CFA Charterholder jobs
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Found 40 jobs
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B2B Account Sales Growth Executive
WealthDesk is India’s pioneering B2B2C SaaS based Neo AMC platform on top of broking that powers advisory, broking, wealth management and portfolio...
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Business Development
Apart from business development, candidate will regularly interact with the wealth managers, thereby gaining insights into client management.
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Research Analyst
Abstract LearnApp provides high-quality, industry-relevant education in the field of investing, trading, business management, and more. In our ende...
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Vice President - Dealing & Investments
We are looking for a Dealer cum advisor responsible for the execution of orders and generate investment and trading ideas for us and client.
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Equity Dealer
Position Summary We are looking for an Equity Dealer conversant with dealing & broking and investment-related operations. He will be responsible fo...
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Financial Advisor Senior
This position is responsible for wealth management client acquisition and service delivery for Private Capital Management, LLC (PCM).
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Wealth Management Advisor
By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.
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Senior Investment Analyst
Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore
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Investment Analyst
This role will involve initial and ongoing due diligence and financial analyses of investment opportunities for the Prospect Mining Studio.
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Investment Advisor
Ability to independently read, interpret and comprehend fundamental and Macro Economic Research to formulate timely investment opportunities and ho...
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Financial Planner - Private Wealth
Financial Planning/Analyst role for ASK Wealth Advisors with key responsibilities of portfolio monitoring & reviews for UHNI clients & supporting RMs
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Senior Investment Risk Analyst - Fixed Income
The role calculates, analyzes and reports portfolio characteristics, weights, attribution and risk statistics.
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Analyst/ Sr. Analyst - Equity Research
Financial modeling skills to formulate business drivers (revenue, cost, etc.). Knowledge of concepts of finance & accounting, valuation methodologies
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Analyst - Credit Research
Writing credit research recommendation notes on companies / sectors/ themes. Hands on experience in high yield, and distressed debt credit.
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Trainee - Investment Advisor
We are hiring! CFAs & product advisory aspirants with 2-5 yrs experience in equity capital markets with strong analytical & presentation skills.
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VP of Investments
Focus on 3 areas, bottom up research & research oversight, idea generation of themes & investment areas and monitor current portfolio of funds/stocks.
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Investments Associate
The Investments Associate will report directly to the President and will be responsible for working on deal flow, sourcing, and investment reporting.
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ANALYST EQUITY CAPITAL MARKETS / M&A
CAL is a leading full-service frontier markets financial institution that offers a comprehensive selection of integrated investment and capital mar...
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Treasury Analyst
Are you a great multitasker with financial modelling skills? The analyst would work with our team on corporate finance and capital allocation.
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