4 cfa jobs at 4 companies in Mishawaka, IN
1mo
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Assistant Portfolio Manager
Goshen, Indiana, United States
OnsiteFull Time
3+ YOEBachelor's degree required, 3–5 years investment experience, strong Excel and quantitative skills, Bloomberg/Northfield familiarity preferred, CFA charterholder or candidate preferred.
Northfield, Bloomberg, BondEdge, Microsoft Excel, Python, SQL
2w
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Corporate
Michigan City or Indianapolis
OnsiteFull Time
5+ YOEBachelor's in accounting/finance required,5+ years in A/R/revenue/cash/consolidations/treasury,CPA/CMA/CFA/CTP a plus,SOX and ERP experience,proficient with Microsoft Excel,strong analytical and communication skills.
Microsoft Excel, ERP, POS
2mo
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Regional Consultant - Great Lakes
Chicago, Illinois, United States
$150k/yr RemoteFull Time
7+ YOE7–10+ years in financial services sales/distribution (PWM), FINRA Series 7 and 63 or 65 required, knowledge of capital markets and investment structures, strong executive presence, CRM use (Salesforce); CFA/CIMA/AAMS/CFP desirable.
Salesforce, CRM
4w
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Key Private Bank Senior Relationship Manager
South Bend, Indiana, United States
$116k-$216k/yr HybridFull Time
7+ YOE7+ years sales/business development experience; Bachelor's or equivalent; FINRA Series 7 required; Series 66 or S63+S65 preferred; CFP/CIMA/CPA/CFA/CWS preferred; valid driver's license; strong advisory and communication skills.
Customer Relationship Manager (CRM)