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Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation desirable. Proficiency in the use and navigation of investment research tools (eVestment, Bloomberg, FactSet, Alladin), Microsoft Office suite, and financial models.
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The Senior Planner will continually work to disrupt racial disparities in the community through enhanced and inclusive community engagement and equitable and transparent processes. Assist with providing staffing for the Planning Commission, Board of Zoning Appeals, and the HRA. Attend meetings and assist with the planning process for public transit proposals affecting the City, including but not limited to light rail, bus routes, trails, bike paths, etc.
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Sets investment-related governing documentation, including contracts, corporate investment policy statements (IPS), and investment management agreements (IMA). Masters forward-looking knowledge of capital markets, regulatory environment, tax implications, liquidity management, ratings support, credit and investment initiatives.
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2+ years' experience required in sales/marketing, with a minimum of 1-2 years in or adjacent to the ETF/mutual funds marketplace, financial services, and/or investment management industry.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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We bring a unique combination of strengths to businesses that today includes commercial real estate development and investment services through United Properties and Northmarq; sports and entertainment such as the Minnesota Twins Major League Baseball Club and River Road Entertainment; industrial automation systems provided by PAR; and forward-thinking capital managed by Pohlad Investment Management.
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Earned Value Mgt (EVM) Prncpl Prgm Cost Schd Cntrl Analyst Level 3 / Sr. Prncpl Prgm Cost Schd Cntrl
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Work with program team and support required program meetings - Assist Financial Shared Services (FSS) with invoicing - Maintain project detail with Deltek/Costpoint. Prior Experience with Deltek financial applications (CostPoint, Cobra, OpenPlan, PM Compass.
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Substantive knowledge of and experience working in one or more of the following: private equity, mergers & acquisitions, corporate transactional, capital markets, venture capital, investment funds, derivatives, securities laws related to investments, bankruptcy and restructuring, private placements.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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Related: ecommerce, e-commerce, digital marketing, marketing assistant, marketing coordinator, marketing specialist, marketing analyst, product associate, product analyst, ecommerce specialist, ecommerce clerk, ecommerce coordinator, ecommerce merchandising, ecommerce assistant, ecommerce analyst, e-commerce analyst.
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Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) of your time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations.
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Access to state of the art technology, including 3D Room Planner, Augmented Reality and Live Chat. Demonstrated use of technology and social media to drive business; experience with Live Chat, Augmented Reality and 3D Room Planner a plus.
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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Provide support and backup for the PCG Pricing Operations Analyst for the General Industrial Division. The individual will work with Group and Division Financial, Marketing and Sales personnel to maximize profit and increase market share through strategic pricing initiatives.
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financial planner investment analyst jobs in Edina, MN
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