qualification highly preferred + Manage ... 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
- Capital One (Chicago, IL)
- …and business clients with project statuses; budget comparisons, and analysis on investment drivers and key performance indicators. You will be asked to challenge ... and concise presentations + Provide strategic advice and financial analyses for investment decisions, pricing changes, and channel and segment expansions + Implement… more