Private Wealth Management Firm jobs in Passed CFA Level I

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Found 9 jobs

  • Financial Analyst

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

    Tristone Strategic Partners LLP provides business and financial advisory services to institutional investors, family offices, corporates and start-...

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    • 11 days ago
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  • Financial Associate

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

    Tristone Partners is a financial services firm based in Mumbai that provides investments and corporate finance related advisory services to clients...

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    • 11 days ago
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  • Senior Investment Analyst

    • Milwaukee, Wisconsin
    • Salary commensurate with experience equivalent to a 3-7 year investment analyst
    • Single Family Office

    Multi-generational Single Family Office is looking to add a Senior Investment Analyst (SIA) to their team. 

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    • 14 days ago
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  • Sr. Performance and Reporting Analyst

    • Hunt Valley, Maryland
    • Competitive salary + strong benefits package
    • Knollwood Investment Advisory

    The senior reporting and performance analyst will be responsible for portfolio analytics for both traditional liquid and private market investments...

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    • 20 days ago
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  • Junior Analyst

    • Philadelphia, Pennsylvania (US)
    • DOE
    • NexWealth

    NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to par...

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    • 5 days left
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  • Portfolio Management Associate

    • Vancouver, British Columbia (CA)
    • We offer a range of $60,000 - $100,000 for salary depending on the individual's experience.
    • Seymour Investment Management

    This role is for aspiring Portfolio Managers. We offer to encourage and mentor you as you build your career as a valued member of our growing team.

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    • 21 days ago
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  • Sr Manager - Investments

    • Gurgaon (Locality), Haryana (IN)
    • Can be discussed
    • Mercer Consulting (India)

    Mercer India seeks a Senior Manager to lead it's investment consulting team based at Gurgaon/Noida. The group conducts data analysis, strategy rese...

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    • 6 days left
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  • Senior Analyst for Large PacNW RIA

    • Seattle, Washington State
    • Expected salary range between $125k and $175k with some flexibility
    • Pacific Portfolio Consulting

    Pacific Portfolio seeks experienced investment and portfolio analyst.  Great opportunity to wear lots of hats and really make an impact.

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    • 26 days ago
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  • Financial Internships

    • Toledo, Ohio (US)
    • Compensation will be determined by qualifications and experience.
    • Alan B. Lancz and Associates, Inc.

    Alan B. Lancz and Associates, Inc., is offering immediate Financial Internships in the fields of Finance, Accounting, Statistics,...

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    • Expiring today
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