- UpvoteDownvoteShare Job
- Suggest Revision
Attainment of one or more of the following:Chartered Financial Analyst (CFA)Chartered Alternative Investment Analyst (CAIA)Certified Public Accountant (CPA)Real Estate Broker licenseCertified Employee Benefit Specialist (CEBS)Certified Financial Planner (CFP.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
CTFA, CFP, CFA, CES, or equivalent preferred. As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Bachelor’s degree in Finance, Business Administration, Economics or Accounting or equivalent work experience is necessary; MBA or financial certification (CFA, FRM, etc.) Assess the accuracy and adequacy of U.S. regulatory classifications, probability of default (PD) ratings, loss given default (LGD) ratings and the Current Expected Credit Losses (CECL) process across CUSO.
$160,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Requirements Qualifications:Bachelor's degree in finance, business administration, or related field, advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)Extensive experience (5+ years) in trust administration, estate planning, or wealth management preferably within a trust company or financial institution.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
CPA, CFA, MBA, or Master's Degree Preferred but not Required. CPA, CFA, MBA, or Master's Degree Preferred but not Required. 2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Description Overview:The Co-Chief Investment Officer will partner with the existing CIO and co-lead the management, oversight and execution of the investment processes within Active Index Advisors (“AIA.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
Additionally, the Trust Officer will serve as a key relationship manager and fiduciary advisor, ensuring exceptional trust administration for our valued client relationships. Moneta is seeking an accomplished Trust Officer to oversee the development, execution, and management of all facets of Moneta Trust operations.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer II on the Investment Operations team. Investment Officer II, Investment Operations. An incumbent who possesses a professional certification as a Chartered Financial Analyst (CFA) may receive a 5% monthly base pay differential.
ExpandUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
This person will report to the Managing Director, Asset Allocation, Risk Management and Alpha Strategies with frequent interaction with the Chief Investment Officer. An undergraduate degree in a quantitative field of study such as mathematics, engineering, or computer science, with a strong preference for a CFA candidate or CFA charterholder.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Relevant professional designations (e.g., FRM, PRM, CIPM from the CFA institute, FSA/ASA) are advantageous; Under the direction of the Chief Investment Officer (CIO) the Chief Investment Risk Officer will be responsible for overseeing and implementing risk management controls for NYSIF’s general account assets.
$250,000 - $280,000 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Chief Investment Officer (CIO) oversees the investment activities of Wealth Management and Retirement Plan Services, including all portfolio management and research activities. Chartered Financial Analyst - CFA - CFA Institute preferred.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Senior Investment Analyst reports to and is supervised by the Chief Investment Officer. CFA or CAIA designation or progress towards is preferred. The Senior Investment Analyst reports to and is supervised by the Chief Investment Officer.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
- Suggest Revision
ISCs team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Fiduciary Officer, VP role in Reno, NV. CPA, CFTA, CFP, and/or CFA. ISCs team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Fiduciary Officer, VP role in Reno, NV.
ExpandApply NowActive JobUpdated Yesterday
cfa officer jobs
FEATURED BLOG POSTS
5 Common Interview Mistakes
Everyone's interview process is unique in some form or fashion. Like most, your interview process is crafted so you can get the most information out of your candidates to increase hiring confidence and make the right hiring decisions. However, there are often small problems in interview processes that could ultimately affect the success of hiring decisions.
How to Write a Job Description?
It might be tempting to overlook the importance of a well-written job description. After all, if you’ve posted job ads before and ended up with tons of resumes in hand, it’s easy to assume that this will always be the case, regardless of how your job ad reads. But, in reality, you really can’t take getting an influx of resumes for granted.
How to Get a W2 From Previous Employers
When tax time rolls around, the last thing you want to worry about is having to track down a W-2 from your former employer. Many times you won’t have to because the IRS requires companies to send these forms to all current and former employees who have earned more than $600 in the last year. Unfortunately, there are employers who don’t do what they’re supposed to. There are even times where something else may happen that prevents the W-2 from getting where it’s supposed to go.
How to Ask Someone to be a Reference + Email Templates
One part of the job-hunting process that frequently gets overlooked is putting together a list of good references. Most of the time we focus on creating the perfect resume, writing an awesome cover letter, and getting our hands on letters of recommendation. We think about what outfit we’ll wear to the job interview, how we’ll answer those tricky questions, and what our career plan looks like. But, in fact, having multiple references lined up who will speak favorably about you to a potential employer is critical to landing a job. This aspect of job searching really can’t be ignored.
Job Rejection Email Response with Examples
Glassdoor estimates that, on average, there are about 250 applicants for every job vacancy out there. If you’ve ever applied for a job, the odds are that you’ve received the dreaded job rejection email.
Structured vs Unstructured Interviews
The goal of an interview is to evaluate candidates based on their skills, personality, and knowledge. You want to choose the BEST candidate from your candidate pool, so the interview is something you can't mess up. As you begin planning your interview process, one of the major decisions you'll face is whether the interview should be a structured vs unstructured interview. So let's take a dive into the differences and sort out which circumstances warrant which interview process.
How to Describe Your Personality with Examples
Imagine you’re in an elevator with the CEO of your dream company and you get to talking. The conversation is going well and you start to imagine yourself working for their company when the CEO turns around and asks you “tell me a bit about yourself.” Would this catch you off guard or would you be able to give a clear and succinct description of who you are?