Performance Analysis jobs in Private Wealth Management Firm

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Found 11 jobs

  • Investments Associate

    • Mountain View, California (US)
    • Under $100k
    • Silicon Valley Community Foundation

    This position is a member of a small and highly collaborative team responsible for a wide variety of investments and complex gifted assets.

  • Senior Investment Analyst

    • Chicago Area
    • Commensurate with experience level
    • HUB International

    The Senior Investment Analyst will be responsible for conducting research on investment products and firms, asset classes and broad market themes.

  • Product Specialist

    • Mumbai
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

  • Investment Counsellor, Indigenous and Institutional Accounts

    • Vancouver, British Columbia (CA)
    • Open / Negotiable
    • Dixon Mitchell Investment Counsel

    We are looking for an experienced Investment Counsellor to join our growing Client Services team.

  • Investment Analyst

    • New York City, New York (US)
    • Competitive Compensation Package
    • Westfuller Advisors, LLC

    Westfuller is seeking an investment analyst to support the Senior Director of Portfolio Strategy and the firm’s values-aligned investment approach.

  • Financial Planning Associate

    • Houston, Texas
    • Salary plus bonus, medical, dental, vision, 401k. Starting at 55k negotiable
    • Crestmont Private Wealth

    Job Description: The financial planning associate will report to the Director of Financial Planning, and be responsible for a variety of financial ...

  • Financial Analyst

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners

    Strong knowledge in accounting with ability to analyse financial statements & annual reports. Strong analytical skills & detail-oriented.

  • Financial Associate

    • Mumbai, Konkan (IN)
    • As per Industry standard
    • Tristone Strategic Partners

    Candidate having (a)atleast two years of prior experience working as a Financial Analyst or (b) have atleast 1 year of post MBA relevant experience.

  • Associate Investment Strategist

    • Boston, MA
    • Competitive
    • Natixis Investment Managers

    The Associate Investment Strategist is the key liaison between Natixis Investment Manager’s affiliated asset management firms and the Natixis distr...

  • Analyst

    • US - PA - West Conshohocken
    • A competitive compensation package, including salary, incentive compensation, and benefits.
    • Verdis Investment Management

    Verdis is a single family office that allocates capital to third-party fund managers across geographies, asset classes, strategies & sectors.

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