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CFA, CFP, CAIA designation is a plus. CFA, CFP, CAIA designation is a plus. IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. As a Wealth Advisor at IEQ, you will serve your clients and drive new growth supported by IEQ’s differentiated investment platform, talented client service teams and supportive culture of collective excellence.
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Accounting designation or CFA Highly skilled with MS Excel and SQL; proficient with other MS Office products. Basic skills in Excel, PowerPoint, and MS Word. Preferred Qualifications: Experience with third-party credit agencies including Dun & Bradstreet, Credit Risk Monitor, Experian/Equifax, S&P Capital IQ, Moody’s KMV, or others.
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Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
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MBA, CPA, CTP, or CFA credentials are preferred. Working knowledge of cash management, FX, debt capital markets, and interest rate risk management with an emphasis on Kyriba solutions. Lead, plan, and execute treasury transformations utilizing Kyriba technology, covering areas such as cash and liquidity management, trade management, hedge management & accounting, and financial risk management.
$102,750 - $188,375 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. 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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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.
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MBA, CPA, CTP, or CFA qualifications are preferred. Working knowledge of cash management, FX, Debt capital markets, and interest rate risk management, spotlighting Kyriba as the technology of choice.
$128,235 - $213,725 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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College degree; CFA or MBA a plus. Influence the accuracy and effectiveness of the corporate accounting consolidation and closing process and treasury operations through analytical review and trend analysis.
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Education/certifications – Certified Public Accountant (CPA), Certified Financial Analyst (CFA), Certified Treasury Professional (CTP) Education/certifications – Certified Public Accountant (CPA), Certified Financial Analyst (CFA), Certified Treasury Professional (CTP.
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Bachelor's degree required and/or CFP, CFA, CAIA, CIMA or similar designation preferred - JD, CHFC, EA, and MBA a plus. Bachelor's degree required and/or CFP, CFA, CAIA, CIMA or similar designation preferred - JD, CHFC, EA, and MBA a plus.
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CFA offers a competitive benefit package that includes medical, dental, vision, life, and disability insurance, along with a generous 401k plan. Preferred Experience Preference given to candidates with a minimum of 2 years of formwork / concrete construction work experience as a Carpenter at meets or exceeds performance expectations.
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The main purpose of this job is to develop and manage the Sales Support team at Commerce Financial Advisors (CFA) while working closely with the CFA leadership team and partnering with compliance to provide and ensure all regulatory reporting and compliance.
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Advanced credential preferred (i.e. CPA, JD, CFP or CFA); Advanced credential preferred (i.e. CPA, JD, CFP or CFA); Serve as primary engagement manager and provide tax compliance and advisory services for our flow-through (pass-through) clients.
$110,000 - $209,500 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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CFA, CIMA, CFP, CPA, CRPC or other relevant designations. Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.
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MBA or CFA a plus. We are seeking a Leveraged Finance Credit Analyst to join our investment team. 2-3 years leveraged finance desk experience. Evaluate management, perform sector analysis to understand the firm's competitive position within the sector, with other focus areas to include volatility of and ability to generate free cash flow, quality of assets and asset coverage, deal structure and covenant analysis.
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