- 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
- 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
- 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
- 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 (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 (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 (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
- 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
- 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
- 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
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