Private Wealth Management Firm jobs in Passed CFA Level I
Broaden your search
Refine your search
Found 4 jobs for open / negotiable
Morningstar seeks a Product Consultant to join our Global Client Support team for Morningstar’s research and analytical products.
We are hiring! CFAs & Product Advisory aspirants with 2-5 yrs experience in equity capital markets with strong analytical & presentation skills.
This role will have broad exposure to private and public markets, and closely collaborate with the Investment Department and client service teams.
Help create model portfolios, monitor and rebalance client accounts along with keeping accounts compliance and kyp information up to date. Review ...