Private Wealth Management Firm Passed CFA Level II jobs in Full Time

Keyword search

Broaden your search

Refine your search

You need to sign in to set up job alerts

Found 3 North America jobs

  • Portfolio Manager/Trader

    • Orange County, California
    • Competitive salary, dependent upon experience with bonus + generous benefits.
    • Confidential

    Overview The firm seeks to add an investment professional with at least three years of individual taxable and tax-deferred portfolio management/tra...

  • Investment Analyst/Assistant Portfolio Manager

    • Raleigh, North Carolina (US)
    • Competitive
    • Summit Financial, LLC

    Macro, Due Diligence, Portfolio Management, Construction and Risk, Equities, Fixed Income, Alternatives, Real Estate, Private Equity and Credit

  • Portfolio Manager

    • El Paso, Texas
    • Remuneration will be commensurate with the standing of the role.
    • WestStar Wealth Management

    Client-facing, hands-on fiduciary portfolio management encompassing strategic & tactical asset allocation, manager search, selection & due diligence.