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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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Experience in the financial services industry, Wealth Management, Corporate Investment Banking, Commercial Banking, Commercial Real Estate, and/or Lending. Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification.
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The Treasurer of Equitable Holdings is a strategic leadership role responsible for overseeing various financial functions, including Capital Management, Liquidity and Cash Management, Debt Management, Dividend and Share Buyback Strategy, Reinsurance Strategy, Balance Sheet Management, Rating Agencies, Banking Relationships and Fixed Income Investor Engagement.
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Minimum of 2 years of experience in private equity, investment banking, or management consulting. 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.
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Maintain frequent communications with management team executives, engineering consultants, deal attorneys, commercial and investment banking professionals, buy and sell-side analysts, hedging counterparties, and various investment professionals.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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MBA/CFA/CAIA/CIMA/CPA or other relevant investment credentials preferred. We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology.
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1-3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.
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Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA) Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
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Certification as a Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) or working towards CFA/CAIA. One (1) year of full-time professional private equity investment experience or other relevant experience involving a high degree of skill in data analysis, financial modeling, and investment evaluation, such as investment banking, consulting, corporate development, or similar background.
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10+ years of experience in FP&A, strategic finance, investment banking, VC, PE or other similar roles; at least 6+ years in a management capacity. CPA, CFA, MBA and/or other professional degree.
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Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 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 channels Trust Officer Responsibilities: Responsible for trust account servicing and retention of existing accounts.
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
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2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity. CPA, CFA, MBA, or Master’s Degree Preferred but not Required.
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