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CFA or CFP Preferred. Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. CFA or CFP Preferred. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles.
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Bar admission in a U.S. state; CFA, CFP, CTFA, CFRE, or other advanced financial planning or fundraising certification. Bar admission in a U.S. state; CFA, CFP, CTFA, CFRE, or other advanced financial planning or fundraising certification.
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Professional designations (e.g., CPA, CFA, PE, CFE, ABV, CFF, CVA, ASA) or desire to pursue. Our expertise covers the spectrum between the reservoir and the end user, with decades of hands-on experience in upstream, midstream, and downstream operations, providing expertise and solutions in many areas such as energy regulation, energy asset valuation, chemicals, and petroleum engineering, as well as broad-based experience in the power and renewables industries.
$72,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications. Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications.
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A master's, law degree, CPA, chartered financial analyst (CFA), American Society of Appraiser's Business Valuation. A master's, law degree, CPA, chartered financial analyst (CFA), American Society of Appraiser's Business Valuation.
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No certificates or licenses required, but CFA, CFP®, or CIMA is desired. Reports To: Chief Investment Officer. Ideally, experience with Tamarac Reporting, Trading and CRM, Charles Schwab and Fidelity custodial platforms or other similar systems.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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5+ years of related experience in financial services and CFA certification. 5+ years of related experience in financial services and CFA certification. Perform monitoring of fixed ie performances Assist in the development and improvement of portfolio management tools, processes and reporting.
Starting at $200,000 (bonuses)Full-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Chartered Financial Analyst (CFA) or studying to become a CFA. Familiarity with an Energy Trade Risk Management (ETRM) system such as Endur/OpenLink Knowledge of OpenLink. Chartered Financial Analyst (CFA) or studying to become a CFA.
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Professional data science, analytics, business intelligence, visualization, and/or development designation (e.g., CPA, CFA, CAP, CBIP or other product specific certificates) or actively pursuing the completion of such designation preferred.
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CPA preferred or CPA candidate, CFA, CA. The Transaction Advisory Services Director is responsible for transactional advisory, financial accounting, quality of earnings, operational due diligence, and valuation engagements.
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Professional designations such as CFP, CFA, MBA, or similar. Professional designations such as CFP, CFA, MBA, or similar. Proficiency in platforms such as HubSpot, Orion, eMoney, or similar. As a Wealth Advisor, you wield the power to make a significant impact on the financial landscape of your clients' lives.
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Neighborly is an active member in the International Franchise Association (IFA), Canadian Franchise Association (CFA), and is a founding company of the Veterans Transition Franchise Initiative (VetFran.
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Professional certification such as CIA, CPA, CFA or CMA (Preferred) Experience with Data Analytics, Advanced Excel and Business Intelligence tools (i.e. Microsoft Power BI, Cognos, Tableau) (Preferred.
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Professional Certifications (preferred): Project Management Professional (PMP), Certified Financial Analyst (CFA) and Certified Management Accountant (CMA). Downstream Growth and Development (DG&D) implements the Company’s downstream growth strategy through the development of profitable investment opportunities, mergers & acquisitions (M&A) and joint venture partnerships in the areas of integrated refining and petrochemicals, marketing, retail, lubricants and other areas of the downstream business.
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cfa job in Houston, TX
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