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The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Vice Presidents in the Financial Services Group support new business development and investment banking engagements, manage the execution of mainly mergers and acquisitions transactions, and assist with private capital markets and restricting transactions.
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Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) Comprehensive industry and investment management knowledge. 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. Preferred experience with a private bank, brokerage firm, consulting firm, multi-family office or a registered investment advisor.
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. IRC section 48 Investment Tax Credit.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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BA/BS degree from a top undergraduate institution and 1-3 years professional experience in investment banking, private equity, management consulting, and/or corporate strategy and development.
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Learning and Growing at CFA DowneyA job here at Chick-fil-A Downey is more than just a job. Here are some of the great benefits of working at CFA Downey. Whole lemons are freshly squeezed in our restaurants and combined with pure cane sugar and water (yep, thats all) to make Chick-fil-A Lemonade.
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Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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3+ years' experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Real Estate Investment Trust (REIT), Private Equity, Global Macro, Fixed Income, Mortgage, Credit, Distressed, Long/Short, Risk/Stat/Arbitrage, Emerging markets and Fund of Funds.
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Experience in Investment Operations, Fund Accounting, Information Technology or Software Development life cycle preferred. The Investment Operations team works closely with business stakeholders in three lines of business (Credit, Private Equity and Real Estate) as well as various corporate functions.
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Colleague is responsible for assisting CNS Branch Manager with daily supervision of Broker Dealer and Investment Advisory activity. Provide support to Assistant Investment officers and CNS Client Service Lead when Assistant Investment Officers and Investment Relationship Officers are out of the office.
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Or, A bachelor's degree from an accredited college/university, including 16 semester hours of biological science (with one course in microbiology), 16 semester hours of chemistry (with one course in organic or biochemistry) and one course in mathematics; AND two years of post-certification clinical laboratory experience (e.g., blood banking, chemistry, hematology, microbiology, immunology, clinical microscopy, etc.
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Financial Advisor - SaT Capital Transformation - VME - Financial Modeling - Mgr - Multiple Positions
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Must have 2 years of experience working with a formal business modeling and analytics practice within an investment banking, commercial banking, accounting, financial services, or consulting firm.
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Keywords: accounting, accountant, accounts payable, accounting clerk, bookkeeper, finance, accounting, AP, banking, nonprofit, community, community service, nonprofit accounting, bookkeeping, A/P, A/P Clerk.
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The Investment Operations Analyst will report to the Investment Operations Manager. Minimum of three to five years of relevant work experience in financial services or investment operations.
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The Company is a privately held real estate investment firm focusing on the acquisition, asset management and redevelopment of multifamily housing. The Affordable Housing Compliance Specialist will be responsible for supporting the Asset Management team in the day-to-day administration of all Asset Management projects, policies, and procedures with a specific focus on managing all affordable compliance and reporting for BLVD’s affordable portfolio consisting of both Section 8 and LIHTC properties.
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cfa investment banking jobs in South Gate, CA
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