CFA jobs

Remote or Michigan

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7d ago

Job Title: Financial Expert (CFA Certified) Location: Remote Employment Type: Contract Job Summary We are seeking a highly skilled and results-driven Financial Expert with strong expertise in capital markets, investment banking, retail banking, or mortgage finance. The ideal candidate will be a certified CA or CFA with hands-on experience in financial analysis, investment evaluation, and strategic banking operations. This role requires deep analytical capabilities, strong financial modeling e

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Full-time, Part-time, Contract, Third Party

Wealth Advisor

Columbus, Ohio

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Today

Title: Wealth Advisor II Location: Columbus, IN DIRECT PLACEMENT Job Highlights: 5 Years experience in investment & portfolio managementWorking with client - investment & portfolio managementClient relationship managementDemonstrated knowledge & use of banking & financial servicesKnowledge & use of financial planning software Education: Bachelor''s degree in business or related subject Certifications: CFA/CFP preferred

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Full-time

Depends on Experience

Wealth Advisor

Cincinnati, Ohio

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Yesterday

Title: Wealth Advisor II Location: Cincinnati, OH DIRECT PLACEMENT Job Highlights: 5 Years experience in investment & portfolio managementWorking with client- investment & portfolio managementClient relationship managementDemonstrated knowledge & use of banking &financial servicesKnowledge & use of financial planning software Education: Bachelor''s degree in business or related subject Certifications: CFA/CFP preferred

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Full-time

Depends on Experience

Role: Financial Analyst Mandatory Need Entity Seperation exp

New Brunswick, New Jersey

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4d ago

Role: Financial Analyst - Entity SeparationIntroduction:As a Financial Analyst with expertise in Entity Separation, you will be responsible for analyzing financial data and trends related to the separation of entities within the organization. This role is critical in ensuring accurate financial reporting and compliance with regulatory requirements during entity separation processes. Responsibilities:Conduct financial analysis and reporting for entity separation projectsEnsure accuracy and comple

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Contract

65 - 70

Sr. Software Engineer- Trading Enablement

Hybrid in Boston, Massachusetts

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7d ago

We are looking for a talented Senior Engineer Trading Enablement who will join a high-impact senior engineering team focused on resolving critical technical challenges and delivering strategic initiatives that directly support global investment operations. This role requires an experienced engineer who thrives in ambiguous environments, takes ownership of escalated issues, and contributes to enterprise-wide trading and investment platform modernization efforts. The position plays a key role in

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Third Party, Contract

60 - 70

Product Owner with Investment banking and GEN AI

Hybrid in New York, New York

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Today

Title Product Owner with Investment banking and GEN AI Experience. Rate - $60 - $70/day on W2 Employment Type: W2 - Contract Location NYC (3 days Hybrid, Onsite) In-person Interview Mandatory. Job Description: We are seeking an experienced Product Owner with a strong background in Capital Markets and Investment Banking products. The ideal candidate will have a proven track record in shaping product requirements, developing feature roadmaps, and working closely with business stakeholders to drive

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Contract

$60 - $70

Oracle EPM Cloud - Techno-Functional Consultant

Pleasanton, California

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4d ago

Role: Oracle EPM Cloud - Techno-Functional Consultant Location: Pleasonton, CA Duration: Contract Job Description We re looking for Techno-Functional, Functional or solution Architect with expertise in Oracle EPM Cloud to join our Consulting practice where we provide a one-stop solution for end-to-end project implementation enabled by expertise in Enterprise Application products. Your key responsibilities: Act as a techno-functional & Functional or solution architect to deliver Oracle EPM imple

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Contract, Third Party

Depends on Experience

SAP Risk Reporting Specialist

Remote or Maumee, Ohio

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7d ago

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Job Title: SAP Risk Reporting Specialist Start Date: Late Q1 2026 Duration: 6 months + extensions Location: Remote Type: Contract Role Overview Our client is seeking an experienced SAP Risk Reporting Specialist to design, build, and optimize enterprise risk reporting and analytics across their SAP landscape. This role will partner closely with Finance, Treasury, Compli

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Contract, Third Party

Equity Strategist

New York, New York

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6d ago

Your role Do you have a passion for markets and to learn something new every day? Do you want to dive deeply into data and then step back to assess the big picture? We're looking for someone like that who can: analyze macroeconomic and corporate fundamental trends as well as industry dynamics provide equity strategy views based on rigorous analysis of data, valuations and risks write in a clear, concise and convincing manner to communicate strategy views and recommendations. build and maintain d

