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Cima Software jobs

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  • Investment Advisor

    Privatebank - Milwaukee, WI

    issues is also important. Required Skills (including PC software) 7+ plus yearsexperience in wealth management ... and families Bachelors Degreerequired; MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred Good working knowledge of...

    30+ days ago from TheLadders.com

  • Portfolio Manager

    Trajan Wealth - Scottsdale, AZ

    and establish reporting systems and implement software programs; on a case by case basis meet jointly with the IAR ... will be considered.A designation of a CFA or CIMA is required. Previous Work Requirements: A minimum of five years’ work...

    2 days ago from Jobing.com

  • Portfolio Manager, CFA

    Trajan Wealth - Scottsdale, AZ

    managers and establish reporting systems and implement software programs; on a case by case basis meet jointly with ... field will be considered. A designation of a CFA or CIMA is required. Previous Work Requirements: A minimum of...

    1 day ago from ZipRecruiter

  • Business Analyst

    Judge Group - New York City, NY

    ACA, ACCA, CiMA, Part-Qualified Computer Software: • Good knowledge of Excel, Word, Power Point and Access • Experience of working with developers (specification &, testing) desirable • Experience in programming (e.g. VBA) and...

    6 days ago from ZipRecruiter

  • Research Associate 1, MAS

    University of Miami - Miami, FL

    Operations Certificate (MOCC); proficiency in general PC software (e.g., office, statistics and graphics applications, Coral Point Count (CPCe), Access). Applicants must possess strong organizational skills, attention to detail and an...

    4 days ago from Job.com

  • Regional Director

    Russell Investments - Finance Industry - New York City, NY

    NASD Series 7 and 66 licenses; CIMA, CFA or CFP strongly desired. • In-depth understanding of the industry, ... of proficiency with software applications; ability to utilize Russell specific applications (RPG, RLINK, Microsoft...

    13 days ago from VelvetJobs

  • Strategic Alliance Group (Retail FIG) IMA

    Prestigious Investment, Advisory and Risk Management Solutions Provider - Princeton, NJ

    Skills and Qualifications: Bachelor s degree required (MBA, CIMA, CFP a plus) 3+ years relevant financial services ... high quality results Previous experience with financial services software a plus Business Development, Financial...

    22 days ago from IvyExec

  • Investment Analyst - Client Advisor

    Provenance Wealth Advisors - Miami, FL

    or related professional certification such as CFA, CIMA or CFP designation preferred Minimum 2-3 years’ experience in ... planning as well as relevant technology, software planning tools and presentations Proficiency with Microsoft...

    15 days ago from ZipRecruiter

  • BlackRock Strategic Alliance Group (Retail FIG) IMA

    BlackRock - Finance Industry - Princeton, NJ

    required (MBA, CIMA, CFP a plus) •3 years relevant financial services experience, mutual fund experience preferred. ... software a plus BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified...

    10 days ago from VelvetJobs

  • Regulatory Analyst -BQCA

    Private Wealth & Asset Management Firm - Nashville, TN

    internal and external auditors and regulators (FRB, OCC, CIMA, DOC, and State Banking Departments). This role will ... Word and MS Access). Working knowledge of Axiom reporting software. Strong Communication and Organizational skills...

    13 days ago from IvyExec

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