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CPA, CFA, CIA, CAMS, FRM) is a plus Experience with Data Analytics is a plus In-depth technical knowledge of relevant product areas (. We are organized into global teams comprising business and technology auditors to cover all the firm’s businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
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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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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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Certified Financial Analyst (CFA) desirable All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
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Proven experience as an Investment Advisor or similar role in wealth management. Advanced degrees or professional certifications (e.g., CFA, CFP) are a plus. Entrepreneurial spirit drives their desire to create better, more impactful ways to serve clients through investment management, financial planning, and education services.
$100,000 - $250,000ExpandUpdated 28 days ago - UpvoteDownvoteShare Job
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Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred. Candidates should have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
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Relevant certifications such as CFP, CIMA, or CFA are advantageous. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment recommendations.
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Strong programming skills with solid knowledge of Python, Oracle and SQLExperience with Bloomberg is preferredKnowledge/experience includes one or more of the following:Capital Markets (CFA Level)Risk Management (FRM Level)Assets and Derivatives models and valuation techniquesVariable Annuities and/or Index Annuities and/or Index Life productsPersonal attributes of a successful candidate would includeEnjoy working on multidisciplinary team to solve analytically complex problems.
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Prepare/maintain/revise comprehensive Q&A that anticipates investor inquiries Collaborates with senior executive team in creating the company’s external and internal messaging Qualifications BS/BA degree required; MBA or CFA preferred Minimum of 10 years of experience in investor relations, financial analysis, investment research, or related roles required.
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We’re actively seeking a talented Director, New Business Development to join the Global Institutional Investment Group in Newport Beach, CA or Omaha, NE. This role can be on-site or on a hybrid work schedule.
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Efficiently manage and streamline various responsibilities and data pertaining to Family Office operations, encompassing areas like investment management, taxation, philanthropic endeavors, insurance, real estate, trust administration, and more.
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Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time.
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Academic credentials: a bachelor’s degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA) would be highly additive. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks.
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CPA, CFA, CIA, CAMS, FRM, CRCM) is a plus Experience with Data Analytics is a plus Experience in managing integrated business and technology audits. Internal Audit, Consumer Banking, Vice President The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals.
$115,000 - $250,000Full-timeExpandUpdated 28 days ago - UpvoteDownvoteShare Job
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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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