- Regions Bank (Chattanooga, TN)
- …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...and economic markets + Progress towards Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and advisors + Proven leadership abilities to manage and motivate an investment team. + CFA Charterholder or equivalent professional designation preferred. ... obtained through education and experience, to develop and execute comprehensive investment strategies that align with the trust company's goals, overseeing the… more
- Lincoln Financial (Hagatna, GU)
- …or Financial Services preferred * Technical knowledge in investment accounting and investment operations * CPA / CFA Preferred but not required. * ... This role will provide timely and accurate more complex investment and derivatives data and investment accounting for the General Account Invested Assets on a… more
- 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.… more
- Citigroup (Miami, FL)
- …with transparency. Qualifications: 15+ years of experience Extensive experience in providing investment advice and solutions. CFA , MBA degree or other advanced ... Job Description 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 (San Francisco, CA)
- …transparency. **Qualifications:** + 10+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …business intelligence tools such as Tableau and CAS + Progress towards investment -related certifications like CFA Opportunity awaits a skilled professional who ... Description We are in the search for an Investment Trading Analyst to join our team in...services industry. Responsibilities: * Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation… more
- 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
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
- New York State Civil Service (New York, NY)
- …Administration * Candidates who have obtained their MBA, Chartered Financial Analyst ( CFA ), or Chartered Alternative Investment Analyst (CAIA) credential* A ... NY HELP No Agency Insurance Fund, State Title Private Markets Investment Manager Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit M/C… more
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