Wealth Management Passed CFA Level I jobs in Full Time

Found 6 jobs for open / negotiable

• Senior Investment and Operations Associate

  

  • Los Angeles, California
  • Competitive base salary commensurate to experience + bonus + full benefits + profit-sharing plan
  • Northwestern Mutual West Los Angeles

  We are a mature, dynamic Wealth Management Advisory firm seeking a Senior Investment and Operations Associate.

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  • 36 days ago
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• Executive / Manager - Research - IMMPL

  

  • Anywhere in India
  • Up to 25L (INR)
  • International Money Matters

  Conducting research/in depth-Analysis on the universe of mutual funds schemes ‐ equity, debt and other alternative products.

  View details Executive / Manager - Research - IMMPL

  • 35 days ago
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• Product Specialist

  • Mumbai
  • Inline with the market
  • Ladderup Wealth Management Private Limited

  Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.

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  • 2 days ago
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• Senior Relationship Manager

  

  • Bangalore
  • Act as a first point of contact for all the queries related to the HNI Clients.
  • 4Thoughts Finance

  Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...

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  • 4 days ago
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• Director of Research and Fund Due Diligence

  

  • Cleveland, Ohio
  • Commensurate with experience, includes healthcare, care stipend, and other benefits
  • GLASfunds LLC

  Lead the effort in conducting due diligence and approving alternative investment managers for investment alongside client education and marketing.

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  • 5 days ago
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• Analyst, Research & Investment Services

  

  • Mumbai / Pune / Bangalore
  • The compensation structure will be as per industry standards
  • TresVista

  About TresVista Founded in 2006, TresVista has been the leading provider of high-end outsourced support for asset managers, entrepreneurs & corpora...

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  • 30 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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  • 31 days ago
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• WIM Investment Management Specialist 1

  

  • San Francisco, California
  • Open
  • Wells Fargo Wealth & Investment Management

   Assists Senior Investment Managers in handling investment management activities for a group  of clients

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  • 3 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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  • 10 days ago
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