Investment Advisor/Consultant jobs in CFA Charterholder

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Found 21 jobs

  • Intern - Investment Banking

    • Pune City, Pune (IN)
    • 10,000 per month
    • SG Analytics

    It is a 3 months program designed for students interested in pursuing a career in the capital markets.

    New

    Top job

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.

    Top job

  • Consultor de investimentos

    • Lisbon (PT)
    • To be negotiate
    • Global Youth Trading

    Funções    Avaliação de produtos financeiros (ações, obrigações, fundos de investimento, entre outros);  Aconselhamento e acompanhamento de carte...

    Top job

  • Intern - Investment Banking

    • Pune City, Pune (IN)
    • 10,000 per month
    • SG Analytics

    It is a 3 months program designed for students interested in pursuing a career in the capital markets.

    New

  • Wealth Manager

    • Mumbai, Maharashta
    • Inline with the market
    • Ladderup Wealth Management Pvt Ltd

    Managing relationships, undertake client portfolio analysis, recommend strategies, evaluate and update the financial market trends and opportunities.

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.

  • Consultor de investimentos

    • Lisbon (PT)
    • To be negotiate
    • Global Youth Trading

    Funções    Avaliação de produtos financeiros (ações, obrigações, fundos de investimento, entre outros);  Aconselhamento e acompanhamento de carte...

  • 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.

  • Senior Analyst/Lead Analyst - Investment Banking (Private Equity)

    • Pune (Locality), Maharashtra (IN)
    • 10-18 LPA
    • SG Analytics

    SG Analytics is hiring Senior/Lead Analyst for one of its Private Equity Client in Investment Banking team.

  • Senior Analyst - Equity Research

    • Pune City, Pune (IN)
    • 8-13 LPA
    • SG Analytics

    The job requires serving the requirements of our US-based buy-side client.Work will involve assignments that facilitate decision making to the client.

  • Senior Analyst - Equity Research ( Middle East team )

    • Pune City, Pune (IN)
    • 8-13 LPA
    • SG Analytics

    The job requires serving the requirements of our Equity Research Middle East clients. Client could be buy-side or sell-side.

  • 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 Investment Analyst

    • Renton, Washington State (US)
    • commensurate with experience
    • Providence Health & Services

    Providence St. Joseph Health is calling a Senior Investment Analyst to our location in Renton, WA.

  • 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...

  • Equity Research Associate (12 months Internship)

    • Bidhan Nagar, Presidency (IN)
    • Unpaid + Incentives
    • Avise Analytics Pvt. Ltd.

    Avise Analytics is offering an exceptional opportunity for CFAs and CFA L3 candidates who aims at becoming a world-class equity research analyst. T...

  • 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.

  • Director of Membership

    • FaithInvest is based in Bristol England - but our members are global and the role can be remote
    • FaithInvest is a not-for-profit - we will pay within the normal range for this sector
    • FaithInvest

    Membership Directors will be responsible for finding potential members, bringing them on-board and integrating them into the FaithInvest community

  • Portfolio Manager - MENA Asset Management

    • Kuwait (KW)
    • Minimum 5-7 years of relevant work experience
    • latifah.omar@nbkcapital.com

    Play an important role in the management of MENA equity products to ensure outperformance across mandates.

  • Associate Portfolio Manager - Edmonton or Calgary

    • Edmonton or Calgary
    • M-OTH
    • ATB Financial

    ATB Wealth - Associate Portfolio Manager - Edmonton or Calgary

  • Sr. Consulting Analyst

    • Atlanta, GA
    • Competitive salary and full benefits including profit sharing and 401(k) plans.
    • NEPC, LLC

    Job Summary: The Sr. Consulting Analyst position works closely with our Public Fund consulting staff, assisting in investment manager search, asset...

  • Investment Review Specialist (Corporate Developement)

    • Calgary (City), Alberta (CA)
    • Salary will be commensurate with experience
    • Enbridge

    Do you thrive in a high paced corporate environment? Do you have strong financial modeling skills and are looking for a challenge?

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