Full-time

USD 158,750.00 - 186,250.00 per year

Relationship Manager, Senior Specialist

Malvern, Arkansas

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11d ago

Description: About Vanguard Personalized Indexing (VPI) Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary direct indexing SMA solution, to deliver on their clients' increasingly sophisticated investing goals. Our simple, technology-driven, and innovative indexing tools provide unprecedented customization and transparent tax optimization for their end-investors. As a key contributor to the strategy and growth of Vanguard Persona

Full-time

Product Manager, Specialist

Dallas, Texas

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16d ago

Vanguard is hiring a Product Manager in Dallas, TX focused on building and evolving the portfolio construction capabilities that power Vanguard's advice platforms. This role will shape how portfolio logic is designed, scaled, and integrated across the enterprise, helping define how Vanguard delivers advice in the years ahead. An ideal candidate will bring: Investment Acumen - Strong understanding of portfolio construction principles and how investment logic translates into real-world advice expe

Full-time

Asset Management Audit Consultant Prime Funds

New York, New York

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20d ago

Job Title: Asset Management Audit Consultant Prime Funds Location: New York City, NY Client: Leading Banking Client Experience: 8+ Years Role Overview We are looking for an experienced Asset Management Audit Consultant to support a strategic engagement with a leading banking client in New York City. This role will lead complex audit engagements across Global Prime Funds operations, provide advisory support, and ensure regulatory compliance across multiple jurisdictions. The ideal candida

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Third Party

Vice President, Cash Processing/Funds Transfer Manager - Treasury Services Platform Ops

Pittsburgh, Pennsylvania

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Today

Vice President, Cash Processing/Funds Transfer Manager At BNY, our culture allows us to run our company better and enables employees? growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world?s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Full-time

Associate Auditor

Hybrid in Chicago, Illinois

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Today

Internal Auditor (Assurance & SOX) Hybrid | Chicago, ILEstimated Compensation: $80,000$90,000 base + bonus Company OverviewAt The Intersect Group, we partner with organizations that play a critical role in keeping global operations moving efficiently and responsibly. Our client operates at scale within a complex, international environment and is deeply committed to integrity, strong governance, and continuous improvement. They value collaboration, professional growth, and building processes tha

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Full-time

Depends on Experience

Actuary - Actuarial & Investments Audit

Springfield, Massachusetts

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Today

The Opportunity As an Actuary for the Actuarial Investments and Audit Team, you will step into a high impact role where your actuarial expertise helps shape meaningful change across the enterprise! In this role, you will operate as an actuarial risk and control expert, providing advice to audit associates and business area leadership, while championing compliance with standards for audit practices and procedures. You will work independently and collaboratively to support complex, risk-based aud

Full-time

Actuary - Actuarial & Investments Audit

Boston, Massachusetts

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Today

Full-time

Senior Performance Analyst, Performance and Analytics

Arlington, Virginia

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16d ago

Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, C

Full-time

USD 81,200.00 per year

VP/Investment Product Strategy & Development, Americas

Nashville, Tennessee

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Today

Who You'll Work With: The Americas Product Strategy & Development team sits within the Client Group and is responsible for all product initiatives across Alliance Bernstein's ("AB") US Retail and North America Institutional business channels. The team is responsible for working and collaborating across the organization driving new product strategy and prioritization, overseeing new product development implementation and ensuring the firm's current product line is optimally positioned in the mark

Full-time

IT Asset & Finance Analyst

Fountain Valley, California

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7d ago

Position:ITAsset&FinanceAnalystLocation: Fountain Valley, CADuration: 12 monthsJob Description: TheITAsset&FinanceAnalystis responsible for managing the lifecycle ofITassets while providing financial analysis and reporting to optimizeITinvestments. This role bridgesITassetmanagement and financial planning, ensuring compliance, cost efficiency, and strategic alignment with business objectives. laptop & desktop purchase negotiation & budgeting operating expenses (OpEx) and capital expenditures (Ca

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Contract

40 - 45

Product Specialist - Product Support, AVP

Burlington, New Jersey

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6d ago

What are we looking for Provide Functional application support to CRD customers in the Fixed Income, Derivative & Portfolio Management workspace space. Why this job is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created

Full-time

USD 90,000.00 - 157,500.00 per year

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