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Plans to pursue professional licensure/certification, such as CPA, CIA, CISA, CFA, PMP, or Certified Cloud Practitioner. Bankruptcy consulting, forensic accounting, economic damage calculations, and other litigation support services.
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Advanced Degree and or related Industry qualification (e.g. CFA,CAIA) is preferred. This position will report directly to the Global Chief Investment Officer. The Global Chief Investment Strategist will also lead a team, consisting of the Chief Investment Strategist, North America and the Chief Investment Strategist, EMEA.
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Valuation services for financial reporting purposes, tax planning and compliance, transaction advisory, litigation disputes, and bankruptcy. Ability to learn new technology/applications and experience with Visio, Alteryx, IDEA, and/or ACL is beneficial.
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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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Bachelor’s degree required; ESG-related investment certification(s) a plus (e.g. SASB FSA credential, CFA Certificate in ESG Investing, PRI Academy, etc.) The Global ESG / Sustainability Analyst will work directly with fundamental research analysts and portfolio managers to assist in the application of the team’s ESG ratings and materiality frameworks, supporting insights into company quality, growth and competitive advantage.
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A designation of CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) or Ph. D. degree is a plus. A designation of CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) or Ph. D. degree is a plus.
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CFA, CAIA or CFP designations. Able to interpret data from analytical software such as Morningstar Direct, FactSet, Bloomberg, eVestment, etc. Proficient in Morningstar Direct, Zephyr, FactSet, Microsoft Word, Outlook, Excel, PowerPoint.
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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As part of the Property line of business, the Forensic Accountant will be responsible for providing financial consultant services to Commercial Property adjusters on claims involving loss of business income and extra expense.
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Ensures that transactions are accurately captured in Foundation systems including Bloomerang, Expense Tracker, Blackbaud Scholarship Award System, PeopleSoft, and other relevant CRM systems. Reports To CCC Foundation Executive Director of Finance & Operations.
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Annual stipend towards professional development to undertake professional training or to gain qualification relevant to your career progression such as CAIA or CFA. We centre our culture in our teams members growth, sparking their curiosity and fuelling their career adventures.
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CPA, CFA, or MBA preferred but not required. Our client (a top-tier Chicago based Private Equity firm) is searching for a Private Equity Associate to join their team. As a Private Equity Associate at this Private Equity Firm, you will play a key role in the evaluation, execution, and management of investment opportunities.
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Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) preferred.
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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. Within the BTS practice we serve renewable energy clients that develop, build, own and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Advanced credentials – CFA, CAIA, MBA, or CPA highly preferred. 15+ years of institutional investment industry experience, with experience covering Fund Accounting, Investment Operations, Performance Measurement & Analytics, Alternative Investments, Financial Reporting, Investment Oversight & Reporting, and associated risk management practices.
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cfa expense jobs in Chicago, IL
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