Passed CFA Level III (Charter Pending) jobs in Bachelors

Found 14 Corporate, North America jobs

• Senior Public Equity Research Analyst

  

  • Winter Park, Florida
  • Competitive salary + benefits
  • AndCo Consulting

  Senior Public Equity Research Analyst

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  • 9 days ago
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• Associate Client Portfolio Manager- Municipal

  

  • Boston, Massachusetts (US)
  • Commensurate with Experience
  • GW&K Investment Management

  Partner with sales & client service in presenting GW&K’s municipal investment strategies to both existing and prospective clients.

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  • 9 days ago
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• Quantitative Equity Research Associate

  

  • Los Angeles, California
  • Please see job description
  • Hotchkis & Wiley Capital Management

  Hotchkis & Wiley is seeking a highly motivated individual to become part of our Research Associate Program.

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  • 30 days ago
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• Lead Portfolio Analyst – Impact Investing & ESG

  • Baltimore, Maryland (US)
  • Commensurate upon experience
  • T. Rowe Price

  PRIMARY PURPOSE OF THE POSITION The Lead PA, Impact & ESG, will: Partner with the assigned Portfolio Specialists (PS), ESG Investment Specialist (...

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  • 1 day ago
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• Portfolio Strategist

  • Charlotte, North Carolina (US)
  • $75,000-$85,000 base salary + commission + benefits
  • Horizon Investments

  The Portfolio Strategist is an investment management role supporting Horizon’s consulting clients. The primary responsibilities of this role includ...

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  • 2 days ago
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• Portfolio Manager

  

  • Tacoma, Washington State
  • Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
  • Financial Insights Wealth Management

  Medium size woman owned wealth management firm is looking for a Portfolio Manager to work in a small all female team. Oversight of 300 million in AUM

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  • 7 days ago
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• Client Portfolio Manager (institutional channel, business development, wholesales, service)

  

  • Seattle, Washington State
  • $125k-$175k depending on experience, + benefits and discretionary bonus potential
  • Zevenbergen Capital Investments

  Client Portfolio Managers implement strategies to nurture and grow institutional assets under management.

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  • 9 days ago
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• Equity Research Analyst

  

  • US - WI - Madison
  • Salary plus bonus and excellent benefits including 401k match and profit sharing
  • Isthmus Partners, LLC

  Primarily responsible for monitoring owned securities and sourcing new ideas for the firm’s large cap, small-mid cap and small cap portfolios

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  • 10 days ago
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• Portfolio Manager

  

  • Fort Worth, Texas (US)
  • Salary + annual performance bonus, PTO, 401k Matching, Medical & Dental Benefits
  • PlainsCapital Bank

  Overview: The Wealth Portfolio Manager is responsible for the day-to-day management and implementation of investments for a specific group of clien...

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  • 10 days ago
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• Wealth Portfolio Manager

  • Green Bay, Wisconsin (US)
  • Negotiable + Benefits
  • Nicolet National Bank

  The Wealth Portfolio Manager position will leverage capital markets knowledge and guidance from the Nicolet Wealth Management Investment Committee ...

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  • 11 days ago
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• Investment Research Analyst

  

  • DFW
  • Competitive salary plus insurance benefits, retirement, paid time off
  • Carter Financial Management

  Prestigious Dallas wealth management firm seeks experienced Investment Analyst to join our nationally respected financial planning team.

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  • 12 days ago
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• AVP, Private Credit Analyst

  

  • Atlanta, Georgia
  • Competitive and attractive base salary with a performance bonus component as well
  • Voya Investment Management

  Furnish the client portfolios with selected assets through analysis of Private Placement Offerings of corporate debt securities.

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  • 12 days ago
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• Senior Financial Analyst

  

  • Dallas, Texas (US)
  • Up to $130,000 per year + benefits
  • Lantower Residential

  *This position will be in-office located in Dallas, TX. Relocation allowance considered* Purpose: The Senior Financial Analyst provides executive t...

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  • 18 days ago
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• Quantitative Equity Analyst

  • Wheaton, Illinois (US)
  • Competitive
  • Confidential.

  We are currently seeking a Research Analyst to join our Quantitative Equity Research team. Responsibilities include but are not limited to: assisti...

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  • 22 days ago
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