CFA Charterholder jobs

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Found 40 jobs

  • B2B Account Sales Growth Executive

    • Mumbai, Konkan (IN)
    • Negotiable
    • WealthDesk

    WealthDesk is India’s pioneering B2B2C SaaS based Neo AMC platform on top of broking that powers advisory, broking, wealth management and portfolio...

    New

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Apart from business development, candidate will regularly interact with the wealth managers, thereby gaining insights into client management.

  • Research Analyst

    • Noida, Uttar Pradesh (IN)
    • Negotiable
    • LearnApp

    Abstract LearnApp provides high-quality, industry-relevant education in the field of investing, trading, business management, and more. In our ende...

  • Vice President - Dealing & Investments

    • Mumbai, Konkan (IN)
    • Salary+performance incentives will be commensurate with skills and experience
    • Indistock Securities Ltd.

    We are looking for a Dealer cum advisor responsible for the execution of orders and generate investment and trading ideas for us and client.

  • Equity Dealer

    • Mumbai, Konkan (IN)
    • Negotiable
    • Indistock Securities Ltd.

    Position Summary We are looking for an Equity Dealer conversant with dealing & broking and investment-related operations. He will be responsible fo...

  • Financial Advisor Senior

    • Dallas, TX and Houston, TX
    • Starting $100,000 per year + benefits
    • Independent Financial

    This position is responsible for wealth management client acquisition and service delivery for Private Capital Management, LLC (PCM).

  • Wealth Management Advisor

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Senior Investment Analyst

    • Bangalore, India
    • CTC upto 8Lpa
    • Foresight Family Office Private Limited

    Looking for a suitable candidate to take up the role of Investment Analyst at a boutique wealth advisory & management firm based out of Bangalore

  • Investment Analyst

    • Remote working
    • Negotiable
    • Prospect Mining Studio

    This role will involve initial and ongoing due diligence and financial analyses of investment opportunities for the Prospect Mining Studio.

  • Investment Advisor

    • Sri Lanka (LK)
    • Negotiable
    • Capital TRUST Securities (Pvt)Ltd

    Ability to independently read, interpret and comprehend fundamental and Macro Economic Research to formulate timely investment opportunities and ho...

  • Options Trader

    • Mumbai Central, Konkan (IN)
    • Salary will be discussed individually and will be at par with industry norms
    • Alpha Alternatives

    Options Trader- Alpha Alternatives- Multi Asset Management Firm

  • Financial Planner - Private Wealth

    • Mumbai, Konkan (IN), New Delhi
    • Negotiable
    • ASK Wealth Advisors

    Financial Planning/Analyst role for ASK Wealth Advisors with key responsibilities of portfolio monitoring & reviews for UHNI clients & supporting RMs

  • Senior Investment Risk Analyst - Fixed Income

    • Singapore (SG)
    • Market Competitive
    • Franklin Templeton Investments

    The role calculates, analyzes and reports portfolio characteristics, weights, attribution and risk statistics.

  • Analyst/ Sr. Analyst - Equity Research

    • Mumbai, Konkan (IN), Gurgaon
    • 6 - 9 lakhs (negotiable)
    • Aranca (Mumbai) Pvt. Ltd.

    Financial modeling skills to formulate business drivers (revenue, cost, etc.). Knowledge of concepts of finance & accounting, valuation methodologies

  • Analyst - Credit Research

    • Mumbai, Konkan (IN)
    • 6 - 8 lakhs (negotiable)
    • Aranca (Mumbai) Pvt. Ltd.

    Writing credit research recommendation notes on companies / sectors/ themes. Hands on experience in high yield, and distressed debt credit.

  • Trainee - Investment Advisor

    • Bangalore City, Bangalore (IN)
    • 4,00,000 to 7,000,000
    • Entrust Family Office

     We are hiring! CFAs & product advisory aspirants with 2-5 yrs experience in equity capital markets with strong analytical & presentation skills.

  • VP of Investments

    • Dayton, Ohio
    • Competitive base and bonus pay structure for a position located in the Dayton/Cincy, OH. area.
    • The Connor Group

    Focus on 3 areas, bottom up research & research oversight, idea generation of themes & investment areas and monitor current portfolio of funds/stocks.

  • Investments Associate

    • Vancouver, British Columbia (CA)
    • Market-based compensation to commensurate with skills and experience
    • Hold It All Inc.

    The Investments Associate will report directly to the President and will be responsible for working on deal flow, sourcing, and investment reporting.

  • ANALYST EQUITY CAPITAL MARKETS / M&A

    • Sri Lanka (LK)
    • Open / Negotiable
    • Capital Alliance Group

    CAL is a leading full-service frontier markets financial institution that offers a comprehensive selection of integrated investment and capital mar...

  • Treasury Analyst

    • Vancouver, British Columbia (CA)
    • Annual Salary
    • Teck Resources Limited

    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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