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Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion.
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Professional certification as a Chartered Financial Analyst (CFA), or similar qualification. Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
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Series 65 required, CFA a plus. The individual filling the role will be responsible for assisting the firm and its Chief Investment Officer in researching and analyzing a variety of investments, including but not limited to, mutual funds, ETF’s and alternatives, and providing new business support and client service.
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Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA.
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Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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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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Certified Financial Analyst (CFA), Certified Financial Planner (CFP) or MBA preferred. Certified Financial Analyst (CFA), Certified Financial Planner (CFP) or MBA preferred. With over $3.8 billion in assets under management and approximately 950 high net worth and institutional clients, Clifford Swan is committed to providing objective investment management based on rigorous investment research and financial advice with personalized, responsive client service.
$150,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Financial risk management (such as CFA, FRM or MBA) is a strong plus. Support model risk management activities related the global macroeconomic model. consistent with Model Risk Management policies and procedures Support capital stress testing process enhancement, control, challenge, governance and.
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CFA or MBA preferred. 7-10+ years of experience, including ideally 5 or more years of institutional sales, business development and/or other relevant experience. The ideal candidate for this position should have institutional business development experience at an asset management firm, real estate private equity firm or private placement group, and be keen to take on an integral role in an entrepreneurial environment.
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Bachelor's degree in Finance, Accounting, or a related field; CPA or CFA certification is advantageous. Robert Half is in search of a dedicated Financial Reporting Analyst to bolster our team in supporting the quarterly close process, specifically concentrating on the International Channels and Direct-to-Consumer (DTC) sectors.
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Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) preferred. Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) preferred.
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Other certifications (e.g., CRMA, CFA, CFE, Chartered Accountant) are favorable A thorough understanding of regulatory and compliance policies and procedures. Other certifications (e.g., CRMA, CFA, CFE, Chartered Accountant) are favorable A thorough understanding of regulatory and compliance policies and procedures.
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Certifications such as CPA, CFA, or CMA is an asset. LET ME WIN, BUT IF I CANNOT WIN, LET ME BE BRAVE IN THE ATTEMPT – Motto of the Special Olympics. THERE IS ONLY ONE WAY TO SUCCEED AT ANYTHING AND THAT IS TO GIVE EVERYTHING – Vince Lombardi.
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Collaborate closely with big 4 CPA firm on legal compliance and regulatory matters. Base: $200k + benefits and performance bonus. Design and implement robust financial systems in line with industry best practices.
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Chief Financial Officer. A market leading company in the food and beverage industry is looking to hire a CFO. Directly report financial metrics and insights to board of directors and investors. Lead and mentor a high-performing finance team, fostering a culture of continuous improvement and excellence.
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cfa job in Pasadena, CA
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