Description The Private Client Direct business is a part of JPMorgan's Private Client Services business. Private Client Services is a wealth management business of JPMorgan focused on the banking, trust, and investment need of high net worth clients
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Responsibilities Lead, develop and maintain strong working relationships with key business decision makers throughout the year to communicate value and inform them of the firms scope of services. Provide guidance/expertise and lead project teams to c
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www.dwsimpson.com
For Position 29706, this Canadian organization is looking to hire an asset liability modeling analyst. CFA or some actuarial exams ideal
tools a plus
Certificate in Investment Performance Measurement a plus
CFA preferred
Required experience: 5+ years
Minimum required education: Bachelor's..
with trading platform technology product and service providers
Pluses: MBA. CFA. SSAS.
Resumes without phone number, home address, email address, and first..
hire
Bachelor's degree or equivalent experience
Advanced degree such as MBA, CFA or industry related certification is preferred
A minimum of 5 - 7 years..
related experience MBA, JD, CFA, CPA or CFP preferred... Public Accountant CPA, Chartered Financial Analyst CFA, Series 63 (NASD License), Series 7 (NASD License..
Minimum of two years related work experience CFA and / or CPA designation preferred Strong analytical... CPA, Chartered Financial Analyst CFA Travel: 10%
of managing financial process projects
Preferred Qualifications:
CPA, CFA, CA, MBA, CMA or experience as an accountant
Applying knowledge of regulatory..
