- Nuveen Investments (Charlotte, NC)
- … investment and the broader portfolio. An Associate will liaise with senior Nuveen and TIAA personnel, management teams, financial intermediaries, investors ... and community events, Coach and mentor staff in the Analyst roles + Assist in the development and continued...capital market financing analysis + Evaluate risk/return parameters of investment + Financial modeling, valuation, comparable &… more
- JPMorgan Chase (New York, NY)
- …of experience in the job offered or as Equity Research, Equity Research Analyst , Corporate and Investment Banking, Research and Analytics, or related occupation. ... DESCRIPTION: Duties: Independently meet with institutional investment clients to discuss industry trends, and proactively educate clients on specific companies… more
- Commerce Bank (Kansas City, MO)
- …management experience required + 3+ years leadership/supervisory experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ... been a leading provider of wealth management services including financial planning, estate and tax planning, investment ...a team/region within the Commerce footprint + Work with senior trust management to develop strategy for the achievement… more
- University of Utah (Salt Lake City, UT)
- …or developed at Utah's institutions of higher education. As a Venture Capital (VC) Investment Analyst Intern, you will play a crucial role in supporting the ... Speaker Series (Remote - 4pm-5pm) + Ability to attend weekly Friday team lead investment analyst meeting (Remote - 3pm-3:30pm) + Ability to spend 15-19… more
- Robert Half Finance & Accounting (Dallas, TX)
- …reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, senior investment professionals and ... reporting for investment activity (valuation) Preparation and consolidation of investment and financial reporting Interaction with portfolio managers to… more
- Zurich NA (New York, NY)
- …Asset management company or investment department of an insurance company; financial analyst , financial engineer, structure, trader, or risk manager ... with investment mandate set-ups, authoring documentation for review by senior Zurich executives, and outbound calling efforts. Basic Qualifications: + Bachelor's… more
- Commerce Bank (Kansas City, MO)
- …years trust, bank or investment management experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation ... been a leading provider of wealth management services including financial planning, estate and tax planning, investment ...compensation range is for the Portfolio Manager III & Senior - CTC job and contemplates a wide range… more
- Scotiabank (San Francisco, CA)
- …while also occasionally working with other Scotiabank counterparts. + Assist Senior Analyst with day-to-day responsibilities including developing and forecasting ... company specific recommendations (buy, sell, hold). Work closely with Senior Analyst in the launch of new...MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset.… more
- Sinclair Broadcast Group (Hunt Valley, MD)
- …and real estate holdings. This is an exciting opportunity for a driven investment professional to deepen their private equity expertise, gain exposure to multi-asset ... with bankers, advisors, and executives; conduct initial screening and develop investment theses in alignment with Sinclair Ventures' strategy. + LOI-to-Close: Lead… more
- Truist (New York, NY)
- …President, COO, CFO, Director of Strategy, etc) Level-specific duties: 1. Works closely with senior analyst in the research production process as well as with ... cash flow forecasts at the company level. 4. Conducts financial and valuation analyses. 5. Formulates investment ...of the Associate and the needs of the individual senior analyst , may maintain active dialog with… more