CFA Charterholder jobs

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Found 34 United States jobs

  • Senior Research Analyst – Utility Sector (Portfolio Analyst EQ 3)

    • Saint Louis, Missouri
    • Base plus incentive team bonus plan
    • Wells Fargo Asset Management

    The Compass Equity team is seeking a senior research analyst. The analyst will conduct research in the utility space and associated areas.

  • Manager, Financial Planning & Analysis

    • Chatsworth, California (US)
    • Competitive salary + bonus + benefits + flex
    • MGA Entertainment

    A key role in a highly innovative company with a collaborative culture.

  • Trust Investment Officer

    • Sioux Falls, South Dakota
    • Commensurate with experience with full benefit package
    • Dorsey & Whitney Trust Company LLC

    Trust Investment Officer for multi-asset portfolios working with investment advisors, attorneys and clients. CFA charterholder or candidate preferred.

  • VP, Wealth Portfolio Manager

    • Can be located in Albany, NY; Boston, MA; Hartford, CT; Lenox, MA; Springfield, MA; or Worcester, MA
    • not disclosed
    • Berkshire Bank

    Division:                Asset Management/Trust                                           Department:           Berkshire Wealth Management        ...

  • Research Analyst

    • Cleveland, Ohio (US)
    • Salary commensurate with experience
    • Foundry Partners LLC

    Key components of the job focus on the assessment of individual company normalized earnings power, catalysts, financial strength, and degree of risk.

  • Intermediate or Senior Investment Analyst

    • Nashville, Tennessee
    • Compensation is commensurate with experience and qualifications.
    • Tennessee Department of Treasury

    The Tennessee Department of Treasury Investment Division is seeking an Intermediate or Senior Investment Analyst to support the public equity program.

  • Senior Equity Research Manager - Small Company

    • Albany, New York (US)
    • Competitive Base and Bonus Potential
    • Fort Washington Investment Advisors Inc.

    Summary of Responsibilities: Analyzes Company's financial condition, industry trends, future prospects, etc., and makes recommendations regarding p...

  • Portfolio Manager

    • Tallahassee, Florida
    • Hiring Range: $72,000 - $90,000
    • State Board of Administration of Florida

    The SBA is seeking a Portfolio Manager to join its Global Equity (GE) asset class.  The Portfolio Manager will be an integral member of a 17-person...

  • Senior Product Strategist

    • Chicago, Illinois or London, UK
    • Competitive salary based on experience
    • Nuveen

    Position Summary: The position is a Senior Product Strategist located in Chicago, IL or London, UK which leads Westchester’s global client servicin...

  • Senior Investment Consultant

    • Menlo Park, California
    • Total Compensation of $175,000+ depending on experience
    • Alan Biller and Associates

    Senior Investment Consultant to provide fiduciary consulting services to our institutional clients, primarily large Taft-Hartley pension funds.

  • Sr. Research Consultant - Public Markets (Equities)

    • Boston, Massachusetts
    • Negotiable
    • NEPC, LLC

    The Senior Research Consultant – Public Markets Consultant is responsible for review, evaluation & analysis of the investment managers and strategies.

  • Research Consultant - Hedge Funds (Credit)

    • Boston, Massachusetts
    • Negotiable
    • NEPC, LLC

    Candidates for this position will be serving in a comparable role at a plan sponsor, investment manager or consulting firm specializing in hedge funds

  • Senior Research Analyst - Alternatives

    • Portland, Oregon
    • Range based on expereince. Base plus disc. bonus and great benefits.
    • Arnerich Massena

    Sr. Alts Analyst conducts non-traditional investment manager research & due diligence, sourcing hedge, PE & other alternative products for approval.

  • Consulting Analyst / Sr. Consulting Analyst - Public Funds

    • Redwood City, California (US)
    • Negotiable
    • NEPC, LLC

    The Sr. Consulting Analyst or Consulting Analyst position works closely with our Public Fund consulting staff.

  • Investment Portfolio Manager Generalist

    • Louisville, Kentucky
    • Great Benefits!
    • Kentucky Farm Bureau Mutual Insurance

    Investment strategy for the Company’s general account, including research and implementation of investment opportunities.

  • Portfolio Manager / Relationship Manager / Business Develpment

    • Norwich, Vermont
    • Based upon experience and background
    • INTRACK INVESTMENT MANAGEMENT INC.

    InTrack Investment Management, Inc. Portfolio Manager/Analyst /Relationship Manager, located in South Burlington and Norwich, Vermont

  • Equity Analyst

    • Midtown Manhattan
    • Competitive with strong benefits package
    • GQG Partners LLC

    Equity analyst for global equity boutique. Diverse backgrounds and experience are welcome. Looking for long term thinkers.

  • Lead Investor Outreach Advisor

    • San Francisco, California
    • compensation commensurate with experience
    • Nasdaq

    Nasdaq’s SCI Team is a global group of consultative analysts focused on helping companies execute on value enhancing strategies.

  • Finance Analyst III, LACERA (Private Equity)

    • Pasadena, California (US)
    • Annual Salary: $161,026.80 - $243,733.92
    • LACERA

    The Private Equity team is responsible for managing a diversified portfolio of private equity investments.

  • Investment Analyst

    • Minneapolis, Minnesota
    • Competitive base salary, bonus, and company sponsored benefits
    • NorthRock Partners

    POSITION SUMMARY  We are looking for a high performing individual who is incredibly strong in performing due diligence on private equity and privat...

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