Private Wealth Management Firm Passed CFA Level I Full Time jobs in Bachelors

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Found 12 jobs

  • Head of Private Equity

    • MOSERS is located in Jefferson City, MO.
    • Help MOSERS significantly build out the private equity portfolio in the $10 Billion Trust Fund.
    • Missouri State Employees' Retirement System

    MOSERS is recruiting for a Head of Private Equity due to an upcoming retirement of one of our team members. This person will lead the private equit...

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    • 20 days ago
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  • Research Associate & Trader

    • Norfolk, Virginia
    • Negotiable - Entry Level
    • Wilbanks, Smith & Thomas Asset Management, LLC

    Full-time position of Research Associate & Trader in Norfolk, Virginia provides support to our Portfolio Managers and Trading Department.

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    • 20 days ago
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  • Senior Analyst - Credit Rating

    • Mumbai Central, Konkan (IN)
    • Best in the Industry
    • Morningstar India Pvt Ltd

    The Team: DBRS Morningstar`s structured credit ratings and research subsidiary is a Nationally Recognized Statistical Ratings Organization (NRSRO) ...

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    • 39 days ago
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  • Product Consultant, Client Service

    • Mumbai, Konkan (IN)
    • Best in the Industry
    • Morningstar India Pvt Ltd

    Product Consultant, Client Service The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work to...

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    • 41 days ago
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  • Associate Analyst I-Product Review

    • Saint Louis, Missouri
    • $65,000 - $125,000
    • Edward Jones

    Product Review Overview: Product Review's mission is to help clients achieve their financial goals by ensuring the products the firm offers align w...

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    • 5 days ago
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  • Investment Analyst II

    • Santa Barbara, California
    • Full-time, non-exempt position, 3 week vacation, tuition reimbursement + benefits
    • Montecito Bank & Trust

    Are you a talented professional who excels at personalized service, enjoys getting involved in your communities and has a desire to work for an or...

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    • 13 days ago
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  • Chief Investment Officer/Senior Advisor

    • Edmond, Oklahoma
    • Base Salary: $120,000-$150,000 based on experience and qualifications/Individual & Team Bonuses
    • Burnett Financial Group

    Independent Registered Investment Advisory Firm serving HNW business owners/families. Seeking to add a Chief Investment Officer/Advisor to our team.

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    • 13 days ago
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  • Financial Analyst – Mining Private Equity

    • London (Central), London (Greater) (GB)
    • Salary is negotiable according to experience and qualifications.
    • Mining Private Equity firm

    We are an established Mining Private Equity firm backed mainly by US Endowments and Foundations. We are seeking a Financial Analyst to work with a ...

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    • 2 days left
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  • Investment Analyst

    • Rockville, MD
    • Up to $80,000 annually + benefits
    • Financial Services Advisory, Inc.

    Tactical firm seeks analyst to conduct market and securities research, along with trading and managing of client portfolios. CFA or CMT preferred.

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    • 14 days ago
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  • Equity Research Analyst

    • New York City, New York (US)
    • Commensurate with experience + Health + 401(k)
    • Livian & Co.

    Livian & Co. a growing wealth management firm formed in 2010 by a group of investment professionals, is seeking a financial analyst (equity researc...

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    • 15 days ago
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  • Investment Analyst

    • College Station, Texas
    • Salary commensurate with experience and qualifications
    • Briaud Financial Advisors

    Seeking an Investment Analyst to join our growing investment team.

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    • 20 days ago
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  • Client Portfolio Manager & Trade Specialist

    • Beaufort, South Carolina
    • Pay/benefits are competitive based on industry standards. Compensation includes Base & Incentives.
    • Verity Investment Partners

    The Client Portfolio Manager (CPM) & Trade Specialist will provide oversight and implement all trade related operational and administrative functions.

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    • 5 days left
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