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- ...requests. Qualifications M.B.A in Finance, B.E in Computers or Degree in Quantitative or Scientific discipline. Pursuing CFA, FRM or CAIA is beneficial. Diligent, self‑motivated and resourceful; able to multi‑task and focus on delivering results. Knowledge of working...SuggestedNight shift
- ...Experience with venture lending, unitranche structures, or distressed/turnaround situations Progress toward or completion of CFA or CAIA designation Exposure to portfolio monitoring systems, CRM platforms, or basic data analysis tools (SQL/Python) Knowledge of...Suggested
- ...to complex fund structures, including multi‑strategy, credit, quantitative, or hybrid private equity/hedge fund vehicles. CPA, CFA, CAIA, or other relevant industry credential. Experience developing consulting methodologies, proposal templates, delivery toolkits, or...Suggested
$100k - $120k
...structureCurrent license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFPCFA, CFP, or CAIA certifications a plusExperience using CRM toolsExcellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Previous...SuggestedWork at officeLocal areaShift workNight shiftWeekend work- ...three years' experience working directly with clients or investors. Professional designation or advanced degree such as CFP, CFA, CAIA. Experienced in managing internal relationships and executing strategic initiatives with a large organization. Advanced...Suggested
- ...launch product initiatives and campaigns. Requirements / Qualifications: Bachelor’s degree, preferably in business or economics; CFA, CAIA, or MBA a plus. Minimum 6 years in asset management or private banking, with strong knowledge of capital markets and investment...SuggestedBank staffHome office
- ...Bachelor's degree in Finance, Business or equivalent experience at a financial institution. Graduate degree preferred. 2+ years of investment experience preferred. CFA and CAIA designations preferred. JSON to check for error?***... #J-18808-Ljbffr Nicolet National BankSuggestedLocal area
- ...analytics, reporting, and research tools such as Morningstar or similar platforms is preferred Progress toward or completion of a CFA, CAIA, CFP, or similar professional designation is a plus Why United Capital Competitive compensation and comprehensive benefits package...Suggested
$105k - $135k
...communication skills Ability to manage multiple priorities in a client-focused, deadline-driven environment Preferred Pursuit of CFA, CAIA, or MBA Prior experience in an investment consulting or advisory firm environment Experience working directly with institutional...SuggestedRemote work$120k - $140k
...quality management, and process automation best practices. Experience with GIPS standards and/or progress toward a CIPM, CFA, FRM, or CAIA designation. Exposure to alternative investment performance metrics, including MOIC and IRR. Why Lord Abbett? Lord Abbett is a...SuggestedLocal area$75k - $110k
...and written communication skills ·Attainment of or progress toward an advanced degree or certification, i.e.: oCFA Charter, CIPM, or CAIA Charter oMaster’s degree in relevant field (business, accounting/finance, or agriculture-equivalent) This job description is...SuggestedFull timeWork at office- ..., and team-oriented mindset Excellent written and verbal communication skills Desire to grow into a long-term advisory or investment management role Motivated to pursue professional certifications such as CFP, CFA, CAIA, or CPA #J-18808-Ljbffr Walrath Recruiting, Inc.SuggestedWork at office
- ...use of AI tools to accelerate professional workflows. Bachelor's degree in Finance, Economics, Accounting, or related field. CFA or CAIA designation preferred. Experience with portfolio analytics platforms such as Addepar preferred.Apply for this Position #J-18808-Ljbffr...SuggestedWork at office
- ...experience in an insurance company. Experience allocating capital to public and private markets. Preferred Qualifications CFA and/or CAIA designation. Flex‑Hybrid Work Environment Texas Mutual’s flex‑hybrid schedule allows you to bring your best self to work by working...SuggestedWork at officeLocal areaRemote workFlexible hours
- ...advisors. Experience managing or mentoring junior team members is highly desirable. Professional designations such as CFA, CIMA, CAIA, or CFP preferred or in progress. Exposure to tax‑efficient investing concepts, including tax‑aware portfolio construction and asset...SuggestedTemporary workWork at office
