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Senior Compliance Officer

New York, NY
... JD, CPA or CFA a plus. • Previous compliance experience working for a Fund CCO preferable. • Previous experience performing due diligence of investment advisers a plus. • Previous compliance experience at a registered investment adviser acceptable. ...
National Recruiting Group - Aug 31

Senior Associate - Finance

Fort Worth, TX
... CPA, CVA, ABV or CFA preferred. We will discuss specifics of the opportunity verbally or in person. What’s in it for You: Highly competitive base salary with strong bonus potential. 401(k) match with comprehensive benefits. Employment in upscale ...
Avalon Synergy - Aug 30

Credit Analyst Insurance

Dallas, TX
... Requirements Recent BA/BS Accounting or Finance from a reputable university with good GPA Strong MS Excel, Office skills required Partial certification or pursuit of CFA or other credential beyond the degree is strongly preferred Able to work in a ...
IRES, Inc. - Aug 30

Investment and Treasury Analyst

Washington, D.C., DC
... Prior experience leading presentations Expert level Excel user Knowledge of investment accounting Prior experience with financial institutions Bachelor's degree CPA or CFA a ...
JustinBradley - Aug 30

Investment Analyst Associate

Wexford, PA
... • Advanced investment related designations (CFA or CFP) or progress towards are advantageous • FINRA Series 65 or higher degree will be required – o if Series 65 or a higher degree such as the CFA is not already attained, studying will need to be ...
Yanni & Associates Investment Advisors, LLC - Aug 30

Investment Analyst

DFW Airport, TX
... Ideal candidate would have a goal of attaining his/her CFA license and have strong Excel skills. Compensation will depend of experience but our client targeting a salary range of $75K to $120K + BONUS ...
Unity Search - Aug 29

Senior Financial Planner

Troy, MI
... 5+ years of industry experience Bachelors degree in finance, accounting, business, or related field required, MBA, CFA, or CFP, a plus 65 license required Must have a high level of comfort engaging with high net worth individuals and/or ...
Baron Wealth Management - Aug 29

Manager - Transaction Advisory

Blue Bell, PA
... of revenue & supplier concentration, normalization adjustments, and accounting methodology QUALIFICATIONS: CPA or CFA certification a plus Five (5) plus years experience with at least two (2) years in M&A advisory Excellent writing skills
Independent Recruiters - Aug 29

Investment Analyst - Client Advisor

Miami, FL
... Master’s degree or related professional certification such as CFA, CIMA or CFP designation preferred Minimum 2-3 years’ experience in the financial, retirement and investment planning field or related field Valid Series 7 and Series 66 licenses ...
Provenance Wealth Advisors - Aug 27

MODEL VALIDATION RISK & REGULATIONS

New York, NY
... Certifications such as FRM, CFA ...
A3Logics US - Aug 26

RISK DATA AGGREGATION & REPORTING (RDAR) RISK & REGULATIONS - LEAD

New York, NY
... written communication skills Strong technical and organization skills EDUCATION / EXPERIENCE: Master’s Degree (MBA / CPA / CISA / CFA) in Finance/Accounting with 8-10 years’ of relevant experience in Financial or risk regulatory reporting or Audit. ...
A3Logics US - Aug 26

Financial Analyst

Birmingham, AL
... of Operations and works closely with the VP of Finance and CEO Requirements: Bachelor's Degree in Finance or Accounting MBA, CPA or CFA preferred 5 to 8 years of experience in financial analysis or accounting related field with increasing levels of ...
Warren Averett Staffing and Recruiting - Aug 26

Intermediate- Senior Architects and Designers

Los Angeles, CA
... CFA is the only architectural placement firm owned and operated by a published designer, educated and experienced in architecture. We provide enhanced insight, which is why leading professionals choose our top-tier services. As a published designer ...
Consulting For Architects, Inc. - Aug 26

Private Banking Director ACCT#457

CA
... CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor) or other related professional designation strongly preferred. CAREER OPPORTUNITY: Executive Office Services is privileged to present ...
Executive Office Services - Aug 25

OLFM (Oracle Leasing and Finance Management) Functional Consultants

Nashville, TN
... Position: OLFM (Oracle Leasing and Finance Management) Functional Consultants Location: Nashville, TN Duration: 3-6 months Job Description CA/CFA/MBA with 4-5 yrs domain experience and equal Oracle EBS experience preferred. 1-2 end to end Oracle EBS ...
Burgeon IT Services LLC - Aug 25

Senior Portfolio Manager

Solvang, CA
... Chartered Financial Analyst (CFA) designation or progress to obtain certification is highly preferred. Eight years of experience in investments, financial management, or related area. Strong analytical skills. Knowledge of business and accounting ...
Chumash Employee Resource Center - Aug 22

Valuation Associate - Derivative Valuation

Los Angeles, CA
... Certifications / Licensing / Credentials including CFA, ASA, CPA, CVA or ABV preferred. Ability to work within a team structure. Excellent quantitative, written, and presentation skills. Proficiency with MathWorks MATLAB, Oracle Crystal Ball and ...
Vantage Point Advisors, Inc. - Aug 22

Tableau Developer/Architect

Denver, CO
... • Experience implementing data visualization solutions using Hadoop is a plus Requirements • BS/BA degree required, major(s) in Finance, Accounting, Mathematics, Management Information Systems, or Statistics preferred • MBA, CPA, CFA, or CPCU also ...
Clarity Solution Group - Aug 21

Manager Transaction Advisory (M&A) Blue Bell, PA DM

Blue Bell, PA
... Qualifications • CPA or CFA certification a plus. • 5+ years of experience with at least 2 years in M&A advisory • Excellent writing ...
Executive Staff Recruiters - Aug 19
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