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$90k - $160k
...be able to maintain relationships that will relate to the overall success of the established firm goals Nice-to-have ~ CFA, CAIA, or CFP designation or working to obtain ~2+ years HNW client experience ~ Portfolio management experience ~ Experience in investment...SuggestedFull timeFlexible hours$55k - $66k
...manager evaluation. We highly encourage and support employees to further their investment knowledge by participating in the CIPM, CFA, or CAIA programs. Responsibilities: Independently collect, enter, and reconcile our clients' investment data from custodian banks,...SuggestedFlexible hours- ...organizational skills. Demonstrated ability to build relationships and collaborate effectively with senior stakeholders. Progress toward CFA or CAIA designation is a plus but not required. Future Standard is a global alternative asset manager serving institutional and private...SuggestedWork at office
- ...resolution. In terms of credentials completion of any of the following is highly preferred: MBA and or CFA, CFP, CIMA, CPWA and CAIA. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work...SuggestedWork experience placementFlexible hours
$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 Austin, TX Key Relationships PIMCO Investment Professionals...SuggestedFlexible hoursShift work- ...optimization, FactSet portfolio modules, and Capital IQ research Familiarity with the Clearwater portfolio accounting system CFA, CAIA, MBA or in active pursuit Why join our team: We help you be your best through professional development opportunities,...SuggestedMinimum wageWork at office3 days per week
$62k - $81k
...of promotion from within, so excellent potential exists for professional growth. College degree required. Advanced degree and/or the CAIA designation, CFA designation (or progress toward these credentials) is a plus. Competitive salary and full benefits including profit...Suggested- ...qualifications are preferred:/pulliMasters degree in Business Administration/liliTexas General Insurance license preferred/liliCFP, CFA, CAIA, and/or CPWA preferred/liliExperience working with high-net-worth clients strongly preferred/liliAlternative investment experience/...SuggestedFlexible hours
$100k - $250k
...presence Self-motivated, detail-oriented, and resilient, with a proactive and solution-driven approach to problem-solving CFA or CAIA designation (or significant progress toward either) preferred The anticipated annual base salary range for this position is $100,...SuggestedDaily paidPermanent employmentWork at office- ...to work effectively in a small- to mid-sized organization Education and Experience ~ Bachelor's degree required ~ CFA and/or CAIA designations preferred, or progress toward one or both designations ~8+ years of experience, some or all in an investment consulting...SuggestedWork at officeWork from homeWork visa3 days per week
$60k - $90k
...familiarity with financial industry operations Knowledge of federal securities laws Relevant industry certifications (IACCP, CAMS, CAIA, FINRA Series licenses etc.) Essential Traits: Preferred Qualifications: Healthcare Coverage: Comprehensive medical, dental,...SuggestedTemporary work- ...M.B.A. are preferred but not required. Willingness to pursue CFA, CFP, or M.B.A. is strongly encouraged Designations such as the CAIA, AIF, ChFC, CPA, or other similar designations are also favored, but not required. Skills & Abilities: Financial planning and/...SuggestedWork at officeLocal areaWeekend workAfternoon shift
$110k - $150k
...restructuring in combination with numerous external advisors Qualifications Bachelor's degree or equivalent experience - CFA, CAIA, or CPA is a plus At least 4 years of finance experience, with at least 2 years of direct experience in valuation, transaction advisory...SuggestedFull timeTemporary workWork at office- ...liliProficient in Microsoft Excel and Word; Salesforce experience preferred/liliBachelors degree required; advanced degree or progress toward CAIA, CFA, or MBA preferred/li/ulpAt Wellington Management, you will be launching a career at one of the worlds largest and most...SuggestedWork at office
- ...(CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP, CIMA, CAIA All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility...SuggestedFull timePart time
- ...collateral management and derivative operations Familiarity with prime brokerage, repo structures, and liquidity management CFA, CAIA, CPA, or FRM certifications Experience working with institutional counterparties, including prime brokers and custodians...Work at office
- ...confidential financial matters. These attributes are paramount, as direct client interaction is a fundamental aspect of the role ~ CFA, CAIA, or CFP designation is a plus; interest in obtaining these qualifications is envisioned to grow in this role ~ Completion of the...
$89k - $139k
...family offices, or related environments ~ Strong understanding of portfolio management concepts and trading workflows; CFA and/or CAIA certifications are a plus ~ Highly organized self-starter with the ability to design thoughtful technical solutions for sophisticated...H1bRemote workWorldwideVisa sponsorshipWork visa$90k - $160k
...communication) Preferred: Experience within private wealth and/or broker-dealer Advanced degree (MBA) or industry designations (CFA, CAIA) Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed. We thrive on the challenge to be...Full timeWork at officeFlexible hours- ...and research databases. Professional Qualifications: Progress toward or intention to pursue relevant certifications such as CFA or CAIA, is highly regarded. We value commitment to professional development. (Candidates who have already attained any of these...Permanent employmentTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...relevant graduate degree. Licenses / Certifications: Chartered Financial Analyst (CFA); Chartered Alternative Investment Analyst (CAIA) are preferred. A valid Texas (or state of residency) driver's license and a satisfactory driving record are a condition of...Full timeWork at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
$90k - $160k
...or Albourne is a plus) Strong background in legal, regulatory, and governance issues related to the private markets space CFA/CAIA designations and or advanced educational degrees What's in it for you? We thrive on the challenge to be our best, progressive thinking...Full timeWork experience placementWork at officeFlexible hours$90k - $160k
...or Albourne is a plus) Strong background in legal, regulatory, and governance issues related to the private markets space CFA/CAIA designations and or advanced educational degrees Leaders who support your development through coaching and managing opportunities...Full timeWork experience placementWork at officeFlexible hours- ...structured mentorship. Continuing education opportunities, including employee guided learning opportunities and support for the CFA, CAIA, CIPM, and other professional designations ~ Team-based work structure, which supports an environment where immediate...For contractorsWork experience placementInternshipWork at officeLocal areaImmediate startWorldwide
$120k - $225k
...and willingness to learn and grow within the role. ~ Proficiency in written communication and strong presentation skills. ~ CFA/CAIA or advanced degree is strongly preferred. ~ Series 7 & 63 preferred. Not sure you meet 100% of our qualifications? That's ok....Flexible hours- ...Qualifications ~ Bachelor's degree required. ~ Master's degree advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA, or CFA preferred. ~8+ years experience in financial services sales or consultation required. ~ Securities industry essentials (...
- ...investment analysis/strategy. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. CAIA, CFA, or CFP optional Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About...Work experience placement
- ...changes. Applicants must have a Bachelor’s degree and at least 7 years of related experience, with a preference for those holding a CFA, CAIA, or FRM designation. A strong knowledge of equity and derivative instruments, as well as alternative investment strategies, is...
$185k - $190k
...manage relationships across various roles and seniority levelsboth internally and externally Self-motivated and team-oriented CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred Series 7, 63/65, or 66 required (or obtained within 6 months of hire) Neuberger...Local areaRemote workHome officeShift work- ...Demonstrated ability to work both independently and as part of a team Series 7 and 66 licenses preferred but not required CFA or CAIA designation, or progress made towards either highly desirable Proficiency with Excel, Morningstar Direct, and Prequin strongly...Work at office3 days per week