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Search Results: 21 vacancies
- ...Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application). ~ MBA, CPA, or CFA a plus. COMPETENCIES Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others...SuggestedTemporary workWork at office
MAI Wealth Management, Inc.
Independence, OH22 days ago - ...analysis. Other projects as assigned. Qualified Applicants Will Have: ~ Accounting or Finance Bachelor's Degree required, CFA certification or a n MBA a plus. ~4+ years' related experience in a law firm or professional services environment. ~ Outstanding...SuggestedFull timeWork at office
UB Greensfelder LLP
Cleveland, OH5 days ago - ..., Finance or Economics ~7-10 years of relevant experience is required ~ One of the following credentials in valuation: ABV, ASA, CFA, CVA ~ Demonstrated ability to network, market, develop leads and generate revenues ~ Experience with and understanding of valuation...SuggestedTemporary work
Rea
Cleveland, OH6 days ago - ...Preferred Qualifications: *Both the Chartered Alternative Investment Analyst (CAIA) designation as well as the Chartered Financial Analyst (CFA) designation. *Demonstrated success through multiple economic cycles and global market conditions *Master's degree in Finance,...SuggestedFull time
- ...management experience required Duties/Responsibilities: Oversees food preparation, ensuring compliance with health, safety, and CFA standards. Manages inventory and purchase food and supplies with an eye on quality and cost Prepare and submit daily...SuggestedFull timeFlexible hoursSunday
- ...Apply today and be part of a fun and loving work environment where you can grow your skills and make a delicious impact! Location: CFA Cleveland Hopkins Airport 5300 Riverside Dr, Cleveland, OH 44135, USA Our Team Members are our most valued asset. We seek driven,...SuggestedFull timeImmediate startSunday
- ...optimize firm-wide efficiency. Preferred Qualifications: * 4 plus years of account experience, preferably in an RIA * CPA or CFA designation is a plus * Advanced Excel skills preferred Minimum Qualifications Required: * Bachelor's degree preferred * 3...SuggestedFull time
- ...to optimize firm-wide efficiency. Preferred Qualifications: •4 plus years of account experience, preferably in an RIA •CPA or CFA designation is a plus •Advanced Excel skills preferred Minimum Qualifications Required: •Bachelor's degree preferred •3 Years...Suggested
- ...investment management field. ~ Broad background in financial markets. ~ Bachelor's degree in Finance or Economics preferred. ~ MBA or CFA preferred. COMPETENCIES Extensive knowledge of financial markets/instruments/regulations, economic theories and...SuggestedFlexible hours
- ...portfolio modeling Familiarity with tax issues and liquidity management Advanced education or professional designations preferred CAIA or CFA, or progress towards, highly desirable Familiarity with industry databases/tools Excellent written communication, presentation, and...SuggestedFull timeWork experience placementFlexible hours
- ...forecasting, and budgeting, as well as experience in real estate, private equity, and investment growth strategies, is essential. CPA, CFA, or relevant field degree is preferred. Hiring Manager Title Board Chair Travel Percent Less than 10% Functions...Suggested
- ...tools such as Microsoft Power BI, Tableau, QlikView. Working towards or having professional certification preferred (e.g., RMA CRC, CFA, FRM). We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We...SuggestedFull timeWork at officeLocal areaRemote workWorldwide
- .... Technical expertise with a broad range of investment solutions. Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA. May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. Knowledge...SuggestedWork experience placementLocal areaFlexible hours
- ...degree required; coursework in economics, international relations, political economy, finance, accounting or advanced degree and/or CFA or progress towards CFA helpful Up to three years of experience working in a professional/corporate environment which may include...SuggestedInternshipLocal areaVisa sponsorship
Federated Hermes
Cleveland, OH22 hours ago $40k - $48k
...procedures. Utilizes evaluation documentation tools in accordance with department guidelines. Proactively creates Claim File Analysis (CFA) by adhering to quality standards. Utilizes diary management system to ensure that all claims are handled timely. At required time...SuggestedFull timeTravelers
Cleveland, OH27 days ago- ...and Excel skills; familiarity with ERP/FP&A tools like NetSuite or Anaplan Bachelor’s in Finance, Accounting, or related field — MBA/CFA is preferred but not required #CFStaffing #Finance #Hiring Seniority level Seniority level Mid-Senior level Employment type Employment...Full timeWork at officeRemote work
- ...Candidates for the CIO position at the company should have a Bachelor's degree in a relevant field, with a Master's degree and both CAIA and CFA designations preferred. A minimum of 10 years' investment industry experience is required, with a proven track record of success in...
- ...Requirements ~5-10+ years of experience in accounting, financial modeling, investment analysis, or strategic finance. ~ CPA, CFA, or relevant finance/accounting degree preferred. ~ Deep experience with financial modeling, forecasting, and budgeting—you should...Full timeWork at officeShift work
Marcum Search LLC
Cleveland, OH1 day ago - ...performance reporting, and core competencies in risk management are essential. Preferred qualifications include a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation, as well as a background in public/investment accounting, bank...Full time
- ...client experience and works tirelessly on the client’s behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional...Temporary workWork experience placementLocal area
