- Principal Financial Group (Des Moines, IA)
- …Will Help You Stand Out** + Possession of or progress toward MBA, CIMA, CFA or other investment designation preferred but not required. **Salary Range ... **What You'll Do** We're looking for an Investment Specialist to join our Retirement Investment Support team. In this role, you'll support our plan sponsors,… more
- Citigroup (Miami, FL)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor 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 Our client, an institutional investment manager in the Twin Cities is seeking...analytical-minded individual for a direct hire role as an Investment Portfolio Analyst. This role is integral to the… more
- Commonwealth of Pennsylvania (PA)
- …completed any of the following professional accreditations: Chartered Financial Analyst ( CFA ); Chartered Alternative Investment Analyst (CAIA); Financial Risk ... Senior Investment Professional, PSERS Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/4524363) Apply Senior Investment Professional, PSERS… more
- MassMutual (New York, NY)
- …+ Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus! + CPA or CFA progress towards preferred + ... ** Investment Accountant Data Analyst - Advanced** ** Investment Controllership** **Full-Time** **Boston, MA or New York, NY** **About the Corporate Controller… more
- Manulife (Boston, MA)
- …is required. + A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management ( CFA ) designation is desirable. + 3 plus years of ... Asset Management Segment of Manulife Financial. The General Account Group handles investment portfolios related to the insurance business, and the Wealth and Asset… more
- UWorld, LLC (Dallas, TX)
- UWorld is seeking a full-time CFA Content Specialist to write and edit content for our web-based products. CFA Content Specialist will work on-site and ... collaborate with the CFA Team, editors, and illustrators to produce high-quality content...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- Edward Jones (Tempe, AZ)
- …to travel (approximately 15-30% of the time) + Begin pursuing CFP(R), ChFC(R), or CFA (R) within or another investment industry designation within 12 months of ... **Job Overview** Position Schedule: Full-Time **Team Overview:** The WM Wholesaling - Investment Advisory (IA) team provides training support to our branch teams on… more
- Charles Schwab (Lone Tree, CO)
- …extensive financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. **Managing change** - The Senior Regional Manager ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… more
- Xcel Energy (Minneapolis, MN)
- …analysis. **Note:** Candidates with a Master's Degree or certification such as CPA, CMA, CFA , etc or investment banking or public accounting background may be ... granted years of experience to reach the 4-year minimum. + Intermediate skills with Microsoft Office applications required. + Ability to communicate effectively in writing and verbally. + Demonstrated skills in analysis, problem solving, customer service, and… more
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