- ADP (Roseland, NJ)
- …+ Bachelors in Finance with and demonstrable skills with Corporate Finance theory and practice or MBA in Finance / CFA required. + 12+ years in Finance + 5-10+ ... mechanism to support the cash needs of international BUs + Execute equity investment , intercompany loans, and credit facility usage as necessary to support … more
- City National Bank (Houston, TX)
- …Word, Excel, Power Point, etc. *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7: General Securities Rep ... OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants (SIC) through the identification of qualified independent Financial… more
- MetLife (Whippany, NJ)
- …future. Preferred: * Bachelor's degree in an applicable business-related field required, MBA , CFA or equivalent preferred * Knowledge of asset-liability ... Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the… more
- Charles Schwab (Portland, OR)
- …(SAM) and Third Party SMA offerings. + Develop a deep understanding of SAM investment solutions and philosophies. + Partner with an internal team of professionals to ... provide financial consultants and clients/prospects with ongoing education about investment products and strategy. The primary focus will be...with CRM tools such as Salesforce & Tableau + CFA and/or CIMA desirable but not required. + CFP(R)… more
- T. Rowe Price (Baltimore, MD)
- …integrity and service excellence. + FINRA Series 7, 63 and/or 6. Preferred: + CFA , CAIA, CFP, and/or MBA highly desired. FINRA Requirements FINRA licenses are ... asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset… more
- CIBC (Austin, TX)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA , CPA, or CFP are preferred. + **Wealth management ... your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client… more
- CIBC (Atlanta, GA)
- …are** + Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA , CFA , CPA, CFP, or JD. + Wealth management expertise: Bring ... your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the… more
- Scotiabank (New York, NY)
- …Bring** + Bachelor's degree from an accredited university in finance, accounting, or related field. MBA /CPA/ CFA or other industry designation is a plus. + 8 - 10 ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...bridge to this key global market for trade and investment flows across the Americas and the world. Global… more
- Principal Financial Group (Seattle, WA)
- …Satellite, Media Entertainment, Wireless and Wireline, Aerospace/Defense, and Diversified Manufacturing) + MBA and CFA designation + Strong abilities in the ... Do** We're looking for an experienced fixed income credit analyst to join our Investment Grade team. In this role, you'll cover the TMT and Industrial sectors! +… more
- Scotiabank (New York, NY)
- …Banking or credit analysis experience at the Associate level is preferred. + MBA , CFA or CA designation or appropriate financial background/experience + ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...bridge to this key global market for trade and investment flows across the Americas and the world. Global… more