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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 Today - UpvoteDownvoteShare Job
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MBA, CFA, CFP, CIMA or progress toward these accreditations is preferred. Experience with Trust accounting platforms (FIS AddVantage, SEI) and trading systems (Advent Moxy, Investor'sView) preferred but not required.
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Advanced degree or CFA/FRM designation is a plus. The Oil Trader (Derivatives) will play a pivotal role in executing and managing derivatives trading activities in the oil market. Strong analytical skills and quantitative abilities, including proficiency in Excel, VBA, and statistical software.
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Professional designations such as CFP®, CFA, MBA, or similar. Professional designations such as CFP®, CFA, MBA, or similar. Proficiency in platforms such as HubSpot, Orion, eMoney, or similar.
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One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Completion of, or working toward, an MBA, CFA, CIMA or other relevant investment certification is preferred. The Wealth Channel Marketing Manager reports to the Global Head of Channel Marketing at Northern Trust Asset Management (NTAM) and is responsible for developing, executing and managing integrated campaigns to expand and deepen the relationship with clients and prospects.
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Attained or pursuing Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Investment Management Analyst (CIMA) credentials. CFA, CFP and CIMA. Attained or pursuing Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Investment Management Analyst (CIMA) credentials.
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CFA, CIPM, or CAIA designation (or progress toward these credentials) is highly desired. CFA, CIPM, or CAIA designation (or progress toward these credentials) is highly desired. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.
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CPA, ACA, CFA, MBA preferred. CPA, ACA, CFA, MBA preferred. Prepare the monthly financial report with Director of Financial Planning & Analysis and executive commentary. Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Intacct's ICRW, Power Pivot) for consolidation of data.
$90,000 - $100,000 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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For Surgical First Assistant: CSA through NSAA -OR- CFA through NBSTSA -OR- SC through ABSA. For Surgical First Assistant: CSA through NSAA -OR- CFA through NBSTSA -OR- SC through ABSA. For OVH RNFA: American Heart Association (AHA) or American Red Cross(ARC) or American Safety and Health Institute (ASHI) ACLS.
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Chartered Financial Analyst (“CFA”), Certified Public Accountant (“CPA”), Chartered Accountant (“CA”) designations are all a plus. 1 year minimum of investment banking experience or the equivalent, including ‘Big 4’ Professional Services Firms (e.g. Ernst & Young, PwC) within Transaction/Tax Advisory and Diligence; Financial Services Advisory; or Audit Services.
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MBA preferred, CFA / CPA / CTP designations a plus. At the operational level, the Treasury Analyst is responsible for executing daily treasury activities such as daily cash liquidity management through positioning, intercompany debt management, and bank account management.
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MBA and/or a CFA/CAIA, or progress towards, is a plus but not required. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals – Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) – all recognized as Magnet hospitals for nursing excellence.
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Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC certification. Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC certification. Were looking for an entrepreneurial wealth advisor to join as a cornerstone of our high net worth Atlas Private Client advisory team.
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