CFA Charterholder jobs

Found 7 Corporate, United States jobs for open / negotiable

• Investment Associate III- Equity Analyst

  

  • Boston, Massachusetts (US)
  • Discussed in preliminary phone screen with Talent Acquisition
  • Eastern Bank

  The incumbent will conduct primary research into individual companies, mutual funds, and ETFs to evaluate merit for inclusion in client portfolios;...

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  • 1 day left
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• Sr. Client Portfolio Manager

  • 75 State Street, Boston, Massachusetts
  • Benefits Available
  • Cambridge Trust

  Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts.

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  • 11 days ago
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• Privat Markets Research Consultant

  

  • San Francisco, Chicago, or New York/New Jersey
  • Commensurate with experience
  • Callan LLC

  About the Position As a private markets research consultant in Callan’s Alternatives Consulting group, you will provide senior leadership to the pr...

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  • 14 days ago
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• Private Client Advisor - Phoenix, AZ

  

  • Phoenix, Arizona
  • Based on Experience
  • Charles Schwab & Co., Inc.

  Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients personal, specialized service.

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  • 21 days ago
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• Portfolio Manager

  

  • Columbus, Ohio
  • Salary + Benefits + Bonus + Profit Sharing
  • Johnson Investment Counsel

  A Portfolio Manager is responsible for proactively managing client relationships and providing integrated wealth management services.

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  • 2 days left
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• Business Analyst

  

  • Lake Oswego, Oregon
  • Jensen Investment Management offers competitive compensation and a competitive benefits package.
  • Jensen Investment Management

  Jensen Investment Management looking for experienced research professional.

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  • 49 days ago
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• Investment Data Analyst

  

  • Boston, Massachusetts (US)
  • Competitive
  • MFS Investment Management.

  The Investment Data Office is seeking an Investment Data Analyst to manage how data is used and governed in the business context.  

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  • 7 days left
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