CFA Charterholder jobs in Full Time

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Found 25 Corporate, North America jobs

  • Senior Wealth Advisor

    • Independence, OH
    • $100k annual salary plus revenue-sharing and benefits
    • Strategic Wealth Partners

    The Senior Wealth Advisor (SWA) is responsible for providing financial planning services and investment solutions to the firm’s clients.

  • Fixed Income Trader

    • Newport Beach, California
    • Competitive
    • Aristotle Capital Management, LLC

    Bright, motivated, team-oriented professional to be responsible for executing trades in a growing advisory firm with multiple fixed income strategies.

  • Product Specialist

    • Los Angeles, California
    • Competitive
    • Aristotle Capital Management, LLC

    We are currently seeking a Product Specialist to work closely with the investment team communicate all aspects of our investment process.

  • Institutional Equity Research Analyst, Life Sciences / Cannabis

    • Toronto Or Calgary Based
    • Compensation based on performance, competitive with industry + bonus
    • AltaCorp Capital Inc.

    Conduct analysis & investment recommendations within the cannabis sector with a desire to broaden platform to thematic research & thought leadership

    New

  • Private Equity Analyst

    • Boston, Massachusetts (US)
    • Competitive salary and full benefits including profit sharing and 401(k) plans.
    • NEPC, LLC

    The Private Equity Analyst builds and maintains knowledge of institutional investment managers and processes.

  • Chief Operating Officer

    • Peoria, Illinois
    • Competitive salary and benefits
    • David Vaughn Investments

    Reporting directly to the President, the Chief Operating Officer (COO) has primary responsibility for the operations of DVI’s business.

  • Research Analyst / Sr. Research Analyst

    • Boston, Georgia (US)
    • Competitive salary and full benefits including profit sharing and 401(k) plans.
    • NEPC, LLC

    The Research Analyst/Senior Research Analyst will have responsibility for following and evaluating investment managers.

  • Senior Bank Loan Credit Analyst

    • Boston, Massachusetts (US)
    • TBD
    • Eaton Vance

    Analyzes and monitors current and potential portfolio investments in a variety of industries.

  • Equity Analyst, Global Sector Portfolio

    • Madison, Wisconsin
    • Open/negotiable + benefits
    • State of Wisconsin Investment Board

    SWIB is seeking an equity analyst in its Public Equities division to work within one of the agency’s large-cap global sector portfolios.

  • Associate Portfolio Manager

    • Pasadena, California
    • 80,000-100,000
    • Advisor Business Solutions

    Our client is an RIA located in the Pasadena area managing $300+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm is seeking an ...

  • Municipal Research Analyst

    • Boston, Massachusetts (US)
    • Salary based upon experience
    • GW&K Investment Management

    The Municipal Research Analyst will be responsible for comprehensive credit analysis in all sectors of the investment grade municipal market.

  • Small Asset Management Firm - Portfolio Analyst

    • Bainbridge Island, Washington State
    • Base salary 60,000 + 30,000 bonus paid quarterly + paid Medical & Dental
    • Illumine Investment Management

    Seeking an ambitious individual to learn all aspects of emerging asset mgmt firm. Full-time position and merit-based equity ownership. Greater Seattle

  • Investment Solutions Executive

    • Montréal, Quebec (CA)
    • Annual
    • SLF

    Provide investment expertise in the form of information, knowledge and support to Plan Sponsors Maintain ongoing relationships with assigned cli...

  • Analyst

    • Wellesley, Massachusetts
    • Competitive compensation and benefit package
    • Wellesley Asset Management

    Analyst Wellesley Asset Management is a rapidly growing registered investment advisory which specializes in convertible bond management.  The firm ...

  • Financial Analyst (Resi Portfolio Mgmt)

    • Coral Gables, FL
    • Based on Experience...
    • Bayview Asset Management

    This position supports all analytic efforts of the company’s loan valuation, securitization transaction management and portfolio tracking.

  • Portfolio Manager - External Clients

    • Atlanta, Georgia
    • Commensurate with experience
    • Voya Investment Management

    Enhance the return of client portfolios by managing assets in a multi-strategy total return framework and making timely trade recommendations. 

  • Vice President and Portfolio Manager

    • Edmonton (City), Alberta (CA)
    • Competiive
    • GLOBAL WEALTH BUILDERS LTD.

    Global Wealth Builders has been in business since 2003 and due to advancing  years

  • Investment Counselor

    • Beverly Hills, California
    • Competitive plus comprehensive benefits
    • Joel R. Mogy Investment Counsel Inc.

    Boutique Beverly Hills investment advisor is seeking a highly motivated professional to serve as an investment counselor.

  • Senior Portfolio Solutions Analyst

    • Toronto (Region), Ontario (CA)
    • Competitive Salary plus bonuses
    • Fidelity Investments Canada

    Provide marketing and portfolio managers; other key stakeholders with product analysis, expertise, content for market and regulatory communications.

  • Associate Portfolio Manager - Edmonton or Calgary

    • Edmonton or Calgary
    • M-OTH
    • ATB Financial

    ATB Wealth - Associate Portfolio Manager - Edmonton or Calgary

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