Trisha Bailey at 951-847-7572
Best Regards,
Trisha M. Bailey, Ph.D., MBA, CFA, FnClnt
Association of Medical Recruiters, Inc
Managing Partner
Office: 951..
current BCLS certification
2. Willingness to be cross trained to other areas
EDUCATION / LICENSURE:
1. Must have and maintain current
CST/CFA certifications
or Economics preferred.
4 - 7 years credit risk experience.
An MBA, CPA, or CFA preferred and formal Credit Training is a plus.
Technology proficient..
servicing sector
Masters Degree in Business Administration (MBA)
CPA or CFA
10 Years experience in management of budgeting, forecasting and reporting..
Summary: The position of Investment Officer will report to the Chief Investment Officer and support the investment group in the areas of investment modeling..
Investment Officer arrived 4 days ago from Cook Children's Health Care System
application of trust document provision, investments and taxes. Computer proficiency required. Preferred: CFP, CFA or other recognized financial certification
communication skills required
Excel and PowerPoint experience required
MBA, CFA or CAIA desirable
Series 7 preferred
Exposure to website design/data entry..