Investment Advisor/Consultant jobs in Passed CFA Level III (Charter Pending)

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Found 14 jobs

  • 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.

    Top job

  • 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.

    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

  • 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.

  • 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.

  • 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.

  • 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

  • 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.

  • 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.

  • 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...

  • Content Strategist (Personal Finance)

    • Bangalore City, Bangalore (IN)
    • As per the candidate's ability
    • Mymoneysage

    Content Strategist (Personal Finance) The Ideal candidate should be good in writing personal finance content from scratch including proof reading a...

  • Financial Planner Investment Advisor

    • Bangalore City, Bangalore (IN)
    • As per the candidate's ability
    • Mymoneysage

    You are a proactive and talented person who has a passion for working hard. You understand that your success is tied to the success of Mymoneysage....

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