- 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
- Citigroup (Gaithersburg, MD)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. +… more
- Citigroup (New York, NY)
- Job Description The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, ... or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter,… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter,… 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
- Raymond James Financial, Inc. (Chicago, IL)
- Job Description Summary Under general supervision of a Senior Equity Analyst , analyze and interpret equity-related data, conduct research and provide opinion on ... investment reports. + Sufficient understanding of accounting and financial statement analysis. + Independently supports business processes with comprehensive… more
- Citigroup (Irving, TX)
- …join us. We'll enable growth and progress together The Digital S/W Engineer Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, ... consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- MTA (New York, NY)
- …Responsible for the overall management of a staff of 2 people including the Sr Claims Administrator, 1 Analyst and approximately 7 consultants. + Responsible for ... by private service providers. + Manage and monitor the Investment Portfolio contractor and produce reports as required. +...adequate OCIP coverages, for all OCIP programs. + Provides financial modeling and reporting to senior management… more