Search Results: 31 vacancies

 ...advanced degree preferred. Professional certification such as Certified Treasury Professional (CTP) or Chartered Financial Analyst (CFA) is a plus. Minimum of 10 years of experience in treasury management or related financial roles. Strong knowledge of treasury... 
Suggested
Temporary work

Zinnia

Greenwich, CT
12 hours ago
 ...Oracle ExadataEducational & Preferred QualificationsBachelor’s Degree in a computer science, computer engineeringDegree in Business, CFA certification desiredAre you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences... 
Suggested
Full time
Flexible hours

State Street Bank

Stamford, CT
10 hours agonew
 ...Alternative Investments Fund Administration and Operations is a plus ~ Advanced degree and/or credentials, or progress towards MBA, CPA, CFA, or CAIA Designation is a plus ~ Passion for the application of innovative technology ~ Proven ability to multi-task and work... 
Suggested
Full time
Remote job

iCapital

Greenwich, CT
2 days ago
 ...record, including, without limitation, course work that EY deems relevant to this position A demonstrable plan for passing the CPA, CFA, CMA or other recognized professional credential The ability and willingness to travel and work in excess of standard hours when... 
Suggested
Hourly pay
Holiday work
Full time
Internship
Summer holiday
Local area
Flexible hours

EY

Stamford, CT
4 days ago
 ...written communication skills and Excel modeling capabilities including ability. ~ Undergraduate degree from a top institution; MBA or CFA a plus. ~ Highest level of personal integrity and ethical standards. ~ Positive attitude, strong work ethic and a desire to... 
Suggested
Holiday work
Temporary work
Work from home
Flexible hours

Arena Investors I Quaestor Advisors

Purchase, NY
12 hours ago
 ...Strong knowledge of industry data (eVestment, Morningstar Direct, Lipper, Simfund) ~ Interest in or progress towards completion of the CFA ~ Excellent organizational and project management skills. ~ Exemplary verbal and written communication skills ~ Passionate... 
Suggested
Local area
Flexible hours

Franklin Templeton

Stamford, CT
12 hours ago
 ...and industries/sectors you serve keep. Preferred Qualifications: Advanced degree and/or certification (e.g. MBA, CRCM, CPA, PMP, or CFA)Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale... 
Suggested
Work experience placement

Deloitte

Stamford, CT
10 hours agonew
 ...performance including budgeting, forecasting and advanced analysis * Advanced degree and/or credentials desired, such as MBA, CPA, CFA * Advanced skills in Excel and PowerPoint * Strong organizational, planning, quantitative modeling, and problem-solving skills; Strategic... 
Suggested
Full time
Remote job

icapitalnetwork

Greenwich, CT
2 days ago
 ...office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)8+ years total corporate tax experienceA bachelor’s degree in accounting, finance or related fieldStrong... 
Suggested
2 days per week
3 days per week

Deloitte

Stamford, CT
7 hours agonew
 ...office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors... 
Suggested
Worldwide

Deloitte

Stamford, CT
7 hours agonew
 ...CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Project Management Professional (PMP)Chartered Financial Advisor (CFA) Preferred: Advanced degree such as master’s in science of tax (MST), JD, or LLMPrevious Big 4 or large CPA firm experienceAptitude... 
Suggested
Local area

Deloitte

Stamford, CT
10 hours agonew
 ...office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors... 
Suggested
Remote job

Deloitte

Stamford, CT
7 hours agonew
 ...office if eligible to sit for the CPAIf not CPA eligible: Licensed attorneyEnrolled AgentCertifications: Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Bachelor's degree in accounting, finance, or other business-related fieldExperience reviewing... 
Suggested
Private practice

Deloitte

Stamford, CT
7 hours agonew
 ...workloads. Candidates must be detail oriented. Graduate degree in a relevant discipline (e.g. business, economics or finance) and/or CFA designation (or willingness to pursue these designations) would be preferred. Education & Preferred Qualifications ~ Strong... 
Suggested
Flexible hours

State Street Corporation

Stamford, CT
4 days ago
 ...Qualifications: 7 – 10 years complex, direct portfolio management experience with individual clients Bachelor’s degree CFA or CFP certification Previous experience with various trading platforms Previous experience with investment research... 
Suggested
Full time
Work experience placement

TIAA

Stamford, CT
16 days ago
 ...building a better personal finance experience Existing transferrable client base Series 65 or equivalent; clean U4 BONUS POINTS ~ CFA or CFP certification Additional Information TRANSITIONS We make bringing over your existing client base a seamless... 
Remote job

Farther

Greenwich, CT
27 days ago
 ...initiative, and the capacity to accomplish job duties effectively. Preferred Education ~ MBA in Business, Accounting or Finance and/or CFA, CPA #LI-MB7 PIV600 2024-27638 2024 Here, employees don’t just have jobs, they build careers. That’s why we believe in... 
Full time
Work experience placement
Local area

Spectrum

Stamford, CT
3 days ago

$60k - $150k

 ...years of relevant trust administration experience Strong team-player who enjoys collaboration with internal partners CTFA, CFP, CFA, CES, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative... 
Full time

Gpac

Mount Vernon, NY
a month ago
 ...in business or finance related studies, preferred. Series 7, 63 and 3 required, or obtained within 3 months of joining. MBA or CFA a plus ABOUT GOLDMAN SACHS: ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients... 
Work experience placement

Goldman Sachs

Norwalk, CT
12 hours ago
 ...rating models is highly desirable) Major in Probability/Statistics/Financial Mathematics/Computer Science preferred Master Degree/CFA/FRM preferred Highly desirable technical and quantitative analysis skills with statistic knowledge and with technical knowledge... 
Remote job
Full time
Work experience placement
Local area
Work from home
Worldwide

Sumitomo Mitsui Banking Corporation

White Plains, NY
18 days ago