109 Cfa Investment Jobs - page 2
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2025 Private Equity Associate Selby Jennings - , FL, United States degree in Finance, Business, Economics, or a related field; MBA or CFA is a plus. 1-2 years of experience in private equity, investment banking, management consulting, or a related field. Strong financial Yesterday
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Trust Portfolio Advisor UNION Savings BANK - Freeport , Illinois 61032 , United States for complex discussions. Familiarity with multiple accounting, performance, and trading systems. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FIS 2 days ago
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Investment Officer Fort Worth Employees' Retirement Fund (FWERF) - Fort Worth, TX, United States , math, or a related area. Master’s degree in a related area from an accredited college or university is preferred. A holder of the Chartered Financial Analyst (CFA) designation and/or Chartered Yesterday
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Financial Analyst Pyramid Consulting, Inc - Minneapolis, MN, United States for consultant databases. Conduct ongoing reporting or ad hoc reporting as needed at an excellent service level Demonstrate a basic understanding of the flow of firms information to accounting and performance Yesterday
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Financial Planning Sr Advisor Citizens - Reading, United States team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation Competitive 2 days ago
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Wealth Advisor, Investments Centura Wealth Advisory - , CA, United States Financial Planner “CFP” or CFA designation – Preferred CA Life Insurance License- Preferred Experience: 8+ Years financial advisory, investment management experience Proficient with the following software Yesterday
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Vice President, Investment Banking | Renewable Energy Viridan Group - New York, NY, United States ; MBA, CFA or CPA or a related advanced degree desired Minimum 6 years of investment banking experience Minimum 6+ year of renewable energy industry experience Significant closing experience Yesterday
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Structured Products Valuation Specialist Atlantic Group - New York, NY, United States opportunities to improve the valuation process through technology and innovation. Qualifications for the Valuations Analyst: Bachelor’s degree in finance, accounting, economics, or a related field (MBA or CFA Yesterday
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Assistant Vice President - Performance Analyst Chevy Chase Trust - Bethesda, MD, United States in investment performance reporting and accounting CFA, CAIA or CIPM, or progress towards a designation is preferred. Bachelor’s degree in Finance, Accounting or Economics preferred or commensurate work-related Yesterday
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Investment Bank Auditor - LATAM - Assistant Vice President Resource Solutions - Jacksonville, FL, United States of internal audit issues and regulatory observations Complete business risk assessments and contribute to the annual audit planning process Work on ad hoc projects including methodology enhancements Yesterday
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