Minimum Requirements Masters in Finance, Economics or related field w concentration in Finance or Economics 3 yrs. exp. in financial services industry w investments or portfolio management that includes 1 yr. using Bloomberg terminal financial SW. In lieu of Masters 3, will accept Bachelor 5 yrs. exp. that includes 1 yr. using Bloomberg terminal financial SWbr br Licenses reqd. Must have Series 7 both Series 63 Series 65 OR Series 7 Series 66 OR Series 7 both Series 63 waiver of Series 65 granted by a State Securities Bd. based on having Chartered Financial Analyst Cert.. Candidate must be eligible to apply for willing to obtain licenses heshe lacks including waiver of Series 65 if needed based on having CFA within 6 months of hire at co.s expense. Read, write speak Spanish. Preemployment background check reqd.
Categories: eb3
0 Comments