Private Wealth Management Firm Passed CFA Level I Full Time jobs in Bachelors
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Found 4 jobs for open / negotiable
San Francisco based multi-family investment office seeks talented professionals to join their growing investment and client service teams.
Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.
The primary duties and responsibilities include but are not limited to: Participate in portfolio management activities for balanced, multi-asset cl...
This role will oversee investment opportunities for our clients in addition to providing counsel on wealth management strategies.