- Aristotle Capital Management (Newport Beach, CA)
- …7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …continuous learning. **Qualifications:** + Bachelor's degree in Finance, Economics, or related field; MBA or CFA strongly preferred. + 5-10 years of experience ... - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a talented and experienced...join a highly reputable and established team in providing investment and wealth planning for HNW and UHNW clients,… more
- FM (Waltham, MA)
- …directors and managers on periodic, ad-hoc, and special res BA or BS required; MBA , CFA , CAIA, or other advanced degree related to investments, economics, ... This is a senior role, working closely with the Portfolio Manager, External Investment Management, Senior PM's, Chief Investment Officer (CIO), and other senior… more
- JPMorgan Chase (New York, NY)
- …information with discretion Preferred Qualifications, Capabilities and Skills + Advanced degree ( CFA , MBA , or equivalent) strongly preferred + Experience with ... Group, (PAG) you will serve as the lead for investment solutions within US Wealth Management, our mass affluent...Partnering closely with CWM leadership to drive strategic priorities, investment flows, and the curation of the solutions offering… more
- The Hartford (Wayne, PA)
- …Ensure seamless client experience through coordinated internal efforts Qualifications: + A bachelor's degree: MBA or CFA preferred + 10+ years of experience in ... client retention and long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based in Philadelphia, New… more
- Delta Dental of Iowa (Johnston, IA)
- …strategic initiatives. This position requires a deep understanding of finance, investment analysis, and strategic planning, paired with proven leadership in cross ... with the analytical acumen and business insight to identify and evaluate investment opportunities that align with long-term organizational goals. This position is… more
- BlackRock (New York, NY)
- …in finance, economics, or a related field. Advanced degree or certifications (eg, FRM, CFA , MBA , etc.) preferred + Programming skills in any language; Python ... independent risk expertise and constructive challenge to drive better business and investment outcomes. RQA's risk managers play a meaningful role in BlackRock's … more
- Zurich NA (New York, NY)
- …+ Bachelor's degree in finance or accounting. + Master's degree in finance or an MBA . + Progress toward the CFA designation. + Experience in one of the ... + Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or… more
- Neuberger Berman (New York, NY)
- …process efficiencies of manager traded strategies. **_Qualifications_** **:** + Bachelor degree required; MBA and/or CFA a plus + 7+ years in asset management ... be expected to be proficient at articulating a strategy's value proposition, investment process, portfolio positioning and rationale for specific holdings within the… more
- CIBC (Boston, MA)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA , CPA, or CFP are preferred. + **Wealth management ... client relationships. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-contributing to business growth… more