$120k - $170k
...the Fund Controller Education: Bachelor's degree in Accounting, Finance, or a related field is required. Certification: CPA, CFA, CAIA, or a related professional designation is required. Experience: 7+ years of experience in fund accounting, fund finance, public accounting...Monday to Friday- ...requirements and a commitment to maintaining the highest standards of compliance Nice to have Relevant certifications, such as CFA, CAIA, or equivalent Experience with high-net-worth client relationship management software and financial modelling tools Important notice...Full timeImmediate startRemote work
$105k - $115k
...account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support. Location Newport Beach, CA Key Relationships PIMCO Investment Professionals...Flexible hoursShift work- ...maximum substitution of 120 semester hours (four years). Licenses / Certifications Must have or be pursuing a CPA, CFA, FRM, PRM, CAIA, or CIPM designation. In This Role You Will Schedule, plan, and lead requirements gathering sessions with stakeholders across Asset...Full timeWork experience placementWork at officeMonday to FridayFlexible hoursAfternoon shift
$71k - $125k
...Demonstrated ability to work independently and collaboratively in a regulatory environment (required). Licenses and Certifications CFA, CAIA, or CFIRS, or FRM preferred or in progress. Skills Understanding and applying laws and regulations relevant to banking and...Odd jobWork experience placementWork at officeNight shift$125k - $170k
...persons hired to work in the United States. Grey Matters Defense Solutions, LLC complies with the Colorado Artificial Intelligence Act (CAIA) and maintains policies, controls, and oversight practices designed to mitigate algorithmic discrimination, promote transparency,...Temporary work- ...portfolio management. Bachelor’s degree in Finance, or a related field preferred. Progress towards, or current holder of, CFA and/or CAIA designations. Preference of strong proficiency with Charles Schwab’s system, Black Diamond, and Morningstar with the willingness to...Work at office
- ...investment sales, or financial analysis Series7 and 63 licensed or ability to earn licensure quickly Knowledge of alternative investments CAIA, CFA, or CFP designation a plus Experience at a fintech, wealth tech, RIA, Broker‑Dealer or banking firm a plus Highly motivated,...Remote work
$115k - $125k
...train and mentor junior team members Nationwide coverage demanding approximately 30-50% travel time CFA and/or MBA strongly preferred CAIA or prior Alternatives Strategy experience strongly preferred Perks Health, dental & vision insurance Employer HSA contribution Opt...$96.1k - $166.8k
...writing. Qualifications - Preferred Certifications in Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), or Certified Public Finance Officer (CPFO). Major Duties/Essential...Full timeContract workWork at officeLocal area$85k - $100k
...complex data. Programming experience is an asset: Python, SQL. Excellent problem‑solving capabilities and attention to detail. CFA or CAIA charter or progress is desirable. Previous experience in portfolio analysis including factor analysis, risk exposures, performance...Visa sponsorshipShift work$207.9k - $272.8k
...'LL NEED TO BE SUCCESSFUL: Designations: CFA (Chartered Financial Analyst) is almost always a requirement for this level. A CPA or CAIA is a strong plus. Software Mastery: Expert proficiency in Bloomberg Terminal , Morningstar Direct , or FactSet for real‑time market...Local areaShift work$130k - $150k
...Exceptional communication, presentation, and interpersonal skills. Preferred Spanish language proficiency (written and spoken). CIMA®, CAIA®, CFA®, or other relevant advanced designation. Proficiency with MoneyGuidePro financial planning software. Established...Work at officeLocal area$150k - $240k
...Specialized skills and knowledge in any of the following disciplines is highly valued: investments & investment management (e.g., CFA, CAIA), estate planning (esp. J.D.), tax (esp. CPA, LLM), philanthropy, and family governance. Certification (Series 65 or other)...Full timeContract workWork experience placementWork at officeRemote workFlexible hours- ...complex financial plans Preferred Qualifications Master’s degree in Business Administration Texas General Insurance license CFP, CFA, CAIA, and/or CPWA preferred Experience working with high-net-worth clients strongly preferred Benefits At Weaver, our most valuable...Flexible hours