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Certifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Our spectrum of Global Information Reporting services range from FATCA, CRS, chapter 3 and 61 tax compliance globally, tax form validation services, Qualified Intermediary and Withholding Partnerships regimes, technology development in these areas, consulting services, controversy, risk management and audit readiness for these regimes.
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Required : BA/BS degree in finance or related field, with strong credentials (CFA or CAIA) and relevant work experience. The Investment Associate will be responsible for oversight and execution of external manager sourcing, screening, due diligence and monitoring of alternative investment strategies across Gridline’s asset classes of focus, Venture Capital, Private Equity, Private Credit, and Real Assets.
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Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification. A risk professional within the Governance and Controls Office (GCO), responsible for the execution and support of various risk programs including but not limited to third party risk management, model risk management, internal loss events, and external loss events.
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CTFA, CFP or CFA is a plus. The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
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Relevant certifications such as FRM (Financial Risk Manager) or CFA (Chartered Financial Analyst) are a plus. Relevant certifications such as FRM (Financial Risk Manager) or CFA (Chartered Financial Analyst) are a plus.
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Professional certifications (CPA, CTP, CFA) preferred, The Treasury Analyst facilitates daily treasury operations, provides accurate cash reporting, and assists with bank structure management and risk management activities.
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A demonstrable plan for passing the CPA, CFA, CMA or other recognized professional credential. Executing high profile projects and engagements related to finance optimization (e.g., process optimization and automation using RPA, AI & ML), strategic transactions (e.g., IPOs or mergers and acquisitions), sustainable finance (e.g., ESG reporting and long-term value strategy and reporting), or accounting standards change (e.g., CECL, LDTI or LIBOR.
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CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
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Preference for investment industry designations (e.g., CFA, CIMA, CFP, CAIA). Preference for investment industry designations (e.g., CFA, CIMA, CFP, CAIA). Collaborates closely with Apollo’s Portfolio Managers and Investment Research team to cultivate a deep understanding of the investment approach and results in order to represent all facets of the firm’s products internally and externally.
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CFA, CAIA or other professional qualifications. CFA, CAIA or other professional qualifications. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
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Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CFA or CPA preferred. 2+ years of progressive experience in financial planning and analysis, corporate finance, investment banking, management or strategic consulting roles, or related roles with a track record of driving strategic initiatives and delivering actionable insights in a dynamic environment.
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Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA) Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA) 1-3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.
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Progress towards achievement of ASA, CVA, CPA, and/or CFA designation is a plus. Director, Transaction Advisory Services (Financial Services Valuation) Transaction Advisory Services, Financial Services Valuation - Practice Overview:Clients depend upon Ankura’s professionals to provide insightful and thorough valuations.
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CPA, CTP or CFA. The Vice President Internal Audit (Chief Internal Auditor) is responsible for developing and leading the overall internal audit function for the organization and for planning and conducting compliance, financial and operational audits to evaluate the effectiveness of internal controls and organizational risk.
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Progress/interest towards CFA Charter, MBA or Master’s in quantitative discipline desired. Exposure to BlackRock Solutions Aladdin and Bloomberg is a plus. Understanding of nuanced asset types, including: Bank Loans, Structured Finance and Derivatives.
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