- Wipfli LLP (Milwaukee, WI)
- …environment is especially valued + 5 years in management or leadership role + CPA, CFA or MBA + Strong financial modeling skills, including pro forma and deal ... with Senior leadership and PE sponsors to build robust scenario modeling, investment return analyses, and long-term strategic plans + Drives integration of newly… more
- SMBC (New York, NY)
- …+ Undergraduate degree in Finance, Business Administration or related fields. MBA / CFA or other professional qualification highly preferred. **Additional ... 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 (Denver, CO)
- …preferred, or must obtain within 120 days of hire. + Possession of or progress toward MBA , CIMA, CFA or other investment designation preferred. + Minimum 10 ... for a Regional Director- Retirement Investments to provide concise and insightful investment analysis and market intelligence to new and existing retirement plan… 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
- Vanguard (Malvern, PA)
- …Complement your education with real-world experience in the summer of 2026 Vanguard's MBA Internship Program - Investment Management Track is an opportunity to ... influence strategic decisions at one of the worlds' leading investment firms. While we provide a summer assignment and...forward + Receive rigorous coaching and mentorship from an MBA program manager and a senior department management to… more
- JPMorgan Chase (Garden City, NY)
- …financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment … more
- Wellington (New York, NY)
- …independently as well as part of a team. The candidate should have either a CFA or MBA designation or should be working toward it. **RESPONSIBILITIES** + Primary ... Excellent verbal and written communication skills + Designation or demonstrated progress toward CFA or MBA strongly preferred + Experience with market data… more
- Wellington (Boston, MA)
- …to have: + A strong academic background, ideally including a post-graduate qualification (eg MBA or CFA ); + 8+ years of related professional experience, ideally ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...investment strategies; + A willingness to travel. + CFA Required Not sure you meet 100% of our… more
- Truist (New York, NY)
- …Qualifications:** Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] MBA [or progress towards MBA ] Additional Professional ... of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with ...Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group… 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
