- First National Bank of Omaha (Overland Park, KS)
- …**assets** . You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning, private banking, specialty credit, ... trends, client needs, and competitive landscape, partnering with product and investment teams to ensure our service offerings remain best-in-class and differentiated… more
- JPMorgan Chase (Los Angeles, CA)
- …**Preferred Qualifications, Capabilities, Skills** + Advanced Degree or licensing preferred, ideally CFA , JD, CPA or MBA (or in-process) + Solid analytical ... work experience in Mergers and Acquisitions or related fields including Legal, Investment Banking, Private Capital, Family Office, Valuation or Asset Management +… more
- 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