Asset Management Passed CFA Level III (Charter Pending) jobs in Masters
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Found 4 jobs for open / negotiable
Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.
Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...
Work side-by-side w/ the firm's sr. inv. professionals in overseeing, directing, & reporting on all aspects of client relationship & inv. portfolio.
Work with Sr PM, participate as a research analyst, take ownership of a primary coverage list & actively contribute to the overall investment process.