32 cfa jobs at 15 companies in York, PA
1d
Save
Mark Applied
Hide
Investment Director, Multi Asset Model Portfolios
Baltimore or Colorado or Washington or New York or California or District of Columbia
$150k-$225k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years of relevant investment experience focused on portfolio construction, multi-asset investing, model portfolios, or related disciplines. CFA or MBA preferred.
2d
Save
Mark Applied
Hide
Portfolio Construction Analyst
Colorado Springs or Baltimore
$107k-$194k/yr HybridFull Time
5+ YOEBachelor's degree and 5+ years of relevant experience required. Requires investment analysis, portfolio construction, communication, Excel, and collaboration skills; Morningstar Direct and CFA are preferred.
Morningstar Direct, Microsoft Excel
2d
Save
Mark Applied
Hide
Vice President, Loan Sales & Trading, Debt Capital Markets
Baltimore, Maryland, United States
$154k-$256k/yr HybridFull Time
6+ YOESix or more years in loan syndications, leveraged finance, capital markets, institutional sales and trading, or a related field. Bachelor's degree required; MBA or CFA preferred.
2w
Save
Mark Applied
Hide
Treasury Sales Consultant - Specialized Industry - Dealer
Frederick or Washington or Baltimore or McLean or Charlotte
$125k-$175k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5+ years sales experience with financial/treasury products, deep working capital knowledge, must obtain CTP within 12 months; CFA preferred.
2mo
Save
Mark Applied
Hide
Financial Advisor- Wealth Management
Hershey or Alpharetta
OnsiteFull Time
Bachelor's in Finance/Business required. Active Series 65/66 or professional designation (CFP, CFA, ChFC, CIC). Strong financial planning, investment knowledge, communication, and CRM/technology skills.
CRM
1d
Save
Mark Applied
Hide
Analyst
Towson, Maryland, United States
$55k-$65k/yr HybridFull Time
0+ YOEBachelor's degree preferred in finance, economics, or related field; 0–3 years investment experience; advanced Microsoft Excel and PowerPoint; data analysis and quality-checking skills. CFA progress preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office Suite
3mo
Save
Mark Applied
Hide
Business Development Financial Advisor
Chicago or Denver or Greenwood Village or Lone Tree or Milwaukee or Baltimore or Cleveland or New Haven or Newark or Jacksonville or Jupiter
$125k-$175k/yr OnsiteFull Time
5+ YOEMinimum 5 years IAR experience; hold or obtain Series 65 or Series 66+7 within 90 days; 2 years as IAR or CFP/CFA/CPA; strong communication and analytical skills.
1mo
Save
Mark Applied
Hide
Commerial FP&A Manager
Lincolnshire or Neenah or Newport News or Norristown or Littlestown or Tijuana or United Kingdom or United States
$120k-$140k/yr RemoteFull Time
7+ YOE7+ years FP&A/corporate finance experience, 2–5 years leadership preferred; experience with budgeting, forecasting, financial modeling, and business partnering; MBA/CPA/CFA preferred; willing to travel to sites.
1mo
Save
Mark Applied
Hide
Key Account Executive - Industrials
Chicago or Washington or Oklahoma City or San Francisco or Philadelphia or Houston or Denver or Atlanta or Nashville or Miami or San Diego or Phoenix or Orlando or Los Angeles or Dallas or Des Moines or Minneapolis or Tampa or Austin or New York City or Baltimore or Charlotte or Kansas City or Boston
$147k-$261k/yr OnsiteFull Time
7+ YOE7+ years account management or enterprise sales experience in professional services; bachelor’s preferred; CPA/CFA a plus; mastery of account planning, cross-sell, relationship management; advanced M365 and CRM analytics skills.
Microsoft M365, CRM analytics, business intelligence tools
2w
Save
Mark Applied
Hide
Senior Investment Advisor
Hershey, Pennsylvania, United States
$134k-$220k/yr OnsiteFull Time
10+ YOE10+ years investment management experience, bachelor’s degree preferred, advanced credential (CFA/CFP/CTFA/MBA) preferred, strong portfolio and fiduciary knowledge, Microsoft Office experience, trust/accounting system experience preferred.
Microsoft Office, SWP
1mo
Save
Mark Applied
Hide
Finance Business Partner
Baltimore or Washington
$160k-$209k/yr OnsiteFull Time
12+ YOEBachelor's degree, 12–15+ years in corporate/strategic finance or FP&A, advanced financial modeling, strong Excel/PowerPoint skills, Workday/Adaptive familiarity, MBA/CFA/CPA a plus, US work authorization required.
Microsoft Excel, Microsoft PowerPoint, Workday, Adaptive Planning
1mo
Save
Mark Applied
Hide
Senior Leader - Business Valuation Services
Hunt Valley, Maryland, United States
$225k-$275k/yr OnsiteFull Time
10+ YOE10+ years valuation or related experience, bachelor\u0002s degree required (MBA preferred), relevant credentials (CFA, ASA, ABV, CVA) preferred, strong financial modeling and project management skills, client development and leadership experience.
3w
Save
Mark Applied
Hide
Managing Director, Decision Modeling & Analytics
New York or Los Angeles or Washington or Troy or Houston or Chicago or Grand Rapids or Baltimore or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Jacksonville or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Omaha
$280k-$350k/yr OnsiteFull Time
15+ YOEBachelor's in finance/accounting/economics required; MBA preferred. 15+ years in financial modeling/decision analytics at large consulting or comparable firms; CFA/CPA/valuation credentials preferred; strong financial modeling, communication, and leadership skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
Save
Mark Applied
Hide
Senior Portfolio Manager
Lancaster, Pennsylvania, United States
$140k-$160k/yr OnsiteFull Time
7+ YOEBachelor's in finance-related field, 7+ years in investment advisory/portfolio management, FINRA Series 65 or Series 7+66 or CFA/CFP, proficiency with Microsoft Office and CRM/financial planning tools, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Bloomberg, Charles Schwab, Tamarac
1mo
Save
Mark Applied
Hide
Associate Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
1mo
Save
Mark Applied
Hide
Investment Risk Manager - Equities
Baltimore or New York
$175k-$190k/yr HybridFull Time
10+ YOE10+ years asset management experience (equity risk preferred); quantitative/scientific degree preferred; CFA/FRM/PRM progress or completion preferred; experience with Barra/MSCI BarraOne, Aladdin, Power BI, Python; strong analytical and communication skills; US work authorization required.
Barra, Aladdin, MSCI BarraOne, Aladdin Green Package, Power BI, Python