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No more than 3 years related experience desired ideally in a leveraged finance investment banking capacity or direct lending/credit hedge fund role with formal credit training •MBA or CFA a plus.
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A history of academic achievement; advanced degree or CFA/CAIA are additive though not required. Substantial (10+ years) industry experience, with deep equity or solutions investment knowledge and commercial skills, preferably in a relevant capacity such as institutional equity sales, investment management, investment consultant, product management, or invest.
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Massey Henry is pleased to support the recruitment for a Chief Investment Officer on behalf of S askatchewan Healthcare Employees’ Pension Plan (“SHEPP”), a multi-employer defined benefit pension plan established to offer retirement benefits to eligible individuals within the healthcare sector of Saskatchewan.
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Certification as a Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) or working towards CFA/CAIA. Compensation: The TRS Investment Management Division offers an attractive compensation package consisting of base salary, annual performance incentive bonus, a defined-benefit pension plan as well as 401(k) and 457 retirement plans, and comprehensive benefits.
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Professional certification such as a Chartered Financial Analyst (CFA), or similar qualification. Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
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Professional certification as a Chartered Financial Analyst (CFA), or similar qualification. Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Three years of investment management experience at a position equivalent to an APM or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in assets, or seven years of such responsibility at a firm of any size, may substituted for an undergraduate degree in a different field than described above.
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As a Private Equity Associate at this Private Equity Firm, you will play a key role in the evaluation, execution, and management of investment opportunities. CPA, CFA, or MBA preferred but not required.
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Communicates difficult concepts and negotiates with others to adopt a different point of Skills and Education Requirements Bachelor’s degree – Business, finance, economics or relevant CFA or other advanced designation such as CPA or CFP Graduate degree such as MBA or JD Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.
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MBA and/or a CFA/CAIA, or progress towards, is a plus but not required. Most successful candidates will have relevant experience at one or more of the following organizations: hedge fund of funds, endowment/foundation, pension fund, investment management, investment consulting, OCIO or other similar field.
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Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC.
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An ideal candidate will have a minimum of 3-5 years of prior investment-related experience and will have completed Level II of the CFA exam. This new hire will work closely with an established team to assist across all asset classes and have a direct line of communication into the firm’s Chief Investment Officer and Chief Executive Officer.
$125,000 - $175,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum of three to five years of experience as an analyst with a top investment firm, investment bank, global commodity trading firm, institutional metals and mining investment manager or similar organization, which might include experience in private equity, leveraged finance, merchant banking, buy-side M&A and/or principal investing experience.
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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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Certified Public Accountant, Chartered Financial Analyst (CFA), Certified Internal Auditor (CIA), Certified Managerial Accountant (CMA), and Certified Government Finance Officer (CGFO) accreditations are, individually and collectively, highly desirable.
$68,979.59 - $102,520.92 a yearFull-timeExpandApply NowActive JobUpdated Yesterday
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