• Investment Portfolio Manager - CFA

    Regions Bank (Indianapolis, IN)
    …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... + Implements and communicates investment related changes based on Investment Working...in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified… more
    Regions Bank (06/07/25)
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  • Senior Finance Analyst - Business Support (The…

    Bank of America (Charlotte, NC)
    …Reporting experience + eLedger, EPM /Essbase reporting experience + Strong business acumen including investment products knowledge + CFA / MBA / CPA + Bachelor's ... Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, New… more
    Bank of America (06/28/25)
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  • Senior Investment Operations Analyst

    Thrivent Financial (Minneapolis, MN)
    …training and experience required. + Minimum 5 years experience with institutional investment operations required. + CFA , CPA or master's degree preferred. ... live the life they want today-and tomorrow. Job Summary The Senior Investment Operations Analyst performs 'middle office' functions (trade and corporate action… more
    Thrivent Financial (05/13/25)
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  • Citi Private Bank - Investment Counselor…

    Citigroup (Costa Mesa, CA)
    …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
    Citigroup (07/11/25)
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  • VP, Investment Counselor - Citi Private…

    Citigroup (San Francisco, CA)
    …transparency. **Qualifications:** + 6-10 years of experience + Robust experience in providing investment advice and solutions. + CFA + Requires good analytical ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
    Citigroup (07/04/25)
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  • Citi Private Bank - UHNW Investment

    Citigroup (New York, NY)
    …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
    Citigroup (07/03/25)
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  • Wealth at Work - Investment Counselor Lead…

    Citigroup (Chicago, IL)
    …transparency. **Qualifications:** + 5+ years of related experience + Expertise in providing investment advice and solutions. + CFA , MBA degree or other advanced ... asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and… more
    Citigroup (07/15/25)
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  • Lead Analyst, Investment

    T. Rowe Price (Baltimore, MD)
    …of education and relevant experience AND + Minimum 8 years of relevant investment or analytical experience Preferred: + CFA or progress toward designation ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...Key focus areas include: + Delivering competitive analytics and investment strategy training in individual and group settings +… more
    T. Rowe Price (05/28/25)
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  • Associate Vice President - Pension Benefit…

    Lilly (Indianapolis, IN)
    …MBA** in Finance, Economics, or Investments from accredited institution and/or **Advanced investment certifications** ( CFA , CAIA, or equivalent) + **Minimum 10 ... Benefit Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible for… more
    Lilly (07/15/25)
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  • Investment Director, Risk Mitigating…

    CalSTRS (Sacramento, CA)
    …certification in one of the following designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager ... Job Posting: Investment Director, Risk Mitigating Strategies State Teachers' Retirement...Risk Mitigating Strategies State Teachers' Retirement System JC-476224 - Investment Director, Risk Mitigating Strategies INVESTMENT DIRECTOR… more
    CalSTRS (07/09/25)
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